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smurf

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Latest  |  Highest rated
  • MORL Yielding 21.8% After April Dividend Incease [View article]
    I don't think we have to worry about interest rates rising precipitously, if at all in the foreseeable future.

    Yellen got spooked Mr. Market's reaction to her Fed report, and will tread very lightly going forward, as evidenced by her remarks a couple of days ago.
    Apr 3 08:36 AM | 2 Likes Like |Link to Comment
  • Hollow Men, Hollow Markets, Hollow World [View article]
    Welcome deep stuff amid all the clatter and chatter. Disturbing, too, especially at 0800 hrs.
    Apr 3 08:10 AM | 1 Like Like |Link to Comment
  • 18% Yield On CEFL After April Dividend Increase [View article]
    Too much and too many moving parts for my pitiful old brain to absorb.

    Complicated stuff like this reminds me of the-up-to-2007 schemes and I do remember how that turned out.
    Apr 2 10:38 PM | 1 Like Like |Link to Comment
  • How To Get $10,000 Each Year From A $250,000 Nest Egg [View article]
    Not sure I get your comment, but if you are properly balanced in the first place with as close as possible to an "all weather" portfolio, you won't be overallocated. Balanced mutual funds are a fair example.

    You sacrifice capital gains maybe when the market's going crazy, but also are more protected on the downside.

    The big benefit to constant rebalancing is to the brokers.
    Apr 2 11:10 AM | Likes Like |Link to Comment
  • 2 High-Yield Real Estate Plays [View article]
    EPR is getting a lot of ink in the eREIT sector lately. I believe Brad Thomas wrote about it the other day also.

    I stumbled on it a few months ago, and it's business model is very interesting, but definitely for the discretionary income crowd. As such, it's very vulnerable to economic conditions. I think it's overpriced right now and would wait for at least a couple of point dip to buy in.
    Apr 2 09:47 AM | 1 Like Like |Link to Comment
  • Ares Capital boosts firepower [View news story]
    Firepower=More Debt.
    Apr 1 11:51 AM | Likes Like |Link to Comment
  • Barron's Picks And Pans For The Week Of March 31 [View article]
    Bottom line, these "GEN III" vehicles will be powered by electricity generated at good old fashioned fossil fuel plants, at least in our lifetimes and probably several other generations as well.

    Nuclear is dirty word to progressives. Solar, at least on any scale, creates vast wastelands of landscape. Windmills are harmful to protected wildlife. Hydro is feasible, but not on the scale to support the utopian lifestyle (what, for example do you think the computer you typed your comment runs on?).

    Tesla is a prototype of the future...the distant future, at least in measurable human terms.
    Apr 1 09:05 AM | 1 Like Like |Link to Comment
  • AT&T adds 300M shares to buyback authorization [View news story]
    T seems a bit bondlike. Not a bad thing altogether. Going ex-dividend soon, for shareholders as of 4/10. Buy in to get the dividend, or wait for the announcement dip?
    Mar 31 10:40 PM | 1 Like Like |Link to Comment
  • N.Y. judge lets Chevron bring fraud claims against Patton Boggs [View news story]
    CVX has the resources to drag this out and really hurt Patton Boggs financially, which is what I hope they do. Might send a signal to the other trial law firms out there.
    Mar 31 09:59 PM | 6 Likes Like |Link to Comment
  • Realty Income A Bargain Once Again [View article]
    Long at ~ $38, would accumulate there or lower. Glad I resisted the siren call of some authors' past articles singing it's praises when it was $55.
    Mar 31 10:44 AM | 5 Likes Like |Link to Comment
  • EPR Is A Unique Net Lease Brand I Would Like To Own [View article]
    Brad,

    I stumbled across EPR a few months ago, and have been following it since. Their "product" mix is certainly interesting. In fact, I learned to ski at their Brandywine facility near Cleveland (the snow there is referred to as "bulletproof powder").

    I agree with you that ithe shares are overpriced am and waiting for a more attractive entry point, like you, in the mid 40s.

    Thanks.
    Mar 31 10:39 AM | Likes Like |Link to Comment
  • How To Get $10,000 Each Year From A $250,000 Nest Egg [View article]
    I think rebalancing is highly overrated. What it means, essentially, is adjusting (trading) in and out every year or sooner depending on which way the wind is blowing.

    If you're properly diversified in the first place (to your satisfaction, not somebody else's opinion) then you can withstand the dips, and yes, even the crashes in the market. Those of us who were and who hung on '08 thru '10 recouped all their losses plus a lot more.
    Mar 31 10:17 AM | 8 Likes Like |Link to Comment
  • Cisco And National Oilwell Varco Are 2 Names To Put On Your Radar [View article]
    Abba

    Your Summary bullet points seem contradictory to me.

    First one says that both stocks are "overbought".
    Second one says that both are "undervalued".

    Did you mean oversold for #1?
    Mar 31 12:45 AM | 1 Like Like |Link to Comment
  • An Economic Moat Analysis Of Exelon [View article]
    Steffen,

    Intelligent comment. Thanks.
    Mar 31 12:40 AM | 1 Like Like |Link to Comment
  • BDC Rankings: March 2014 [View article]
    Buzz,

    FSC's profit is lower than their peers. Also, they are not earning their dividend; haven't been for all of '13 and into this year.

    Could you go into what's going on with them? I note that you consider them undervalued, and a buy. I'm thinking of taking advantage of the dip and picking some up.

    Thanks.
    Mar 30 04:40 PM | 1 Like Like |Link to Comment
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