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smurf

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  • 3 Reasons Why American Capital Agency Corp Is A Better Buy Than Annaly [View article]
    jonk....

    Between NLY & AGNC........

    Whose EPS AND dividend has tanked the last year or so?

    Nuff said.
    May 17 04:10 PM | Likes Like |Link to Comment
  • The Big Temptation For Dividend Investors Right Now [View article]
    Chowder,

    At first glance, your cherry picked numbers are impressive, if one considers......
    1982--6.27%
    1987--5.25%
    2011--2.11%
    to be "bull markets". They looked more like pauses and consolidations to me.

    Indeed, from '82-84 you could have as much as doubled (or at least equaled) those gains with money markets and cds with a lot less effort. Ditto '87.

    2011--2.11% That's a bull market?

    Where are the several years in the early 90's? Seems like you forgot those.

    And, why didn't you include the 70's while you were at it, which goes back to the start of my investing time frame? They weren't too stellar, to say the least.

    Numbers are a wonderful thing--you can use them to prove any point you wish to make. There are a few flaws and omissions in yours.

    We're in the 5th year of a bull market, (if one considers '11 as bullish). The run up is at least partially based on low inflation, printing presses, govt. bond buying, and zero interest rates. It's getting mature and due for a correction, sooner rather than later, IMHO.
    May 17 11:15 AM | 1 Like Like |Link to Comment
  • Picking An All-Star REIT Team To Defend Against Interest Rate Risk [View article]
    Brad,

    As always, an thoughtful and insightful article.

    I agree with you about the quality of O and the others, too. O (and NNN) would have been great buys--a couple of years ago. But, having missed them then, I'm not going to compound the felony by buying at/near their tops, particularly since I feel that we are entering the mature phase of a 4 year bull market.

    Thanks.
    May 17 10:38 AM | 4 Likes Like |Link to Comment
  • The Big Temptation For Dividend Investors Right Now [View article]
    I also think that another temptation to avoid is getting involved in what I see as the late stages of this bull rally. To buy in now at either fair or overvalued levels is a prescription for losing money.

    As far as stocks currently in my portfolio which are not part of my long term strategy, I currently own AGNC & DX. The reason why can be seen in the activity of the former in the past couple of weeks. A hair trigger is needed for stocks like these when economic developments turn against them.
    May 16 12:15 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Mortgage REITs - Are They Worth It? [View article]
    aka.....

    Another cogent article, concise also, which is what I like.

    Own DX & AGNC . Happy with former, not enjoying the ride down with AGNC too much. Don't want to panic sell, but...............

    Resisted a "certain" author's siren song for NLY and glad I did. Double whammy on that one--EPS & dividend have both tanked over the past year.
    May 15 11:39 AM | Likes Like |Link to Comment
  • Insurance Companies With Dividend Yields Greater Than 3%: 1 To Buy, 1 To Avoid, 1 To Watch [View article]
    Been watching SAFT for a while now. Wasn't familiar with HMN previously.

    Both are nearly at yearly highs. Buys on dips only.
    May 15 10:57 AM | Likes Like |Link to Comment
  • ConocoPhillips: A Closer Look At One Of The Supermajors [View article]
    Yes, author mentions that. Old news--happened a year or more ago.
    May 15 10:03 AM | Likes Like |Link to Comment
  • 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 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 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 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 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 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 09:41 AM | 3 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 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 09:01 AM | Likes Like |Link to Comment
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