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.
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?
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.
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.
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!
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.
Why Is Suncor Energy A Good Buy Right Now? [View article]
Thanks for excellent article and for many good comments. Anyone have any thoughts about Canadian Oil Sands? BTW, I concur with comments by Bongthegrubs, especially regarding COP.
3 Master Limited Partnerships For The Long Haul [View article]
RGP is hard to beat for high yield, safety, and potential price appreciation in the MLP arena - in my opinion. So what does the author own that he believes is as good or better?
How To Turn FedEx Rent Checks Into 21 Years Of Durable Dividends That Pay 5.6% [View article]
MNR made acquisitions just before the economy tanked, and it continued to make acquisitions after the economy tanked. I had purchased MNR for its dividends, and I was concerned that these acquisitions were impairing MNR's ability to raise its dividends. Also, I did not like it holding other REITS for the same reasons as stated by a few others, it seemed to me that those REIT investments were being held for their liquidity rather than as investment vehicles (from my reviews, it did not appear that one REIT investment was ever sold in order to buy another one that might have more potential), and it seemed to me that the holding of the UMH shares was a conflict of interest or at least a potential conflict of interest. So, I exited MNR. Brad, I am a fan. Your analysis is great. Thanks. One question - given the importance of FDX to MNR, do you think FDX may have the upper hand in negotiating lease terms with MNR such that the apparent positive aspect of the relationship for MNR is really a negative for MNR when it comes to negotiating lease terms?
Too Many Oil Bargains: Which Is The Best Bet For Now? - Part 4 [View article]
Why doesn't IMO pay a significantly larger dividend? (Thanks for the informative article, and some good comments.) Recently, got out of Husky; own other 3, mostly COS.
Taking A Deep Look At Boardwalk's Valuation [View article]
Hurray for Valuentum. The Team's analysis seemed good to me when it first appeared. Using hindsight, Valuentum's analysis of BWP has had more validity than those by other commentators over the past 2 months! Does anyone consider BWP a buy at this time? What are some suggestions regarding good dividend payers that should hold up even if the economy worsens?
Malaysia: Is Recent Economic Growth Worth The Cost? [View article]
Malaysia: Is Recent Economic Growth Worth The Cost? [View article]
Costco Earnings Preview: Fairly Valued, But Traffic And Share Gains Are The Gifts That Keep On Giving [View article]
Bakken Update: An Overview Of World Refining And How To Invest In 2013 [View article]
A Word Of Caution About Bank Of America's Share Buyback [View article]
A Word Of Caution About Bank Of America's Share Buyback [View article]
A Word Of Caution About Bank Of America's Share Buyback [View article]
Why Is Suncor Energy A Good Buy Right Now? [View article]
3 Master Limited Partnerships For The Long Haul [View article]
3 Master Limited Partnerships For The Long Haul [View article]
How To Turn FedEx Rent Checks Into 21 Years Of Durable Dividends That Pay 5.6% [View article]
Too Many Oil Bargains: Which Is The Best Bet For Now? - Part 4 [View article]
Taking A Deep Look At Boardwalk's Valuation [View article]
7 Bakken And Eagle Ford Oil Stocks Set To Benefit From The January Effect: Part I [View article]
Energy Transfer Partners: The Time To Buy Is Near At Hand [View article]