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firstinsnow

firstinsnow
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  • Starwood Property Trust's (STWD) CEO Barry Sternlicht on Q4 2014 Results - Earnings Call Transcript [View article]
    More good news from my favourite CMBS.
    Feb 26, 2015. 06:42 AM | Likes Like |Link to Comment
  • Ford Vs. Tesla [View article]
    Pretty absurd to compare Ford with Tesla, unless you have a time machine
    that will send us all back to 1915.
    But I see the so-called comparisons.
    It's fun to hypothesize such as these.
    On the more practical analysis: I recently looked at the Ford line at my
    local autoshow.
    It seems to me that Ford has priced there vehicles quite a bit higher than
    the competition, which is formidable.
    Feb 19, 2015. 04:04 PM | 1 Like Like |Link to Comment
  • Northern Tier Energy declares $0.49 dividend [View news story]
    Nothing wrong with .49 a quarter on a $22+ stock.
    If the stock stays range bound between $20 to $25 for the
    next 45 days, I'll be a buyer of more.
    Feb 7, 2015. 10:14 AM | Likes Like |Link to Comment
  • Predictable Fast Growing Healthcare Dividend Growth And Growth Stocks For Your Retirement Portfolios: Part 5 [View article]
    Chuck, Gary brings up a nice suggestion.
    I've been invested with Ventas [VTR] for several quarters and
    like the nice 4%+ dividend and the constant growth.
    Real estate investment trusts are a viable way to invest in senior
    healthcare facilities.
    Of course there is more risk, but also some more reward is possible.
    A Seeking Alpha contributor Brad Thomas is thoroughly plugged into
    these REITs.
    snow
    Feb 5, 2015. 03:20 PM | 1 Like Like |Link to Comment
  • Fastenal: Strong Moat, But What About Its Castle? [View article]
    Fastenal doesn't have that 'flashy' business model, and consequently,
    as a stock, it has been ignored.
    But, the fundamentals of FAST are and have been solid for several years.
    If 'Mr. Market' wakes up and notices this great company's success, it would
    soar with the best of the so-called 'Blue chips'.
    A couple of years ago, FAST did get a few seconds of interest, and during that
    short time, there was some nice stock price growth.
    Maybe, soon that interest could reappear, and this fine, well run company will
    get the attention, that some fundamentally driven investors have already noticed.
    snow
    Feb 3, 2015. 06:14 AM | 2 Likes Like |Link to Comment
  • Verizon Reported Earnings: Where Do We Go From Here? [View article]
    VZ is a cornerstone investment in my IRA.
    Nice dividends that increase are a reason the Verizon stock remains
    in the IRA.
    I am also a Verizon customer, BUT my residential connection is still copper,
    and there is NO cable company fiber optic cable available in my location.
    This means I'm spending a small fortune to access satellite internet and television provider services.
    My Verizon serviceman has told me that there is no way Verizon will hang a
    new fiber optic line for my location.
    The way Verizon 'converts' to cable, is to sell the copper wire lines to a
    small region provider company.
    Of course this sucks, but the promise of broadband service for everybody
    is not being executed or pushed by the Federal government.
    My only bright outlook is that nice dividend check every quarter.
    Otherwise, Verizon is getting no real love from this customer.
    Jan 24, 2015. 02:48 PM | Likes Like |Link to Comment
  • Ventas declares $0.79/share quarterly dividend [View news story]
    Don't sweat it. Ventas just shortened the quarterly to cover the DCT merger.
    They'll be paying the shortened dividend on the 27th of January.
    The next full quarterly dividend will go ex-div on 4.20.15.
    Jan 23, 2015. 04:07 PM | Likes Like |Link to Comment
  • Ford Wins Truck Of The Year, Alcoa Gives The Green Light For Success [View article]
    Novelis Inc. is the supplier of aluminum sheet, it is the largest rolled aluminum fabricator in North America, located in Oswego N.Y.
    Ford is the hot American car and truck company, with the F-150 sparking much
    interest.
    The Lincoln is emerging as a recent favourite of mid to high-end buyers.
    Disclosure: I own Ford stock and have just added to the position.
    Jan 13, 2015. 06:18 AM | Likes Like |Link to Comment
  • Kinder Morgan: The Bullish Thesis Is Reaffirmed [View article]
    KMI still on sale this morning, -.50 @ 9:46 eastern.
    Jan 12, 2015. 09:47 AM | Likes Like |Link to Comment
  • Starwood Property Trust: The New Treasury Bond Of The 21st Century [View article]
    STWD is a major holding in my IRA.
    Ever since first investing in STWD, a few years ago, it has
    performed evenly and mostly upward.
    The recent few quarters it has languished without much volatility.
    BUT it should be noted that this last period of time was initiated by
    the breakoff of SWAY, in which shareholders were compensated with SWAY shares.
    The 8%+ dividend is excellent for those of us that are looking for dividend
    income.
    I'd buy more right now, but that would upset the balance of my portfolio, since
    I believe in diversity of investments.
    Jan 9, 2015. 09:28 AM | Likes Like |Link to Comment
  • Don't Forget To Collect Your Seadrill Dividend [View article]
    Errrr, Correct me if I am mistaken, but my SDRL shares are in a traditional IRA. This means that there is no tax advantages to selling the shares last month or today.
    The only way I pay taxes on the money the IRA has in it, is to take a distribution,
    and then I am taxed only on the amount of the distribution.
    Loses or gains in the account are not a taxable event, therefore there is no tax relief for a loss on any stock that resides in the traditional IRA.
    If I'm missing something, maybe you can point that omission out.
    Incidentally, I am 72 and have already been taking distributions.
    I cannot add to the IRA because I'm retired.
    Jan 8, 2015. 12:54 PM | 1 Like Like |Link to Comment
  • Seadrill Limited: Complete Fleet Status As Of December 30 After Acquisition Of The West Polaris [View article]
    Gentlemen, WE SHALL SEE LATER.
    Nothing is a lock, right now.
    You've pretty much covered, YOUR OPINION.
    Thanks for the input.
    We got it.
    Jan 2, 2015. 03:31 PM | 2 Likes Like |Link to Comment
  • Linn Energy +9% despite cuts to capex, dividends [View news story]
    Let's see, 1st Linn pays off the Devon debt, Now they slash the dividend
    and Capex.
    Seems to me that Linn management is doing a good job, even though
    the oil prices have been smacked.
    I'm still continuing to hang in there with them through these tough
    times.
    We'll see in several months if this was a good move on my part.
    It's nice to see the short squeeeese, today.
    Jan 2, 2015. 03:17 PM | 2 Likes Like |Link to Comment
  • The Stars Are Lining Up For Starwood Property Trust [View article]
    Brad, I was wondering when you would again write about this great commercial REIT.
    After the SWAY spinoff, STWD has been flying under the radar without
    much volatility in stock price.
    But, the properties that are owned and managed by STWD have continued
    growth.
    I was glad when the residential coverage was spun off to SWAY, since it
    made STWD a stronger commercial REIT.
    STWD pays a very substantial dividend, that seems sustainable at present.(ex-div is quarterly, today)
    Full disclosure, I've been holding a base position and trading the excess shares
    of STWD since 2011.
    This has been a portfolio success, I see it continuing.
    snow
    Dec 29, 2014. 10:19 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Inc.: The Exxon Of Pipelines [View article]
    Casey, very good account of Kinder Morgan's present and ongoing successful
    operations.
    I have been watching the development of the pipeline into the natural gas
    starved New England states.
    Those states have been heating with oil long enough.
    The natural gas will also allow electric plants to be gas fired, as you have noted.
    This will surely cut down on the carbon emissions produced by coal and oil
    firing.
    It seems like a win-win situation in progress.
    Let's hope that the pipeline can be completed without any significant delays.
    Considering Kinder-Morgans additions of tankers and storage, and its giant sized
    network of pipelines, this KMI stock is probably in for bigger moves up in the
    near future.
    Full disclosure, I'm in and buying more.
    snow
    Dec 23, 2014. 02:09 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
537 Comments
613 Likes