Seeking Alpha

smurf

smurf
Send Message
View as an RSS Feed
View smurf's Comments BY TICKER:
AAL, AAPL, ABBV, ABT, ACAS, ACC, ACG, ADM, AEP, AESAY, AFL, AGNC, AIBYY, AIV, ALDW, AM, AMBA, AMD, AMJ, AMLP, AMNB, AMRE, AMT, AMTG, ANGI, ANH, APL, APU, ARCC, ARCP, ARCT, AROW, ARR, AT, AVIV, AYR, AZN, BAC, BBEP, BBT, BDRBF, BDX, BGS, BKCC, BLK, BMTC, BNDX, BNS, BP, BPL, BRK.A, BRK.B, BTE, BWP, BX, C, CAT, CBB, CBI, CBT, CCG, CCJ, CCL, CEFL, CFR, CHD, CHK, CIM, CL, CLF, CLI, CLMT, CLNY, CLX, CMLP, COG, COP, CQP, CSAHF, CSCO, CTL, CUZ, CVR, CVS, CVX, CXPO, CXS, CXW, CYS, DAL, DBD, DDR, DE, DELL, DHY, DIA, DLNG, DLPH, DLR, DNKN, DOV, DPG, DPM, DPO, DRI, DTV, DUK, DVN, DX, EBAY, ECIFY, EDR, EEP, EEQ, EFC, EMR, ENB, ENBL, EPB, EPD, EPHE, EPR, EPRO, EQR, ERF, ERIE, EROC, ESRT, ESV, ETG, ETN, ETY, EVEP, EXC, EXPD, F, FAST, FB, FCX, FDX, FE, FISH, FITB, FMER, FRO, FRT, FSC, FTR, GAB, GD, GDX, GE, GILD, GIY, GLPI, GM, GOV, GPC, GRX, GS, GSK, GT, GWW, GXP, GZT, HAL, HAS, HCBK, HCN, HCP, HD, HEP, HI, HME, HNW, HON, HP, HPQ, HRS, HSII, HTA, HTD, HTZ, HUSKF, IBM, INTC, IRET, IRT, IWM, IYLD, IYR, JCP, JE, JMF, JNJ, JNS, JPM, JQC, JRI, JTA, JW.A, KBWD, KCAP, KEY, KKR, KMI, KMP, KMR, KO, KOL, KRFT, LDOS, LEG, LINE, LMT, LNCO, LOW, LTC, LVL, LXP, MAIN, MAT, MCD, MCK, MCY, MDP, MFA, MIN, MLPA, MLPI, MMLP, MNR, MO, MORL, MPW, MRK, MS, MSFT, MTGE, MTSI, MUB, MUR, MW, MWE, NAI, NBL, NCT, NDRO, NE, NEE, NFG, NFLX, NHI, NIE, NKSH, NLY, NNN, NOK, NOV, NRCIB, NRF, NRZ, NSLP, NVDA, NVS, NYCB, O, OHI, ORAN, ORC, PAA, PBEGF, PBI, PCEF, PFE, PG, PGF, PGH, PHB, PHK, PKY, PM, PMD, PMT, PNNT, POT, PSEC, PSX, PT, QRE, RAS, RCI, RDC, RDS.A, RDS.B, REM, REPYY, RGR, RIG, RKT, RLI, RNFTF, ROIC, RSH, RTN, SASR, SCHD, SDIV, SDRL, SDY, SFL, SHLD, SHS, SJM, SLG, SMLP, SNH, SNV, SNY, SO, SON, SPG, SPH, SPLS, SPY, SRC, SRE, SSW, STAG, STB, STM, STO, STX, SVU, SYY, T, TAL, TCAP, TCO, TCPC, TCRD, TEF, TEG, TEO, TGP, THI, TICC, TLP, TRP, TSCDY, TSLA, TU, TUP, TWO, TWTR, TYG, UG, UMH, UNP, UPS, USAC, USTR, UTX, VALE, VCLT, VDE, VEA, VFC, VGK, VHT, VIG, VLO, VNM, VNQI, VNR, VPU, VYM, VZ, WAG, WEC, WETF, WFC, WLL, WM, WMC, WMT, WR, WRE, WSM, WSR, WU, WY, XLU, XLV, XOM, YMLP, ZION
Latest comments  |  Highest rated
  • Annaly Still A Buy Despite Another Dividend Cut [View article]
    Well, the pps has dropped along with the dividend. If one has a favorable outlook on NLY long term, then this looks like a buying opportunity.
    Mar 21 02:06 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Add Value And Dividend Stocks (Part 15) [View article]
    From what I've read about SDRL, they're kind of a wild and woolly outfit. They're highly leveraged and very aggressive. Payout ratio is upside down, but not anywhere as bad as RIG's. Definitely not a SWAN stock.
    Mar 19 10:17 PM | 1 Like Like |Link to Comment
  • 3 Utility Stocks Worth Buying [View article]
    Todd,

    Thanks again for a timely article. I've been following you for a while and you haven't steered us wrong yet. I like the fact that you always have skin in the game, too.

    One thing I'm wondering about SO is; do you think market apprehension on SO's nuke construction might be a drag on the pps going forward? SO's scenario for time frame on these projects is very rosy and best case. I don't think that will happen and that there will be environmental, regulatory, and cost headwinds along the way which will delay the completion dates.

    I almost think that of the utes with issues in front of them EXC might be the better play at this time.
    Mar 19 10:06 PM | 1 Like Like |Link to Comment
  • 5 Dividend Stocks With An Average Yield Of 4.8% For The Next 5 Years [View article]
    Good article featuring fine companies, but I would argue that that all are candidates for purchase only on pullbacks. I think anything decent out there is either at or near fair value at this time.

    Barron's had a bullish headline on Novartis. What's your take on that company?
    I stocked up on some pharmas a couple of years ago, but avoided NVS because of impending patent exp. on Diovan and, being a foreign company, dividend payouts are only annually. Also, the dividend, being under 3% is nothing to write home about, which is still the case.

    Thanks.
    Mar 18 12:52 PM | 1 Like Like |Link to Comment
  • Dividend Growth Portfolio Reality Check, Part 2 [View article]
    I think the Yahoo figure is correct. I did the math and it comes up to .0396, based on 3/16 closing price. Rounding would make it 4%

    M* also lists it at 3.9%.
    Mar 17 10:15 AM | 1 Like Like |Link to Comment
  • What The Stress Test Results Mean [View article]
    Roger,

    I think I agree with you about banks in general. There are some "usual suspects" out there who would have failed had not the govt. propped them up and whose long term futures are shaky at best. This is a sector to avoid for a while (for me at least).

    Throwing a little Monty Python in, eh? Careful-might be showing your age!
    Mar 15 05:24 PM | 1 Like Like |Link to Comment
  • Vanguard's High Annual Yield 8.2% Is Protected By Commodity Hedges [View article]
    Shelly,

    Ok, MLPs have a unique tax treatment. Their payouts are considered distributions. Investors are considered unitholder, not shareholders.

    The company (partnership) is not taxed at the corporate level. Instead, tax liability is passed along to the unitholders (us) via a K-1 Statement, similar to a 1099. They should not be held an IRA (or pension, endowment, or 401K plans) because these distributions are considered unrelated business taxable income (UBTI) which is income unrelated to the activity that that gives the IRA, 401k, etc. tax-exempt status. This could create a tax liability on any distribution of more than $1,000. I'm not sure if this is cumulative or any one distrubution.

    Therefore, these MLPs are best held in a regular (non-IRA) brokerage account.

    Best thing to do is to check with your CPA, however.
    Mar 15 05:16 PM | 1 Like Like |Link to Comment
  • Federal Realty: You Can Huff And Puff, But You Can't Blow This REIT Down [View article]
    Brad,

    Excellent article, and, as always the graphics are straightforward and easy for older eyes to read.

    I think FRT would be an excellent stock to own, buying in on a pullback, which would push the dividend % up as well.

    What are your thoughts on NNN, also involved in retail properties and
    with a history of raising dividends for the past 20 years?
    Mar 13 04:31 PM | 1 Like Like |Link to Comment
  • Trouble Brewing Behind Facade Of Bull Rally [View article]
    Monkey........

    It seems I've heard that song before........... However, I'll be glad for you to spend your money to see if you're right.

    Seems like you may have opined tongue-in-cheek. Hope so.
    Mar 12 09:11 AM | 1 Like Like |Link to Comment
  • American Capital Agency Runs Its Favorite Play: A Secondary After Going Ex-Dividend [View article]
    He did say that the article is informative only, thereby not implying a recommendation.

    Actually, I thought the tone of the article was neutral to slightly negative on AGNC. This is perhaps why he doesn't own it.
    Mar 10 10:18 AM | 1 Like Like |Link to Comment
  • Retirement Investing: Dividends For The Long Haul [View article]
    Oh, we muddled through without computers. Did a lot of squinting at the stock prices in the newspapers and hanging around broker's offices watching the tickers.
    Mar 10 09:49 AM | 1 Like Like |Link to Comment
  • Annaly: What Is Going On? [View article]
    Not blue, irritable, Miz......

    The only change I like is loose change.
    Mar 10 09:45 AM | 1 Like Like |Link to Comment
  • Annaly: What Is Going On? [View article]
    No, no thumby thing.

    I hate change.
    Mar 9 09:24 PM | 1 Like Like |Link to Comment
  • America Stop Whining, The Economy Is Recovering [View article]
    I watch the pps on NLY. Always looking to accumulate a bit more on dips.
    Mar 9 10:14 AM | 1 Like Like |Link to Comment
  • The Defense Sector Yields Too Much To Ignore [View article]
    The potential for significant defense cuts are the reason I like RTN. I think they're the most diversified into civilian applications of this group.
    Mar 8 11:16 AM | 1 Like Like |Link to Comment
COMMENTS STATS
3,783 Comments
4,034 Likes