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smurf

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Latest  |  Highest rated
  • AT&T: 5% Yield And 17% Upside Despite Recent Surge In Stock Price [View article]
    What you've said basically is that T is bondlike. At 5% dividend, that's not too shabby.
    Apr 23 10:26 AM | 2 Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part X - My Investment Plan Vs. Reality [View article]
    This has become the Chowder article!
    Apr 23 09:52 AM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part X - My Investment Plan Vs. Reality [View article]
    I don't think your tenets are much different from the author's.
    Apr 23 09:51 AM | Likes Like |Link to Comment
  • Chevron's Push In Argentina's Vaca Muerta Shale [View article]
    Yeah, Chevron will develop it, and Kirchner will nationalize it, paying Chevron pennies on the dollar, if that. Then, in ten years they will sue Chevron for a couple of billion over some trumped up environmental issue.

    As a shareholder, I wish Chevron would stay out of these unstable and rabid anti-American places,
    Apr 22 01:15 PM | 1 Like Like |Link to Comment
  • Realty Income: Who Cares What Morgan Stanley Thinks? I'll Buy More On Pullbacks Anyway... [View article]
    Morgan Stanley can't even manage their own businesses, let alone rate others. Look how they've botched Smith Barney since the takeover.
    Apr 22 01:10 PM | 1 Like Like |Link to Comment
  • Adding Triangle Capital, Main Street Capital And BCE Inc. To Retirement Income Portfolio [View article]
    Interesting that you hold MNR, as they violate the Fish, Chowder, and just about every DGR rule, because they've had no dividend increases. And, the CEO, Michael Landy, has clearly stated that there probably won't be any in the forseeable future.

    MNR is heavily reliant on one tenant, FedEx. They are also awash in debt.

    Finally, their sister company, UMH, which is operated by the same management, is a chronic loser in the manufactured home business. MNR's filings clearly state this symbiotic relationship as a potential risk (and conflict of interest) factor.

    This is one I've avoided for the above reasons.

    Thanks.
    Apr 22 11:45 AM | Likes Like |Link to Comment
  • Schwab cuts expense ratio on international ETF [View news story]
    Less expensive, but not better than VEA. Divvy is a full percentage point less than VEA.
    Apr 22 10:50 AM | Likes Like |Link to Comment
  • Expect The Unexpected [View article]
    Cap'n* Brian,

    You guys at the coffee shop have a lot of good common sense. Even after the caffeine and sugar highs wear off.

    *I think you deserve a promotion to Commodore.
    Apr 20 12:53 PM | 1 Like Like |Link to Comment
  • Caterpillar: Is This A Breakout Or Will The Stock Fall Back To $85? [View article]
    ".....general arrogance", in reference to CAT's mgmt.

    I would substitute "no nonsense". I particularly liked the way they handled the Canadian strike thing.
    Apr 20 12:48 PM | 1 Like Like |Link to Comment
  • Shell: 7%+ Dividend Growth Is Possible [View article]
    The new CEO has hit the ground running and I like what he's done so far, which is mostly divest losing ventures. I feel good about RDS' prospects going forward.

    Long RDS-B @ $67.35 and am a happy camper so far.
    Apr 19 10:55 PM | 1 Like Like |Link to Comment
  • Consider Buying Western Asset Mortgage Capital Now [View article]
    Despite the dividend reduction, ~18% falls into the 'too good to be true' category, and is probably unsustainable.

    This one is for traders and speculators, not investors, IMO.
    Apr 18 09:39 AM | 1 Like Like |Link to Comment
  • Consider Buying Western Asset Mortgage Capital Now [View article]
    You'd probably also be complaining if he wasn't long...asking why no skin in the game.
    Apr 18 09:37 AM | 5 Likes Like |Link to Comment
  • Shell expresses both optimism, caution on future of Pennsylvania plant [View news story]
    I understand the reason for the geography; shale fields, river access for feedstocks, etc., but Pennsylvania, aka union heaven? Ask VW how that state worked out for them.

    Wouldn't W.Va. have presented a slightly more favorable business climate yet with the above advantages?
    Apr 17 11:16 AM | 1 Like Like |Link to Comment
  • 4 Muni Bond CEFs That Combine Tax-Exempt Income With Some Upside Potential [View article]
    Thanks for a good article on two subjects I'm interested in; closed end funds and munis. I'm going to do further research on the ones you listed. I particularly like Nuveen's offerings in general. Anyone use their http://bit.ly/o4ngfR feature?

    Discounts to NAV are nice, providing they don't vary significantly up or down from their historical averages. A sudden increase in the discount is a red flag for me.

    Unfortunately, stars alone don't don't indicate Morningstar analyst coverage, just retrospective performance. They have to be accompanied by a rating.....neutral, bronze, silver, etc.
    Apr 17 09:44 AM | Likes Like |Link to Comment
  • What Exactly Is Risk? [View article]
    I hate it when writers don't separate their paragraphs. Totally unreadable.

    They didn't pay enough attention in English Comp. class.
    Apr 17 09:37 AM | 16 Likes Like |Link to Comment
COMMENTS STATS
3,336 Comments
3,289 Likes