Seeking Alpha


Send Message
View as an RSS Feed
View tikigod18's Comments BY TICKER:
Latest  |  Highest rated
  • Yelp -4.2%; Kickstarter launched for critical documentary [View news story]
    "For the near term, this publicity introduces considerable uncertainty, which is rarely a good thing for an investor or share price. "

    And for the longer term, it presents a buying opportunity. Always two sides to every trade:)
    Mar 19, 2015. 03:49 PM | Likes Like |Link to Comment
  • Avian bird flu in U.S. seen impacting chicken prices [View news story]
    Seems like "on watch" should be providers, like MCD, and fast food players that serve a lower priced chicken product, not the producers who, like SAFM, don't have a bird flu issue, and can maintain pricing power.

    How much more expensive can they make a chicken nugget Happy Meal without losing customers? They already have same stores sales down big in the US.
    Mar 15, 2015. 11:18 PM | Likes Like |Link to Comment
  • Phillips 66 Dividend Stock Analysis [View article]

    "it also stated that the purchases were non-open market. Does anybody have an opinion about this?"

    non open market purchase is an agreement to purchase or sell shares made directly with the company. Non-open market transactions, don't take place on a market exchange like most purchase and sale transactions, but instead are private transactions. While these transactions occur outside of the traditional market, they still need to be filed with the SEC which is why you got the notice.
    Mar 10, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • I'm Feeling Good About Physicians Realty's Vital Signs [View article]
    Own MPW, up 17% since buying 12/13

    OWN OHI, up 68% since buying in 2011

    Only a few examples of what I can "Brad" stocks; stocks I would not have looked at without his articles. Only LXP has been a disappointment, so I would agree with the above poster in asking for an update. Maybe we missed it?
    Mar 9, 2015. 05:46 PM | 1 Like Like |Link to Comment
  • The Million-Dollar Retirement Portfolio: 6-Month Follow-Up [View article]
    HYH = no dividend??
    Mar 8, 2015. 06:53 PM | Likes Like |Link to Comment
  • DGI Investing: It's Riskier Than You Probably Think [View article]
    "Yet virtually none of these same investors are taking advantage of
    the massive sale on non-US income producing assets right now. Strange, right?"

    Wrong. Bought my first batch at $64, second batch at $76. and waiting to buy my third.

    "even though it's the only energy stock that hasn't gone down recently. Aren't you supposed to buy stuff on sale - not at full price?"

    Sure. Bought VNR@ $13., VNR bonds 75% of par, bought CVRR@ $17 and am up nicely on all three.

    Not every dividend growth investor is the same.
    Mar 8, 2015. 05:51 PM | 2 Likes Like |Link to Comment
  • Convertible Bonds In An Aging Bull Market [View article]
    Nice, but according to Morningstar it is trading at a 16.49 % premium to NAV.
    Mar 8, 2015. 05:25 PM | Likes Like |Link to Comment
  • Top Monthly Pay Dividend Dogs: February Lists [View article]
    "PSF, pays a nice monthly dividend and has been increasing in value for the last couple of years"
    The dividend has not grown commensurate with any growth in value. Why would that be?
    Mar 8, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • When Good News Is Bad News For The Markets And Great News For REIT Buyers [View article]
    Buying and selling these dividend stocks, unless held in an IRA, will generate tax consequences. If you own them with a low cost basis, and intend to hold for the long term, you simply reinvest more shares at a lower price, thus ultimately increase your later income.

    I did sell DLR above 70, since it is too similar to the stronger REIT COR, but have seen the highs and lows before and am not worried. We are not in a 7% interest rate era, nor do many expect that in the near or distant future. Corporate America won't allow it. The strong dollar is killing them, and as the rest of the world initiates QE, our dollar simply can't rise to the moon without killing profits.

    Don't underestimate the power and money behind wall street's major "dividend producing" corporations.
    Mar 8, 2015. 11:30 AM | Likes Like |Link to Comment
  • Halyard Health beats by $0.82, beats on revenue [View news story]
    I took the opportunity; like an early Christmas gift. Einhorn owns 5% of the company. Beat earnings out of the park. Sooner or later the market will catch up.
    Mar 4, 2015. 05:42 PM | Likes Like |Link to Comment
  • Magnum Hunter Resources' (MHR) CEO Gary C. Evans on Q4 2014 Results - Earnings Call Transcript [View article]
    Displaced for a few weeks? There are MANY families STILL displaced as a result of Hurricane Sandy.

    There are people PERMANTLY displaced by the 2013 fertilizer plant blast that killed 15 people and wounded another 226 in West, Texas, which should never have occurred according to the chairman of the U.S. Chemical Safety.
    Mar 4, 2015. 08:39 AM | Likes Like |Link to Comment
  • Should You Consider Bob Evans For The Trifecta? [View article]
    ooops, down 17% AH. Dangerous to write an article before earnings. You were right: they DID surprise the street.
    Mar 3, 2015. 04:49 PM | Likes Like |Link to Comment
  • Seadrill making the right moves, Deutsche Bank's Urban says [View news story]
    you obviously don't understand how sell side analysts work.
    Mar 3, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • Flying High With RLJ Lodging's Immutable Dividend Record [View article]
    Last Thursday, Brad wrote an article on HPT, and said the following:

    "If you consider the historical operating metrics, most externally managed REITs tend to underperform from an operating perspective. The primary reason is that the external manager is only interested in growing assets under management, and is spending less time on watching the bottom line.

    For a quick history lesson, HPT acquired TA on January 31, 2007, and upon closing the deal, it restructured the business (of TA) and distributed all of the common shares of the former subsidiary in a spin-off transaction. HPT owns 145 locations that it leases out to TA.

    TA's CEO and CFO are employees of RMR. Tom O'Brien is president and CEO, and he is also an executive VP of RMR. Andy Rebholz is CFO, and he is also a Sr. VP of RMR. Mark Young is general counsel, and he is also a Sr. VP of RMR.

    { MY comment: IMO anyone who sees the initials RMR should run the other way. They manage for themselves, not shareholders.}

    Wow. The potential for conflicts of interest in negotiating a suitable, stable long-term economic arrangement between HPT and TA (and RMR, the management company) are huge and unsustainable. HPT is a classic example of a REIT that has inherent conflicts of interest.

    Just because HPT generates a high cap rate on TA doesn't necessarily mean TA can pay the rent in 2-3 years...IMO, that's the biggest risk to HPT's dividend.

    HPT is not a "pure play" lodging REIT. It derives a substantial amount of income from TA. Given the conflictive arrangement with TA and HPT, I view the business as speculative, and that's how most dedicated REIT investors view this REIT.

    HPT should sell their TA sites and then internalize operations. It's so simple my second grader understands it.
    Mar 3, 2015. 09:04 AM | 2 Likes Like |Link to Comment
  • New Investor Dividend Growth Portfolio [View article]
    "Transaction fees also hurt your ability to reinvest dividends. Ideally, whenever you get dividends from a stock, you reinvest them."

    Not so at Fidelity. Been reinvesting for many years with no fees attached.
    Mar 3, 2015. 08:37 AM | 1 Like Like |Link to Comment