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smurf

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  • Forget About American Capital, Annaly Capital Is Still The Best Of Breed [View article]
    Kind of premature, after one quarter's performance, to pronounce a TKO, isn't it? Especially after AGNC has been cleaning NLY's clock for at least the past couple of years.

    Judging from the comments, it seems doubtful that this article will have the author's obviously desired effect of motivating investors to head for AGNC's exits while indulging in an NLY buying spree.

    Last time I looked, NLY was still some 15% off it's yearly high where it's been languishing (even lower) for well over a year. With, I might add, a steadily declining dividend; much lower than AGNC's.

    To paraphrase Twain: The reports of AGNC's death have been greatly exaggerated.
    May 10 05:15 PM | 3 Likes Like |Link to Comment
  • Forget About American Capital, Annaly Capital Is Still The Best Of Breed [View article]
    murray...

    Jonk is a member of the cheerleading squad. He is the bottom person on the script "N"
    May 10 04:42 PM | Likes Like |Link to Comment
  • Forget About American Capital, Annaly Capital Is Still The Best Of Breed [View article]
    @fkevin1029

    If you've followed this author long enough, you know that it fits his relentless cheerleading M.O. for this particular stock.

    That is, up until he suddenly changes his mind and mournfully sells it as he did last September after issuing one of his breathlessly positive articles on the company a couple of weeks earlier.
    May 10 04:34 PM | 4 Likes Like |Link to Comment
  • 5 Reasons Why Exxon And Chevron Will Push The DJIA Up 160 Points [View article]
    CVX has already had a fantastic runup since '09. Think there's more squeal left in this little piggy?

    Of the oil gorillas, I kind of like COP & maybe even RDS-B as the Next Big Things.
    May 10 04:16 PM | Likes Like |Link to Comment
  • Richmond, CA plans litigation against Chevron (CVX) over last year's refinery fire and is reportedly aiming to hire Cotchett, Pitre & McCarthy - the same firm which represented San Bruno against PG&E over its gas-line explosion in 2010. No stranger to Chevron, Cotchett Pitre recently filed a class-action suit against the company for defrauding royalty owners. [View news story]
    All that will happen is that the lawyers get rich.
    May 10 04:14 PM | Likes Like |Link to Comment
  • Did Ron Johnson Wreck J.C. Penney? [View article]
    Retail Marketing For Dummies:
    You have to sell what people want to buy at the prices they want to pay. Easy, huh? These hotshot suits sometimes feel the need to over-complicate things.

    Once upon a time, Penney was known as a family store which sold quality goods at a fair price. Indeed, I had a relative in the "rag" business who told me about 30 years ago that Penney was the most quality conscious and stringent of any of the big retailers. This was right before the advent of all the cheap offshore competition.

    Sad, but I think Penney's time has passed and they should exit as gracefully as possible. Sears won't be far behind except that their tool and appliance business might survive in some form or with somebody.
    May 10 04:08 PM | 3 Likes Like |Link to Comment
  • Royal Dutch Shell Runs For Cash To Create Shareholder Value [View article]
    Pretty inconsiderate of those dinosaurs to die in bad neighborhoods!
    May 10 03:53 PM | Likes Like |Link to Comment
  • An Interesting Alternative To Boring International Dividend ETFs [View article]
    I don't think that anyone's mentioned that all the ETFs mentioned are at premiums to their NAVs.

    Can anyone recommend site(s) offering good research on ETFs & CEFs--besides Morningstar? They are good, but their analyst coverage (of CEFs particularly) is kind of skimpy.
    May 10 03:48 PM | Likes Like |Link to Comment
  • The Apple You Don't Know [View article]
    No need to post your comment twice. I got it the first time.


    Fact is, corporations are even more unlikely to repatriate their "tons of cash" given this administration's anti-business cynical populism and keeness to raise corporate taxes. Yeah, let's keep them the highest in the world..


    "level of the debt is not important to you"
    Why should it be? It certainly isn't to this administration. It isn't up to corporations to relieve the national debt.....they didn't incur it in the first place. If the govt. chose to bail out failures, (Fannie & Freddie GSE's included) instead of letting them go under, that's their mistake.


    "lobbied for a tax holiday.............then spending it on dividends".
    The nerve of those nasty businesses, spending their earnings the way they want! And, shame on those terrible stockholders for INVESTING and desiring a return on their money!


    Insightful indeed.
    May 10 03:32 PM | Likes Like |Link to Comment
  • Linn Energy Faces Yet Another Bear Attack [View article]
    Albert,

    Yes, when the discourse is civil, intelligent conversation follows.

    I concur with your points. It's all a matter one's risk comfort level. I've found that in my case aging is becoming inversely related to risk tolerance. I'm no longer in my capital accumulation phase.
    May 10 03:10 PM | Likes Like |Link to Comment
  • Intel: How Safe Is The Dividend? [View article]
    Not his only or most atrocious gaffe.
    May 10 02:56 PM | Likes Like |Link to Comment
  • Conservative Dividend Investors Have 3 Options Right Now [View article]
    Looking for a couple of those blips to buy a few things I missed on the ride up.
    May 10 02:54 PM | 5 Likes Like |Link to Comment
  • Potential New Dividend Winning Stocks For The Next 20 Years [View article]
    Only positive and CORRECT ones.
    May 10 10:56 AM | Likes Like |Link to Comment
  • Royal Dutch Shell Runs For Cash To Create Shareholder Value [View article]
    Right. Forgot about your career with Shell.

    What worries me about them is that they're heavily involved in a lot of unstable or non-govt. friendly areas in the world. But then, so are XOM, CVX, etc. Hard to argue with their success. They've been in this business since Moses.

    Was thinking about buying in around the 67 level, but missed it.

    Your industry expertise is what enables you to offer such great insights into this business.

    Thanks.
    May 10 09:38 AM | 2 Likes Like |Link to Comment
  • Potential New Dividend Winning Stocks For The Next 20 Years [View article]
    Your statement that an auto company is not cyclical will no doubt come as a surprise to just about everyone in the investment community.
    May 10 09:30 AM | Likes Like |Link to Comment
COMMENTS STATS
2,171 Comments
1,770 Likes