Seeking Alpha

smurf

smurf
Send Message
View as an RSS Feed
View smurf's Comments BY TICKER:
AAL, AAPL, ABBV, ABT, ACAS, ACC, ACG, ACI, ADM, AEP, AESAY, AFL, AGNC, AIBYY, AIV, ALDW, ALJ, 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, BND, BNDX, BNS, BP, BPL, BRK.A, BRK.B, BTE, BWP, BX, BXMT, C, CAPL, CAT, CBB, CBI, CBRL, 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, DIAX, DIV, DLNG, DLPH, DLR, DNKN, DOV, DPG, DPM, DRI, DTV, DUK, DVN, DVY, DX, EBAY, ECIFY, EDR, EEP, EEQ, EFC, EMR, ENB, ENBL, EPB, EPD, EPHE, EPR, EPRO, EQR, ERF, ERIE, EROC, ESRT, ESV, ETE, ETG, ETN, ETY, EVEP, EXC, EXPD, F, FAST, FB, FCX, FDL, FDX, FE, FISH, FITB, FMER, FPI, 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, HDV, HEP, HHC, HI, HME, HNW, HON, HP, HPQ, HRS, HSII, HTA, HTD, HTGC, 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, NTI, NVDA, NVS, NYCB, O, OFC, OHI, OKS, ORAN, ORC, PAA, PBEGF, PBI, PBY, PCEF, PDI, 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, RF, RGR, RIG, RKT, RLI, RNFTF, ROIC, RSH, RTN, SAFT, SASR, SBRA, 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, TAXI, TCAP, TCO, TCPC, TCRD, TEF, TEG, TEO, TGP, THI, TICC, TLP, TPC, TRP, TSCDY, TSLA, TU, TUP, TWO, TWTR, TYG, UG, UMH, UNP, UPS, USAC, USTR, UTX, VALE, VCLT, VDE, VDIGX, 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
  • This High-Dividend Stock Yields Over 10%, Has 20% Dividend Growth, Will Pay A Special Dividend In 2015 [View article]
    Did some DD. What a weird outfit. Stay clear of this one..also this author who wrote this piece.
    May 10, 2015. 11:28 PM | 2 Likes Like |Link to Comment
  • Dividend Strategy: Just How Important Is Price? [View article]
    Adam,

    What a great article! I can't believe it's not an SA Editor's Pick. I've saved it to re-read from time to time. Wish SA still offered the archive feature.

    I agree with everything you've written. I'm at the age where dividend income is important, but just as (or maybe more) important is PRESERVATION OF CAPITAL (paper or real). This is the money I have...my accumulation phase is over.

    Your example of O is very prescient. To cite another, take a stock like ESV. This time last year it looked great. Solid responsible company, nice dividend, great fundamentals , and arguably the best in that sector. Imagine buying it at the high 40's, maybe 10% off the 52 week high. Today, with the dividend cut by 80%, the pps at $26, you'd be sucking wind. On the other hand, now's the time to grab it. Sooner than later, oil prices will rise, it'll float all the boats, the birds will sing and the sun will shine.

    Outliers? Hardly. Happens all the time, often without warning to the average investor, or sometimes even the "pros".

    It's a lot more fun buying quality at bargain prices than at the top, paraphrasing Buffett. Not as hazardous to your wealth, either. Just requires a little discipline and patience. Might miss a few, but will certainly SWAN overall.

    Thanks.
    May 8, 2015. 01:14 PM | 1 Like Like |Link to Comment
  • Are REITs Overvalued? Only A Fool Believes (Video) [View article]
    I don't think that eREITs are overvalued, but I do consider the good ones, like O (which Brad cites), to be pretty much fully valued at this time. But then, I may be spoiled, since I'm long Realty Income at ~$38. So I wouldn 't be buying in at current prices.

    I don't think the sector is in for a big crash, either. But if interest rates rise, they will pull back some.

    I do follow Brad closely, and respect his opinions, but I think I can remember favorable articles he wrote recommending O when it was $55 back in late '12 or so.
    May 7, 2015. 01:09 PM | 3 Likes Like |Link to Comment
  • Left-leaning party sweeps to power in Canada’s oil-rich Alberta [View news story]
    Guess the voters of Alberta aren't any smarter than ours here in the lower 48. Either that or they got tired of all that prosperity.
    May 6, 2015. 03:58 PM | 2 Likes Like |Link to Comment
  • Left-leaning party sweeps to power in Canada’s oil-rich Alberta [View news story]
    31456,

    I think you must have utilized your entire vocabulary for that comment. Unfortunately not one word of it makes sense. Pretty typical for those of your political persuasion.

    Better scurry off to Huffington Post. They speak liberal there.
    May 6, 2015. 03:57 PM | 8 Likes Like |Link to Comment
  • Left-leaning party sweeps to power in Canada’s oil-rich Alberta [View news story]
    Oooooo, those evil corporations. Not supposed to make money.
    May 6, 2015. 03:54 PM | 1 Like Like |Link to Comment
  • Prospect Capital: Continued NAV Declines? [View article]
    MAIN is my only BDC. I read Buzz' reports on the others for academic interest, to make sure I'm not missing something.
    May 6, 2015. 03:44 PM | 3 Likes Like |Link to Comment
  • Diamond Offshore's Q1 greeted with yawns at Susquehanna [View news story]
    Who's Susquehanna?

    I've learned, with some bitter experience, that "expert" analysts are usually behind the curve. Act on their recomendations and the train will in most cases already have left the station.
    May 5, 2015. 03:21 PM | 15 Likes Like |Link to Comment
  • REITs sold as rates hit 2015 high [View news story]
    Sell, lemmings, sell.......so I can buy.
    May 5, 2015. 01:07 PM | 9 Likes Like |Link to Comment
  • Pound For Pound, Retail Opportunity Investments Corp. Is One Of The Best REITs Around [View article]
    Addendum to my previous comment....

    I don't like shopping centers, either, especially ones within shouting distance of urban areas. Sooner or later they get swallowed up by ghetto creep with the resultant crime and decay.

    I don't have enough fingers and toes to count shopping center skeletons which declined because of this problem.
    May 5, 2015. 12:46 PM | 6 Likes Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    Forgot to mention....this is a great article and should be required reading for every novice investor. Experienced ones, too.
    May 5, 2015. 12:40 PM | 1 Like Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    I'm always pessimistic now. That way I'm never disappointed.

    When optimistic on the market, I've almost always been stung buying on euphoria. I'm over that now. And my wallet is a lot better off as a result.
    May 5, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • Pound For Pound, Retail Opportunity Investments Corp. Is One Of The Best REITs Around [View article]
    Dunno, I don't think it's such a bad prospect. Shows steady dividend growth since 2007. D/E, at .8 is much less than the industry average of 1.8 (source: Morningstar)

    Main negative is limited history. Also, for me, the demographics. Real estate growth or not, I don't trust the Left Coast politicians and regulators.
    May 5, 2015. 10:25 AM | 2 Likes Like |Link to Comment
  • How Warren Buffett's Misunderstanding Of QE Left Billions On The Table [View article]
    Author,

    Suggest when you get to Buffett's net worth, and grow out the peach fuzz on your face, then and only then write an article about how he "misunderstood" things. You just make yourself look foolish otherwise.
    May 4, 2015. 01:16 PM | 4 Likes Like |Link to Comment
  • The All-Defensive Team: 20 Safe Dividend Stocks For An Uncertain Market (Part 3) [View article]
    gen, I think you mean Groups 1 & 2?
    May 4, 2015. 12:36 PM | Likes Like |Link to Comment
COMMENTS STATS
4,600 Comments
5,783 Likes