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S@m

S@m
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  • Kraft Foods: Time To Get Going [View article]
    Compare to Nestle before you make a decision to buy.
    Aug 18 09:25 PM | Likes Like |Link to Comment
  • Molycorp - Everything Is Moving In The Right Direction For Long Investors [View article]
    REEality,
    Hard to dispute the math. Hopefully, they will be able to lower their costs, sell down their inventory, and increase production, while prices increase. Ah, not likely.
    This has been my worst performing purchase in a long time. I'm holding on now since it really constitutes a long horizon call, as pointed out by Shock Exchange. Any recovery really requires a trade embargo with China, similar to the current Russia / Ukraine trade embargo. That's a higher probability than the alignment of the four factors I've listed above.
    Aug 15 05:52 PM | 1 Like Like |Link to Comment
  • Hawaiian Electric, A Down And Out Utility Worth A Look [View article]
    JB,
    What will the recent expansion of Dow solar panels do to the profitability of HE? Will they be tolling excess power to other clients? Has there been a sensitivity analysis on the effect of rising interest rates on both the Utility segment and banking segment?
    Thanks,
    Sam
    Aug 14 08:54 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    My view as well. It's a preference, not a criteria.
    Aug 12 07:15 AM | Likes Like |Link to Comment
  • Potash: Still Not Liking Market Fundamentals [View article]
    The geopolitical situation is a plus for all North American fertilizer producers. Both reliability of supply and currency stability are risk factors from the Middle East and Russia.
    Aug 7 06:54 AM | 1 Like Like |Link to Comment
  • The Day I Sold Everything [View article]
    Nice strategy. The NSW has a long term view for their investment horizon. I find their website helpful as well.
    Jul 25 09:59 PM | Likes Like |Link to Comment
  • Dividend Challengers: 24 Increases Expected By September 30 [View article]
    David,
    Thanks for your update.
    Sam
    Jul 16 07:39 PM | 1 Like Like |Link to Comment
  • Managing ETF Portfolio Risk: Be Mindful Of Reversions To Long-Term Averages [View article]
    Thanks for sharing process, Gary.
    Sam
    Jul 14 06:47 AM | Likes Like |Link to Comment
  • Agrium Inc: The Light At The End Of The Tunnel [View article]
    "The Conda, Idaho phosphate facility has an annual production capacity for 300,000 tonnes of MAP. The Conda facility is supplied by phosphate rock mined at Agrium's Dry Valley, Idaho mine, which has an annual capacity of 2.0 million tonnes of phosphate rock at an average grade of 31% P2O5. The Conda facility is supplied with ammonia from Agrium's nitrogen facilities in Alberta."

    This math does not add up. The 2.0 million tones of rock should produce 1.24 million tons of MAP. There must be other products produced as well at Conda.
    May 28 10:16 PM | 1 Like Like |Link to Comment
  • The All-Defensive Team: 25 Low Beta Dividend Stocks For An Uncertain Market (Part 2) [View article]
    KMP is a MLP, the distribution is not a dividend. A great company, you just misstated the income stream. D and MRK have payout ratios exceeded 75%, usually a warning sign for steady dividend income streams, much less growth. With interest rate rises borrowing cost for utilities will increase. D and NU will have increasing costs of capital. How sensitive are they to liquidity concerns if their costs for capital increase and their rate structure is not capable of adjustment? The only place to go to pay their bills will be a reduction in dividends. Capturing a 3.5% dividend will leave you vulnerable to a haircut with a drop in stock price pretty quick.
    May 25 03:11 PM | 1 Like Like |Link to Comment
  • Income Is Always A Good Idea [View article]
    Author,
    Why did you not include REIT's in your options for income products?
    Thanks,
    S@m
    Apr 21 04:04 PM | Likes Like |Link to Comment
  • Risk Aware Investing, Part 1: Dividend ETFs [View article]
    You are not alone. I believe in models, SD, and even the heretical view of total return on an equity instead of just the dividend. I'm so far out of line that if a stock misses a dividend increase, I won't cut it if there is an identifiable justifiable cause.
    S@m
    Apr 19 10:46 PM | Likes Like |Link to Comment
  • Oh, Ho, Ho, It's New York REIT, You Know [View article]
    User,
    Does a non traded public REIT report full financial statements, similar to a traded REIT?
    Thanks,
    S@m
    Apr 16 04:43 PM | Likes Like |Link to Comment
  • Oh, Ho, Ho, It's New York REIT, You Know [View article]
    Thank you gentlemen. I am still in the my data gathering phase regarding REITs. My concern was quite simple: If its such a good investment, why would he and his partners want to sell it? There were several thoughts that came to mind: Changes in the interest rates in money, if the borrowed funds had short term or adjustable terms that would affect his return. Another was tenant sensitivity to business cycles If this is just the way to realize gain by reallocation of risk through equitation of assets, while maintaining a stream of income from management fees, I can understand that process.
    Apr 16 04:25 PM | Likes Like |Link to Comment
  • Oh, Ho, Ho, It's New York REIT, You Know [View article]
    Why is Mr. Schorsch taking his portfolios from private to public ownership?
    S@m
    Apr 15 06:23 PM | Likes Like |Link to Comment
COMMENTS STATS
105 Comments
86 Likes