Seeking Alpha


Send Message
View as an RSS Feed
View S@m's Comments BY TICKER:

Latest  |  Highest rated
  • Where Can I Find Safe Income For Retirement? Part V [View article]
    I read an SEC filing from UTG today relating to their recent offering, and they state that they will buy back their shares to support their fund when it makes sense.
    Nov 28, 2015. 05:27 PM | 1 Like Like |Link to Comment
  • Reaves Utility Income Fund: Coming Dilution Will Likely Drive Down NAV And Market Price [View article]
    Thank you for the reply. Please keep watching and commenting on UTG. I too have a vested interest and appreciate your view of UTG.
    Nov 11, 2015. 09:13 PM | Likes Like |Link to Comment
  • Reaves Utility Income Fund: Coming Dilution Will Likely Drive Down NAV And Market Price [View article]
    I have used this CEF as proxy for my utilities allocation. The volatility appears to be about the same, the management has a good strategy (in my opinion ) for equity selection, and the leverage is used to increase income. The fund has stood the test of time, and not returned capital through the Great Recession. They have a higher fee, which they earn by providing a more sophisticated strategy than an etf or on open end fund.
    Henry, you seem to oscillate from viewing this as an investment for income to a speculation for appreciation in the last paragraph. While I agree with your conclusion, which is a time horizon decision, wouldn't your view on UTG apply to any utility sector product? Why single out UTG?
    Nov 7, 2015. 08:07 AM | 6 Likes Like |Link to Comment
  • New technology could double output from new oil sands projects, exec says [View news story]
    Why haven't you commercialized the process? As I recall switchgrass does not require prime farmland. No sarcasm sir, an honest inquiry.
    Sep 24, 2015. 06:42 PM | Likes Like |Link to Comment
  • We Still Have A Buck In The Till - We're Solvent! [View article]
    Thanks for sharing your homework.
    Aug 31, 2015. 06:07 PM | 2 Likes Like |Link to Comment
  • Reaves Utility Income Fund: Monthly Payout Currently Offering A 6% Yield [View article]
    Just doubled up today.
    Aug 24, 2015. 06:40 PM | Likes Like |Link to Comment
  • The Incredible Chain Of Lending [View article]
    Extended term loans on autos at valuations exceeding the sales price.
    Aug 19, 2015. 05:39 PM | 1 Like Like |Link to Comment
  • 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 | 2 Likes 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]
    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?
    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.
    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