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smurf

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Latest  |  Highest rated
  • Ensco's Fundamentals Have Deteriorated Significantly Since December [View article]
    "ENSCO'S FUNDAMENTALS HAVE SIGNIFICANTLY DETERIORATED SINCE DECEMBER"

    Really? Not exactly breaking news at 11.

    Is there an offshore driller whose haven't? In fact, is there anyone in the oil business one way or another whose fundamentals have improved lately?

    Higher oil prices will float all boats and they will go up, just a question of how soon.

    Superfluous article.
    Apr 22, 2015. 02:34 AM | 10 Likes Like |Link to Comment
  • Kinder Morgan: A Futile Lawsuit [View article]
    Obi,

    You said....

    ".....I had KMR in a taxable account so now I have high dividend paying KMI in a taxable account.)"

    Gee, what a terrible problem you have. We'll all cry real tears for you.

    But, whose fault was it that KMR was in a taxable account in the first place? Maybe trying to get a little break from the MLP thing? Not nice to try to fool Ma IRS....she'll getcha every time.
    Apr 21, 2015. 03:42 PM | Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    Yes, yes, SCHD is a nice dividend fund with low expenses, if one wants something yielding under 3%. Forced to make a choice, I would prefer VYM, however.

    Understand that you're a DGIer, but why would you buy at the top? Waiting for a couple of point pullback would be more prudent, for me, anyway. Buying quality is always better when it's on sale.
    Apr 20, 2015. 10:00 AM | 12 Likes Like |Link to Comment
  • Enterprise Products Partners Or Kinder Morgan Inc.? [View article]
    In other words, KMI will transport almost anything, while EPD is more specialized? Sounds like a no brainer to me...go with the diversity....one falters, another to replace it.

    Besides, I don't like MLPs because of the K-1 hassles. Having to file tax extensions makes me nervous, not to mention the extra CPA charges for dealing with these things.
    Apr 20, 2015. 09:52 AM | Likes Like |Link to Comment
  • Apollo Investment: What Comes Next? [View article]
    I like the fact that your articles present the hard data without opinion or speculation. It's a good basis to do further research and draw one's own conclusions.

    I would imagine that your position in AINV is, as you have qualified in all your articles, is among those which are token and for research purposes only?

    Thanks.
    Apr 20, 2015. 09:44 AM | 2 Likes Like |Link to Comment
  • Is National Oilwell The Right Investment For Oil Enthusiasts? [View article]
    ajb,

    Would add to your "buy today".......if it slips tomorrow, buy then also.

    Oil will come back. It always does. Pay no attention to those who say, "it's different this time." It ain't.

    Plus, NOV is a great company. Debt is ridiculously low, dividend payout ratio is 28% and Free Cash Flow covers the dividend by nearly 3X.
    Apr 19, 2015. 01:53 PM | 6 Likes Like |Link to Comment
  • Winnipeg Warriors Hockey Club Wins Cisco Canada's Hockey's Hidden Heroes Contest [View article]
    Two winners; CSCO and the Jets (Winnipeg, that is)

    My favorite sport. Can't dog it out there, you'd get your head taken off.
    Apr 19, 2015. 01:32 PM | Likes Like |Link to Comment
  • The Perfect Portfolio For Retirement Is An Illusion [View article]
    The perfect portfolio is in the eye of the beholder. Period.
    Apr 18, 2015. 10:51 AM | 1 Like Like |Link to Comment
  • Southern Company accelerates sustainable energy innovations with five solar projects in three states [View article]
    I like SO and have been watching the stock. I'll love it when it's closer to $40.
    Apr 18, 2015. 10:50 AM | Likes Like |Link to Comment
  • A Fink Speaks The Truth [View article]
    George,

    I don't see the rationale behind the opinion that dividend hikes are detrimental to long term investors. It seems to me that it's just the opposite, as long as the payout is comfortably covered by earnings, with a healthy FCF backup.
    Apr 18, 2015. 10:44 AM | 2 Likes Like |Link to Comment
  • Is Intel Stock Worth Considering Right Now? [View article]
    Hi Ari,

    I love INTC and own the stock. All of the doom and gloom forecasters naturally turned out to be wrong thus far. Intel will ultimately be fine in the smartphone marketplace.

    But, being long ~$21, it's hard for me to recommend a buy at current price levels.
    Apr 18, 2015. 10:42 AM | Likes Like |Link to Comment
  • Ensco Still A Great Long-Term Buy [View article]
    I like ESV, but I like NE somewhat better. I own both, actually, having bought the latter post-dip, so have a much lower CB on it. I've added to ESV on the way down, but underwater nonetheless.
    Apr 18, 2015. 10:37 AM | Likes Like |Link to Comment
  • Caterpillar - Should I Buy The Dip? [View article]
    I would wait because I think CAT has further to fall.

    Not the only reason, but comparatively, DE has a P/E of 11.50, while CAT's is 14.50.

    Apr 17, 2015. 08:15 PM | Likes Like |Link to Comment
  • Rich Kinder: 'The Kinder Morgan Game Plan Is Still On Track' [View article]
    As long as Rich Kinder's at the helm with all his faculties, I can rest fairly easy on KMI.
    Apr 17, 2015. 07:54 PM | 12 Likes Like |Link to Comment
  • Morgan Stanley Preferred Stock Paying 6.2% [View article]
    Who would buy a non-cumulative issue, at a premium no less?

    Second question is why was this article even written? Waste of everyone's time.
    Apr 10, 2015. 07:09 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
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