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mjk0259

mjk0259
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  • Exelon - A Bright Spot In A Bleak Neighborhood [View article]
    Aging nukes that cannot be replaced but will have costly cleanups. Household solar coming. Near record high pe ratios. Rising interest rates. Probably overpaid for pom which itself is a badly run operation. History of dividend cuts. Utilities are not low risk anymore but if you must have one, I think ppl is a better bet.
    May 26, 2015. 09:47 PM | Likes Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    This type of software will obsolete a lot of products they currently sell which have higher profit margins. They have to do it because everyone else is.
    May 25, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • Mongolia - Finding Its Feet Again [View article]
    It would take a couple days for China to absorb Mongolia. They are patient and doing it slowly for now.
    May 24, 2015. 03:38 PM | Likes Like |Link to Comment
  • Cisco: Deteriorating Margins And Poor Growth Mean Limited Upside [View article]
    They have the same problem as all network equipment vendors, hardware is being replaced by virtualization on generic hardware. There is some money in the software but profit margins are much lower.
    May 24, 2015. 02:22 PM | Likes Like |Link to Comment
  • The Failure Of Globalization [View article]
    Thanks for the article. Regarding those commission jobs in finance sales, they usually hire people in the expectation that they can sell life insurance and such to their relatives who will think they are helping them out in a promising career and then dump them.
    May 21, 2015. 11:38 AM | 4 Likes Like |Link to Comment
  • American Realty Capital Properties: Time To Risk A Position? [View article]
    author liked it more when it was 14
    May 19, 2015. 10:24 PM | 2 Likes Like |Link to Comment
  • The Middle East Will Become Significantly More Influential In Natural Gas [View article]
    Middle East violence is no worse than usual. Sending gas to Europe or India by pipeline is a lot cheaper than lng from US.
    May 18, 2015. 11:34 PM | Likes Like |Link to Comment
  • Penn West Petroleum - Time To Go Bottom Fishing? [View article]
    Author liked it last year at ten dollars also.
    May 15, 2015. 02:09 PM | 1 Like Like |Link to Comment
  • BDCs And Prospect Capital Make Me Optimistic About High Yield Investing [View article]
    "
    we are probably not going to see much reduction in the income the company is earning, except on a per share basis caused by dilution from new issues."

    What does it matter if psec earnings go up if earnings per share go down? The stock price will go down all other things being equal.

    You might want to look at how much management fees have increased over time vs dividends.
    May 12, 2015. 01:39 PM | 17 Likes Like |Link to Comment
  • Cisco Systems: Unloved, Underestimated And Very Undervalued [View article]
    Unhappy employees. Virtualization replacing most of their products. That cash flow wont be around for long.
    May 5, 2015. 05:59 PM | 4 Likes Like |Link to Comment
  • Debt-Free Dividend Payers That Are Rich In Cash [View article]
    Cash can disappear pretty quick especially with small companies.
    May 4, 2015. 03:18 PM | Likes Like |Link to Comment
  • ConocoPhillips Q1 Earnings Preview: Asset Sales And Pricing Outlook [View article]
    They are probably selling these assets at a loss. Yes, they have a lot of assets they can sell to maintain the dividend but I don't see why having to do so is good. If oil prices come back they will be buying similar properties for double the price.
    Apr 28, 2015. 09:14 PM | 2 Likes Like |Link to Comment
  • No Love Lost - The Future Of McDonald's [View article]
    Just now they decided to align executive pay with shareholders interest?
    That usually means top executives found new ways to increase their income at the expense of shareholders by some kind of accounting magic.
    Apr 27, 2015. 03:45 PM | 1 Like Like |Link to Comment
  • IBM: The Transformation Strategy On Full Throttle [View article]
    google, facebook and amazon are already capturing most of the valuable data.
    Apr 18, 2015. 08:22 PM | 2 Likes Like |Link to Comment
  • Exxon Mobil To Outperform Peers In 2015 [View article]
    XOM was available for almost the same price when oil was $100. It's hard for me to see XOM going over $100 if oil prices go back to $80. If you really believe oil prices are going to go up strongly, it's better to buy the E&P companies.
    Apr 17, 2015. 01:50 PM | 2 Likes Like |Link to Comment
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