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smurf

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Latest  |  Highest rated
  • Will Ensco Cut Dividends? [View article]
    Boubou,

    Yeah, what's a dividend investor to do? If CDs or money markets were even 3%, I'd be totally out of the market and sleeping well at night. Well, maybe not TOTALLY out, but mostly. Gotta have some fun.
    Dec 3, 2014. 10:30 AM | Likes Like |Link to Comment
  • Will Ensco Cut Dividends? [View article]
    Bucki,

    You are correct about SDRL's financial traits. Quote from Morningstar analyst report from 3/3/14:

    "...Seadrill is almost recklessly agressive with its' leveraged balance sheet."

    This is the caution flag that caused me not to buy the stock.
    Dec 3, 2014. 10:27 AM | 2 Likes Like |Link to Comment
  • Will Ensco Cut Dividends? [View article]
    nj

    I changed my div. option on ESV to reinvest, to capture a little of the lower price against my cb. Have been accumulating a few shares on the way down as well.
    Dec 3, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • Will Ensco Cut Dividends? [View article]
    Raj,

    Ditto me. I have been accumulating more shares on the way down. I think the dividend is safe, for the time being, as ESV's financial situation is far superior to SDRL's. But, I am watching carefully and may take a year end tax loss and lick my wounds. The next three weeks or so will tell the tale for me.
    Dec 3, 2014. 10:20 AM | Likes Like |Link to Comment
  • Flight To Quality: 5 New Dividend REIT Challengers [View article]
    AIV has been on a mini-tear since the spring, up nearly 30%. Add a nice yield of nearly 3% and you have a pretty good stock.

    Long AIV.
    Dec 2, 2014. 06:52 PM | Likes Like |Link to Comment
  • Equity Investing Or Index Investing [View article]
    Chow.

    Be careful. The LINE/LNCO cheerleaders will be demonstrating on your front lawn.
    Dec 2, 2014. 06:39 PM | Likes Like |Link to Comment
  • Ensco Plc.: Adding A High-Yielding Dividend Stock To My Portfolio [View article]
    Joe,

    I think ou made a wise choice; I've been adding ESV on the way down. Bought a few more shares at $37.50, then some again at $35., and will probably put in a limit for more at ~$30.

    Another one which interests me in that sector is NE, whose payout ratio is only 50% and the yield is over 8%.

    Both are the safest bets for that sector, imo. And, I believe they will come back in time. Oil prices won't stay depressed forever; neither is it going away in favor of any other source, at least not in our lifetime.

    Thanks.
    Dec 2, 2014. 03:27 PM | 4 Likes Like |Link to Comment
  • Wal-Mart Is Facing Fierce Competition [View article]
    Right. They just announced record sales over the weekend.

    Believe this article and there's a bridge in Brooklyn I'd like to sell. Also some prime land in Florida, only slightly swampy.

    Wal Mart will be just fine.

    Disclosure: No financial position in Wal Mart, and am not an employee.
    Dec 2, 2014. 11:57 AM | 2 Likes Like |Link to Comment
  • U.S. Shale Is In Big Trouble [View article]
    "U.S. SHALE IS IN BIG TROUBLE"

    Kind of headline worthy of the NY Post.

    It's in trouble only temporarily. Sooner or later (I'm betting sooner) the low price oil honeymoon will end, and it will be back with a vengeance.
    Dec 2, 2014. 11:56 AM | Likes Like |Link to Comment
  • Is Seadrill Stock Worth Considering Right Now? [View article]
    Never have liked SDRL. Their management is too reckless financially.

    ESV followed by NE are the prudent ones to accumulate in that sector, imo. The yo will eventually yo back up again. Oil isn't going away, nor will it stay low indefinitely.
    Dec 2, 2014. 11:52 AM | 2 Likes Like |Link to Comment
  • Ensco: A Buying Opportunity In A High-Yielding Stock [View article]
    Bought some more ~ $33.50. Also changed to DRIPing the dividends, for the time being.

    How low can it go?
    Dec 2, 2014. 11:45 AM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade, Part 2 [View article]
    I'm long RDS-B & COP, but they are still above my original purchase prices. I will add more if either goes below cost basis, and DRIP dividends until they go up again, which they ultimately will.
    Dec 1, 2014. 09:41 PM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade, Part 2 [View article]
    VNR is like LINE...not a real oil company. Why nobody's mention them. They are speculators with no discernable earnings from operations, relying on hedging for their cash flow. They flit from property to property, accumulating a mountain of debt in the meantime. Oil prices below $60 would see these duds implode.
    Dec 1, 2014. 09:39 PM | Likes Like |Link to Comment
  • Sell Linn Energy, The Distribution Is Unsustainable [View article]
    Pat,

    Comments like yours makes me wish that SA still had the old thumbs up/down icons to click on like they once did.
    Dec 1, 2014. 09:27 PM | 4 Likes Like |Link to Comment
  • Sell Linn Energy, The Distribution Is Unsustainable [View article]
    Ah, but to dream........
    Dec 1, 2014. 09:25 PM | 1 Like Like |Link to Comment
COMMENTS STATS
4,144 Comments
4,730 Likes