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cubanpete

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  • Zacks' Bear Of The Day: Freeport-McMoRan [View article]
    I think Total Return Investor's comment is spot on. Copper and oil will continue to be a necessity so now is a good time to buy in both sectors. As far as Freeport Mac goes, although I hold it at a loss, I bought on the way down (too early, as it turned out) but may consider buying a little more if it looks like it has reached its nadir. If I had it all over again, I might refrain from buying when I did, but I see the huge dividend slash as the right move and I am glad they bit the bullet and cut. Their debt load continues to be a huge worry--particularly with shrinking revenues.
    Apr 1, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 4 [View article]
    Buzz. I first started buying BDC's without knowing much about them--a stupid thing to do. The crash in 2008 was a tough lesson. I now read as much as I can, but your knowledgeable postings on this sector are invaluable. When stuff is free (including intellectual capital) I tend to be a cynic and generally believe "you get what you pay for"...in the case of your postings, I feel I am getting a lot more. Many thanks. (I felt I had to write this having only just read the last exchange between other followers of your postings, you and Mr. Koleff).
    Feb 4, 2015. 12:25 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: Key Takeaways From Guidance [View article]
    Oil is a limited resource. The price of oil will start to rise again at some point as it always does, and that is what happens with limited resources--eventually people bid the price back up. The best time to buy a great company at a fair price is when they go down in price significantly. In my opinion, COP is a well-run company and the current cuts in capex spending etc., are a good move in this environment. I am going to buy a little more at this price (I have held shares in this company since 1997) and sit back and relax while the dividend rolls in. Just my opinion. Enjoy everyone's comments. Many thanks.
    Jan 31, 2015. 07:52 PM | 1 Like Like |Link to Comment
  • CenturyLink: A Poor Choice Compared To AT&T And Verizon [View article]
    Thanks for an informative article. I appreciate a good summary in support of staying neutral on CTL as it saves me the trouble of doing a great deal of digging myself. That said, is the fact that CTL is acquiring companies such as Savvis to expand their business into technology services and away from telecommunications a reason to look at CTL more favorably as an investment? Would like to hear your thoughts on this. Many thanks.
    Jan 10, 2015. 01:04 PM | Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 4 [View article]
    Another useful article about a sector that is hard to find information about. Many thanks. I am still on a learning curve on this class of security, but my instinct is to take a lower dividend yield for a higher price to NAV, coupled with internal management as my key criteria. Thus, I am long HTGC. Should I be looking at another criterion as well? I like to keep things simple, but am always looking for advice from someone who knows the sector so intimately. Keep those articles coming!
    Jan 7, 2015. 10:32 AM | Likes Like |Link to Comment
  • Should You Sell General Mills After 2015 Outlook Reduction? [View article]
    I have held GIS for many years and have it in my children's portfolios as well. I am not sanguine about the possibility of future growth in the RTEC industry (ready to eat cereals) and prepared packaged foods seem to be hitting headwinds. The pluses are, as you have summarized, good management and a hefty palette of top brands in various sectors, not to mention a solid dividend and dividend history. My big "dream" for growth in the stock is a takeover bid from a global company like Nestle or Unilever, but this is probably wishful "dreaming". Good article. Thanks.
    Nov 11, 2014. 05:22 PM | Likes Like |Link to Comment
  • Pfizer Does Not Need AstraZeneca [View article]
    Your article neatly sums up all the good reasons to hold/buy Pfizer. It supports what my rational investor side thinks (I am long PFE in numerous accounts and have some shares left me by my mother that have a cost basis of $1.50) My problem is that my gut hates the fact that it doesn't seem to move up very much...despite all the good financial news. Your chart points out the key negative on this company--growth rate. I will continue to hold the stock in this climate of pathetic interest rates on savings and money markets since the dividend beats a poke in the eye with etc. etc. but it seems to me that sooner or later, there has to be something on the order of organic growth (a new drug?) as opposed to buying back shares and cutting costs. I suppose one way to look at PFE is the way I look at T--a good retirement income stock with limited downside, and some possible modest upside. Thanks for a good article on the benefits of keeping Pfizer in the portfolio.
    Nov 11, 2014. 01:27 PM | 4 Likes Like |Link to Comment
  • Why Freeport-McMoRan Is A Great Buying Opportunity [View article]
    Excellent article. I recently bought Freeport as a reflection on my contrarian philosophy and the fact that gold and copper go back up when other stocks go down. I am troubled by the huge debt load that the company has. What is your opinion on the implications of this debt for the stock moving forward? How many assets will they have to sell (in addition to the ones mentioned) to bring this down to a healthier level, and how will that affect their ability to grow moving forward. Thanks again for a well researched and well thought-out article. 
    Nov 8, 2014. 02:06 PM | Likes Like |Link to Comment
  • American Capital Ltd.: What A Share Is Worth [View article]
    Your article makes a complex scenario a great deal clearer. Well done. Having said that I tend to agree with Yblarr in that a good management team would have/should have taken the effort you did to present their case to investors at all levels, including retail--particularly those who were burned by the performance of ACAS in the recession. I am still finding the whole scenario difficult to comprehend (though your eloquent summary did much to clarify the plan and its implications) and the complexity of the plan, along with no prognosis on future dividends, will keep me away from putting my hand back in the fire, so to speak. Many thanks for a useful article.
    Nov 8, 2014. 01:00 PM | 2 Likes Like |Link to Comment
  • Energy Transfer Moves U.S. Oil And Gas, And More [View article]
    Excellent, well presented and thought out article. Many thanks. I have ETP for the dividend, and for the simple reason that oil, gas, LNG etc. are limited resources and will be in use for some time to come. I like anything that bundles together so many resource plays under one roof. I am considering adding ETE now that I have read your article. One disappointment, however, I was hoping that "slobberer" was a new technical term for me to throw about so as to impress people. Very sad it is merely a typo..Keep up the good work.
    Sep 29, 2014. 08:37 PM | 1 Like Like |Link to Comment
  • Kellogg Or General Mills For Your Retirement Portfolio? [View article]
    Thanks for a good article. I have both stocks, and they have done well for me. Of the two, (I worked with both companies at different times) it is my belief that General Mills has the best new product development operation and has always championed getting into segments that are not RTEC. I think this will be the long-term impetus over the next decade that moves GIS ahead of K--though the latter has invested in cookies and salty snacks with the Keebler/Pringles acquisitions. The real issue for both companies is how they can compensate for the losses that I believe will continue in their core cereal business (there are only so many variations of Cheerios that GIS can make and they reached that number 3 variations ago.) GIS will not be making the same profit margins in frozen and packaged food (e.g. Progresso and Green Giant) as they have been with Lucky Charms.
    Sep 17, 2014. 04:47 PM | Likes Like |Link to Comment
  • Is Microsoft AT&T's Little Sister? [View article]
    Mr. Ruben: Many thanks for a thought-provoking article. I own both, and intend to keep both primarily for the dividend, but also because in T's case I continue to believe that its large share of the U.S. market in wireless will continue to be key as the wireless phone is morphing into a bundle of apps with a voice function attached. With Microsoft, I am not too sure, but I think that Mr. Nadella may be able to turn the "Titanic" so to speak, on the back of a strong and ubiquitous brand. Obviously, (to beat the metaphor to death) Mr. Nadella has a slew of icebergs in his path with names like Apple, Samsung et al, and the Microsoft brand is in danger of losing more and more value on the back of the failures you have mentioned. For novice investors like myself, your article is easy to understand and gives me some points to think about as I evaluate my two holdings. Many thanks.
    Sep 2, 2014. 07:14 AM | Likes Like |Link to Comment
  • Kinder Morgan Suffers A Setback [View article]
    Useful article, thank you. I am long KMP and am considering buying a little more if there is more of a price dip on this news.
    Jul 16, 2014. 10:12 AM | 2 Likes Like |Link to Comment
  • This Ratio Indicates An Alpha Opportunity At GE [View article]
    I bought in at the low 20's on the basis of sum of the parts=more than the whole and the price/dividend seemed right. Frankly, for me the future depends on how they work the partnership with the French (if this becomes a time and money sinkhole then it could have a negative effect on the success of the other parts of the business). Continuing to hold long term.
    Jul 16, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • General Mills Is An Attractive Investment [View article]
    Great brands, great management, great new product development, uninterrupted history of dividends, strong representation across multiple food categories...I have been long GIS since the late 70's and if I had tripled the amount of money I have invested in the stock over the years I could retire now. As far as cost-cutting goes, I get worried when management at companies in which I am a stock holder don't periodically make a point of announcing a renewed focus on this key aspect of running a company. Markets and technology change and therefore there are always new ways to pare costs and increase margins. I am not ashamed to admit that when it comes to General Mills I consistently commit the worst investment error...I am still in love with the stock.
    Jul 9, 2014. 03:25 PM | Likes Like |Link to Comment
COMMENTS STATS
33 Comments
34 Likes