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tikigod18

tikigod18
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  • 3 Quality Names With Solid Balance Sheets, Appealing Valuations And High Return On Equity [View article]
    Interesting that Brown Brothers Harriman recently took a 5% stake in BBBY. Their channel checks are probably better than mine:)
    May 25, 2014. 04:32 PM | Likes Like |Link to Comment
  • David Tepper Increases Stake In These 2 Attractive Online Plays [View article]
    I would love to see his "short S&P" position on May 14th.
    May 20, 2014. 08:48 AM | 1 Like Like |Link to Comment
  • 2 Attractive High-Yielders On The Move [View article]
    RE: ARCP questions: (sorry to be a little OT)

    •In conjunction with the sale of Red Lobster to Golden Gate Capital, American Realty Capital (ARCP) agrees to about a $1.5B sale-leaseback deal on more than 500 Red Lobster restaurants.
    •The purchase price represents a cash cap rate of 7.9%, with the vast majority of the properties on a 25-year initial term. The leases all provide for annualized 2% rent boosts.
    •Already ahead of schedule on its plan for $3B in acquisitions this year, this deal for ARCP assures it.
    May 16, 2014. 08:37 AM | Likes Like |Link to Comment
  • Why Does Mr. Market Fear American Realty Capital Properties? [View article]
    •In conjunction with the sale of Red Lobster to Golden Gate Capital, American Realty Capital (ARCP) agrees to about a $1.5B sale-leaseback deal on more than 500 Red Lobster restaurants.
    •The purchase price represents a cash cap rate of 7.9%, with the vast majority of the properties on a 25-year initial term. The leases all provide for annualized 2% rent boosts.
    •Already ahead of schedule on its plan for $3B in acquisitions this year, this deal for ARCP assures it.
    May 16, 2014. 08:35 AM | Likes Like |Link to Comment
  • Linn Energy: Get Ready For Another Hedgeye Short Attack [View article]
    BBBerry:

    ATLS and also Kinder Morgan. Richard Kinder came out with a rebuttal, but I think decided talking to the wall was useless.
    May 15, 2014. 08:20 PM | 5 Likes Like |Link to Comment
  • A New CEO Is Welcome News For This Retailer [View article]
    "they got a new CEO which is a good thing in MY OPINION"

    PLEASE, tell us who?? They have an "interim" place holder, but who IS the new CEO??? That is what I find misleading.
    May 15, 2014. 10:07 AM | 1 Like Like |Link to Comment
  • Buy Select Income REIT For A Safe 6.8% Dividend Yield, Declining Vacancy Rates [View article]
    Thoughts on the secondary??
    May 15, 2014. 08:48 AM | Likes Like |Link to Comment
  • The Best Dividend Growers, Part 8: Intel [View article]
    eclipseme:

    wish I could double like posts, since you said exactly what I would say, but probably more eloquently.

    And WHEN was the last dividend raise on INTC??? Should have been this quarter. Might pick it up if we get a summer sell off, but after buying in the low 20's, I sold over $26, since I bought it for dividend growth.
    May 15, 2014. 07:26 AM | Likes Like |Link to Comment
  • A New CEO Is Welcome News For This Retailer [View article]
    VERY misleading title and article.

    Shame on you for writing it. You have NO IDEA whether the new CEO WILL be welcomed or booed by Wall Street, nor does anyone else, since WE DON'T KNOW who he/she is.
    May 14, 2014. 07:47 AM | 2 Likes Like |Link to Comment
  • The Opportunity Of European Dividend Growth Market Insight [View article]
    Yes Horowitzcpa,

    Foreign taxes in a regular taxable account can be anywhere from 15-35% which is deductible off your taxes, but does not help if you are looking to reinvest for the long term. Many people look at a 5-6% dividend and think it's great, only to find that they receive a fraction of that to reinvest.

    I find that I am not taxed in my IRA on my Canadian securities. Not sure if that is because of the treaty between Canada and the US, or an error, but Fidelity usually knows their business.

    Thanks for bringing that important issue forward.
    May 13, 2014. 09:26 AM | Likes Like |Link to Comment
  • This REIT 'Had Me At Hello' [View article]
    Itscalled----> haha, good point, although no really true, he is fond of them:)

    Glad he is, I have done quite well with his choices, and stayed away from those he was less excited about.
    May 12, 2014. 03:47 PM | Likes Like |Link to Comment
  • Despite Strong Free Cash Flow Generation, Core Labs Remains Overvalued [View article]
    So are we at FAIR VALUE today?
    May 12, 2014. 02:01 PM | Likes Like |Link to Comment
  • Pfizer boss embarks on U.K. charm offensive over AstraZeneca [View news story]
    "PFE has no regard for their shareholders. None. "

    I disagree. When the Roth IRA first came into being, a lot of people had to pay taxes to convert, but the long term benefit was worth it. IF you are a long term shareholder, then yes, there is a short term hit, but a long term gain, unless you just don't like what AZN has to offer.

    Hopefully, if this happens, it might wake up Congress enough to actually make a change to the corporate tax rates to allow money to be repatriated at a lower tax rate, allowing more dividends, buybacks, etc. That will be good for not only shareholders but also the country.

    Sad for people, any people, to lose jobs, but don't point the finger at the corporation, point the finger at your Congressman who has sat on his/her hands investigating Benghazi 8 times, and uselessly voting to repeal the ACA on a constant basis, rather than trying to actually develop constructive laws to grow the country.
    May 11, 2014. 10:04 AM | 1 Like Like |Link to Comment
  • 10% Dividend Payer Linn Energy's Plan For A Big 1031 Exchange Could Lift The Stock Considerably [View article]
    "It baffles me that that many people care about the stock price."

    Let me explain why people who reinvest dividends are concerned about the price. When you receive a 10% dividend, and it is reinvested at $34.00, followed by a precipitous fall to $28.00, {just examples}, you are not really getting a 10% dividend, because that dividend is worth less as the stock depreciates. If it bounces back, great, you get an even better deal, but not all stocks bounce back.

    Look what happened to KMI, KMR for example. So unless you take the dividend in cash, the price does eventually matter. Short term, no, but longer term, yes.
    May 7, 2014. 08:00 AM | 5 Likes Like |Link to Comment
  • Is HCI Group's Impending EPS Drop The Beginning Of A 75% Decline? [View article]
    Kevin,

    What we learn from the post earnings price action is that listening to short sellers on SI is a dangerous way of doing your research. Yes, there are decent people on here, but you better know who you are listening to. Be the whale, not the krill.
    May 5, 2014. 12:49 PM | 1 Like Like |Link to Comment
COMMENTS STATS
902 Comments
893 Likes