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Blackbrit

Blackbrit
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  • Kodiak Oil & Gas misses by $0.07, misses on revenue [View news story]
    The share price of this company when I first looked into it (early 2010) was just over $3...I am sorry I didn't get involved with it then, but waited a few more months, by which time it was closer to $5....if increasing revenue by 55% y-o-y equates to "missing" forecasts, then I start to wonder how useful such forecasts are...it seems to me (although I'm no expert) a great Company, and a good long-term investment... like some of the other posters on here, I'll be buying more on weakness...but each to their own. Good luck, all of you.
    May 2, 2014. 09:14 AM | Likes Like |Link to Comment
  • Rare earth miners take off [View news story]
    Ninja Trader,
    Thanks for the reply...
    Dec 28, 2013. 08:58 AM | Likes Like |Link to Comment
  • Rare earth miners take off [View news story]
    Does anyone care to explain - or hazard a guess as to - why the pop occurred in the Rare Earth sector?
    Dec 27, 2013. 07:37 PM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    Thanks, Scott - wow, that was some miss!! Pretty much all the mReits are falling in the after-hours/pre-market trading sessions, possibly as a result... definitely not selling my AGNC holding (unless the stops get hit) but wonder whether it might be an idea to pick up a few of something else (NLY?) ... then again, as an 8% drop is surely overdone (as you have commented in your various replies to others on here), I may well take a small 'punt' and top-up!

    Thanks again for your insight (and time in replying to everyone) - good luck, all who read this!
    May 3, 2013. 07:31 AM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    I'd agree with the comments of both pfifla1 ("a tad over my head") and AlexR (inherent risk of "confirmation balance") - more importantly, thank you for taking the time to research/write your article. I am long AGNC, but am debating whether to wait for the next secondary offering (like yourself, I envisage this in the next 3-6 months) before investing more...if you or anyone else would like to wade in with the pro's/cons of this, I'd be most appreciative.....
    May 2, 2013. 08:32 AM | 2 Likes Like |Link to Comment
  • 13.71% Dividend Payer Armour Residential REIT's Charter Change Should Help It Succeed [View article]
    Bcmini, good luck with your MTD strategy, it takes some b*lls to do that and I really hope it works for you. I have quite a few high-yielding stocks in my portfolio (ARR, AGNC, AINV, PWE, BBEP), but also some of those "safe" ones you mention....
    Feb 15, 2013. 01:47 PM | Likes Like |Link to Comment
  • 13.71% Dividend Payer Armour Residential REIT's Charter Change Should Help It Succeed [View article]
    David, hi & thanks for your response - my comment was intended, of course, as "tongue-in-cheek"..
    Jan 24, 2013. 08:01 AM | 1 Like Like |Link to Comment
  • 13.71% Dividend Payer Armour Residential REIT's Charter Change Should Help It Succeed [View article]
    A recent article about expert forecasts of mortgage rates in 2013 had many opinions. However, the majority seemed to agree that mortgage rates would move higher to a range of 3.9% to 4.4% by the end of 2013. Of course, austerity may bring on a recession. Then mortgage rates might stay where they are or even go lower. We will have to see.

    ... you gotta hand it to the "experts": mortgage rates will move higher, stay where they are, or even go lower? Wow, that is some serious prescience!!
    Jan 23, 2013. 12:02 PM | 3 Likes Like |Link to Comment
  • 6 Oversold Holdings For The Income Investor [View article]
    Interesting to re-read this article a year on, and to look at the performance of the stocks mentioned.

    PWE - down c.5%
    ERF- down c.30%
    SDRL- up c.50%
    ALSK - down c.65%
    UAN - up c.15%
    GGN - pretty much flat

    .... so, had someone invested an equal amount in each, they'd be looking at (very roughly) a 6% drop; but with an average 9-10% yield (ignoring taxation), that leaves the hypothetical investor a little better off than when she/he started - so, well done the Author!
    Oct 20, 2012. 11:34 AM | Likes Like |Link to Comment
  • Mid-Year mREIT Review - Where Do We Go From Here? [View article]
    thanks
    Sep 5, 2012. 02:01 PM | Likes Like |Link to Comment
  • Mid-Year mREIT Review - Where Do We Go From Here? [View article]
    Thank you for your article. You stated that "the results are both encouraging and alarming" - what, in particular, did you find "alarming"?
    Sep 3, 2012. 01:58 PM | Likes Like |Link to Comment
  • Breitburn Energy Partners LP: A Safe Dividend Of Almost 10% A Year [View article]
    some very helpful points here, both in the article and the comments (apart, obviously, from this one!) - many thanks, all.
    Aug 28, 2012. 09:34 AM | Likes Like |Link to Comment
  • 3 Reasons Why American Capital Agency Can Continue To Rally [View article]
    JohnWayne, many thanks for your comment, and good luck with your investments! I guess I was a little worried, having recently increased my long position in AGNC (as well as ARR & CMO)....
    Aug 19, 2012. 10:14 AM | Likes Like |Link to Comment
  • 3 Reasons Why American Capital Agency Can Continue To Rally [View article]
    Hi All,

    Could anyone hazard a guess as to what effect the proposed changes to the Treasury Dept's backing of Fannie Mae & Freddie Mac (link below) is likely to have on Mreits such as AGNC over time? I note that whilst the share price of both those companies plummeted 20+% on Friday, AGNC rose by almost 1% ....

    Thanks in advance!

    http://bit.ly/NvZemZ
    Aug 18, 2012. 12:29 PM | Likes Like |Link to Comment
  • Why Averaging Down Is A Bad Investment Strategy [View article]
    Wow, quite a few interesting comments this article has generated. For my part, I agree with the basic tenet that "averaging down" is generally a pretty risky strategy, as you're increasing your position in buying more and more of something that has been showing itself to be doing badly...."run your winners, and cut your losers" (which, I think, is another way of describing "averaging up") makes more sense to me - with relatively tight (say 5-10% max) trailing stop-losses...anyway, thanks for the article, Dr Kris, and to everyone for their comments.

    Good luck with your various investments, all

    Gabe aka Blackbrit
    Jul 14, 2012. 08:38 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
52 Comments
21 Likes