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  • A Buying Opportunity Might Present Itself For Annaly  [View article]
    On what do base your belief that "next qtr results will reflect my opinion....."?
    May 10, 2014. 10:23 AM | Likes Like |Link to Comment
  • Avoid Annaly Capital  [View article]
    I would be nice to be able to predict the future accurately....we'd all be rich.

    Conclusions based on peering forward are simply pure speculation and wishful thinking, nothing more. Historical data is there, can't be changed, and gives a solid foundation on which to base predictions on a company's success (or lack of).
    May 10, 2014. 10:21 AM | Likes Like |Link to Comment
  • BDC Pricing And The Russell Indices: Part 2  [View article]
    A lot of whistling past the graveyard here, I'm afraid.

    The fact is that Mr. Market doesn't like the whole sector right now, and nobody seems to know why, except for speculating about Russell indexes, higher interest rate phobia, the small cap thing, etc. Oh well, nobody ever said that Mr. Market operates logically.

    Holding ARCC, MAIN, and PSEC. A bit disheartening to see them all tanking while the major indices are up and at or near highs.
    May 10, 2014. 10:12 AM | 2 Likes Like |Link to Comment
  • Calumet: High-Yielding Refiner Continues To Deliver  [View article]
    mkarpoff,

    I think you are correct.
    May 10, 2014. 09:51 AM | 1 Like Like |Link to Comment
  • Higher Vs. Lower Yield BDCs  [View article]
    BDC,

    The whole sector is tanking lately. MAIN particularly seems to present a buying opportunity under 30. Too bad I don't have excess cash to deploy at this time.

    Got any insight as to what's happening?

    Thanks.
    May 10, 2014. 09:38 AM | Likes Like |Link to Comment
  • Main Street Capital: Nice Dividend, Expensive Stock  [View article]
    maybenot.....

    You may be getting close now. Today it's ~ $29. I'd like to add more, but I'm pretty much fully invested.
    May 9, 2014. 10:13 AM | Likes Like |Link to Comment
  • Main Street Capital: Nice Dividend, Expensive Stock  [View article]
    maybenot.....

    You may be getting close now. Today it's ~ $29.
    May 9, 2014. 10:12 AM | 1 Like Like |Link to Comment
  • Ensco Plc.: Complete Fleet Analysis Is Showing Another Strong Value Offshore Driller  [View article]
    Like ESV as the "least exciting" of the segment and own it. Sector is not one to agonize over daily, however, unless one's blood pressure is nice and low.
    May 8, 2014. 08:03 PM | 2 Likes Like |Link to Comment
  • HCP, Inc. Dividend Safety Analysis: Income Investors Should Take Notice  [View article]
    I like the fact that HCP is actually over-earning it's dividend and that FCF nearly covers it as well. On top of FFO, these metrics are all icing on the cake. All in all, the one to buy in this sector, I think.
    May 8, 2014. 07:57 PM | Likes Like |Link to Comment
  • Patton Boggs settles with Chevron in Ecuador dispute, agrees to pay $15M  [View news story]
    Hey, that's the line I always use! LOL.

    Glad to see the settlement. Now what's happening with the shyster Donziger?
    May 8, 2014. 01:20 PM | 1 Like Like |Link to Comment
  • Is AT&T A Better Investment Than Verizon?  [View article]
    Why not own both? Each have diverse advantages/disadvantages. That way, the waterfront's pretty well covered.
    May 7, 2014. 10:56 AM | 6 Likes Like |Link to Comment
  • Continued Solid Performance From The Monthly Dividend Company  [View article]
    My only eREIT, and happy to own it. Instead of dabbling in other triple nets, I just add more on pps dips.

    Would like one for medical real estate, though. Currently mired in analysis paralysis. Thoughts, commenters?
    May 7, 2014. 10:51 AM | Likes Like |Link to Comment
  • Linn Energy: A Buy Or A Sell?  [View article]
    The answer to the title of this article is NEITHER buy nor sell....it's don't own LINE/LNCO in the first place. There are many more stable o/g companies out there with better growth prospects, not awash in borrowing and debt, and who also pay a decent dividend.
    May 7, 2014. 10:27 AM | Likes Like |Link to Comment
  • How Do You Manage Your 'Low Conviction' Positions?  [View article]
    Bob,

    If you are in a retirement phase and seeking not only dividends but also some growth of and/or protection of capital (so that you don't outlive your money), your low conviction stocks may be a little racy for that time of your investment life. Just my opinion, anyway.

    Young guys like me (72) are the ones who should be dabbling in the riskier equity waters. LOL.
    May 7, 2014. 10:19 AM | 1 Like Like |Link to Comment
  • Don't Be An Arrogant Dividend Growth Investor  [View article]
    DGI

    Your article makes an excellent case for investing in mutual funds, or ETFs if you want indexes. It's easier for a busy person to select a few really good mutual funds which will cover the waterfront for them rather than trying to cherry pick individual stocks. It's mainly a time constraint thing.

    That was my philosophy for at least 20 years, and I still remain overweighted in mutuals vis a vis individual stocks. Don't know if I've consistently beaten the market, but I've done pretty well overall.

    However, since I'm semi-retired and have more time on my hands, I have become more involved in stock picking as I have the time to do the research, and it's become my indoor hobby.
    May 7, 2014. 10:10 AM | 2 Likes Like |Link to Comment
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