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S@m

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  • 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
  • Dividend Aristocrat Chevron And I Have Parted Company - Here's Why [View article]
    Thank you for sharing this financial analysis. I had a finance class that stressed the same criteria for analysis. Liquidation of all long term debt with four years of cash flow seems like a high threshold for a capital intensive business with refinery lives of forty years, and a lead time of about five years for startups on new facilities. How did you arrive at that ratio?
    Feb 4, 2015. 10:16 PM | 5 Likes Like |Link to Comment
  • 50% Drop In Oil Points To 25% Return In Stocks Next Year [View article]
    I agree, dedugan.
    Jan 31, 2015. 08:25 PM | Likes Like |Link to Comment
  • Lay Of The Land: Gas-Directed Drilling Activity Provides Insight Into U.S. Producers' Response To Lower Oil Prices [View article]
    Thank you for the overview.
    Jan 19, 2015. 07:24 PM | Likes Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    Check out the startup of thorium based reactors in China and India. This will have an impact on fossil fuel energy sources, if successful.
    Jan 13, 2015. 06:45 AM | 4 Likes Like |Link to Comment
  • Is 2015 The Year For Municipal Bond ETFs? [View article]
    Fidelity has several mutual funds that are target maturity based, with a 0.40% fee. I compared them to the target maturity ETFs and found the Fido product to have better investment ratings and a slightly higher yield, even with a 0.1% additional fee.
    Jan 10, 2015. 10:31 PM | Likes Like |Link to Comment
  • How Can The Bond Bull Keep Going? [View article]
    What are your thoughts on Target Maturity funds for mitigating interest rate risk?
    Jan 10, 2015. 09:37 AM | Likes Like |Link to Comment
COMMENTS STATS
136 Comments
122 Likes