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Latest  |  Highest rated
  • Kinder Morgan Energy Partners' Unexpected Move Into Tankers Is Savvy Investment [View article]
    There's no rational reason for the decision delay.

    It's all politics. The radical left wing (aka environmentalists), who constitute a major constituency, had to be appeased so they wouldn't stay home in 2012.

    Then it had to be made to look like Fearless Leader is seriously weighing economic pros and cons.

    Look for a positive decision AFTER the 2014 mid-term elections.
    Jan 3, 2014. 02:37 PM | 5 Likes Like |Link to Comment
  • Sears Is Stumbling Around Like A Drunken Giant, Waiting To Pass Out [View article]
    You seem to feel there's some hope for Sears and that Lampert is not a complete idiot?

    What evidence is there on either point?
    Jan 3, 2014. 02:31 PM | 2 Likes Like |Link to Comment
  • Chimera Investments - An IntREITsting Dividend Play [View article]
    Definitely a leap of faith to invest or stay invested in this one. Accounting situation is still too murky.

    Those with a few cojones might be amply rewarded, though.
    Jan 3, 2014. 10:00 AM | Likes Like |Link to Comment
  • Exelon lower after downgrades [View news story]
    The beat goes on with this bow-wow.
    Jan 3, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • Chimera Investments - An IntREITsting Dividend Play [View article]
    Pie chart is not exactly clear. Nor is the verbiage in the article.

    As near as possible, how much % of their portfolio residential paper is "primarily" non-agency?

    Thanks.
    Jan 2, 2014. 10:31 AM | Likes Like |Link to Comment
  • The Perfect Portfolio: End Of Year Review [View article]
    coach,

    Yeah, but, it's still not even 2.5%. And, they lag their rivals in the nutritionals, devices, diagnostics and other components of that type sector. That they will ultimately be successful is not in question, however.....
    our time frame may be a bit narrower than yours, so we don't want to wait for the company to be whipped into shape.

    In any event, we made a nice gain on ABT, so everyone's happy.
    Jan 1, 2014. 09:53 AM | Likes Like |Link to Comment
  • The Perfect Portfolio: End Of Year Review [View article]
    Hi David,

    I patched together a similar portfolio for my wife around the same time, although not the breadth of yours. I bought ABT (pre-spinoff), MO, KO, JNJ, CVX, PG, BMY, INTC, BAX, and XLI. I've since sold ABT, and kept ABBV, because the former was underperforming, with a low yield.

    Yes the dividends have been great, as well as the share price appreciation.

    Happy New Year.
    Jan 1, 2014. 08:49 AM | Likes Like |Link to Comment
  • Exelon 38% Undervalued With A 5.4% Yield Based On Normalized Cash Flow [View article]
    WP,

    Not to be critical, but I'm not sure I would hold either EXC or FE in a margin account. Or any other account, for that matter.

    Former has a history of underachievement, and the latter is a conglomeration of old, tired, and mediocre rust belt type utilities (I go back to the old Ohio Edison days).

    If you want exposure to this sector, there are much better choices out there, IMO.
    Dec 31, 2013. 02:30 PM | 5 Likes Like |Link to Comment
  • My 2013 Investment Game Plan: Year-End Lookback [View article]
    Another very helpful and informative article as usual, Ray.

    Curious about two things:

    Why RDS-A instead of B? Don't you get involved with Netherlands withholding taxes on dividends with A? Your broker probably repatriates them for you eventually, I guess. I went with the B shares from the UK with no withholding. .......Interesting side note--B declared a special dividend, but because I'm still reinvesting, it went to purchase A shares. Broker was even confused when I asked why it showed up on the statement. So, I'm the proud holder of 1.011 shares of A now!............

    Also, no equity REIT holdings? I kind of like that sector, since it's been beaten down lately and quality shares are priced more realistically.

    Thanks, and a Happy New Year.
    Dec 31, 2013. 11:14 AM | 1 Like Like |Link to Comment
  • 4 Beaten-Down Dividend Stocks For 2014 [View article]
    If interest rates went up to the point where various money instruments started paying any kind of a decent yield, it would definitely hurt stocks generally.

    I go back to the early 80s when Volcker put the squeeze on. Money markets were paying double digits and stocks were floundering. Investing was a no-brainer then.
    Dec 30, 2013. 10:13 AM | 9 Likes Like |Link to Comment
  • High-Yield ETFs For Dividend Growth Portfolios [View article]
    Too many disparate choices. Would have been better as two articles, maybe a Part I & II.
    Dec 30, 2013. 10:05 AM | 1 Like Like |Link to Comment
  • Raytheon: New Contracts Make It A Buy [View article]
    I agree that RTN is a great company and, of the defense contractors, best positioned to produce products for civilian applications, particularly in the security area. I also agree that it was an attractive investment-this time last year.

    However, a "buy" at or near it's yearly high? Defense is still the lion's share of their business and those prospects going forward on a continuing basis are somewhat cloudy, new contracts or not.
    Dec 30, 2013. 09:59 AM | 3 Likes Like |Link to Comment
  • A Very Safe 6.3% Yielding Utility Issue [View article]
    I don't think any non-cumulative preferred should be classified as "safe", regardless of the financial strength of the issuer.
    Dec 30, 2013. 08:19 AM | 5 Likes Like |Link to Comment
  • Intel: Rumors, Rumors [View article]
    So, down to terms I can understand, it's maybe, maybe not?

    This is the basis for this article?
    Dec 30, 2013. 08:06 AM | 1 Like Like |Link to Comment
  • Lessons Learned From The 2013 REIT Roller Coaster [View article]
    Adam,

    Thanks for another good common sense article.

    For me it has always been about TRYING to capture both value and income.

    You used O and COP as examples. When people were recommending O at $50+, I wouldn't touch it because it seemed to be euphoria based at that price level. But, I did like the company, bought in at $39, have been adding small positions below that.

    Regarding COP, I liked it a lot after Phillips spun off and bought it when it was percolating along around $57, which, incidentally, gave it a 5% dividend yield at that point. Today, at 70+, I consider it fairly valued, am holding and enjoying the payout.

    This strategy doesn't always work, of course, because stocks don't always behave the way I want them to, and also having occasionally succumbed to George Acs' FOMO (Fear Of Missing Out) syndrome, as in the case of AGNC and LNCO. But, at least I learned lessons from these gaffes, and hopefully won't repeat them.

    Thanks again.
    Dec 29, 2013. 11:08 AM | 1 Like Like |Link to Comment
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