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  • Annaly Capital: Don't Be Fooled By The Super High Yield [View article]
    I would say it has more to do with the quality of the comments rather than the content of the article.
    May 14, 2013. 03:05 PM | Likes Like |Link to Comment
  • Annaly Capital: Don't Be Fooled By The Super High Yield [View article]
    You addressed your comment to Rega(r)ded Solutions. He didn't write this article, unless it's under a pseudonym.
    May 14, 2013. 03:03 PM | Likes Like |Link to Comment
  • The Case For A 100% Dividend Stock Portfolio [View article]
    Yeah, Munger and Buffett are all for dividends, but only for companies they're buying. How long have they been around--since Moses? And income investors are supposed to wait how much longer for a dividend?

    I'll listen, study and profit from their pronouncements, but don't think I'll buy their stock anytime soon.
    May 14, 2013. 02:53 PM | 3 Likes Like |Link to Comment
  • After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital [View article]
    I own DX, and so far none of the drama that seems to have afflicted NLY, AGNC, and others.

    Also long AGNC, but thinking of exiting.
    May 13, 2013. 11:58 PM | Likes Like |Link to Comment
  • A Critical Reassessment Of Risk And Return For Small Investors [View article]
    Nonsense. Everyone's worried about the duck's broken beak. That's why it's so heavily shorted! :-)
    May 13, 2013. 09:45 AM | Likes Like |Link to Comment
  • A Critical Reassessment Of Risk And Return For Small Investors [View article]
    Nonsense. Everyone's worried about the duck's broken beak. That's why the stock is shorted so heavily!
    May 13, 2013. 09:41 AM | 4 Likes Like |Link to Comment
  • Seagate Technology - Are There Clouds Overhead Or In Its Books? [View article]
    Div. Guy,

    Well, having made a nice profit, looks like time for you to sell, maybe. Problem is, what to buy that is not already fairly or over valued?
    May 12, 2013. 12:54 PM | Likes Like |Link to Comment
  • Psychemedics Corp: Splitting Hairs For Profit [View article]
    Interesting stock. The upside down payout ratio and the fact that it's so thinly traded (3 month average daily volume is only 10,365) gives pause, however.

    On the positive sides are the significant ownership by Fidelity, Royce and Vanguard, as well as the insider activity.
    May 12, 2013. 09:01 AM | Likes Like |Link to Comment
  • Monopoly For Investors: Utilities [View article]
    The income growth numbers were taken from Morningstar, whose data are usually pretty accurate (unlike their analyses sometimes). It's entirely possible I could have misread it,though.

    Yes, the payout ratio was another concern, but many utes are on the high side.
    May 12, 2013. 08:46 AM | Likes Like |Link to Comment
  • Monopoly For Investors: Utilities [View article]
    NWN at first glance looks pretty good, but a little research reveals otherwise.

    Since they're exclusively natural gas, what's their outlook pricewise, and are they a takeover candidate? What's the regulatory climate like in these Left Coast blue states?

    Could you also comment on their lower EPS figures in '12? Also their negative 3 yr. net income growth of -7.3% as opposed to the industry average of +24.8% for the same period?

    Thanks.
    May 11, 2013. 10:42 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Updated Dividend Sustainability Analysis (Through Q1 2013) [View article]
    Scott,

    In case you haven't notice before, jonk is a gadfly who comes out of the woodwork with endless nonsensical negative comments on AGNC articles. Conversely, he's one of the head cheerleaders for NLY. A lot of people think that he and an author who relentlessy promotes NLY are one and the same.

    Ignore him & he goes away.

    Thanks for the article. An eye opener--what I could follow, anyway!
    May 10, 2013. 05:56 PM | 3 Likes Like |Link to Comment
  • ConocoPhillips: A Closer Look At One Of The Supermajors [View article]
    Guess I'll join the chorus. I'm pretty keen on COP for all the reasons above which give the company room to grow, EPSwise, not to mention the nice dividend along the way. Payout ratio nice and low, which I like also.

    Kind of like RDS-B, too, even though it's prospects are not as dynamic as COP's. But, reinvigorated management seems poised to rattle a few cages.
    May 10, 2013. 05:47 PM | Likes Like |Link to Comment
  • The USPS lost $1.9B in Q1 of 2013 as Congress continues to fiddle with the agency burning through cash. The read-through to UPS (UPS +0.3%) and FedEx (FDX -0.4%) from the plight of the USPS is sometimes murky, but in general analysts think that if the USPS continues to raise rates while cutting services it will help maintain the pricing power of the two freight companies. [View news story]
    No more of this quasi-privatization a la Amtrak. Both still rely on govt. subsidies (monetary and otherwise) to exist. Anyone who says differently doesn't know what they're talking about.

    Do one of two things:

    1. Completely privatize it, get the political hacks out, hire professionals and let it sink or swim on it's own. Have UPS and FedEx standing by to pick up the pieces if necessary.

    -OR-

    2. Bring it back as a 100% government entity with cabinet status once again, with no requirement to be profitable. Service was much better this way in the past anyway.

    I opt for #2. Most countries realize that delivering mail is one of the core government responsibilities to it's citizens. Mail service as we know it will never be profitable, especially with the bloated operation it now is.
    May 10, 2013. 05:37 PM | Likes Like |Link to Comment
  • Forget About American Capital, Annaly Capital Is Still The Best Of Breed [View article]
    Kind of premature, after one quarter's performance, to pronounce a TKO, isn't it? Especially after AGNC has been cleaning NLY's clock for at least the past couple of years.

    Judging from the comments, it seems doubtful that this article will have the author's obviously desired effect of motivating investors to head for AGNC's exits while indulging in an NLY buying spree.

    Last time I looked, NLY was still some 15% off it's yearly high where it's been languishing (even lower) for well over a year. With, I might add, a steadily declining dividend; much lower than AGNC's.

    To paraphrase Twain: The reports of AGNC's death have been greatly exaggerated.
    May 10, 2013. 05:15 PM | 3 Likes Like |Link to Comment
  • Forget About American Capital, Annaly Capital Is Still The Best Of Breed [View article]
    murray...

    Jonk is a member of the cheerleading squad. He is the bottom person on the script "N"
    May 10, 2013. 04:42 PM | Likes Like |Link to Comment
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