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Recon4

Recon4
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  • Verizon: Juicy Dividend, Can It Unlock The Value From AOL? [View article]
    7.9% YTD not bad for a telecom...
    May 29, 2015. 02:29 PM | Likes Like |Link to Comment
  • EnerCare's (CSUWF) CEO John Macdonald on Q1 2015 Results - Earnings Call Transcript [View article]
    If you like thinking outside the box, EnerCare along with CORR and HASI, are jewels wait to be discovered.
    May 14, 2015. 01:55 PM | Likes Like |Link to Comment
  • First-Quarter REIT Underdog Update [View article]
    Okay, here I go again thinking outside the box: If you like CORR and HASI you will love ECI.CA ... Brad, I would love you to take a look at EnerCare and offer some feedback. I'm looking at it as an income retirement holding. I only see positive although I often wear rose colored glasses. Here's the latest burp on EnerCare:

    EnerCare Delivers 30% Increase in First Quarter EBITDA Underpinned by Home Services Acquisition Integration on track and on budget
    TORONTO, ONTARIO --( Marketwire - May 14, 2015 ) - EnerCare Inc. ("EnerCare") (TSX:ECI), one of Canada's leading providers of energy services and solutions, today reported its financial results for the first quarter ended March 31, 2015 .

    Q1 2015 Operational Highlights -- 28% increase in Home Services EBITDA driven by the incremental contribution of Direct Energy Marketing Limited's ("DE") home and small commercial services business in Ontario ("Home Services"), which EnerCare acquired in the fall of 2014 (the "Acquisition"), as well as a rental rate increase and HVAC growth -- 104% increase in sub-metering EBITDA driven by unit growth, operational efficiencies and benefits of a revenue assurance program implemented in late 2014
    -- Acquisition integration is on schedule with IT de-coupling expected to be completed in June … http://bit.ly/1JKJ4CY
    May 14, 2015. 10:41 AM | Likes Like |Link to Comment
  • First-Quarter REIT Underdog Update [View article]
    I like thinking outside the box. CORR is outside the box. I like different. CORR is different. Given a measurable risk/reward scenario, I’m in and holding as of your first CORR article. Thanks Brad…
    May 13, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • Embattled Atlantic Power Faces Pressure From Multiple Sides [View article]
    The entire board of directors should be prosecuted for in competency. The only salvation here is a company sale. The sooner the better …
    May 8, 2015. 06:27 PM | 4 Likes Like |Link to Comment
  • Reuters: Hedge fund urges Atlantic Power to return cash to shareholders [View news story]
    AT needs to be sold or broken up and placed in the hands of competent mangers.
    Apr 29, 2015. 06:57 PM | 1 Like Like |Link to Comment
  • An Undiscovered Canadian Gem That Pays 6% [View article]
    Another good find Brad. When are you going to run some numbers on EnerCare CSUWF. Your elvals are held in high regard. EnerCare might be a safer play than WPTIF? imo
    Apr 13, 2015. 12:50 PM | Likes Like |Link to Comment
  • The Tale Of 2 Cheaply Valued Net Lease REITs [View article]
    Brad, you went from a "STRONG" buy last month to a hold and soon to sell this month with Chambers. Makes you wonder . . .
    Apr 10, 2015. 11:18 AM | Likes Like |Link to Comment
  • The Up-And-Coming Dream Team REITs [View article]
    Trust but verify … Brad, you must know something others do not. Fidelity analyst rates STAG .07 on a scale of 1 to 10. Anything below 1 is “very bearish”. Why such a large swing between people who know what they’re talking about?
    Apr 3, 2015. 12:19 PM | 2 Likes Like |Link to Comment
  • Take These Dividends And Call Me In The Morning: Inoculation For A Bear Market [View article]
    @usiah
    Just took a look at IRS Form 1116 ... it's above my pay grade. I have a tax guy that crunches the numbers for me. Throw in a couple of MLP's and foreign stocks and hope your tax guy knows what he's doing.
    Mar 21, 2015. 02:51 PM | Likes Like |Link to Comment
  • Take These Dividends And Call Me In The Morning: Inoculation For A Bear Market [View article]
    Good point on the IRA although EnerCare is an income ploy on my part as a retiree, and with a lot of upside growth potential to boot.
    Mar 21, 2015. 02:43 PM | Likes Like |Link to Comment
  • Take These Dividends And Call Me In The Morning: Inoculation For A Bear Market [View article]
    Yes, but it's a wash. Pay one or pay the other. You get a foreign tax credit on this side and your dollar actually buys more on the other.
    Mar 21, 2015. 01:00 PM | 1 Like Like |Link to Comment
  • Take These Dividends And Call Me In The Morning: Inoculation For A Bear Market [View article]
    I own many of these companies and continually look for hidden gems to support my latté life style. EnerCare, CSUWF, is a hidden gem with a 1.1 million (captured) customer base and virtually no competition that pays a nice 5.7 monthly dividend. There is little or no debt and a product/service safety net for or in market declines.
    Mar 21, 2015. 09:44 AM | Likes Like |Link to Comment
  • There's A Lot In Store For STORE Capital [View article]
    The yield sinks! There are far too many solid companies you can invest in imo. As always, great article Brad. Detailed and well written.
    Feb 27, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • This Uniquely Positioned Net Lease REIT Pays 5.9%, But Wait For Pullback [View article]
    Fidelity scores HASI "VERY BEARISH". We'll put it on the watch list for awhile and see who's right or wrong.
    Feb 17, 2015. 10:59 AM | Likes Like |Link to Comment
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