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Alex_P

Alex_P
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AAPL, AFL, BP, COST, CVX, HAL, INTC, JNJ, KO, MCD, MMM, MO, MPW, MSFT, NATH, O, OHI, PEP, PG, PM, ROST, SPY, T, TGT, V, WMT, WPC, XOM, YUM
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  • This REIT Is Backed By The Full Faith And Credit Of The U.S. Government [View article]
    User, never underestimate the Muppets in Washington. They can easily decide to reach out to O's pocket when all other solutions get exhausted.
    Jul 13, 2015. 05:03 PM | 1 Like Like |Link to Comment
  • Aetna - A Crony Of Crony Capitalism - On Sale [View article]
    Praveen, your response is full of arrogance and hate toward the people who don't think like you. Actually, your comment says more about you than it contributes to discussion. I lost every respect for you as a contributor.
    Jul 8, 2015. 02:19 PM | 5 Likes Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    Seeking Alpha has changed my life tremendously. Almost 80% what I learned about investing I learned from SA. Thank you David for everything you have done for us, small investors.
    Jul 2, 2015. 09:14 AM | 2 Likes Like |Link to Comment
  • Investing Is Not So Easy [View article]
    Mr. Carnevale, great response and lot of wisdom in it. My suggestion is to add some FAST graphs as illustration and convert this comment into article.
    Jun 19, 2015. 02:25 PM | Likes Like |Link to Comment
  • Investing Is Not So Easy [View article]
    Thank you Mr. Crosetti!
    Jun 19, 2015. 02:20 PM | Likes Like |Link to Comment
  • A Crash Course In Value Investing From Columbia: Why Wal-Mart Is An Attractive Stock [View article]
    Smart Owl, impressive article.
    I just have one question: In order to calculate EPV you divide sustainable earnings (after tax) with WACC. Where did you get this formula from and how can you explain it? Thanks.
    Jun 19, 2015. 02:19 PM | 1 Like Like |Link to Comment
  • Investing Is Not So Easy [View article]
    shaggy, is there any particular reason why you are buying KO when yield rises above 3%? Why not 3.2%? Can you please elaborate?
    Jun 17, 2015. 03:46 PM | Likes Like |Link to Comment
  • Happy Birthday! My Dividend Growth Portfolio's 7th Birthday Report [View article]
    Mr. Van Knapp, congratulation on your DG portfolio's anniversary. You are the one of the first authors that I started following here on SA and you played a big part in shaping my investing philosophy and approach in constructing long term dividend growth portfolio. Thank you for your contribution, knowledge and wisdom you share with us.
    May 31, 2015. 10:04 PM | 4 Likes Like |Link to Comment
  • Can We Really Trust Nike's Stock Price? [View article]
    Mr. Carnevale, I have learned more from your SA articles than from any book on investing in stock market. Actually, one of the most valuable lessons I learned from you is to eliminate the noise and emotions when deciding where to invest my money and instead apply the math and reasonable thinking when looking at the numbers. Thank you enormously!
    May 20, 2015. 04:50 PM | 2 Likes Like |Link to Comment
  • The Shocking Truth About Share Buybacks [View article]
    Fascinating article about company's capital allocation conundrum. Thanks Chuck again for one more educational session.
    May 7, 2015. 03:01 PM | 1 Like Like |Link to Comment
  • The Shocking Truth About Share Buybacks [View article]
    " The question I have is why don't they share more of all that extra money with the workers who earned it for them in the first place."
    Ok, valid question. That could be one additional way to use the company's capital prudently. The only problem is that nobody can predict what would be Return on Invested Capital in that case. Many studies have shown that increasing an employee's salary won't make him/her more productive.
    May 7, 2015. 02:04 PM | Likes Like |Link to Comment
  • Real Estate Vs. Dividend Growth Investing [View article]
    Great points Craig.
    The way how I look at it is that we live in times when everything is specialized and highly efficient. You do thing(s) that you do best. You outsource the areas where you are not the champion. The same apply to Real Estate. Brad Thomas explained so many times what are the advantages of big REITs over the average RE investor - resources, knowledge, private connections, cost of capital, liquidity, and many others.
    The number of people that are getting involved in hands-on RE these days is increasing. But what is really staggering is the quality of deals that many of them are getting. Very low Cap Rates, tiny or almost no cash-flow and hoping that appreciation will take care of the things tomorrow. I guess people never learn.
    Apr 30, 2015. 05:31 PM | 2 Likes Like |Link to Comment
  • Real Estate Vs. Dividend Growth Investing [View article]
    Individual Trader, excellent article.

    I have been looking for a while to buy a property that would allow me to diversify my portfolio with addition of direct (hands on) Real Estate. When I attend these local REI meetings many times I have been approached with deals that sound like this: great deal, guaranteed Rate of Return from 10-15% after 5 years (that includes to sell the property) .
    Sorry, but I am not excited about that. With all the work and time (Opportunity cost!), hassle with tenants, nightmare with buying and selling and many other nuisances I just wonder sometimes - Do these people know for REITS?
    Thanks.
    Apr 30, 2015. 02:20 PM | 2 Likes Like |Link to Comment
  • Real Estate Vs. Dividend Growth Investing [View article]
    DVL, by owning O you are already leveraged since the company uses debt as a source of capital to finance its acquisitions and operations. Your dividends come from earnings, and those earnings come from owners equity and debt at work.
    Leveraged more or less - doesn't matter. What really comes down to is overall (annual) Rate of Return on your investment. For the last 10 years, for O, it was 13.68% as the author just pointed it out. Show me the individual hands-on Investors who can claim more than that for the last 10 years, with the all time (opportunity cost?) they invested in. Not that many.
    Apr 30, 2015. 02:02 PM | 2 Likes Like |Link to Comment
  • BioMed Looks Cheap, But Maybe There's A Good Reason [View article]
    Excellent article Brad.
    Apr 10, 2015. 09:43 AM | Likes Like |Link to Comment
COMMENTS STATS
241 Comments
370 Likes