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smurf

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Latest  |  Highest rated
  • Fifth Street Finance Struggles To Grow NAV [View article]
    Is ACAS paying a dividend? Three references, Morningstar, Yahoo! and SA show zilch for a yield.
    Jan 29 02:38 PM | Likes Like |Link to Comment
  • Mario Gabelli: Buy This Stock For A Double [View article]
    Gabelli is, above all, a self-promoter. He does have a couple of pretty good CEFs, though.
    Jan 29 02:24 PM | 1 Like Like |Link to Comment
  • The Most Efficient Retirement Portfolio [View article]
    Good first article.

    I am long on several income/growth and a Vanguard Mutual Funds, which are doing well and beating my stock portfolio, I might add. I like Vanguard because they offer very low (if not the lowest) fees compared to the rest of the industry with a wide variety of quality funds with which to diversify.

    Thanks,
    Jan 29 02:18 PM | Likes Like |Link to Comment
  • Chevron (CVX) says a former Ecuadorian judge revealed he and a colleague let plaintiffs lawyers ghostwrite their own $18.2B judgment against it in exchange for a promise of $500K. The bribery charge is new, and the ghostwriting charge is more sweeping and better substantiated than before. But CVX isn't totally off the hook, as the judge says CVX paid him for physical evidence he turned over. [View news story]
    All this outrage. What most people in the U.S. don't realize is that is how the game is played in these banana republics and third world lands. If you don't want to soil your hands, then you can't participate. Find another sandbox. Simple as that.

    Not right? Of course not. But it's the reality of the situation. Think of it as Chicago politics on steroids.
    Jan 28 11:27 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Time To Take The Plunge? [View article]
    Once the lemmings, aka individual investors, start piling in, it's time to turn bearish.

    Remember what Buffett says about when to be fearful and greedy.
    Jan 28 10:32 AM | Likes Like |Link to Comment
  • How To Turn FedEx Rent Checks Into 21 Years Of Durable Dividends That Pay 5.6% [View article]
    Thanks, Brad.

    Well, I guess the obvious question would be about the dividend. While investors appreciate the stability of their dividend record, the going forward commitment to same would be cemented if some sort of increase was shown at least yearly. It doesn't have to be much--look at O--theirs is fractional at best. But, it would be nice to see.

    Unlike others, I don't see a huge problem with MNR's dependence on FedEx, except that there becomes a point where a single huge account starts trying to tell their vendor how to run their business. MNR needs to keep an eye on this. You might bring this up also.
    Jan 28 10:20 AM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Uff Da! [View article]
    Uff da? Haven't heard that expression since I was in Minneapolis. They tell Norwegian jokes up there.

    Interesting niche stuff. If you think about it, Norway's economy is booming because of the oil, so why shouldn't US investors join the party too? Well, I suppose the smart ones already are, which lets me out.
    Jan 27 04:29 PM | 2 Likes Like |Link to Comment
  • 12 Rules For Buying Dividend Stocks [View article]
    As always, respect your opinions, but in this case respectfully disagree, in part. See whmitch's comment below.
    Jan 26 10:25 AM | Likes Like |Link to Comment
  • 12 Rules For Buying Dividend Stocks [View article]
    whmitch,

    That's a good point--relative to the industry in which they are. It's what I do when utilizing screening criteria, and it's very valid.
    Jan 26 10:24 AM | Likes Like |Link to Comment
  • Build An Intelligent REIT Portfolio Without Mortgage REIT Risk [View article]
    Hardly. He was pumping and leading cheers for NLY into the third quarter of last year. Less than wo weeks after his last rah-rah article, he published a sell-yell one. D'ya think maybe he missed something along the way?
    Jan 26 10:17 AM | Likes Like |Link to Comment
  • Build An Intelligent REIT Portfolio Without Mortgage REIT Risk [View article]
    The operative word here was "legitimate".

    Besides, the Mafia is passe'. Their influence has been eliminated by the gangs, who make the lads with vowels ending their last name seem like choirboys.
    Jan 26 10:10 AM | Likes Like |Link to Comment
  • Diebold: Is This Value-Priced Dividend Payer A Buy? [View article]
    John,

    I think DBD is a good company with a solid history of raising dividends since 1997; even through the crash period six years ago. Also, their payout ratio is well under 50%. I think they are a good "get" anytime, but especially at this pps.

    You see their equipment everywhere; at banks, ATMs, everywhere financial business is transacted.

    Thanks,
    Jan 25 02:28 PM | 1 Like Like |Link to Comment
  • How To Turn FedEx Rent Checks Into 21 Years Of Durable Dividends That Pay 5.6% [View article]
    Brad,

    Thanks for the in depth article.

    A previous commenter raised the point about the static dividend. Also, recently, I queried their Investor Relations Dept. for a prospective investor package. Never heard back. Maybe these are quibbles, but it does bring into question MNR's attention to the comfort and feeding of shareholders.

    Finally, the less said about the symbiosis with UMH the better. MNR is definitely the feather in that organization's cap.
    Jan 25 01:52 PM | Likes Like |Link to Comment
  • Ignore Tennessee Williams - Debunking A Caterpillar Bear [View article]
    Great article.

    I very much admire CAT and their way of doing business, and am very confident that management will navigate them successfully going forward.

    I missed am opportunity to buy it in the 80's months ago (snooze-lose), and have watched it drift upward with the market. Well, what goes up will come down and I won't make the same mistake twice.

    Thanks.
    Jan 25 12:15 AM | Likes Like |Link to Comment
  • 13.71% Dividend Payer Armour Residential REIT's Charter Change Should Help It Succeed [View article]
    David,

    Thanks for an article with a fresh take. Too many SA blogs lately have been about the same companies; recycled articles with redundant data.

    This diversification into hybrid land gives ARR a whole new investing perspective and makes it a very interesting stock for future purchase.
    Jan 25 12:07 AM | 1 Like Like |Link to Comment
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