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smurf

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Latest  |  Highest rated
  • National Health Investors Is On A 'REIT' (Really Encouraging Investment Trajectory) [View article]
    maybenot,

    Agree, nice company. Showing strength in a down market today, too, when all their colleagues in that sector are down.

    Been on the prowl for a healthcare REIT; this may be the one.
    Aug 5 03:07 PM | 1 Like Like |Link to Comment
  • Ensco: Fleet Analysis As Of July 16, 2014 And Commentary [View article]
    Rich,

    If you notice, D.B. did not say anything about ESV or NBL financials.

    I think it was a case of damning the whole sector for a couple of underachievers. I thought their downgrade release was quite superficial, actually.
    Aug 5 02:59 PM | 2 Likes Like |Link to Comment
  • Why Does AT&T Have A 5% Dividend Yield? [View article]
    The author errs in discussing AT&T's "growth" over the last 10 years.

    This is because SBC Communications (one of the Baby Bells) bought T and closed on the transaction in 2005, however adopting the AT&T name. So, of course the "growth" was "explosive", because it suddenly incorporated two businesses into one.
    Therefore, growth data going back a decade is not relevant.
    Aug 5 02:47 PM | 2 Likes Like |Link to Comment
  • Rogers Communications: Overlooked Telecom Because Of Perceived Competitive Risk [View article]
    They're rumored to be interested in purchasing the Buffalo Bills.

    Good reason not to buy the stock. LOL.
    Aug 5 12:57 PM | Likes Like |Link to Comment
  • CEFs: An Opportunity In A Nuveen Floating Rate Fund [View article]
    I've held HIO through some distribution cuts because they are reflecting the earnings. And I think that this is more honorable than trying to maintain dividends via destructive ROC.

    Morningstar gives JQC a 3 star "Bronze" rating, which means they like it. Their site is all screwed up today, so I wasn't able to read an analyst report.
    Aug 5 12:43 PM | Likes Like |Link to Comment
  • VCLT: A Good ETF To Have In Your Portfolio [View article]
    <<This fund probably drops 33% in the next 3 years.>>

    Really?

    Hope so. Then the price will be reasonable and the yields high. I'll be a buyer.

    33% is a bit doomsday, though.
    Aug 3 12:24 PM | 1 Like Like |Link to Comment
  • With A Yield Over 9%, The Credit Suisse High Yield Bond Fund Is A Strong Buy [View article]
    berloe

    Zero. Expenses are pretty high @ 1.25%, however.
    Aug 2 12:19 AM | Likes Like |Link to Comment
  • I'm Not Selling Anything, I'm Buying Everything [View article]
    I thought your article was pretty condescending to Steven Mayo. Who are you (we) to mock another person's investing style (I know, by your criteria he's not an investor), if it works for him? Have you compared your performance data to his to write what you did?

    Authors leave themselves open to disagreement and critical comments when they publish, but I think disrespect goes over the line.
    Aug 1 04:08 PM | 1 Like Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Eli,

    Well, since Yahoo! basically fired SA, I guess the best thing to do is to be optimistic about it and move forward.

    However, I don't think you should be so dismissive about it. I am just one of many SA readers who found their first article on Yahoo!--mine back in '10. Prior to that I'd never heard of the site and I was all over the financial spectrum. Now, approaching some 4000 comments later.....

    Despite the tabloid mentality of some of their articles, the fact remains that Yahoo! still has an extensive Finance section, and it's always where I go for quick quotes. Also, I have portfolios there for easy reference. I'm sure that millions of others use it similarly.

    So, I don't view the end of this relationship as a positive for SA.
    Aug 1 01:04 AM | Likes Like |Link to Comment
  • A High-Quality Dividend Stock Never Covered Before On Seeking Alpha [View article]
    Nice little bank, but 2.36% yield is a little low for me.
    Jul 31 11:30 AM | 2 Likes Like |Link to Comment
  • KKR: A High-Yield Dividend Stock With Reasonable Growth Potential [View article]
    You neglected to mention that KKR is an LP, and as such, pays distributions, not dividends. While it's a payout regardless, big difference between the two.

    It also reports on a K-1, which is a PIA, per rip's comment above.
    Jul 31 11:26 AM | 1 Like Like |Link to Comment
  • McDonald's, Another 'Victim' Of Vladimir Putin [View article]
    McDonald's is a CIA plot to open restaurants all over Russia so they can clog their citizens' arteries and slowly incapacitate them.

    Come to think of it, however, vodka already does a pretty good job of debilitation, since Russians have the highest per-capita consumption in the universe. It's quicker, too.
    Jul 31 11:20 AM | 1 Like Like |Link to Comment
  • Mr. Market Errs In Valuing Ford Motor At 9 Times Earnings [View article]
    At any given moment, stocks, like anything else for sale, are worth exactly what people are willing to pay for them. Period.

    It is opinion, perception, and wishful thinking to argue anything else.
    Jul 31 11:09 AM | 2 Likes Like |Link to Comment
  • Update: Ensco Earnings [View article]
    I'm more bullish on ESV than anyone else in that sector. I like their dividend yield, low payout ratio, low debt and positive free cash flow. This stock is a long term hold for me regardless of the daily volatility. Long @$49.20.

    Being domiciled in the UK means no foreign withholding taxes on the dividends.
    Jul 31 11:00 AM | 5 Likes Like |Link to Comment
  • The Day I Was Surrounded By Market Timers [View article]
    goalie,

    Agree, which is why I'm doing nothing at the moment, except perusing my Watch List daily, and keeping an eye out for value.
    Jul 30 10:59 AM | Likes Like |Link to Comment
COMMENTS STATS
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