Send Message
View as an RSS Feed
  • Time To Play Starbucks?  [View article]
    The one thing that keeps me long in SBUX is the continuous lines I see in every store I go into in California, Florida, Colorado (places I frequent on an ongoing basis. I ask myself, "Who would have ever thought that you would see 15 people standing in line to buy a cup of coffee? And at over $3 a cup? And small treats almost the same price as the coffee? Not in the 1950s, 1960s, 1970s. I have seen up to 25 people in line at a time. It is as if a tour bus just pulled up to the curb. I have not seen any tour buses, but I see continuous store traffic all day long. It is an amazing thing to see and that is why SBUX is my biggest holding. It does not matter to me that the stock is consolidating or whatever, because I am sure it is going to knock another home run when they report earnings. There are many businesses that would love to have the store traffic and customer loyalty that Starbucks has on a daily bases.
    Jan 8, 2014. 11:36 AM | 5 Likes Like |Link to Comment
  • Lorillard: The Risk And Opportunity Of Pending Regulations  [View article]
    "If this happens, pull the trigger." Pull the trigger to "sell" or to "buy"? I am not sure what you are advising here. Why does the FDA always pick on tobacco, alcohol as the bad guys when the food industry loads up our food with "high fructose corn syrup, soy, and genetically produced corn" etc? Why don't they go after candy companies instead of Coca Cola and other soft drinks? Tobacco companies sell legal substances and they are under the strictest of regulations. If tobacco is so dangerous why don't they prohibit it from being sold? They don't bane it because they need the tax revenue it generates. What hypocrites the FDA regulators are.
    May 24, 2013. 07:05 PM | 2 Likes Like |Link to Comment
  • Follow The 'Smart Money' And Buy Johnson & Johnson In The Next Pullback  [View article]
    I have been long on JNJ since June 30, 2011 and I am well pleased.
    May 23, 2013. 04:54 PM | Likes Like |Link to Comment
  • 3 Residential REITs Yielding More Than 14% To Fight Future Inflation  [View article]
    I am long in AGNC. It has good leadership. It will recover. I am buying additional shares in the $28+ area.
    May 21, 2013. 08:10 PM | 3 Likes Like |Link to Comment
  • If You Must Invest In Tobacco  [View article]
    There are still millions of people who need their nicotine fix every day just like those who have to have their coffee. I still see lots of young people smoking and most smokers I know will find a way to delete some other item from their budget so they can have their daily fix regardless of the increased cost. Until I see MO and LO forecasting lower expectations for the next quarter or year I will continue to buy into these stocks on the dip. I am long on both MO and LO.
    May 21, 2013. 04:17 PM | Likes Like |Link to Comment
  • Mortgage REITs: The Good, The Bad And The Maybe?  [View article]
    I own 8 mREITs and would like you to review GOV, CMO, & SBY.

    I own the above and also AGNC, MTGE, TWO, NLY, and MITT

    Thanks for your articles and educating us. I just found your articles on BDC and REITs and will go back and read all of them and take notes. I own 6 BDCs: HTGC, MAIN, MCC, PSEC, TCAP, and TCRD
    May 9, 2013. 11:59 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News  [View article]
    It is amazing to me how people react to an analysts opinion. I hope people will keep his comments on Linn Energy and we will see if Linn's bottom line improves in six months. These guys have way too much clot in the Market as far as I am concern. As soon as a company has a little problem they bad mouth it and of course the "unthinkers" dappling in the market quickly sell on any bad news. I took the opportunity to purchase additional shares of this 8% dividend player. Linn Energy will be on its way back up as soon as these people jump ship. If you do not believe there is a future for natural gas in this country than "yes" I would get out of this sector, but if you think natural gas is going to power our trucks, cars, and industrial complexes in the future this is a good company to invest.
    May 7, 2013. 04:19 PM | 3 Likes Like |Link to Comment
  • Mortgage REITs: The Good, The Bad And The Maybe?  [View article]
    What about an opinion on GOV and CMO?

    I have the following REITs in my portfolio: AGNC, TWO, GOV, CMO, NLY, MTGE, MITT, SBY
    May 5, 2013. 01:22 PM | Likes Like |Link to Comment
  • My Q2 Dividend Growth Watch List  [View article]
    Bob, enjoyed your article. I currently own three of the companies from your lists in my portfolio. I noticed you have Seadrill on your list. Can you tell me why they have not had a dividend so far this year? Also, I do not see and Business Development Companies, Closed End Funds, or REITs on your lists. Any reason why you do not invest in any of those?
    May 4, 2013. 12:04 AM | Likes Like |Link to Comment
  • 4 Tobacco Giants' Financials Reviewed  [View article]
    I like the money I make from these stocks.
    Apr 11, 2013. 11:33 PM | 1 Like Like |Link to Comment
  • Riders On The Storm: Healthy Dividends In Mid-Cap Insurance  [View article]
    I have a little stake in MCY and been looking to add to it. It has been going down. It went down .51 cents today. I am going to keep a close eye on it tomorrow and the next day. If it drops some more I will buy a few more shares.
    Apr 9, 2013. 08:43 PM | Likes Like |Link to Comment
  • Preparing For A Market Top: Navigating Equity And Bond Risks  [View article]
    I own 6 REITs (AGNC, TWO, GOV, CMO, NLY, & MTGE); I own 9 CEFs (AWF, JTP, EMD, FAX, PPR, CHY, UTG, GGT, and MXF); and lastly 6 BDC (HTGC, MAIN, MCC, PSEC, TCAP, and TCRD. Are these good investment choices in this market and at this time? I would like to know what others who are familiar with these types of investments think about holding REITs, CEFs, and BDCs in this Market (April 2013 and forward). I enjoyed the article.
    Apr 3, 2013. 11:10 PM | Likes Like |Link to Comment
  • AeroVironment Management Discusses Q3 2013 Results - Earnings Call Transcript  [View article]
    Mike I don't think you have to wait for weakness. LOL It is already here. I still think this company will be a winner. It is difficult to do business with the government when the President is anti-military and wants to make America a third-world power. He has decimated the leadership of the Armed Forces. Look how many Generals he has fired and others have chosen to retire then to remain working in these situations. I believe there will be a big demand for drones from cities, county governments, rescue organizations and private citizens who want them to protect their land from poachers. Think what the border patrol could do with these drones. They could be used successfully in rounding up illegals. The sorry news is the President wants this country over run with illegals. He wants chaos in America. But I am staying with the stock. I purchased it when it was $26.77. I am now down 25.49% after today's action. I suppose if the directors begin unloading their stock it would be time to bail too. I hope the CEO and other top executives will keep their stockholders informed as they move through the year.
    Mar 6, 2013. 11:01 PM | Likes Like |Link to Comment
  • SandRidge Permian Trust: What Every Investor Needs To Know  [View article]
    Mr. Gue I hope you will respond to all the questions being asked by your readers concerning PER, SDT and other Trust like them.
    Jan 12, 2013. 09:41 PM | Likes Like |Link to Comment
  • Top Performing High Yield REITs For 2012  [View article]
    I realize you cannot discuss all 27 REITs in one article that outperformed the VNQ but could you just list them here in the comment section of this article?
    Jan 12, 2013. 08:58 AM | Likes Like |Link to Comment