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williambaxter

williambaxter
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  • JPMorgan makes moves in REIT sector [View news story]
    I think EXL is still a value at current price..., $11.30
    Jan 16, 2014. 10:17 AM | Likes Like |Link to Comment
  • Alaska Communications: Overselling Has Led To Minimal Downside Risk, 35% Upside [View article]
    Ask Harry Long what he thinks...., Harry's one of the very few people that is quite knowledgable on ALSK. Plus, it's been my experience..., you can take what he says "to the bank"
    Nov 28, 2013. 11:25 AM | 1 Like Like |Link to Comment
  • Caiman Valores Positions For 2013: Colombia, Chile Offer Best Upside In Latin America [View article]
    CV: Having read your Argentina article..., I have a question? When would you suspect CFK to allow Argentine co's to begin paying dividends again? BAX
    Nov 19, 2013. 03:13 PM | Likes Like |Link to Comment
  • Despite Overly Optimistic Analyst Outlook, Americas Petrogas Offers 60%+ Upside [View article]
    CV: Hola! amigo: as usual..., excellent article where you abundantly address "the risks". I'm going go take a close look at APEOF, The company fits my risk parameters. I also enjoyed your recent article on Whiting. I value the contributions that Michael Falloon, ValueDigger, and you make(others too) to us SD readers. Many of us have profited handsomely from your research. Saludos, BAX
    Nov 8, 2013. 04:10 PM | 2 Likes Like |Link to Comment
  • Permian Basin Royalty Trust Looks Enticing With 9% Yield And Increased Production [View article]
    Good article! I have a question? Are current PBT shareholders going to participate in the "Shale Boom" going on in the Permian Basin as we speak? As I understand it(?)..., Fracking and new drilling techniques are bringing new life to the Permian Basin as is happening on other parts of our country...
    Sep 22, 2013. 12:58 PM | 1 Like Like |Link to Comment
  • Dig Up 8.9% Yields With Berau Coal's Short 44-Month Yankee Bonds [View article]
    I've owned Telekom Indonesia(TLK) for years.., it's been a good company to own and pays some awesome dividends....
    Jul 31, 2013. 02:54 PM | Likes Like |Link to Comment
  • KKR Financial Is The Alt-REIT, Alt-MLP, Alt-BDC Income Investment Choice [View article]
    Tim: Question..? why would I choose KKR over BX, KFN or OAK?
    Jul 22, 2013. 02:02 PM | Likes Like |Link to Comment
  • Baby Boomers Are Not Likely To Cause The Next Housing Crisis (Part 2 Of 2) [View article]
    I agree!!! excellent article..., most informative and very well written.
    Jul 20, 2013. 11:13 AM | Likes Like |Link to Comment
  • Bank of America (BAC) is best-positioned to take advantage of wider net interest spreads and expense cuts, according the Morgan Stanley's Betsy Graseck, in a preview of Q2 earnings (underway tomorrow with JPMorgan and Wells Fargo). Next on the list of those expected to beat estimates are Capital One (COF), PNC Financial, and JPMorgan (JPM). Three names set to disappoint: Citigroup (C), Goldman Sachs (GS), and BNY Mellon (BK). [View news story]
    I'm surprised Betsy's still around at MS, she was writing bullish research reports on BAC 5-6 years ago when the stock was in the high 20's.... Bound to get it right on BAC one of these days....?
    Jul 11, 2013. 07:30 PM | Likes Like |Link to Comment
  • Bakken Update: Kodiak, Enerplus Outperform South Of Nesson Anticline; Exxon, Conoco Struggle [View article]
    Michael: as usual..., very informative! You certainly do your homework. BAX
    Jul 8, 2013. 10:18 AM | 1 Like Like |Link to Comment
  • Monmouth's Durable 6.2% Dividend Fits Squarely In My SWAN Portfolio [View article]
    Brad: As usual..., a very informative article. I too have owned MNR and UMH for a long time. I sleep well at night too knowing Gene Landy is managing my investments. I like small family run companies where management owns much of the companies stock( You know when the food is good when the chef eats in his on kitchen..) Question? Do you follow GOV? Would you also consider GOV in your SWAN portfolio?
    Jun 25, 2013. 10:50 AM | Likes Like |Link to Comment
  • Bakken Update: Halcon Well Results Improve While Kodiak Buys The Best In West Williams County [View article]
    Michael: As usual..another informative article. Question..? Breitburn' s recent acquisition of WLL's EOR acreage put them on my radar screen. BBEP looks interesting at recent sold off price, plus they pay a great distribution. What's your opinion of BBEP? Thanks, BAX
    Jun 25, 2013. 10:17 AM | 1 Like Like |Link to Comment
  • How To Protect Your Cash In Times Of Crisis [View article]
    Agree with above questions..., where's "The Beef..?"
    Jun 9, 2013. 11:53 AM | 4 Likes Like |Link to Comment
  • Rosetta Resources: Eagle Ford Play Is Gaining Momentum [View article]
    Bret: Good article.., very informative. Question..? If you had to choose between ROSÉ or WLL .., What would your choice be?
    Jun 6, 2013. 12:30 PM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources: This Upstream MLP's Contrarian Strategy Could Pay Off [View article]
    I think at $18.., BBEP is the better buy(Morgan Stanley thinks BBEP worth $20 and is comfortable with their current dist.)
    Jun 3, 2013. 12:09 PM | Likes Like |Link to Comment
COMMENTS STATS
234 Comments
113 Likes