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smurf

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Latest  |  Highest rated
  • Capital raise for Realty Income [View news story]
    These are new shares. It depends on the price at which they're selling them. Must be lower than the trading price, since the stock is down.
    Apr 6, 2015. 10:39 AM | 1 Like Like |Link to Comment
  • My Top Energy Equipment & Services Stocks For 2015 [View article]
    Kind of a superficial comment.

    Depends on how far you go back. You can learn a lot from historical performance, as long as that's not the only criteria.
    Apr 5, 2015. 10:53 AM | 2 Likes Like |Link to Comment
  • Make Over 8.5% With A Multi-Sector CEF Bond Portfolio [View article]
    Nice article, John. A keeper. Too bad SA no longer has the archive feature.

    I go a couple of steps further. I screen for leverage (don't like a lot), expenses and ROC. A bit restrictive, I agree.

    Thanks.
    Apr 5, 2015. 10:49 AM | Likes Like |Link to Comment
  • A High Dividend Stock Yielding 10% With 6 Straight Dividend Hikes And More On The Way [View article]
    According to M*, the payout ratio of CCLP (if that's the stock we're talking about) is 990! Right, 990.

    Match that up with a negative free cash flow, a mountain of debt and a tanking pps, if you will.

    Can hardly wait to enter an order for a few hundred shares on Monday.
    Apr 5, 2015. 10:45 AM | Likes Like |Link to Comment
  • Revisiting My Decision To Sell Phillip Morris International [View article]
    There was also a semi-favorable mention of the stock in a Barron's article featuring higher yielding stocks with low payout ratios.
    Apr 5, 2015. 10:32 AM | Likes Like |Link to Comment
  • The MLP Story That Few Appreciate, And How To Make Money From Their Mistake [View article]
    Excellent bedtime story. It put me to sleep even faster than warm milk.
    Apr 4, 2015. 04:35 PM | Likes Like |Link to Comment
  • Shell raises capacity at Singapore petrochemical plant [View news story]
    Smart move. Singapore is a very good place to do business.
    Apr 2, 2015. 03:56 PM | Likes Like |Link to Comment
  • Offshore rig removals just getting started, Cowen says [View news story]
    It seems that the current tough conditions in oil pricing will have a long term beneficial effect to everyone in that sector; that being, they all will be forced into taking modernization and efficiency actions that they might not have done with $100/bbl oil.

    The ones who don't accomplish those goals will fall by the wayside. Those who do will be more successful in the future.
    Apr 2, 2015. 03:55 PM | 3 Likes Like |Link to Comment
  • Dutch court refuses to halt Groningen gas production [View news story]
    Surprising outcome, considering all those greenies in Europe.
    Apr 2, 2015. 11:45 AM | Likes Like |Link to Comment
  • High-yielding Kinder Morgan is now a Buy, Stifel says [View news story]
    I don't think it's a buy at all. It was a buy pre-acquisition of it's MLPs. Right now it's good to hold and collect the nice dividends.

    Typical example of "experts" jumping on the bandwagon after the fact.
    Apr 2, 2015. 11:29 AM | 17 Likes Like |Link to Comment
  • Ensco Announces Early Termination For ENSCO DS-4, A Drilling Rig Operating In The U.S. Gulf Of Mexico [View article]
    These terminations are not all that bad, since in this one case, ESV is getting $160mm or 80% of the contract as a lovely parting gift, as they used to say on the quiz shows.

    Now, that's not too shabby, depending on where in the drilling/pumping cycle they are, as ESV is essentially getting paid to do nothing, and certainly not catastrophic as this article wishes to convey. ESV wouldn't be operating their equpment and personnel for free, so they might have come up ok on this one.
    Mar 31, 2015. 11:56 PM | 1 Like Like |Link to Comment
  • Income Investing Strategy: Are You A Closet Market Timer? [View article]
    Everyone on both sides of this issue have good arguments.

    Me, I don't try to "time" the markets, but I try not to buy at the wrong time.

    For example, when XYZ stock is heading smartly north, you see many analysts, SA authors, lemming investors and the rest, piling in with buy recommendations, breathlessly favorable articles and euphoric comments.

    I've gotten caught up in this whirl myself, and have learned those "great lessons" a couple of times. I never buy at/near a 52 week high, regardless of the company. I'm skeptical of the crowd. I've been around too long, have seen at least 3 great crashes, which has turned me into something of a skeptic and contrarian, I guess.

    Being this way I've missed a few, but saved a lot more money overall.

    However, the human mind is a wonderful thing...it can rationalize anything, so if the DG investors who pay no attention to cost basis are happy, God bless 'em.
    Mar 30, 2015. 09:56 AM | 2 Likes Like |Link to Comment
  • Ensco Is Too Volatile For Me Right Now [View article]
    "....too volatile...."

    REALLY!?!?

    When did this epiphany occur? Was it since the stock has dropped by ~60%? Or maybe cut the dividend by 80%? Or that the whole O/G sector has tanked?
    Mar 30, 2015. 09:42 AM | 2 Likes Like |Link to Comment
  • Recent Buy: Realty Income Corporation [View article]
    FerdiS,

    Most agree that fair value of O is ~ $44. How are you calculating $53?

    While I agree that O is superb company and I own it, buying it at current pps is drastically overpaying.

    Prime example of the wisdom of taking many SA authors' advice with a grain of salt.
    Mar 27, 2015. 03:54 PM | 5 Likes Like |Link to Comment
  • Kick Back And Relax With This 6% Dividend Entertainment REIT [View article]
    Higher interest rates should result in higher demand for apartments since mortage interest rates also rise, pricing many out of owning. Landlords then can charge higher rents.
    Mar 27, 2015. 03:03 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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