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smurf

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Latest  |  Highest rated
  • American Capital Agency: Time To Abandon Ship? [View article]
    Ship abandoned. Went thru $26.50 stop. Had all the fun I could stand with this one.

    Great lesson learned. No more 'investments' in companies dependent on whims of the Fed and/or who rely on paper schemes to earn income. Nice dividends, but too much risk involved.

    Henceforth, only companies who do, make, or manage tangible things.

    Not criticizing, just best for me in the future.
    May 28 01:21 PM | 2 Likes Like |Link to Comment
  • The Peter Lynch Approach To Dividend Cuts [View article]
    Great article. Every now and again we need a restatement of the obvious. Reduction or freezing a dividend is at best, a caution flag, and probably a red flag.
    May 28 12:23 PM | 2 Likes Like |Link to Comment
  • Stay On The REIT Track And Sleep Well At Night [View article]
    Brad,

    Next time, avoid US Air and save aggravation. That action alone will greatly help you to SWAN!

    Agree that some of the quality REITs are getting into interesting buying territory.
    May 27 11:47 AM | 4 Likes Like |Link to Comment
  • 'Savvy Senior' Conservative IRA Portfolio Returns 16.4% In 2012 [View article]
    User.....

    Not me. If you want to go short, look for my buys. When I sell, it's time to accumulate. No respect at all.

    Have had some notable successes, however, particularly back in '09. But, even a blind squirrel finds an acorn now and then.
    May 27 09:30 AM | 1 Like Like |Link to Comment
  • Why This Long-Time Bull Is Moving To The Sidelines [View article]
    Aris.....

    Is "northwest concrete" the same as Vermont "bulletproof powder"?
    May 27 09:27 AM | Likes Like |Link to Comment
  • American Capital Agency: Time To Abandon Ship? [View article]
    I have AGNC stopped at $26.50. At that point, I will have had all fun I can stand, even with the large dividend, which, in my opinion, is ripe for cutting anyway.

    Sticking with my DX hybrid, which has been relatively unscathed by the NLY, AGNC debacle, other than some sympathy selling.
    May 27 09:25 AM | 1 Like Like |Link to Comment
  • Why This Long-Time Bull Is Moving To The Sidelines [View article]
    Ski resorts have historically been lousy investments. Checked out WB, and it didn't buck that stereotype. Definitely Nytol needed for this one.
    May 26 11:00 AM | Likes Like |Link to Comment
  • BDC Risk Profiles Part 4: Insider And Institutional Ownership [View article]
    @tiki

    "Pretty silly question, IMO".

    Glad you're so erudite that you can belittle another's question. We're all on a learning curve here on SA, some less advanced than others. You, on the other hand, are obviously on the Pinnacle of the Mount. A legend in your own mind, "IMO".
    May 25 10:46 AM | 10 Likes Like |Link to Comment
  • RAIT Financial: Misunderstood And Undervalued [View article]
    "Historically devastating" is a unique way to start out a positive article, but once you get past that it makes sense. Good article on a hitherto unnoticed (for me) equity.
    May 25 09:23 AM | Likes Like |Link to Comment
  • Has Exelon's Dividend Cut Boosted Its Share Price? [View article]
    @WPSPIKER

    My typo. I meant HIGH 20's.

    Otherwise, I take a dim view of this company and their prospects going forward. Decades of poor management as well as personal experience with this stock 'back when' form the basis for my opinion.
    May 24 11:48 PM | Likes Like |Link to Comment
  • Has Exelon's Dividend Cut Boosted Its Share Price? [View article]
    EXC has climbed from the low 20's to the mid 30's since the end of the year, and more or less moves in tandem with the utility sector now.

    Previously, it didn't matter what the market was doing; EXC was in a downward spiral.

    So there's no doubt that the dividend cut, which relieved their financial pressure and credit rating problem has accounted for their bounce back. Whether, given the history of their inept management they can sustain it remains to be seen.

    Thanks.
    May 24 03:03 PM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    tone....

    I don't think you can paint all REITs with the same brush. Yes, for the mREITS who neither own nor manage any visible assets, rather rely on paper trading and interest rates to make their money, the party may well be over. At the very least, it's 3 a.m. for them.

    The standard REITs should be more stable going forward, unless the economy tanks into another great recession. I wouldn't be afraid to buy stocks such as NNN or O on pullbacks.

    Thanks,
    May 24 02:58 PM | 1 Like Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    O is getting into interesting territory from the perspective on somebody (that would be me) who has been waiting for a pullback.
    May 24 02:52 PM | 1 Like Like |Link to Comment
  • This REIT Is Approaching Bubble Territory [View article]
    O is getting into interesting territory, from the perspective of someone who has been waiting for a pullback.
    May 24 02:50 PM | Likes Like |Link to Comment
  • This REIT Is Approaching Bubble Territory [View article]
    He and Tim should have a little round table discussion!
    May 24 02:49 PM | Likes Like |Link to Comment
COMMENTS STATS
3,948 Comments
4,259 Likes