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Latest  |  Highest rated
  • Analysts question AGNC strategy [View news story]
    The market is fickle. Folks can go from geniuses to dolts in a matter of months.
    Feb 4, 2014. 12:03 PM | 1 Like Like |Link to Comment
  • Kain buying stock of other mREITs [View news story]
    Nothing like a lot of confidence in your own company!
    Feb 4, 2014. 12:02 PM | Likes Like |Link to Comment
  • Best And Worst ETFs, Mutual Funds, And Key Holdings: Telecom Services Sector [View article]
    What's so "dangerous" about VOX? The worst things I see is that it only pays a dividend yearly and it trades at low volumes. Nearly half of the portfolio consists of T & VZ..

    A lot of suppositions, unsupported by much factual data in this article.
    Feb 4, 2014. 10:33 AM | Likes Like |Link to Comment
  • Clearing Up Some Misconceptions About Linn Energy, Vanguard Natural Resources And Other Upstream MLPs [View article]
    A very comforting article for the LINE & VNR enthusiasts. Noted that the word PROFITS was scarcely mentioned, while DEBT was absent entirely.
    Feb 4, 2014. 10:20 AM | 1 Like Like |Link to Comment
  • A Red Flag At Microsoft? [View article]
    Different captain, same ship, same course, same admirals (Gates, Ballmer) looking over the shoulder.

    Nothing to cheer about here.
    Feb 4, 2014. 09:46 AM | 1 Like Like |Link to Comment
  • Cure A Sick Year With Vanguard's Health Care ETF [View article]
    I've owned and DRIPed the Vanguard mutual fund cousin, VGHAX, for years and have been thrilled with it. Only regret that I didn't buy more.

    Thanks.
    Feb 4, 2014. 09:34 AM | 1 Like Like |Link to Comment
  • Argentina accuses Shell of conspiracy after 12% fuel price increase [View news story]
    Is there anyone Argentina isn't suing for their self-inflicted problems? Maybe they should get together with Brazil, Ecuador, Bolivia and Venezuela and just file class action suits.
    Feb 3, 2014. 11:58 AM | 2 Likes Like |Link to Comment
  • Microsoft: Undervalued And Under New Management [View article]
    I don't really think that Microsoft will be under new management, anointing a lifer to take the spot. A different face, but not new. New would imply fresh ideas and marketing approaches. This isn't going to happen as long as Gates and Ballmer have prominent positions on the Board, the former as chairman.
    .
    Feb 3, 2014. 10:21 AM | Likes Like |Link to Comment
  • 6 Essential Investment Ideas To Consider For Your Portfolio [View article]
    I liked this article, particularly with reference to the bonds section.

    I am buying bonds via either funds or ETFs when I encounter quality. I'm trying to take a longer view than just a few months forward.

    Thanks.
    Feb 2, 2014. 04:13 PM | Likes Like |Link to Comment
  • Shell Earnings Crater, Company Takes Big Hits, Shares Rise [View article]
    Yeah, you're right about the culture thing, Ray.

    For many years, I called on the Inland Division of General Motors which eventually became Delphi. Every so often, they would recycle a new GM, Production or Technical Mgr., who came in all full of piss and vinegar, only to be encounter resistance from below and indifference above, eventually assimilating into the political GM culture, which was career and CYA. Of course, we know where that led........

    van Beurden's rhetoric is encouraging, and his actions thus far seem to match. Hopefully they will continue to do so.

    Thanks.
    Feb 2, 2014. 04:07 PM | 1 Like Like |Link to Comment
  • Shell Earnings Crater, Company Takes Big Hits, Shares Rise [View article]
    Addendum to above comment.

    People should view corrections to solid companies such as Shell as buying, not selling opportunities.
    Feb 2, 2014. 02:29 PM | 2 Likes Like |Link to Comment
  • Shell Earnings Crater, Company Takes Big Hits, Shares Rise [View article]
    As usual, good article, Ray.

    I decided to hang on to RDS-B regardless, as the company certainly isn't going anywhere and would work their way out of difficulties. Being long at 67 doesn't hurt matters, and I would have added shares below that. Solid 5+% dividend payers don't grow on trees.

    Read the new CEO's comments and action plan, which reinforces my opinion.
    Feb 2, 2014. 02:18 PM | 2 Likes Like |Link to Comment
  • Why I'm A Potash Buyer On The Dip [View article]
    Raven,
    I stumbled on POT (the company) myself in a Morningstar just recently and began researching it, including your timely article today!

    Actually, I had looked at it before, but it crashed on the Belarus situation, and I lost interest.

    Anyway, the fundamentals look decent; payout ratio is below 50%, and free cash flow covers the dividend as well. They seem like a pretty conservative outfit,

    It's up a dime today, but still in bargain basement territory, as far as I'm concerned and I think I'll buy at current price. Most analysts peg a fair value of around $37.00 on it. With a dividend approaching 5%, I'd be happy with that.
    Thanks,
    Jan 31, 2014. 02:22 PM | 2 Likes Like |Link to Comment
  • Altria Group: A 5.40% Dividend Yield Now On Sale [View article]
    Spouse bought MO at $17.57 in '10.

    I didn't. Bleah.
    Jan 31, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • Investors happy with Shell's new path to cut spending, exit Arctic [View news story]
    As a shareholder, I'm glad to see them retrench. Hope they continue to do so in the corrupt and dangerous banana republic areas.
    Jan 30, 2014. 03:29 PM | 2 Likes Like |Link to Comment
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