Duke Energy - As Interest Rates Keep Falling, Investors Keep Looking For Yield [View article]
Nice analysis. I'm long DUK, having entered 3 years ago. It's been a nice run but I too am getting nervous about the valuation. 17 to 18x for a utility seems pretty rich. May start to reduce position to take some profits.
That said, it seems like there may be some more run in the bulls legs until the current interest rate environment changes. Wouldn't surprise me to see the yield pushed down further toward 3.5%
While the GPGPU market is currently small and below the radar, as a developer, I can tell you that in the near future all machines will come with them as a secondary processor to the main CPU. (as separate from the GPU) The performance gains for many applications is enormous using the CUDA API. The gains are not measured in percentages, but multiples. As in "Application X" runs 300x faster on a GPU machine vs a CPU only machine. It will also spawn a whole class of new applications which until now were computationally infeasible. (AI on the desktop for example)
NVDA is well positioned in this market and actively building mindshare amongst developers with their rapidly advancing CUDA API.
Currently a niche for NVDA, but I expect it to grow rapidly in the coming years.
Google's Nexus 7 Will Likely Be No iPad Killer [View article]
Apple isn't selling hardware or software as we traditionally think about it. It's selling a system that merges the two. The success is not possible without the blend. iPad without iTunes store and its apps would be as big a failure as iTune Apps without dedicated hardware.
Android has been a failure because of fragmentation. It's not a 'system' it's many, many different versions of software sharing the same name that often times won't run the same apps. Talk about frustration for the customers.
Google's move is to try and rectify this problem. They'll make the hardware and then keep their version of Android working on it (and in theory, up to date.) The question is, can they re-convince the app developers who were burned by the fragmented Android marketplace to give it another shot? Unless they can, this attempt to dethrone Apple won't work.
Google reminds me a lot of MSFT in the 80s and 90s when the cash-cow of MS Office underwrote a lot of other stuff. Search currently underwrites all these ancillary projects. Perhaps one of them will pay off, but the track record hasn't been great.
Duke Energy (DUK) and Progress Energy (PGN) said yesterday they had accepted the conditions set by the federal regulators related to their proposed $13.7B merger. The companies are eyeing a July 1 merger date. [View news story]
2 Concerns About Buying Altria Right Now [View article]
recently exited MO due to valuation. 20x earning for tobacco seems imprudent to me. Happy to take my winnings and reapply them else where. Had been a long term investor for more than 10 years. Will move back in if/when PE compresses.
Currently still long PM.
Of course, yesterday, I wished my positions were flipped, but hey.. long run I think PM holds more growth potential.
Performance Review Of 5 Liquid Agency Mortgage REITs Yielding Over 12% [View article]
While this article is mostly redundant information, as a 'monthly' or 'quarterly' update of some of the players, it would be much better informed if it included the current leverage ratios in the table of figures.
The author alludes the leverage ratios, but provides no insight into what they are for each stock mentioned.
Annaly's Financials Will Impact Profits [View article]
Is there a way on SA to block article notification from particular writers? The last few "Dividend King" articles have led me to believe that I waste my time when I click through on a notification.
As a side note, SA should really implement a rating system. (Yes, people would 'flame' it, but it'd give some overal guidance as to authors credibility in the community.)
Annaly's Financials Will Impact Profits [View article]
This author appear to know little or nothing about how mREITs work.
He does get that as the interest rate spread decrease, that dividends will be reduced, so fortunately for him, he'll probably avoid NLY and thus help himself in the long run.
The Wells Fargo Upgrade Of Altria: An Example Of An Upgrade To Sell Into [View article]
I too am starting to feel 'topish' with MO.
Have been long for many years. Agree that at 5% or less, MO seems unattractive. Have started writing call options. If they get called away at this point, I'll be fine with that.
As soon as it becomes clear that the economy is stabilizing (how long? I don't know), these safety stocks are going to get whacked. MO.
Duke Energy - As Interest Rates Keep Falling, Investors Keep Looking For Yield [View article]
That said, it seems like there may be some more run in the bulls legs until the current interest rate environment changes. Wouldn't surprise me to see the yield pushed down further toward 3.5%
Nvidia: A Buy Into CES 2013 [View article]
NVDA is well positioned in this market and actively building mindshare amongst developers with their rapidly advancing CUDA API.
Currently a niche for NVDA, but I expect it to grow rapidly in the coming years.
Google's Nexus 7 Will Likely Be No iPad Killer [View article]
Android has been a failure because of fragmentation. It's not a 'system' it's many, many different versions of software sharing the same name that often times won't run the same apps. Talk about frustration for the customers.
Google's move is to try and rectify this problem. They'll make the hardware and then keep their version of Android working on it (and in theory, up to date.) The question is, can they re-convince the app developers who were burned by the fragmented Android marketplace to give it another shot? Unless they can, this attempt to dethrone Apple won't work.
Google reminds me a lot of MSFT in the 80s and 90s when the cash-cow of MS Office underwrote a lot of other stuff. Search currently underwrites all these ancillary projects. Perhaps one of them will pay off, but the track record hasn't been great.
Duke Energy (DUK) and Progress Energy (PGN) said yesterday they had accepted the conditions set by the federal regulators related to their proposed $13.7B merger. The companies are eyeing a July 1 merger date. [View news story]
2 Concerns About Buying Altria Right Now [View article]
Currently still long PM.
Of course, yesterday, I wished my positions were flipped, but hey.. long run I think PM holds more growth potential.
Annaly Capital Management Is Likely To Maintain Its Dividend [View article]
Not saying that I approve of 35M salary
Performance Review Of 5 Liquid Agency Mortgage REITs Yielding Over 12% [View article]
The author alludes the leverage ratios, but provides no insight into what they are for each stock mentioned.
Annaly, Agency REITs Follow Junk Bonds Down As High Yield Diverges From Treasuries [View article]
Thanks!
Annaly: Bullet-Proof Dividend Thanks To Convertible Senior Notes [View article]
Updated Performance Review: 5 Big Agency mREITs [View article]
Annaly's Financials Will Impact Profits [View article]
As a side note, SA should really implement a rating system. (Yes, people would 'flame' it, but it'd give some overal guidance as to authors credibility in the community.)
Annaly's Financials Will Impact Profits [View article]
Annaly's Financials Will Impact Profits [View article]
He does get that as the interest rate spread decrease, that dividends will be reduced, so fortunately for him, he'll probably avoid NLY and thus help himself in the long run.
The Wells Fargo Upgrade Of Altria: An Example Of An Upgrade To Sell Into [View article]
Have been long for many years. Agree that at 5% or less, MO seems unattractive. Have started writing call options. If they get called away at this point, I'll be fine with that.
As soon as it becomes clear that the economy is stabilizing (how long? I don't know), these safety stocks are going to get whacked. MO.
I remain long on PM
An Overview Of 5 'Buy And Hold' Dividend Stocks [View article]