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Latest  |  Highest rated
  • How Risky Is Prospect Capital? Part 1 [View article]
    The whole sector has gone down. Your experience isn't specific to HTGC.
    Jul 10, 2015. 02:44 PM | 1 Like Like |Link to Comment
  • Greek Tragedy [View article]
    The only tragic figures in this pathos are the lenders.

    The Greeks will ultimately be just fine. An extremely polite way to express how Greeks operate in business dealings (don't want to offend anyone, after all) is in an EXTRAORDINARILY shrewd and bold manner.
    Jul 9, 2015. 03:26 PM | Likes Like |Link to Comment
  • Is Linn Energy's Situation Really That Dire? [View article]
    Long time ago, I realized that this outfit had no long term business plan and that they were operating day to day with a wildcat smoke and mirror philosophy. I got out with relatively minimal losses.

    Have to laugh at those LINE cult investors, hanging on, blaming the "shorts" for everything. Institutional ownership of the stock is 3%. That should say something how the pros regard this dog.

    But, better not confuse with facts, their minds are made up!
    Jul 9, 2015. 03:08 PM | 5 Likes Like |Link to Comment
  • Is Linn Energy's Situation Really That Dire? [View article]
    mel,

    Right. Blame your bad judgement and lack of due diligence on the "shorts". LINE mgt. doesn't have to worry about "shorts". They can bankrupt the company all by themselves.
    Jul 9, 2015. 03:04 PM | 1 Like Like |Link to Comment
  • GREKs And Stones Will Break Your Bank But Dividends Will Never Harm You [View article]
    George,

    ".....Greeks would say that the Irish....got better deals......."

    I don't know that's the case at all. Reference? And, who are the "others" you speak of? Not aware that Portugal, Italy, or Spain have the calamitous situation of Greece. Also not aware of massive bailouts to them on the scale of Greece.

    Remember, the Greeks are not only defaulting on the original rescue, now they want another one, WITH NO STRINGS ATTACHED, which they probably wouldn't pay back either!! Where will the money come from? Gotta admire the Greeks' cojones, but sounds to me like a bad deal for the lenders.

    Begone with these clowns.
    Jul 9, 2015. 02:44 PM | 1 Like Like |Link to Comment
  • Did Iran Just Destroy ConocoPhillips' Cash Flow Plan? [View article]
    doc,

    I would peg the likelihood of a deal at 100%.

    This admn. desperately wants one for "legacy" purposes and is just taking a hard-boiled posture now for show. They will cave in the end and give those Persians almost anything they want, starting with immediate sanction relief (which they don't seem to "get" that's what brought Iran to the table in the first place).

    Unfortunately, this "legacy" Obama leaves won't be the one he anticipates. Time will show who triumphed, and it won't be us.
    Jul 9, 2015. 02:16 PM | 18 Likes Like |Link to Comment
  • Does My 5.8% Yield Portfolio Have Ideas That You Should Steal? (A Portfolio Review) [View article]
    Disco,

    I'm impressed with your acumen for one so relatively young...at least compared to the SA population. Your portfolio reflects the long investing time frame you have ahead of you.

    I could quibble with a few of your holdings; I hate LINE, where's O in your eREITs, substitute NE for RIG, etc. Also, I don't do options (having to come to the conclusion years ago that I'm not smart enough).

    But, I think I could learn a few things from what you've done here and am saving the article for my own reference. Also, going to follow you, so write more articles.

    Thanks!
    Jul 9, 2015. 02:04 PM | 1 Like Like |Link to Comment
  • Why Royal Dutch Shell Offers Huge Value For Income Investors Now [View article]
    He means no foreign w/h tax because the B shares are domiciled in the UK, who do not withhold taxes on dividends paid to US shareholders.

    Yes, you have to pay Uncle Sam (assuming you're a US citizen) on April 15.
    Jul 8, 2015. 09:50 PM | 1 Like Like |Link to Comment
  • BDC Volatility For 2015: Part 1 [View article]
    Buzz,

    A lot of meat on this article's bone. I'm saving for re-reading and reference.

    Thanks for being THE source for this interesting financial sector.
    Jul 8, 2015. 09:37 PM | 3 Likes Like |Link to Comment
  • GREKs And Stones Will Break Your Bank But Dividends Will Never Harm You [View article]
    Greeks, Greeks, Greeks. Bah!

    Sick of hearing and reading about them. It may be an understatement to say that many of these citizens are not overly bullish on the work ethic thing. A majority of their work force is employed by the socialist government and eligible for pensions at age 50. They all evade taxes. They don't want to repay their loans. Nice deal if they can get away with it.

    Unfortunately for them, they've now run out of Other Peoples' Money and it's time to pay the piper. Even worse, the OPs have run out of patience. Does anyone really believe that, even if there is some sort of agreement with the EU, that these Greeks won't renege on those obligations as well? The EU would be best off with these characters left to sink or swim on their own.

    Anyone wonder why a similar set of loans and austerity measures are ultimately working in Ireland, but not in Greece?
    Jul 8, 2015. 08:09 PM | 2 Likes Like |Link to Comment
  • Is Ensco Right As A Long-Term Investment? [View article]
    I think that everyone agrees that a rising tide of higher crude prices will lift all the offshore drilling boats, even the weak sisters.

    So, all these articles doing fleet analyses, company balance sheet critiques, contracts, what's cold stacked, etc., are meaningless at this time.

    The big speculation is, WHEN will crude go up again? Now that makes for interesting reading!
    Jul 8, 2015. 11:46 AM | 21 Likes Like |Link to Comment
  • It's As Clear As Mud [View article]
    Entertaining week, what with Greece and all. I think PR was a little jealous, so noticed that the news of their financial situation edged in here and there.

    For both, repaying money borrowed seems to be an insulting concept.
    Jul 7, 2015. 02:51 PM | Likes Like |Link to Comment
  • It's As Clear As Mud [View article]
    So, who sang "Just Another Manic Monday"?
    Jul 7, 2015. 02:48 PM | Likes Like |Link to Comment
  • Punishment lifts for dividend payers as fear hits global markets [View news story]
    Utes seem to have benefited from this crisis, as well. Wonder why?
    Jul 7, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • The Future Of Greece, The Euro And The Impact On Global Markets [View article]
    James,

    Good analysis. You've taken me back to college, and I remembered why they call Economics "the dismal science".
    Jul 7, 2015. 02:37 PM | Likes Like |Link to Comment
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