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  • UPDATE: ACTUAL 10YR YIELD AND S&P 500 2Q CHANGE VS. RISK ON - RISK OFF MODELS - 19/01/2016  [View instapost]
    Thanks! Robert
    Jan 24, 2016. 09:58 AM | Likes Like |Link to Comment
  • UPDATE: ACTUAL 10YR YIELD AND S&P 500 2Q CHANGE VS. RISK ON - RISK OFF MODELS - 19/01/2016  [View instapost]
    Robert hello! Question...? Is there any particular currencies that you favor at this time? I was looking at the Mexican peso.., it's almost 19:1 Also.., the CAD looks interedting too..Appreciate your thoughts... BAX
    Jan 23, 2016. 11:10 AM | Likes Like |Link to Comment
  • Playing The January Effect With This 27% Yielder  [View article]
    Richard: thank You! Very informative article on NM and it's subsidiaries. I too agree.., the NM 8.125 2/15/2019 bonds appeal to me. Happy New Year, BAX
    Dec 30, 2015. 02:44 PM | 1 Like Like |Link to Comment
  • Key U.S.-Mexico air treaty signed  [View news story]
    Wow! That would be nice to see more competition in the BAJA. Alaska Air has us by the Cajones in the Loreto market.
    Dec 18, 2015. 02:05 PM | 2 Likes Like |Link to Comment
  • Magnum Hunter files for bankruptcy  [View news story]
    Adios! Gary
    Dec 15, 2015. 11:54 AM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: Is It (Finally) Time For The Santa Claus Rally?  [View article]
    I shall join 268913393 with mucho JD.... Merry Christmas to all..,,
    Dec 13, 2015. 08:04 PM | Likes Like |Link to Comment
  • Not all MLPs will follow Kinder Morgan's dividend cut, Kessens says  [View news story]
    Out going tide takes all ships....
    Dec 8, 2015. 06:52 PM | 6 Likes Like |Link to Comment
  • The Dry Bulk Industry: Q3 2015 Comparison Of Expenses  [View article]
    Thanks! MTF. Your short answer has certainly ulluminated my knowledge of the marine transport industry. A side bar... What percent of NMM is controlled (Owned) by NM?
    Dec 4, 2015. 12:27 PM | Likes Like |Link to Comment
  • Dear Santa: All I Want For Christmas Are A Few Good REITs (Part 2)  [View article]
    Brad: Sidebar...,haven't heard you mention STAG lately. One of the brokerage firms moved STAG to a "hold" rating last week. I was wondering what your current thoughts are on STAG? Merry Christmas, BAX
    Dec 4, 2015. 11:45 AM | Likes Like |Link to Comment
  • The Dry Bulk Industry: Q3 2015 Comparison Of Expenses  [View article]
    MTF: hello! I'm baffled by the information(or lack of) in your article. I would think the operating expenses of similar vessels would be homogeneous? Why the huge disparity between NM and NMM or SB. According to your thesis.., NM's costs are about $16 per/DWT and NMM's are less than $6 per/DWT. This just not make sense. PLease enlighten us. Thanks, BAX
    Dec 3, 2015. 11:58 AM | Likes Like |Link to Comment
  • Ranking High-Yield REITs By FFO  [View article]
    So..., Michael, WHLR has been tax lossed down to $1.86 per/sh. Is this perhaps the time to step in and acquire a few shares on the cheap? WHLR is definitely NOT a SWAN company but maybe a timely spec..? BAX
    Nov 29, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • Bancolombia Is Irrationally Valued And Offers Considerable Upside  [View article]
    CV: hola amigo. A very thorough presentation on CIB. You have done your homework and I'm going to put CIB on my radar screen.As you might remember..,I like bank stocks. Banks represent a sound way to participate in the economic activity of a country or specific area. I also own BLADEX(BLX) which has treated me well over the years. Matter of fact I purchased additional shares of BLX a couple of months ago. I do enjoy their healthy dividend. Good to hear from you.., I trust that you are doing well? Saludos, BAX
    Nov 17, 2015. 01:09 PM | 1 Like Like |Link to Comment
  • REITs stay in rally mode  [View news story]
    I agree with King Rat..., interest rate risk is overblown. I've owned PSA for over 30 years. It's been the BEST R.E investment that I have ever owned. BAX
    Oct 8, 2015. 01:11 PM | 1 Like Like |Link to Comment
  • Taking A Look At Energy XXI: A Study In Effective Crisis Management  [View article]
    Richard: You mentioned several names.... What would be your 1st choice?
    Oct 8, 2015. 12:37 PM | Likes Like |Link to Comment
  • The Sky Keeps Falling: Are Dividend Growth Investors Buying A Value Trap?  [View article]
    George: what happened to all those SA authors(critics) that were writing STON's obituary five years ago? BAX
    Sep 3, 2015. 02:19 PM | Likes Like |Link to Comment
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