Seeking Alpha

smurf

smurf
Send Message
View as an RSS Feed
View smurf's Comments BY TICKER:
AAL, AAPL, ABBV, ABT, ACAS, ACC, ACG, ADM, AEP, AESAY, AFL, AGNC, AIBYY, AIV, ALDW, 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, BNDX, BNS, BP, BPL, BRK.A, BRK.B, BTE, BWP, BX, C, CAT, CBB, CBI, 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, DLNG, DLPH, DLR, DNKN, DOV, DPG, DPM, DPO, DRI, DTV, DUK, DVN, DX, EBAY, ECIFY, EDR, EEP, EEQ, EFC, EMR, ENB, ENBL, EPB, EPD, EPHE, EPR, EPRO, EQR, ERF, ERIE, EROC, ESRT, ESV, ETG, ETN, ETY, EVEP, EXC, EXPD, F, FAST, FB, FCX, FDX, FE, FISH, FITB, FMER, 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, HEP, HI, HME, HNW, HON, HP, HPQ, HRS, HSII, HTA, HTD, 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, NVDA, NVS, NYCB, O, OHI, ORAN, ORC, PAA, PBEGF, PBI, PCEF, 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, RGR, RIG, RKT, RLI, RNFTF, ROIC, RSH, RTN, SASR, 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, TCAP, TCO, TCPC, TCRD, TEF, TEG, TEO, TGP, THI, TICC, TLP, TRP, TSCDY, TSLA, TU, TUP, TWO, TWTR, TYG, UG, UMH, UNP, UPS, USAC, USTR, UTX, VALE, VCLT, VDE, 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
  • Shell starts oil production from Bonga North West offshore Nigeria [View news story]
    What the hell is a Bonga?

    Nice that they're in such a politically stable and safe area. Healthy, too.
    Aug 7 04:51 PM | Likes Like |Link to Comment
  • Realty Income: When To Buy In A Rising Interest Rate Environment [View article]
    Mr. Ditchek

    Data was concise and pertinent. Looking forward to your upcoming articles on OHI and HCN. as I want some health/nursing care exposure in addition. Why not include HCP while you're at it?

    Glad to see your feedback. Quality of discussion on threads always elevates when authors constructively engage.

    Long O, my only eREIT currently.

    Now following.

    Thanks.
    Aug 7 03:53 PM | Likes Like |Link to Comment
  • Realty Income: When To Buy In A Rising Interest Rate Environment [View article]
    Would be fine in either traditional or Roth IRA, and DRIPing.
    Aug 7 03:48 PM | Likes Like |Link to Comment
  • Is Monmouth Ready To Run? [View article]
    Brad,

    Two issues put me off on MNR:
    1. Their outsized dependence on one tenant, FedEx, over 40% by your pie chart.
    2. Their sister company, UMH, which is in the manufactured home business and is a real drag. Michael Landy, MNR CEO is Exec. V.P. of UMH.

    Add the static dividend yield (Landy was on Cramer a while back and offered NO encouragement for a raise anytime soon) and MNR is one to avoid.

    Thanks.
    Aug 7 03:33 PM | 1 Like Like |Link to Comment
  • Southern Company - Still A Buy, But Currently Fully Valued [View article]
    Liked the new wrinkle about comparison of performance vs. high interest rate periods.
    Aug 7 03:08 PM | Likes Like |Link to Comment
  • Frothy Market, Impending Correction - What's A Dividend Growth Investor To Do? [View article]
    Bob,

    Agree. In red hot markets, it's hard work to find any decent value.

    When the markets are down and out, it's fairly simple to assemble a group of quality companies to buy.
    Aug 7 02:08 PM | Likes Like |Link to Comment
  • Rising Interest Rates And BDCs: Part 2 [View article]
    Buzz,

    Thanks for a great string of articles on the BDC sector, which can be quite nuanced. Thanks to you, I've been able to make some informed investing decisions.

    I like the fact that you actively engage in the threads. A lot of the questions people ask are ones on my mind as well. It really enhances the quality of the discussions when authors constructively participate.

    Please keep up the good work.
    Aug 7 01:59 PM | 8 Likes Like |Link to Comment
  • Venezuela says it would sell U.S. refiner Citgo for the right offer [View news story]
    rc...

    It would be hard for them to nationalize Citgo, seeing as how they already own it.
    Aug 6 04:48 AM | Likes Like |Link to Comment
  • National Health Investors Is On A 'REIT' (Really Encouraging Investment Trajectory) [View article]
    maybenot,

    Agree, nice company. Showing strength in a down market today, too, when all their colleagues in that sector are down.

    Been on the prowl for a healthcare REIT; this may be the one.
    Aug 5 03:07 PM | 1 Like Like |Link to Comment
  • Ensco: Fleet Analysis As Of July 16, 2014 And Commentary [View article]
    Rich,

    If you notice, D.B. did not say anything about ESV or NBL financials.

    I think it was a case of damning the whole sector for a couple of underachievers. I thought their downgrade release was quite superficial, actually.
    Aug 5 02:59 PM | 2 Likes Like |Link to Comment
  • Why Does AT&T Have A 5% Dividend Yield? [View article]
    The author errs in discussing AT&T's "growth" over the last 10 years.

    This is because SBC Communications (one of the Baby Bells) bought T and closed on the transaction in 2005, however adopting the AT&T name. So, of course the "growth" was "explosive", because it suddenly incorporated two businesses into one.
    Therefore, growth data going back a decade is not relevant.
    Aug 5 02:47 PM | 2 Likes Like |Link to Comment
  • Rogers Communications: Overlooked Telecom Because Of Perceived Competitive Risk [View article]
    They're rumored to be interested in purchasing the Buffalo Bills.

    Good reason not to buy the stock. LOL.
    Aug 5 12:57 PM | Likes Like |Link to Comment
  • CEFs: An Opportunity In A Nuveen Floating Rate Fund [View article]
    I've held HIO through some distribution cuts because they are reflecting the earnings. And I think that this is more honorable than trying to maintain dividends via destructive ROC.

    Morningstar gives JQC a 3 star "Bronze" rating, which means they like it. Their site is all screwed up today, so I wasn't able to read an analyst report.
    Aug 5 12:43 PM | Likes Like |Link to Comment
  • VCLT: A Good ETF To Have In Your Portfolio [View article]
    <<This fund probably drops 33% in the next 3 years.>>

    Really?

    Hope so. Then the price will be reasonable and the yields high. I'll be a buyer.

    33% is a bit doomsday, though.
    Aug 3 12:24 PM | 1 Like Like |Link to Comment
  • With A Yield Over 9%, The Credit Suisse High Yield Bond Fund Is A Strong Buy [View article]
    berloe

    Zero. Expenses are pretty high @ 1.25%, however.
    Aug 2 12:19 AM | Likes Like |Link to Comment
COMMENTS STATS
3,783 Comments
4,034 Likes