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nednel

nednel
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  • Pepco Holdings - A Utility Stock To Avoid [View article]
    I echo my earlier comments. For a very long period of time Pepco has been managed poorly, and not for the benefit of the shareholders.
    May 17 11:11 PM | 1 Like Like |Link to Comment
  • Exxon: Nat Gas Spikes Higher And The Stock Drops 5%? Buy The Dip [View article]
    Thank you Michael. Liked the present and the cited articles a lot. Am always on the look-out for investment ideas, both short-term and long-term. Wish I had one for you at this time!
    Feb 1 09:28 AM | Likes Like |Link to Comment
  • Exxon: Nat Gas Spikes Higher And The Stock Drops 5%? Buy The Dip [View article]
    What other investment ideas does the author or anyone else have, based on a belief that there will be a significant, continuing growth in the use of natural gas?
    Jan 28 03:32 PM | Likes Like |Link to Comment
  • Phillips 66 Unpredictably Supports Crude Oil Exports - Why? [View article]
    Nice catch and great correction!
    Jan 11 11:33 AM | Likes Like |Link to Comment
  • Is There A Margin Of Safety In Monmouth? [View article]
    By my earlier comments I was trying to infer that IMO if MNR had not made any of the purchases it made during the past 7 or 8 years, its income stream might have been relatively greater, dividends might have gone up, and the price of the MNR REIT units might have risen more than they did. It seems to me, again using hindsight, that owning and managing warehouses has generally not been a particularly profitable business for a very long time, if ever. IMO even if the economy were to become robust, such an improvement in the economy would benefit a lot of other investment vehicles relatively more than MNR. Nevertheless, I do own some MNR units, and some MNR preferreds.
    Oct 29 01:54 AM | Likes Like |Link to Comment
  • Is There A Margin Of Safety In Monmouth? [View article]
    MNR has not increased its dividend for the simple reason that it has been paying too much for its acquisitions. It overpays because its primary goal is and has been to grow the size of the REIT. This strategy benefits the family shareholders (who are also employees) over non-family shareholders. Obviously, all shareholders stand to benefit if the underlying properties eventually increase in value. The operative word here is eventually! So, even though this is a REIT run for both the on-going, current and the long-term benefit of the family shareholders, non-family shareholders can still do OK for the reasons Brad and others have discussed; however, the bottom line remains whether the warehouse properties will ever go up in value, and given the prices MNR has been paying and our government's anti-business policies this does not seem highly likely!
    Oct 25 10:45 AM | Likes Like |Link to Comment
  • Larry Summers Withdraws - Implications For Investors [View article]
    Jeff, why do you believe that Tim Geithner would be a tough confirmation? After Obama explained that Tim had taken care of his unpaid taxes, Tim basically sailed through the confirmation process (I watched it). None of the Senators cared to clarify that Geithner allowed the statute of limitations to expire on his unpaid taxes such that there was no possible, legal way for him to pay them - the Senators knew this, but they did not bring it up during the confirmation process because they wanted Tim confirmed and they did not want to embarass the President. Why do you think things would things be any different if Tim was nominated? The Senate loves for the rest of us to pay our taxes, and the higher the rates the more they like it. As long as they can spend our money in ways that will help them get re-elected, nothing else seems to matter to them. Who better than Tim for this agenda?
    Sep 16 10:23 AM | 3 Likes Like |Link to Comment
  • Pepco Holdings - A Utility Stock To Avoid [View article]
    Relative to Mr. Gordon's comment, I think the regulators have been duped into allowing the same level of return as a utility company that does undertake the risks that are associated with owning generating assets. What other electiric power companies are there such as Pepco, if any, that are allowed the rate of return Pepco is allowed - none, I suspect. Also, take a look at the quality of customer service and management, over a very long period of time, compared to other jurisdictions. Also, its rates among its service areas have seemed inexplicably unbalanced - although I suppose that there could be some explanation.
    Aug 7 09:17 AM | Likes Like |Link to Comment
  • Malaysia: Is Recent Economic Growth Worth The Cost? [View article]
    Hi Far Horizon, it was a very interesting article, and thanks a lot for that very thoughtful reply. Figuring out tech stocks is too daunting for me. Sounds like need to find a good mutual fund, or stay away for now.
    Jun 7 01:01 PM | Likes Like |Link to Comment
  • Malaysia: Is Recent Economic Growth Worth The Cost? [View article]
    I recently sold EWM with the view that I would purchase some specific stocks in Malaysia. I had invested based on my advisor's suggestion, my analysis, and my wish for diversification, and I made a small gain. Do you, the author, own and Malaysian stocks, and if so which ones, and are there any specific Malaysian stocks that you especially recommend?
    Jun 6 04:31 PM | Likes Like |Link to Comment
  • Costco Earnings Preview: Fairly Valued, But Traffic And Share Gains Are The Gifts That Keep On Giving [View article]
    If Brian is implying that he thinks Costco stock will continue to beat the market but not by as much as it has in the past, I concur. I am also long the stock.
    May 27 04:32 AM | Likes Like |Link to Comment
  • Bakken Update: An Overview Of World Refining And How To Invest In 2013 [View article]
    Thanks. I learned a lot, & always like your articles. I own a little TSO & a little less of NT!.
    Apr 25 03:39 PM | Likes Like |Link to Comment
  • A Word Of Caution About Bank Of America's Share Buyback [View article]
    Thanks David Van Knapp - this blog or whatever one calls it needs more fact checkers! The BOA management and board were not paying attention when they acquired Countrywide, and the author was critical of the board for this acquisition. The author stated that the fact remains that over half the Board that was in place during the financial crisis are still around today. No one has disputed this factual assertion of the author. Assuming that this factual assertion is correct, regardless of how well the company is currentlhy doing he has provided reasonable grounds as support for his views regarding the board.
    Mar 22 02:28 AM | Likes Like |Link to Comment
  • A Word Of Caution About Bank Of America's Share Buyback [View article]
    It may be that BAC is undervalued, and that your suggested strategy for investing in it is a good one! I think that one factor affecting BAC's stock price is concern/uncertainty about potential further law suits and government intervention . For example, I believe that there is a shareholder suit pending whereby under a proposed settlement of said suit the affected shareholders may receive about $.50 per share; but, does anyone really know how much this suit will cost BAC - what if the judge involved determines that the proposed settlement is grossly unfair to the affected shareholders!
    Mar 19 12:43 AM | 1 Like Like |Link to Comment
  • A Word Of Caution About Bank Of America's Share Buyback [View article]
    Tim, nice article. Hope you will write future articles about BAC. Odd the way some persons attributed things to you that you did not actually say or imply. Also, odd the way some persons go about defending BAC's past management and board members - didn't they mess up and yet receive astronomical compensation for being supposed experts.
    Mar 19 12:15 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
64 Comments
43 Likes