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Latest comments  |  Highest rated
  • Intel: Rumors, Rumors [View article]
    So, down to terms I can understand, it's maybe, maybe not?

    This is the basis for this article?
    Dec 30, 2013. 08:06 AM | 1 Like Like |Link to Comment
  • Lessons Learned From The 2013 REIT Roller Coaster [View article]
    Adam,

    Thanks for another good common sense article.

    For me it has always been about TRYING to capture both value and income.

    You used O and COP as examples. When people were recommending O at $50+, I wouldn't touch it because it seemed to be euphoria based at that price level. But, I did like the company, bought in at $39, have been adding small positions below that.

    Regarding COP, I liked it a lot after Phillips spun off and bought it when it was percolating along around $57, which, incidentally, gave it a 5% dividend yield at that point. Today, at 70+, I consider it fairly valued, am holding and enjoying the payout.

    This strategy doesn't always work, of course, because stocks don't always behave the way I want them to, and also having occasionally succumbed to George Acs' FOMO (Fear Of Missing Out) syndrome, as in the case of AGNC and LNCO. But, at least I learned lessons from these gaffes, and hopefully won't repeat them.

    Thanks again.
    Dec 29, 2013. 11:08 AM | 1 Like Like |Link to Comment
  • With Natural Gas Price Moving Up Vanguard Natural Resources Looks Like An Even Better Buy [View article]
    I'm neither a holder of VNR nor a short seller.

    I don't understand all the loyalty and enthusiasm here, nor with LINE, for that matter.

    VNR hasn't made a profit since '11. Even then it didn't cover the dividend. Their TTM EPS is $ -$2.14/shr. Yet they pay out $2.45/shr. in dividends. Calculate a payout ratio on that!

    Debt is 50% higher than the industry average. 2012 Free Cash Flow was $ -11.91/shr. Their P/E is 384.6. PPS has fallen $4 since '11

    Yup, looks like a great investment to me. Oh, right, this is a sustainable business model because they hedge.
    Dec 28, 2013. 10:17 AM | 4 Likes Like |Link to Comment
  • AllianceBernstein Income Fund Shareholders Deserve More From Management And The Board [View article]
    My second experience with Alliance Bernstein, this time with ACG, turned out badly. Don't know why I don't learn my lesson the first time with outfits like these.

    They are of dubious business scruples, to put it as diplomatically as I am able.
    Dec 27, 2013. 08:53 AM | Likes Like |Link to Comment
  • High Payout Ratios Predict Higher Earnings Growth - Huh? [View article]
    I read recently where Buffett likes companies with higher payout ratios, because it shows that the company is mindful of return to shareholders.

    Kind of question that, but who am I to argue with somebody who earns $37,000/hour?
    Dec 27, 2013. 08:49 AM | 1 Like Like |Link to Comment
  • ConocoPhillips Is An Attractive Investment [View article]
    Somebody reasonably in the know predicted that Fearless Leader will approve the Keystone Pipeline in '14. Will be a good time to be holding anything in the energy patch if that happens!
    Dec 26, 2013. 08:08 PM | 1 Like Like |Link to Comment
  • Why Most Dividend Investors Never Succeed [View article]
    Good article.

    However, I don't think even the most hard core dividend investor with any savvy at all has a "set it and forget it" policy.

    Good advice for the novices, though.
    Dec 26, 2013. 12:38 PM | Likes Like |Link to Comment
  • ConocoPhillips Is An Attractive Investment [View article]
    Why? Look back to Nov '12. The average U.S. voter is spectacularly uninformed as to the issues of the day and could neither point out their state on a map nor name the Vice President of the United States.
    Dec 25, 2013. 12:04 PM | 14 Likes Like |Link to Comment
  • ConocoPhillips Is An Attractive Investment [View article]
    COP is a dynamic company (for an energy major) and WAS an attractive investment when it was in the mid-50s a while back and at a 5% dividend yield.

    Most analysts now peg it at or slightly above fair value.

    One to buy on sector dips only, imo.
    Dec 25, 2013. 11:33 AM | 3 Likes Like |Link to Comment
  • ConocoPhillips Is An Attractive Investment [View article]
    I think he meant a stutter step? Urban Dictionary......."the act of moving both feet sideways rapidly, confusing defenders........"
    Dec 25, 2013. 11:30 AM | 1 Like Like |Link to Comment
  • The Annaly Capital Paradox [View article]
    Robt.

    I was just thinking the same thing! I should be playing with all my toys instead of clicking around on SA....LOL.
    Dec 25, 2013. 11:09 AM | 7 Likes Like |Link to Comment
  • 5 Moves To Make Before 2014 [View article]
    Yes, but..........

    Many, many practices in non-old fart regions are no longer accepting Medicare patients. Why? Because the new reimbursement for "routine" visits will drop to $15.

    They are robbing Peter (Medicare) to pay Paul (ACA, aka Obamacare).

    It's different this time. Really.
    Dec 25, 2013. 09:38 AM | 8 Likes Like |Link to Comment
  • The Annaly Capital Paradox [View article]
    For those of faith, now would seem to be the time to buy back into mREITs again.

    Me, I'm holding DX, and that may be all the fun I can stand with this sector right now.
    Dec 25, 2013. 09:34 AM | 5 Likes Like |Link to Comment
  • VYM: Betting On Price Appreciation [View article]
    I am a fan of VYM (along with VEA and VCIT for diversification), albeit uninvested at this point. I think VYM & VEA are fairly valued (along with the rest of the market) and would wait for some sort of general pullback before buying either.

    Thanks for the informative and concise article.

    Merry Christmas.
    Dec 24, 2013. 10:39 AM | 2 Likes Like |Link to Comment
  • The Year-End REIT Clearance Sale Of 2013 [View article]
    I didn't take the eREIT plunge until they tanked, and then bought O at $39. Been adding in small bites whenever it dips below $38.

    Deliberately keeping my exposure to this sector in the low single % digits, however.
    Dec 24, 2013. 10:33 AM | Likes Like |Link to Comment
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