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smurf

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Latest  |  Highest rated
  • Is VDIGX A Good Dividend Growth Investment? [View article]
    What do you consider a "yacht"? By my definition of same, it would buy, maybe, one.
    Nov 25, 2014. 01:12 PM | Likes Like |Link to Comment
  • BDC Leverage And Interest Expense Coverage [View article]
    About the only thing that Krugman's prattlings are good for is amusement. He's the classic example of an economist......wrong all the time, but still considered an expert.
    Nov 24, 2014. 10:12 PM | 2 Likes Like |Link to Comment
  • Ensco: A Buying Opportunity In A High-Yielding Stock [View article]
    Most complete article, without being mind-numbing, that I've read on ESV and the sector in general.

    To me the only other opportunity besides ESV that stands out is NE, but it's a distant second.

    Long ESV @$49 (sob), but bought more shares @ $37.50.

    Thanks.
    Nov 24, 2014. 11:32 AM | 6 Likes Like |Link to Comment
  • Global bond shortfall to continue next year [View news story]
    Demand should exceed supply? A buy signal or has it already been priced in?
    Nov 24, 2014. 11:21 AM | Likes Like |Link to Comment
  • This Time I Really Mean It [View article]
    Draghi is a NATO member.

    No Action, Talk Only.
    Nov 23, 2014. 03:30 PM | Likes Like |Link to Comment
  • Kinder Morgan: A Dividend Growth Star Is Born [View article]
    Not Albert, but doesn't KMR pay in additional shares of stock, not cash? Thanks, but I'll take the cash. Can always DRIP if I want to.
    Nov 23, 2014. 03:27 PM | Likes Like |Link to Comment
  • Kinder's Trans Mountain: The Lowdown On Aboriginal Uprisings [View article]
    "It would seem timely for both ......groups to sit down and determine the best way to proceed with the pipeline,......."

    Kind of naive approach, IMO. Past history as taught us a few things about these "groups".

    --Often times they are organized by imported professional rabble rousers, many of whom are on a payroll basis.
    --They are intransigent; it has to be their way, period.
    --They use lawlessness, disruption, damage and violence as means to their ends.

    The only way to deal with them is through the courts and law enforcement.
    Nov 23, 2014. 02:19 PM | 33 Likes Like |Link to Comment
  • Ensco Is My Offshore Driller Of Choice Now [View article]
    Not only is ESV "my offshore driller now", it was back when I bought it, after dd of the entire sector. I've been adding at various prices during the pullback. In the meantime, I'll DRIP the 5% dividend.
    Nov 23, 2014. 02:01 PM | 3 Likes Like |Link to Comment
  • This High Dividend Stock Has 2 6%-Plus Dividend Yields And Goes Ex-Dividend This Week [View article]
    I've been following this one for several months, if not longer. Nice company, but I think it's overloved and overpriced .

    One of the potential problems I see is that an awful lot of their portfolio is linked to discretionary income spending. And, I especially don't like their municipal ski slope operations, which are so linked to weather and can be notoriously unprofitable.

    The little voices are telling me to avoid this one for now and wait for a pullback. Gotta listen to the voices....they're usually right. Or, at least as accurate as the "experts"! Hah!
    Nov 23, 2014. 01:33 PM | Likes Like |Link to Comment
  • Mattel's Yield Is More Than Just Fun And Games [View article]
    Steve:

    Well, the credit rating is one thing. Take a look at the following:

    HAS MAT

    Profitability: D A
    P/E 16.2 13.8
    D/E 1.0 .7

    To me, there's no logical reason HAS's stock should be surging and MAT's dropping. It has to be based on the going forward perception of the analyst "experts"; the same ones who predicted INTC's demise a year or so, which enabled me to buy it at 21 and see it at 35 today.

    Thanks.

    P.S. I note that the comment did not come out in format I typed it. Squashed everything to the left. Hope you can discern it.
    Nov 23, 2014. 01:04 PM | 1 Like Like |Link to Comment
  • Why Is Mr. Market Raining On This Small-Cap Farming REIT? [View article]
    A lot of civil and constructive comments from people who seem to know what they're talking about, farmland wise.

    Tempered the initial enthusiasm I had after reading the article.

    Thanks, all.
    Nov 22, 2014. 10:08 AM | 2 Likes Like |Link to Comment
  • Why Is Mr. Market Raining On This Small-Cap Farming REIT? [View article]
    Bragham..

    "How long can these financial incentives continue?"

    As long as farmers can vote.
    Nov 22, 2014. 10:06 AM | Likes Like |Link to Comment
  • Why Is Mr. Market Raining On This Small-Cap Farming REIT? [View article]
    gymbo...

    Right on. Despite all the starving farmer movies made a while back, every farmer I've ever known is shrewd as hell when it comes to the buck. They don't often lose.
    Nov 22, 2014. 10:04 AM | Likes Like |Link to Comment
  • Why Is Mr. Market Raining On This Small-Cap Farming REIT? [View article]
    tone...

    Well said. Frankly, while I think CC is a fine individual, I don't care for his FAST graphs at all. And, his articles (or should I say volumes)...well....zzz...
    Nov 22, 2014. 09:58 AM | 3 Likes Like |Link to Comment
  • Mattel's Yield Is More Than Just Fun And Games [View article]
    MAT may be tempting at the current price. It's fundamentals look better than HAS, with better profitability and credit rating.....HAS's is one grade above junk. (Source: Morningstar)

    But, there's something that Mr. Market doesn't like about MAT right now, and that's really all that counts. For example, yesterday (Fri.) HAS was up 18 cents, while MAT was down 9 cents. HAS is pushing it's yearly high....MAT is almost at the 52 week low. Any rational reasons? None that I can see, except for perception going forward.

    I guess MAT is the contrarian play to collect a nice dividend while waiting for a turnaround.
    Nov 22, 2014. 09:43 AM | Likes Like |Link to Comment
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