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smurf

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Latest comments  |  Highest rated
  • Are utilities headed for a death-spiral? [View news story]
    I read this article this morning, and it is very thin gruel indeed.

    The story doesn't live up to the alarmist headline. No mention of the percentage of solar to date, nor the projections for the future. And, it doesn't even mention the initial cost of implementation.

    Surprised this author didn't throw in wind while he was at it.

    Of course, investors should be alarmed about EXC, but it has nothing to do with solar.
    Dec 23 11:05 AM | 7 Likes Like |Link to Comment
  • SEC declares S-4 effective in Linn-Berry merger [View news story]
    Be interested in reading the next LINE article channeling Charles Ponzi.

    All things considered, wish I'd held on. Congrats to those who had the stones to do so.
    Nov 14 09:31 PM | 7 Likes Like |Link to Comment
  • Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well. A Two Harbors (TWO) presentation (page 8) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd. [View news story]
    Leave it to the govt. to screw up a good thing.
    Apr 18 11:42 PM | 7 Likes Like |Link to Comment
  • Exelon Cuts Dividend, Market Yawns [View article]
    I'm surprised that EXC lists value for shareholders as Priority #2. It was never that high before.

    Mismanagement here for decades continues.
    Feb 17 12:44 PM | 7 Likes Like |Link to Comment
  • Could It Be That I'm Smarter Than My Broker? [View article]
    Spouse worked for a large "full service" brokerage for 15 years until she was "retired" a couple of years ago. "Financial Advisors" (aka stockbrokers) really don't know all that much, except what their firm is pimping on that particular day. Plus, most of them aren't around that much--they let the grunts do all the work.

    If anyone thinks that these people have anyone's best interests at heart except for their own, they're delusional. Unless you have seven figures to invest, you're just another paycheck to them. Letting them manage your account is like giving robbers a key to your house.

    What drives me crazy is even knowing that, said spouse continues do deal with these people because she's "comfortable" with them. Now that she's no longer employed, she pays $100/trade commission. I'm paying $7 and griping about that!

    Bottom line, nobody's gonna look after you like you, especially when it comes to money.
    Jun 14 12:47 PM | 7 Likes Like |Link to Comment
  • If You Like Southern Company, You'll Love Wisconsin Energy [View article]
    I wouldn't invest in any public utility in the People's Republics of Wisconsin, Minnesota, Vermont, Washington, Oregon or California, plus a few others. Too much regulatory pressure and left wing activism.
    Jun 7 10:20 AM | 7 Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    jss,

    Indeed this election is crucial, even more so as to who controls Congress. The Chief Executive can't accomplish his agenda without a willing and compliant House and Senate. Of course a pro-business clean sweep would be ideal, but maybe not achievable.
    Feb 26 10:51 AM | 7 Likes Like |Link to Comment
  • Dividend Boosts Keep Getting Bigger but Dividend Stocks Are Snoozing. Reason to Worry? [View article]
    clam,

    I agree with your theory because it makes sense.

    With the exception of O, these are huge cap companies who are not very nimble. By definition, moves (up and down) are going to be subdued.

    O is a conservative REIT which is a anachronism, I know. But they really are a good steward of their investors' bux. They don't take huge chances which stifles their upside somewhat. If you want excitement and drama, try AIV or one of the other apartment REITs.
    Mar 21 10:28 AM | 7 Likes Like |Link to Comment
  • Why I've Sold Royal Dutch Shell PLC [View article]
    Holding RDS-B for the dividend and prospects going forward. Really like the new CEO.

    Except for COP, Shell is my fave major.
    Aug 9 10:49 AM | 6 Likes Like |Link to Comment
  • I Sold Kinder Morgan Energy Partners [View article]
    Don't personally insult and ascribe nefarious motives to somebody's opinion with which you don't agree. If you don't like an author's point of view, just move on and don't read him/her again. Or, better yet write your own piece.

    The fact that your acerbic comment has gotten so many 'likes' is what's wrong with SA lately. Civil discussion is on the wane, while comments like yours are increasing. This forum is becoming more Yahoo!like every day.

    Oh, and I served in the military.
    Jun 19 02:04 PM | 6 Likes Like |Link to Comment
  • The Best Dividend Growers, Part 17: Ensco [View article]
    nj,

    Wouldn't have improved your comment much, but the spelling is crappy, not 'crapy'.
    Jun 3 02:31 PM | 6 Likes Like |Link to Comment
  • American Realty Capital Vs. Realty Income: Will The Real REIT Please Stand Up! [View article]
    Article in Friday WSJ about Nick's upcoming compensation, which could reach $94mm if the company attains certain 'goals'. Nick's response? Basically, hey I'm worth it!

    I do think he's just a little too egotistical and brazen for his own or the company's goo in the long term.
    May 31 03:01 PM | 6 Likes Like |Link to Comment
  • Is AT&T A Better Investment Than Verizon? [View article]
    Why not own both? Each have diverse advantages/disadvantages. That way, the waterfront's pretty well covered.
    May 7 10:56 AM | 6 Likes Like |Link to Comment
  • Consider Buying Western Asset Mortgage Capital Now [View article]
    You'd probably also be complaining if he wasn't long...asking why no skin in the game.
    Apr 18 09:37 AM | 6 Likes Like |Link to Comment
  • Realty Income: One Heck Of An Ark That's Prepared For The Storms Ahead [View article]
    Long O at ~38. Very hesitant about adding any more above that price.

    I remember when the cheerleaders were shaking their pom-poms when it was over 50.
    Apr 4 01:58 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
3,783 Comments
4,034 Likes