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smurf

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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
  • Major Anworth Stockholder To Fellow Shareholders: Don't Be Fooled By Management's Attempts To Whitewash Past Failures [View article]
    Held this one briefly; until I saw that it had been a mistake. Got out with just a few cuts and bruises.
    May 17 09:40 AM | Likes Like |Link to Comment
  • Retirement Strategy: Sorry Warren, But You're A Cheapskate [View article]
    Put this way...it's ONE of the ways he's gotten so rich. Happier now?
    May 16 04:04 PM | Likes Like |Link to Comment
  • Main Street Capital: Nice Dividend, Expensive Stock [View article]
    I should have done the same thing. Might be time to exit, lick my wounds, and learn yet another one of those 'great lessons'
    May 15 11:17 AM | Likes Like |Link to Comment
  • Main Street Capital: Nice Dividend, Expensive Stock [View article]
    Pretty sensible treatise, Don. Agree with just about everything you've said.
    May 15 11:15 AM | Likes Like |Link to Comment
  • Kinder Morgan: If A Billionaire CEO Buys More Stock, Should You? [View article]
    I'm holding KMI. That seems to be where all the money is going!
    May 15 10:59 AM | Likes Like |Link to Comment
  • Where Are Today's Doorbusting CEF Discounts? [View article]
    Adam,

    Another great article.

    I'm on a learning curve for CEFs, but one thing I've picked up on is that it's not necessarily what the discount is at any given time, but what it is relative to over a longer period of time...historically. If a discount suddenly widens, there's a reason, and not necessarily a good one.

    Regarding HIO, I've held it for a long time and am kind of a fan of Western Asset's stuff. I took the opportunity on the recent dip to add more. One thing I like about HIO is that if they don't earn the dividend they will temporarily drop it rather than returning capital.

    Speaking of NAV discounts/premiums, one Duff and Phelps' CEFs, the highly regarded DNP, has sold at a historical PREMIUM of around 20%, but is now down to around 4.5%. This represents a buying opportunity for new investors, but bad news for existing ones.

    Thanks.
    May 15 10:50 AM | Likes Like |Link to Comment
  • Is The Stock Market 'Overgrazed'? [View article]
    Jack Boggle? You mean Bogle?
    May 13 11:34 PM | Likes Like |Link to Comment
  • The Best Dividend Growers, Part 6: HCP [View article]
    Stan,

    While researching HCP, I stumbled across this article. Impressed and now following. Will access some of your earlier stuff as well. Wondering why I didn't note you sooner.

    Will be interested in your take on AIV, as it's one I've held a lot of it for a long time thru thick and thin. Lot of thin lately have been selling off pieces over $30. Now, however, it looks like Considine may be on the road to getting things straightened out, so will hold for a while to see what develops.

    Thanks.
    May 13 11:05 AM | Likes Like |Link to Comment
  • Goldman Sachs Is A Buy Here [View article]
    Dunno about the mega banks. They are too much the ripe fruit all the time for the Federales (not a misspelling) pickpockets. I can just visualize the conversation..."hey, we could use a few extra billion...what to do....I know, let's sue a couple of banks"!
    May 13 10:58 AM | Likes Like |Link to Comment
  • With $1.79/Share In Cash, Would You Dare Buy RadioShack? [View article]
    Quoth....

    Quick answer. "NO"!
    May 13 10:34 AM | Likes Like |Link to Comment
  • The USPS bleeds $1.9B in FQ2 [View news story]
    Hard hearted to say, but I think demographics are everything when it comes to USPS performance. The big city ones are the worst; people "working" there are sullen, lazy, and make it obvious that they don't give a damn. The more rural or small town ones are the best and polar opposites from their big city counterparts. And that's not any kind of bias, just fact.

    One of two things has to happen to the USPS. Either the government should totally federalize it as before, operate it as an agency with cabinet status, and accept the fact that it's going to lose money. Or, it should be totally privatized, modernized and operated like a true business, not some quasi-corporation which really doesn't run like one.

    The latter option would involve massive personnel downsizing and automation, and I don't think the politicians have the stomach for it. More likely is the first scenario, so be prepared.

    When FedEx or UPS screw up, it's big news. With the USPS it's the norm, not the exception.
    May 10 11:53 PM | Likes Like |Link to Comment
  • A Buying Opportunity Might Present Itself For Annaly [View article]
    I think that NLY and their mREIT brethren have become equities for traders, not investors. Investors want dividend stability and protection of capital, neither of which this group evidenced over the past couple of years.

    To reinforce this point, witness the plethora of articles over this period of time by this author and others with varying buy/sell themes.
    May 10 10:41 AM | Likes Like |Link to Comment
  • A Buying Opportunity Might Present Itself For Annaly [View article]
    Yes, but, those are suppositions and hopes. What tangible evidence do you see that these things will occur?
    May 10 10:37 AM | Likes Like |Link to Comment
  • A Buying Opportunity Might Present Itself For Annaly [View article]
    On what do base your belief that "next qtr results will reflect my opinion....."?
    May 10 10:23 AM | Likes Like |Link to Comment
  • Avoid Annaly Capital [View article]
    I would be nice to be able to predict the future accurately....we'd all be rich.

    Conclusions based on peering forward are simply pure speculation and wishful thinking, nothing more. Historical data is there, can't be changed, and gives a solid foundation on which to base predictions on a company's success (or lack of).
    May 10 10:21 AM | Likes Like |Link to Comment
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