Seeking Alpha

RSRinehart

RSRinehart
Send Message
View as an RSS Feed
View RSRinehart's Comments BY TICKER:
ABBV, ABT, ADC, AEP, AGNC, ARCP, ARR, AT, AV, BCE, BGS, BT, BTE, BUD, CAT, CINF, CL, CODI, COP, CREE, CSCO, D, DD, DOV, DUK, EWA, F, FLO, GE, GIS, HAS, HTA, INTC, K, KMI, KO, KRFT, LEG, LMT, LTC, LXP, MAT, MCD, MDLZ, MFI, MKC, MO, MRK, NCR, NLY, NVE, O, OHI, PCL, PEP, PG, PGH, PNY, PRU, RAVN, RCI, RDS.A, RDS.B, SE, SO, STM, STZ, SYY, T, TGH, TIS, TRP, UL, UN, VOD, WAG, WHR, WM, WPTIF, WR
Latest  |  Highest rated
  • DuPont's weak Q1, lower FY 2015 forecast provide ammo for Peltz [View news story]
    Kyle: I believe funfun has said previously that he is both long and short DD. That may or may not still be the case; I suspect it still is. However, actual quantities of DD stock held have never been divulged. Your guess is as good as anyone's; somewhere between 10 and 100,000 shares. RSR
    Apr 21, 2015. 04:29 PM | 1 Like Like |Link to Comment
  • Textainer Group Holdings: A 6% Yielder That's Relatively Cheap, Too [View article]
    Gregg: First I want to apologize for the delay in responding to you. Dealing with e-mail issues, among other things. In the case of TGH, neither of your articles was overloaded with complex technical or financial data. This is what seems to lengthen, and sometimes bog down, some other articles. TGH is not that complicated a company, as I think you made clear. As I said previously, there was a lot of redundancy in the second article, to the point that I caught myself skimming over it a bit looking for what was new or different info from the first one. And it caused me to re-read both articles to try to consolidate the total picture you were presenting. That was a little frustrating.

    Since neither article was very lengthy or into heavy analysis or detailed data presentation, I think combining them into one article would have been very manageable reading. This is not necessarily true for every company you might write about; some larger, more diverse, multi-faceted companies with operations spread out around the globe, with more complicated international financial, growth and competitive aspects to consider and discuss, might be better presented in small bursts of information. It really depends on the size and nature of the company and the quantity and detail of the information you want to include. TGH is not that difficult to understand.

    Hopefully this gives you some insight into my earlier comments and what I'm looking for in these articles. I guess my bottom line is, in most case I tend to prefer to have more info in front of me at one time rather than less. I look forward to reading your future articles. RSR
    Apr 21, 2015. 04:13 PM | Likes Like |Link to Comment
  • Textainer Group Holdings: A 6% Yielder That's Relatively Cheap, Too [View article]
    R.G.B. : Thanks for the response. I liked both articles, but neither seemed extremely long, especially compared to some you see on SA. There was enough redundancy that it seemed all the info could have been covered just as well in one article. Since you and SA chose to do otherwise, that's fine too. I'm long TGH and will be happy to hold for many of the reasons you covered in your write-ups. RSR
    Apr 15, 2015. 01:02 PM | Likes Like |Link to Comment
  • Textainer Group Holdings: A 6% Yielder That's Relatively Cheap, Too [View article]
    This article reads like a rewrite or follow-up of an article about TGH by this same author that appeared yesterday. Good info, but couldn't it all have been covered in one article? RSR
    Apr 15, 2015. 12:36 PM | Likes Like |Link to Comment
  • Lanny's Recent Purchase - Re-Up In CAT [View article]
    toxalis -- Simple math, 37 shares x $2.80 annual dividend = $103.60. Tax considerations differ for every investor. Tax calculations are rarely considered when discussing annual dividend income from an investment or new purchase.
    Mar 29, 2015. 05:14 PM | 2 Likes Like |Link to Comment
  • J&J and Google team up in robotic surgery [View news story]
    Google? Really? I must be way out of the loop. How is that gonna work? What will Google's involvement / contribution be to robotic surgery? RSR
    Mar 27, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • 'Krafting' Success For My Dividend Growth Portfolio [View article]
    Rose: Like you and many others, I held onto my KRFT and MDLZ shares after the split. I said I would give them both 12 months (+/-) to see what they would do. As the end of a year approached, I became increasingly frustrated and annoyed with MDLZ. The share price did essentially nothing and the dividend/yield was not satisfactory for me. Finally after sixteen months of watching and waiting, I sold all my MDLZ and doubled up my number of KRFT shares. I haven't looked back since and haven't regretted my decision. I'm convinced I made the right choice for me. Long KRFT and intend to stay there. Good luck with your decision making. RSR
    Mar 26, 2015. 03:20 PM | 3 Likes Like |Link to Comment
  • A Moaty REIT With A Decent Margin Of Safety [View article]
    KMI is getting darn close to overload. Seems very difficult to find an article that has something really new and different to say about KMI. We all know Richard Kinder is a genius. Long O and KMI. RSR
    Mar 24, 2015. 10:13 AM | Likes Like |Link to Comment
  • GE CEO Jeff Immelt Issues Letter To Shareowners [View article]
    "pivot"? Good question. Maybe using 'turnaround' has too many negative connotations. "Pivot" gives it a different 'spin.' (pun accidentally intended.) RSR
    Mar 16, 2015. 08:03 PM | 2 Likes Like |Link to Comment
  • GE CEO Jeff Immelt Issues Letter To Shareowners [View article]
    D. Johnson -- Interesting comparison of parallels between GE and CAT. I also own both but had never thought about drawing this kind of picture of the two. I would only hope that GE's stock price never displays the kind of volatility we see with CAT. I think GE's broader diversity of products and services should help maintain more stability Of course, some will say there are plenty of negative similarities between GE and CAT, but I am content to ride the positives and be long both. RSR
    Mar 16, 2015. 05:41 PM | 2 Likes Like |Link to Comment
  • This Chart Shows What Intel's 7% Guidance Cut Looks Like [View article]
    This is not tragic, nor surprising. Onward INTC.
    Mar 13, 2015. 11:23 AM | 3 Likes Like |Link to Comment
  • If history's a guide, AT&T shareholders should celebrate Dow exit [View news story]
    Excellent point Kyle. Those were my first thoughts as well. Could you pick any better time as a starting point for comparison? No. RSR
    Mar 7, 2015. 10:58 AM | 6 Likes Like |Link to Comment
  • Be Greedy When Others Are Fearful: Baxter International [View article]
    Thanks Nicholas. I was clear on utilities being a category of their own. I thought maybe they were taking stocks from a number of different categories and combining them into a group they were then referring to as 'consumer defensive.' After looking at the article it seems they are using consumer defensive to refer to what is commonly called consumer staples, and consumer cyclical to refer to what is commonly called consumer discretionary. Just a difference in terminology. You have a nice assortment of stocks, with some interesting pairings. Best of luck with your growing portfolio. RSR
    Feb 26, 2015. 05:12 PM | Likes Like |Link to Comment
  • Be Greedy When Others Are Fearful: Baxter International [View article]
    Nicholas -- Am curious what you consider 'consumer defensive.' Is it basically consumer staples, maybe in combination with some consumer discretionary items? Are there any utilities included for instance? Or holdings from any other major categories? Thanks. RSR
    Feb 25, 2015. 02:54 PM | Likes Like |Link to Comment
  • Waste Management: The Pullback Never Came [View article]
    WM just announced dividend increase of $.01/qtr. to $.385. Bumps the current yield up by ~.1%. RSR
    Feb 24, 2015. 05:57 PM | Likes Like |Link to Comment
COMMENTS STATS
461 Comments
420 Likes