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smurf

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Latest  |  Highest rated
  • Equity CEFs: Eaton Vance Really Wants You To Own Its Option-Income Funds [View article]
    Nice article.

    In doing my dd, ETV indeed looks the best. Decent entry price, nice discount to NAV and great payout.

    However, what disturbs me a bit about this and all the EV funds is that their distributions have a high percentage of return of capital, some of which is destructive.

    Could you please comment on this?

    Thanks!
    Nov 30 03:08 PM | Likes Like |Link to Comment
  • Caterpillar Dividend Stock Analysis [View article]
    I love CAT and they way they manage and handle their business. I especially admire the fact that they don't let the unions push them around.

    I want the stock to go lower so I can buy in at around 80 or less, but it won't cooperate.

    I know, I'll buy in at the current pps. Then it'll go to 80 or less for sure!

    I'll keep everyone posted. If I go long, either wait for the dip, buy puts, or go short.
    Nov 30 02:37 PM | 1 Like Like |Link to Comment
  • Pfizer's Strong Pipeline, Solid Dividend Yield Make It A Stock To Buy For The Long Term [View article]
    PFE is one I screwed up by passing on it back in '09 when it was under $15. I'm not going to compound the felony by getting in now, near a yearly high.

    They have weathered the Lipitor crisis quite nicely, however and would be a candidate for purchase on a general market pullback.
    Nov 30 09:37 AM | 2 Likes Like |Link to Comment
  • Stick With Supervalu - A Sale Is In The Works [View article]
    1906.....

    Did you mean Save-A-Lot?
    Nov 30 09:22 AM | 1 Like Like |Link to Comment
  • Buy Linn Energy For A Safe 7% Dividend Yield And Growth [View article]
    Bought LNCO for the IRA in time for the first dividend. Stock's been a little volatile, but am up a little and happy with it. Will buy more on if/when dips.
    Nov 30 09:19 AM | Likes Like |Link to Comment
  • Exelon: An Unreliable Performing Utility For Investors Or Customers [View article]
    Salibus,

    I agree with you on EXC, and have written several comments about it. But, aren't you overdoing it a bit? Or, are you just getting your jollies by going on and on and on and......................
    Nov 30 09:16 AM | Likes Like |Link to Comment
  • Preferred Stock ETFs For Fiscal Cliff Defense [View article]
    Tom,

    Re PFF: What selloff? It's right near it's 52 week high. Also trading at a premium to NAV.
    Nov 30 12:12 AM | 1 Like Like |Link to Comment
  • Exelon: An Unreliable Performing Utility For Investors Or Customers [View article]
    New....

    His point is that politics do have a lot to do with utilities because they are heavily regulated by the states (i.e., politicians) in which they operate and are susceptible to those whims.

    To say otherwise is just silly.
    Nov 29 11:20 PM | 2 Likes Like |Link to Comment
  • 5 Bonds To Add To Your Watch List [View article]
    SWY looks the best of this bunch, which isn't saying much, however.

    Anything worthwhile, bondwise on somebody like KR, which may arguably be the strongest of the food chains?
    Nov 28 10:36 AM | Likes Like |Link to Comment
  • 16.11% Dividend Payer Apollo Residential Mortgage Is Firing On All Cylinders [View article]
    Very interesting article. I like that the company isn't totally dependent on the mReits and holds a significant cash position.

    Still, the big dividend seems to signal "caution" in and of itself.
    Nov 28 10:01 AM | 3 Likes Like |Link to Comment
  • 5%+ Yielding Stocks To Consider [View article]
    Paul,

    Very interesting article, particularly pertaining to PSEC. I have been following the stock for a while, and your information is really helpful.

    One question: All these BDCs have negative free cash flow, which is a little unnerving to a prospective investor, but do I presume correctly that this is sort of the nature of this business due to the fact that their cash is constantly being put to work in financing activities?
    Nov 27 11:55 PM | 2 Likes Like |Link to Comment
  • The Coffee Shop Knows [View article]
    Cap'n,

    Your thinking is very astute, particularly since it kind of dovetails with mine. I was very skeptical of the mREITS when they were the flavor of the herd , but now they seem to be attractive pps-wise, even with falling yields. Would you be at the trough now with them, or are the coffee shop sages looking for further pullbacks?

    I also have been following PSEC, which is getting attractive pricewise.

    Oh, I have always enjoyed your light hearted comments and am glad to see this article.
    Nov 27 11:47 PM | Likes Like |Link to Comment
  • The Beatings Will Continue Until Morale Improves [View article]
    Sadly, I agree with everything you say, Bret. Got any more good news?
    Nov 27 09:00 PM | 2 Likes Like |Link to Comment
  • Realty Income: Excellent Investment, Just Not Right Now [View article]
    Tim,

    I agree with your assessment on O, and would also throw in NNN for good measure. Both are wonderful companies to own, just not at their current pps'.

    On O, for example, Morningstar suggests a buy price of $27. They don't analyze NNN.
    Nov 27 08:32 PM | Likes Like |Link to Comment
  • Is Wal-Mart's Evil Image Deserved? [View article]
    5+,

    "P.S.....demolishing .....your vendors)."
    Repeat--ALL retail companies attempt to "demolish" ( a little hyper-dramatic, don't you think?) their vendors.

    Wal-Mart is better at it than most because of their size, which enhances their clout. And, BTW, nobody is a better "demolisher" than Costco.

    ..."where they get their goods.."
    Look at labels on your "goods", from ANY retail chain. By "goods" I presume you mean small appliances, apparel, etc. Chances are you'll notice offshore manufacturing on most everything.

    ".....red vs. blue......"
    It is in fact that sort of an issue. If those Black Friday mobile "protesters" were polled, I'm pretty sure you would not find a Republican in the group. You would instead find union agitators, left wingnuts, and losers who hate any vestige of entrepreneurial success.
    Nov 27 04:32 PM | Likes Like |Link to Comment
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