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S@m

S@m
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  • The Tale Of 2 Farm REITs [View article]
    I live in the Florida Strawberry belt. Strawberries are an annual planting. They are planted based on the ripening time, and can be rotated with other crops during the year. They are not an established asset base like a nut tree. The land used for strawberries is in Eastern Hillsborough County, east of closet communities of Tampa. The land is developing into shopping centers and suburban neighborhoods as the economy slowly recovers in this area.
    Jul 13, 2015. 05:37 PM | 1 Like Like |Link to Comment
  • Weak Wages And Weaker Manufacturing, But How 'Bout Those Rate Hike Expectations! [View article]
    "We may have grown up as apathetic slackers, yet studies routinely demonstrate that those born between 1961 and 1981 are exceptionally industrious. (Good looking too.)"
    Not to mention, humble and modest....:).

    Great article. Thank for offering an alternative view of the economy and fed expectations. I wish I'd taken your advice about a year ago on T bills.
    Jul 2, 2015. 06:02 PM | 3 Likes Like |Link to Comment
  • The Phases Of An Investment Idea [View article]
    David,
    Would you be kind enough to give examples from your personal experience where you did estimates of undervaluation, acted on them, and then read the tea leaves to exit the position at the right time?
    Thanks,
    Sam
    Jun 28, 2015. 09:28 PM | Likes Like |Link to Comment
  • Sky High Valuations? Lusterless Economy? It Just Doesn't Matter! [View article]
    Gary, thanks for the insightful article and informative replies in the comments.
    S
    Jun 16, 2015. 09:52 PM | 1 Like Like |Link to Comment
  • Why I Will Be Buying More Potash Corp. [View article]
    Jazz, my comments were directed to the investment by Mktneutralhedger in CF. Sorry for the confusion.
    Jun 1, 2015. 08:43 PM | Likes Like |Link to Comment
  • Why I Will Be Buying More Potash Corp. [View article]
    Read about N Fix. This is a disruptive technology that potentially reduces nitrogen use up to 50% in cereal and grain crops. This is one of several technologies that are being developed to reduce nitrogen use. Combine reduced demand with new supply and nitrogen fertilizer pricing could look like the oil price collapse of the past year.
    Jun 1, 2015. 07:10 PM | 3 Likes Like |Link to Comment
  • Exxon Mobil Corporation Overvalued, Dividend Not Sustainable [View article]
    Ditto to all the above.
    The chart provided does not support the author. The scatter in the data suggests there are other factors at work than just the price of oil influencing stock price. Long XOM, and have an order in for more when there is some turbulence.
    Apr 10, 2015. 05:25 PM | 3 Likes Like |Link to Comment
  • Do I Smell A Bargain At The Dividend Factory Outlet? [View article]
    Tanger Outlet in Bradenton Florida and Gonsales Louisiana are also busy and well maintained. I've been n both recently.
    Apr 6, 2015. 05:21 PM | Likes Like |Link to Comment
  • Exxon Mobil - The Company That Buys High And Sells Low [View article]
    Dale, a recent comment by the CEO was that his investments were based on $40's per barrel oil.
    Apr 4, 2015. 02:32 PM | Likes Like |Link to Comment
  • What Does Buffett See In Deere & Company? [View article]
    "If you are Buffet, you could care less about this debt, because if there was another 2008 style dislocation and DE couldn't tap cheap debt Berkshire could easily cover the $5-10bl that might be necessary."

    Good point, Robin.

    While taking a bigger equity position in the company by purchasing a preferred stocks, like he did with Dow. This does not help other investors however, since the equity is diluted, and an increased dividend load is placed on earnings.
    Feb 22, 2015. 11:06 AM | Likes Like |Link to Comment
  • The Long Case For Schlumberger [View article]
    Definition as noun: "the sentry on the tower signaled to the gatekeeper: guard, sentinel, lookout, watch, watchman, patrol."

    The use of the word sentry as an adjective, whereby their market position provides downside protection. I think....
    Feb 19, 2015. 05:49 AM | 1 Like Like |Link to Comment
  • Barron's: Whether crude moves up or down, best to avoid big oils [View news story]
    Now 40 likes......
    Feb 16, 2015. 09:11 PM | Likes Like |Link to Comment
  • There's A Reason Utilities Are On The Monopoly Board, I Just Bought One [View article]
    Mr. Thomas,
    If the two sectors are highly correlated, where is the diversification? I'm curious if you had any exposure to the companies upcoming capital expenditures for replacement of pipeline. The New England area has been in service for a long time, and replacement costs for pipeline are expensive. The ability to pass that expense to residential customers can be limited.
    Thank you for the detailed analysis.
    Feb 9, 2015. 06:46 AM | 9 Likes Like |Link to Comment
  • Why Don't You Diversify Your Portfolio With Some European Blue Chips? [View article]
    Fidelity will not provide me with international access for research either. The pink sheets and ADR's are the only access.
    Feb 7, 2015. 04:37 PM | Likes Like |Link to Comment
  • Rayonier Advanced Materials Is A Lucrative Investment Opportunity In The Making [View article]
    Their new board of directors includes an expert on composite materials. If their product line is adopted as a filler for composite materials in a large market such as automotive, the excess capacity will disappear quickly. The approval cycle on materials can take several years. I trust the management to be developing new markets for their products.
    Feb 5, 2015. 06:30 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
142 Comments
130 Likes