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  • Thoughts About A Handful Of mREITs And The State Of The Industry (Part 1) [View article]
    Hi Party...

    I've been invested in the mReit sector before and been burned by them so a bit leery now. I do own REM currently. I would like to know how long you've owned MORL and is the decline in equity value from the $17 area bothersome to you? Overall great yield but do the wildly fluctuating monthly dividends bother you? Thanks much.
    Nov 27, 2015. 11:29 AM | 1 Like Like |Link to Comment
  • Were Annaly Capital Management's Hedges Effective? [View article]
    Could I trouble you for the link to your article on the state of the industry as a whole?
    Nov 24, 2015. 12:36 PM | Likes Like |Link to Comment
  • Palo Alto beats estimates, issues solid guidance (updated) [View news story]
    Well now up 1.06% in after mkt trading. Not much of a pop for a good report.
    Nov 23, 2015. 04:35 PM | Likes Like |Link to Comment
  • Trinity Industries Could Be A Home Run [View article]
    Well an interesting development happened today from US regulators that might bode well for TRN increasing their rail car production. I've copied and pasted the following:

    • U.S. regulators issue tough new rules for safer transportation of crude oil by trains, introducing a new tank car standard and mandating the use of new braking technology.
    • The rules require that the oldest, least safe tank cars be replaced within three years with new cars that have thicker shells, higher safety shields and better fire protection; a later generation of tank cars, built since 2011 with more safety features, will have to be retrofitted or replaced by 2020.
    • Regulators are not asking railroads to notify communities of any oil train traffic but will require a “point of contact” for information related to the routing of hazardous materials.
    May 1, 2015. 08:50 PM | 3 Likes Like |Link to Comment
  • eBay: A No-Brainer [View article]
    I can't believe someone else hasn't come into the space. I use it as well but hate the high fees. Whats extremely irritating is the fees on shipping charges...I went ballistic and called and complained about that...and you've seen what good that did...LOL
    Jan 23, 2015. 11:02 AM | 7 Likes Like |Link to Comment
  • Zacks' Bull Of The Day: Ambarella Inc. [View article]
    Love this company. Been in and out a couple times. Out right now...looking for a good entry point. Maybe if it breaks above the 50 day SMA. Right now the technicals are pretty weak.
    Dec 17, 2014. 10:45 AM | 1 Like Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    The out of the money PUT buyers did very well...but didn't see that many contracts sold yesterday when I checked the option chain. One subscriber made a nice call yesterday.
    Nov 26, 2014. 10:48 AM | 1 Like Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    The out of the money PUT buyers did very well...but I noticed there weren't that many of them.
    Nov 26, 2014. 10:47 AM | 2 Likes Like |Link to Comment
  • Retirees Higher Yield Withdrawal Model Portfolio. Update #1 [View article]
    Excellent article and thoughtful follow on comments.
    Nov 6, 2014. 04:28 PM | Likes Like |Link to Comment
  • Linn Energy (LINE -3.4%) and LinnCo (LNCO -4.3%) trade lower following a weekend Barron's article discussing that LINE's distributable cash flow may be overstated and concerns over the pending merger with Berry Petroleum (BRY -2.4%). Barron's long-held view is that LINE's accounting is aggressive because the company wants to recognize the financial benefits of the puts but not the costs. (earlier[View news story]
    IBD rates LINE a very poor 6 overall. Just can't get much lower in their ratings.
    Jun 18, 2013. 03:07 AM | Likes Like |Link to Comment
  • Ebay: Long, Short, Or Stay Away Going Into The Earnings Tonight? [View article]
    Well so much for the Ebay calls. Trading down after not so bad earnings.
    Apr 17, 2013. 04:22 PM | Likes Like |Link to Comment
  • Visa (V) CEO Charlie Scharf suggests his company plans to join MasterCard in placing fresh transaction fees on PayPal (EBAY) and other online payment services deemed to be digital wallets. "I think it is totally appropriate to do that." Wedbush's Gil Luria isn't surprised. "This is a fully functioning duopoly. When one does something, the other one follows suit." Concerns about fresh fees from transaction processors have already pressured eBay shares. [View news story]
    Agree with your comments totally. What really surprises me is that no one has successfully competed with EBAY starting another auction site based on cutting the selling fees. Between Ebay and PayPal fees AND the fee you now pay on shipping I consider it a rip off.
    Mar 21, 2013. 11:19 AM | Likes Like |Link to Comment
  • eBay (EBAY +1.4%) is eliminating listing fees for most items and simplifying its commission fees, as it tries to sustain Marketplaces' resurgence and slow down Amazon's (AMZN -1.2%) rapid 3rd-party sales growth. Lower-margin items such as electronics will sport lower fee rates than higher-margin items such as clothing. eBay claims the moves, its first fee changes since 2010, will provide more transparency for merchants, who have complained of overly complicated pricing. Yesterday, Reuters reported of discontent among Amazon merchants over rising fees. [View news story]
    I agree with you on the listing fee suspension...its no big deal at all. I had experienced fees of over 17% on some items...including PayPal. I thought it was a total rip off. If I didn't want the huge exposure on Ebay I wouldn't deal with the rip off. Now that there are search engines for all of Craigs List that is becoming an option.
    Mar 19, 2013. 01:30 PM | 2 Likes Like |Link to Comment
  • American Capital Agency: Strong Dividends Set To Continue [View article]
    Fair question....
    Feb 25, 2013. 12:01 PM | Likes Like |Link to Comment
  • Annaly Positioned Well In The Face Of Strong Headwinds [View article]
    EFS I'm not understanding your reply. At some point long term mtg rates will get back to 5%...even now they have edged up to about 3.6%. So what happens to share price of the agency mREITS when this happens? I'm not understanding what you mean about nominal rates being 8-9%.
    Feb 21, 2013. 10:36 AM | Likes Like |Link to Comment