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smurf

smurf
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  • Nothing But Net Lease REITs: March Madness Has Arrived [View article]
    Wofford? Sounds like a name for an English sheep dog.

    Of course O wins. They always win.
    Mar 12, 2015. 04:34 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Trees Don't Grow To The Sky [View article]
    Went long on KMI @ $31.75, which just proves that even a blind squirrel finds an acorn now and then.
    Mar 12, 2015. 04:31 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan: Trees Don't Grow To The Sky [View article]
    John,

    I read the book as well. Besides not getting the big job, Kinder was beginning to smell rats anyway. While this wasn't the primary reason for leaving, his timing was exquisite. He was one of the few who got out with an intact reputation, not to mention staying out of the graybar hotel.
    Mar 12, 2015. 04:16 PM | 6 Likes Like |Link to Comment
  • Cliffs Bonds: Thoughts On Tender Decision [View article]
    The question should be, why would anybody want to purchase anything relevant to CLF? I wouldn't think that even bottom feeders swim that low.
    Mar 10, 2015. 04:14 PM | Likes Like |Link to Comment
  • The Dividend Aristocrats: Create Your Own Portfolio Or Invest In NOBL? (Part 2) [View article]
    I couldn't tell whether the author was promoting NOBL or just giving us '"for instance" information.

    If the former, it's hard to get excited about an ETF yielding 1.59%, no matter how it's justified in terms of cost of potential trades during a certain period of time.

    In any event, the analogy is a little far fetched because I don't know too many retail investors who are trading/rebalancing their portfolios 216 times per year (54 x 4 using David's arithmetic) And besides, why would you want to do that to achieve a yield of under 2%?

    VYM is a much better invesment, with an expense ratio of .10% (that's a tenth of a percent, folks), 1/5 NOBL's. The VYM dividend is ~ 2.72% as well, nearly half again higher than NOBL.
    Mar 10, 2015. 03:53 PM | 1 Like Like |Link to Comment
  • Westar Energy: Underrated Utility [View article]
    Actually, all of the quality utes have been "high flying". And many of them sport higher p/e ratios than WR.
    Mar 10, 2015. 02:24 PM | Likes Like |Link to Comment
  • Main Street Capital -4.3% after pricing secondary [View news story]
    I hate it when these BDCs and eREITS do this.
    Mar 10, 2015. 02:15 PM | 1 Like Like |Link to Comment
  • Omega Healthcare Investors: A Sell-Off Blue Plate Special [View article]
    Very complete article covering all the bases without being mind numbing.

    Is OHI internally or externally managed? I thought the latter, but not sure.
    Mar 10, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • BDC Results Q4 2014: Part 1 [View article]
    Thanks for the reference to TSLX, Buzz. I really hadn't paid much attention to them.
    Mar 8, 2015. 03:56 PM | 1 Like Like |Link to Comment
  • Should Noble Corporation Follow Its Peers In Cutting The Dividend? [View article]
    investor...

    Are you promoting this as a current or prospective investor?
    Mar 8, 2015. 03:54 PM | Likes Like |Link to Comment
  • Too Much Of A Good Thing [View article]
    Cap'n

    All that's fine, but what are they saying in the coffee shop?
    Mar 8, 2015. 03:48 PM | Likes Like |Link to Comment
  • Too Much Of A Good Thing [View article]
    I ascribe to Mae West's opinion, which was "Too much of a good thing is a good thing."
    Mar 8, 2015. 03:47 PM | Likes Like |Link to Comment
  • Buy The Dividend Company That Manages All The Real Estate [View article]
    Morningstar ascribes CNS Fair Value at $40, and gives it a narrow moat.

    By itself, FCF is covering the dividend.

    A good one under $40, imo.
    Mar 8, 2015. 03:41 PM | 1 Like Like |Link to Comment
  • Can You Profit From Prisons? [View article]
    Hah! Thought crossed my mind as well.

    Wonder if they get extra privileges?
    Mar 8, 2015. 03:13 PM | Likes Like |Link to Comment
  • Can You Profit From Prisons? [View article]
    Weary of your non-financial comments all the time. In the future, the more I see your handle, the faster I'll scroll.

    Take your comments and ideology someplace else, such as Huffington.
    Mar 8, 2015. 03:12 PM | 1 Like Like |Link to Comment
COMMENTS STATS
4,464 Comments
5,466 Likes