Seeking Alpha

smurf

smurf
Send Message
View as an RSS Feed
View smurf's Comments BY TICKER:
AAL, AAPL, ABBV, ABT, ACAS, ACC, ACG, ACI, ADM, AEP, AESAY, AFL, AGNC, AIBYY, AIV, ALDW, ALJ, AM, AMBA, AMD, AMJ, AMLP, AMNB, AMRE, AMT, AMTG, ANGI, ANH, APL, APU, ARCC, ARCP, ARCT, AROW, ARR, AT, AVIV, AYR, AZN, BAC, BBEP, BBT, BDRBF, BDX, BGS, BKCC, BLK, BMTC, BND, BNDX, BNS, BP, BPL, BRK.A, BRK.B, BTE, BWP, BX, BXMT, C, CAPL, CAT, CBB, CBI, CBRL, CBT, CCG, CCJ, CCL, CEFL, CFR, CHD, CHK, CIM, CL, CLF, CLI, CLMT, CLNY, CLX, CMLP, COG, COP, CQP, CSAHF, CSCO, CTL, CUZ, CVR, CVS, CVX, CXPO, CXS, CXW, CYS, DAL, DBD, DDR, DE, DELL, DHY, DIA, DIAX, DIV, DLNG, DLPH, DLR, DNKN, DOV, DPG, DPM, DRI, DTV, DUK, DVN, DVY, DX, EBAY, ECIFY, EDR, EEP, EEQ, EFC, EMR, ENB, ENBL, EPB, EPD, EPHE, EPR, EPRO, EQR, ERF, ERIE, EROC, ESRT, ESV, ETE, ETG, ETN, ETY, EVEP, EXC, EXPD, F, FAST, FB, FCX, FDL, FDX, FE, FISH, FITB, FMER, FPI, FRO, FRT, FSC, FTR, GAB, GD, GDX, GE, GILD, GIY, GLPI, GM, GOV, GPC, GRX, GS, GSK, GT, GWW, GXP, GZT, HAL, HAS, HCBK, HCN, HCP, HD, HDV, HEP, HHC, HI, HME, HNW, HON, HP, HPQ, HRS, HSII, HTA, HTD, HTGC, HTZ, HUSKF, IBM, INTC, IRET, IRT, IWM, IYLD, IYR, JCP, JE, JMF, JNJ, JNS, JPM, JQC, JRI, JTA, JW.A, KBWD, KCAP, KEY, KKR, KMI, KMP, KMR, KO, KOL, KRFT, LDOS, LEG, LINE, LMT, LNCO, LOW, LTC, LVL, LXP, MAIN, MAT, MCD, MCK, MCY, MDP, MFA, MIN, MLPA, MLPI, MMLP, MNR, MO, MORL, MPW, MRK, MS, MSFT, MTGE, MTSI, MUB, MUR, MW, MWE, NAI, NBL, NCT, NDRO, NE, NEE, NFG, NFLX, NHI, NIE, NKSH, NLY, NNN, NOK, NOV, NRCIB, NRF, NRZ, NSLP, NTI, NVDA, NVS, NYCB, O, OFC, OHI, OKS, ORAN, ORC, PAA, PBEGF, PBI, PBY, PCEF, PDI, PFE, PG, PGF, PGH, PHB, PHK, PKY, PM, PMD, PMT, PNNT, POT, PSEC, PSX, PT, QRE, RAS, RCI, RDC, RDS.A, RDS.B, REM, REPYY, RF, RGR, RIG, RKT, RLI, RNFTF, ROIC, RSH, RTN, SAFT, SASR, SBRA, SCHD, SDIV, SDRL, SDY, SFL, SHLD, SHS, SJM, SLG, SMLP, SNH, SNV, SNY, SO, SON, SPG, SPH, SPLS, SPY, SRC, SRE, SSW, STAG, STB, STM, STO, STX, SVU, SYY, T, TAL, TAXI, TCAP, TCO, TCPC, TCRD, TEF, TEG, TEO, TGP, THI, TICC, TLP, TPC, TRP, TSCDY, TSLA, TU, TUP, TWO, TWTR, TYG, UG, UMH, UNP, UPS, USAC, USTR, UTX, VALE, VCLT, VDE, VDIGX, VEA, VFC, VGK, VHT, VIG, VLO, VNM, VNQI, VNR, VPU, VYM, VZ, WAG, WEC, WETF, WFC, WLL, WM, WMC, WMT, WR, WRE, WSM, WSR, WU, WY, XLU, XLV, XOM, YMLP, ZION
Latest  |  Highest rated
  • ConocoPhillips - A Durable Oil Company With Upside [View article]
    I only have an opinion, but I can't see COP, or any of the other majors suspending their dividends. Cutting maybe, but not totally wiping them out.
    Aug 26, 2015. 11:49 AM | 3 Likes Like |Link to Comment
  • Transocean opens lower after junking dividend [View news story]
    Unless there's a quick turnaround in oil pricing, all the remaining full dividend payers in this sector are going to have to either suspend or cut their payouts, IMO.
    Aug 26, 2015. 11:13 AM | 7 Likes Like |Link to Comment
  • Energy Transfer Partners: The 8.8% Yield Isn't Too Good To Be True [View article]
    gas...

    What do you consider calmed down? When it goes back up again and everything is at 52 week highs?

    Or, are you waiting for someone to come out and ring a bell at the bottom?

    Now is the time to be greedy, when everyone is fearful. (Buffett)
    Aug 26, 2015. 11:10 AM | 4 Likes Like |Link to Comment
  • AstraZeneca: A High-Yield Play In The Burgeoning Oncology Field [View article]
    AZN needs a boost from some new drugs coming thru the pipeline.

    Payout ratio is upside down TTM and all of '14.

    Dividend hasn't been raised for the last 3 years, which followed a $.03 cut the year prior to that period.

    Good news is that FCF covers the dividend.
    Aug 26, 2015. 11:04 AM | Likes Like |Link to Comment
  • Why I Shorted Ensco [View article]
    Shock,

    Like the reference to yourself in the third person. Refreshing.

    Seems you made the right move a few months ago on ESV. Being long ESV, I wish you bad luck in the future, tho! LOL.
    Aug 25, 2015. 09:35 PM | 1 Like Like |Link to Comment
  • Prospect Capital: Rising Interest Rates Could Drive Lower Earnings And NAV [View article]
    All this makes me glad I own MAIN.
    Aug 25, 2015. 09:32 PM | 3 Likes Like |Link to Comment
  • Baytex Energy - A Bitter Pill To Swallow [View article]
    A catharsis going on in this business. By the time the bbl oil price improves, the weak sisters will be gone. Feel badly for their shareholders, though.
    Aug 25, 2015. 09:29 PM | 1 Like Like |Link to Comment
  • Dividend Investors, Don't Ignore The Citigroup Warning [View article]
    At risk?

    Last couple of weeks DJIA over 1000 pts. down.

    I think the risk has arrived--with a vengance.
    Aug 25, 2015. 09:19 PM | Likes Like |Link to Comment
  • Realty Income Is A Dividend Growth Investor's Dream Stock [View article]
    The spectre of higher interest rates loom, and this is negative for eREITs. This is why I think the stock is too pricey to buy right now.

    Long at $37.
    Aug 25, 2015. 09:16 PM | 8 Likes Like |Link to Comment
  • Finding Bargains Among High Yield Bond CEFs [View article]
    Should have said "distributions", not dividends.
    Aug 25, 2015. 09:13 PM | Likes Like |Link to Comment
  • Time to get greedy in fixed income? [View news story]
    HIO has had a negative trendline on share price and NAV since 4/13.

    Additionally, they recently cut the distribution yield from $.0355 to .0342.

    Have started returning capital also on distributions paid and announced from June to November '15.
    Aug 25, 2015. 09:12 PM | Likes Like |Link to Comment
  • Finding Bargains Among High Yield Bond CEFs [View article]
    jazz,

    I own HIO.

    They have cut their dividend over time when earnings don't cover it. Recently cut from $ .0355 to .0342. And, the paid and announced dividends from June to November '15 are returning capital. Downside of no leverage.

    Additionally, the trendline on the share price and NAV have been downhill since 4/13. Only reason it's now yielding over 9%.

    Nice monthly income, but doesn't compensate for the loss of capital. Will probably sell soon if it doesn't turn around.
    Aug 25, 2015. 09:05 PM | Likes Like |Link to Comment
  • General Motors Price Action: What The Hell Is Going On Out Here? [View article]
    I can't get GM's Bad Old Days out of my head, partcularly having been with a company who was a supplier to them. Never was there a more arrogant and overbearing company.

    Not sure if they've changed all that much.
    Aug 25, 2015. 08:55 PM | 1 Like Like |Link to Comment
  • Royal Dutch Shell Is Now A 7.54% Dividend Yield Monster [View article]
    van Beurden said he would "pledge" to protect the dividend. Note he didn't say it wouldn't be cut. Left a little weasel room there. Watch out.

    I'm with APB. I think Shell does embark on too many risky projects and also in some unstable political environments.

    Long RDS-B.
    Aug 25, 2015. 08:52 PM | 2 Likes Like |Link to Comment
  • U.S. Capital downgrades Rose Rock, cuts price target on 11 other MLPs [View news story]
    GC,

    You beat me to it.
    Aug 25, 2015. 08:46 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
4,924 Comments
6,777 Likes