Seeking Alpha


Send Message
View as an RSS Feed
View smlaker's Comments BY TICKER:
Latest  |  Highest rated
  • Commodities Today: Continue To Avoid Precious Metals [View article]
    I guess the question I have for the metals arena (not oil or natural gas) is at what point will the miners simply have to move to massive layoffs and begin shutting down operations. They won't (and conceivably can't) operate cash-flow negative forever. Then supply and demand will be closer to a true balance and we will really find out what the honest cost of production is.

    Jul 17, 2015. 01:45 PM | Likes Like |Link to Comment
  • Investment Idea: Buy Silver Wheaton, Part 1 - San Dimas [View article]
    I buy this stock for swing trading. It's my only "speculative" position. Since virtually all of the sentiment has been negative over the last couple of years (give or take), I have bought and sold only once (with a small gain). Prior to that, the wild swings allowed me to make 20%+ in less than a year's time.

    I am now waiting for what looks like it will be the mother of all corrections. When it appears to have bottomed, then it is time for me to load up again, only to sell once the next piece of bad news hits the newswire. I have to say I have made some pretty good (better than) pocket change using about $20,000 of starting capital. It's a challenge and great fun.

    Jul 14, 2015. 02:48 PM | 2 Likes Like |Link to Comment
  • Healthcare REITs: Still Looking For A Bottom [View article]
    I enjoy all of your articles Reuben, especially those regarding ETNs, ETFs, etc.

    As for this article:

    ". . . . . unless it involved a Logan's Run-like story. (For those who don't know Logan's Run, it was a 1970s science fiction film where anyone over a certain age was ceremonially killed to control population size.)"

    I preferred "Soylent Green" myself.


    Jul 13, 2015. 07:15 PM | 1 Like Like |Link to Comment
  • Try This 5%-Yielding Dividend Portfolio On For Size [View article]
    There's way too much risk in the oil and gas sector right now to put money into an MLP general partner (PAGP) yielding a paltry 3.5%. Just too much "capital risk". When it gets closer to the 52 week low then maybe it will be something to look at.

    Jul 12, 2015. 02:32 PM | 2 Likes Like |Link to Comment
  • Pound-For-Pound Apollo's 10.5% Yield Is The Best In Town [View article]
    Brad, truly exciting venture, which will add a great deal of value to the REIT discussion board here on SA.

    I'm glad to see your input.

    Hybrid REITs. Do you have an opinion on hybrids, such as Colony Capital, which recently went to an internal-management style?

    Thanks in advance,

    Jul 10, 2015. 12:35 PM | Likes Like |Link to Comment
  • Top 10 REITs For Dividend Growth And Income [View article]
    Thanks for the article.

    I already own four of your top five (plus a couple of others). All I can say is, "Great minds think alike".

    Jul 9, 2015. 06:05 PM | 1 Like Like |Link to Comment
  • Better Than Realty Income: The High-Yielding, Investment Grade Dream Office REIT [View article]
    The cost to me is a $50 transaction each way. Just not a practical idea for me. Plus, if I wanted something with a "frozen" dividend, I would not be looking at a paltry 9% yield. There are BDCs and other REITs paying far more, with the same "anchor" dragging them down (no or erratic increases).

    This may be for some, just not for me. But I certainly would not compare it to "O", in any event.

    Jul 9, 2015. 03:33 PM | Likes Like |Link to Comment
  • Better Than Realty Income: The High-Yielding, Investment Grade Dream Office REIT [View article]
    Traded on the pink sheets, and no dividend increase since who knows when??

    Not much of a comparison to "O".

    Jul 9, 2015. 02:27 PM | Likes Like |Link to Comment
  • Emerson Finally Looks Serious About Change [View article]
    Qniform, I agree that the market isn't too keen on these megamonsters spinning off underperforming segments into companies that now have to stand on their own. And, it doesn't seem to matter what the product line is. I've had a spinoff from Kimberly Clark, followed by BHP Billiton and both have gone straight down. Now I have a couple of companies I don't want, so I sell.

    I prefer that they sell off segments to someone who is better equipped to run that sort of business. It may not bring a top-notch price, but it can't be worse than a company that's created and is overvalued on the day of its creation.

    Long EMR, but I may not stick around to see what happens.

    Jul 2, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • This Small-Cap Bank With A Growing Dividend Is Worth A Look [View article]
    Thanks for the "new stock". One that doesn't get much attention. Unfortunately, its dividend history is literally all over the map, which Adam Aloisi mentioned in another article is not unusual for small cap dividend payers. But this one has just too much variation for me.

    Jun 30, 2015. 08:47 PM | Likes Like |Link to Comment
  • 'Ye Of Little Faith' What Has It Cost You? Part 1 [View article]
    Amen Brother HiloBeMagical. I am on this forum for one reason, and that is to improve my performance as an "investor for income". I generally gain as much, if not more, from the "comments" section of an article. Not so here. This went to "he!! in a handbasket" in a real hurry.

    I did learn about "NOBL". Sounds like a nice place to park money, along with the likes of "SCHD" or VIG" until better single stock opportunities present themselves.

    Thanks for your rationale comment.

    Jun 26, 2015. 09:55 PM | 6 Likes Like |Link to Comment
  • 'Ye Of Little Faith' What Has It Cost You? Part 1 [View article]
    I'm not sure what disturbs me the most nicholas. Your comment about "very selective view of what is happening" or the 12 "Likes" at the time I am writing this.

    This article presented no opinions, save one, and that opinion is "Optimists tend to be happier and usually kinder when dealing with others. In contrast, pessimists tend to be gloomy and often meaner when dealing with others."

    This, in my opinion, is not even something one could argue with. Anyone who knows of pessimists, as a general group, who are happier with life in general, must live in a different universe than I.

    So, the rest of the article is "facts". Graphs showing stock performance. Since these are not opinions, how can you call this "a very selective view of what is happening"? Do you think he fudged the graphs? It's just data. How can you call it "selective"?

    I am truly baffled by your comments. They simply don't make sense, in the light of how this article was structured.

    Then there's the 12 readers who "LIKE" your comments. Now that's scary, really.

    Jun 26, 2015. 09:21 PM | 22 Likes Like |Link to Comment
  • This 11% Yielding BDC Is An Alternative To Prospect Capital And Other High-Yield BDC Income Plays [View article]
    Income maybe, but capital growth, I'm not so sure. Trading near the bottom of the 52-week range, and nearly every day seems to bring another low.

    Seems prudent to me to wait until the stock bottoms and starts back up.

    I wish I had done the same.

    Jun 26, 2015. 05:23 PM | 3 Likes Like |Link to Comment
  • Genuine Parts Co. - Dividend Fact Sheet [View article]
    I bought some time ago with an average buy in of roughly $67/share. I quit dripping dividends when the yield hit 2.7% (on its way down). Otherwise I would be buying overpriced shares.

    Personally, I hate to see the correction, which is a paper loss for me.

    My other position in this same boat is DPS. I just take the cash and use it to buy other, better priced stocks.

    Jun 20, 2015. 11:26 AM | Likes Like |Link to Comment
  • Retirement Strategy: Dumping Chevron To Add More Exxon Mobil For Income [View article]
    Silverbug2, if you own much of your namesake, then you likely need the extra boost from Shell. I wince every time I think of how much silver I am holding, albeit much of it below current value (from buys made many years ago).

    My question to you is this? I looked at Royal "Dutch" Shell some time ago but came to the conclusion that there is a dividend withholding issue with the Netherlands.

    Is there a way to buy to avoid that issue, or was my research flawed?

    That was quite a while ago and I don't remember the details. Besides, when I looked at the oil majors, BP was "burning" and CVX and XOM were chugging along just fine, so Shell wasn't really "necessary". Time for a reevaluation, hence my question.

    Thanks in advance,

    Jun 7, 2015. 01:10 PM | Likes Like |Link to Comment