Saint Mark

Saint Mark
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  • Energy Transfer Equity Merger With Williams Looks To Be Dead After CFO Jumps Ship  [View article]
    Haven't read all of the post, so this may have already been covered..........I read the SEC filing by ETE. They are entering into a consulting agreement with the recently "retired" CFO. The filing also states that his departure was not as a result of accounting irregularities or financial performance. Sounds to me like a personality dispute or a disagreement about the direction the company is taking.
    Feb 10, 2016. 07:47 AM | 1 Like Like |Link to Comment
  • New-Look Periodic Table Of Dividend Champions - Dividend Safety Edition  [View article]
    Dave,

    Terrific article. I appreciate the work you do on our behalf.
    Feb 9, 2016. 10:12 AM | 3 Likes Like |Link to Comment
  • McDonald's Or IBM At $123?  [View article]
    Eli,

    Terrific article. There are two key elements that drive my decision re both stocks; the vision and leadership of the respective CEOs, and the likelihood of game changing developments. Both CEOs are too new to have fully realized their vision, although Rometty is close. IBM, in my opinion, wins the contest for potential game changing events. They are making sound moves that will pay off over time and have a relatively wide moat. McDonald's new products are quickly copied and undercut in price. Witness the success of Satya.........IBM will have the same success as MSFT shortly.
    Feb 3, 2016. 12:03 PM | 1 Like Like |Link to Comment
  • Stag Industrial: Is The Sudden CFO Departure A Red Flag?  [View article]
    Long STAG. Will hold until further details. No new purchases.
    Feb 1, 2016. 08:31 PM | Likes Like |Link to Comment
  • Blackstone: Despite The Risks, It Looks Considerably Cheap  [View article]
    New household formation is increasing, millenials are migrating to SFH, and the rise of rates will be slow. I didn't think we're in a housing bubble, but they form fast. Be vigilant, but don't base investment decisions solely on the idea that the RE market is overheated.
    Jan 31, 2016. 12:59 PM | Likes Like |Link to Comment
  • Situation At Apple Might Be Similar To Microsoft At The Turn Of The Century  [View article]
    I am a pretty typical upper middle class consumer. After years in the Windows World my wife and I went all Apple hardware. I sold my Surface, traded in my Galaxy 6, and bought a couple of IPad minis, a soup end up PowerMac, and Apple TV. We couldn't be happier........but part of the happiness is attributable to MSFT. We run MSFT office on our devices and use Cloud storage from both. Apple Music and Netfliz form the core of our household entertainment mix. The ability to mix and match services on hardware is a huge boost for Apple, who absolutely makes the best devices. I have been long MSFT for about 10 years and love the company. I sold my Apple position at $118 but will establish a new one shortly. They are both great companies!
    Jan 30, 2016. 08:15 PM | 3 Likes Like |Link to Comment
  • The Stars Are Lining Up For Starwood Property Trust  [View article]
    Thank God Goldman has never been wrong!
    Jan 13, 2016. 12:03 PM | Likes Like |Link to Comment
  • The Stars Are Lining Up For Starwood Property Trust  [View article]
    Brad,

    Nice article (as usual).

    I have held STWD for several years and been pleased with its performance. I am not an "finance guy" so I take a different approach to complicated companies like STWD: I research management rather than financial data. Barry Sternlicht is one of the truly astute CEOs on the Street, as well as a fine humanitarian. He has assembled a management team of industry veterans that could run these types of companies in their own right. Sternlicht's record of delivering value to shareholders is very solid and his knowledge of global real estate finance is the best I've seen. As long as he is in charge I consider this to be a core holding.
    Jan 13, 2016. 12:03 PM | 1 Like Like |Link to Comment
  • Exxon Mobil: The Safest Large Cap Oil Dividend  [View article]
    I hate autocorrect!
    Jan 8, 2016. 10:10 PM | 1 Like Like |Link to Comment
  • Exxon Mobil: The Safest Large Cap Oil Dividend  [View article]
    I entered a small position in RDS.B at $42. While I realize the debt situation is exacerbated by the BG acquisition, I like the forward opportunities for the company. It is seldom that one sees an oil major throwing off 8%+ in yield. I believe they can sustain the dividend at this level for the foreseeable future; their downstream businesses are growing and their net reserves are drama calmly improved through BG. Interested in the thoughts of others........
    Jan 8, 2016. 10:09 PM | 3 Likes Like |Link to Comment
  • General Electric Investors Will Have A Happy New Year  [View article]
    I am not a fan of JI. On my grade scale he gets a C - passing, but certainly not exceeding expectations. However, to attribute the stock decline in the Great Recession to him is ridiculous. And, if you compare GE's performance to other multinational industrials (HON, EMR, ETN) the performance holds up pretty well. My problem with Immelt is it took him years to start making corrections that others had seen since the recession. CEOs need to have a vision of the future, not cling to the past.
    Jan 7, 2016. 11:35 AM | Likes Like |Link to Comment
  • Mobileye: From A User's Perspective  [View article]
    Terrific article! I agree - if a company makes a product you wouldn't personally endorse it's probably not a good idea to own its stock. I made a fair amount of money with MBLY but exited my position several months ago. My concern is distracted drivers. Until there is no ability for a human to override the system the system itself is a distraction.
    Dec 29, 2015. 11:35 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: It Is Time For A Break, For Real  [View article]
    Alan,

    I wish you the best for your recovery. I look forward to your return soon.

    MTP
    Dec 21, 2015. 09:36 AM | 3 Likes Like |Link to Comment
  • Don't Shoot The Messenger Because You Missed The Train  [View article]
    To those of us who read and enjoy your work a defense is scarcely required. Your critic is clearly not an investor. Keep up the terrific work.
    Dec 18, 2015. 10:31 AM | 3 Likes Like |Link to Comment
  • Is Energy Transfer Partners' Debt Ratio Really 4.5x? You Make The Call  [View article]
    Ray,

    Another terrific article. Thank You,

    I will wait dor the full year's numbers before dipping back in. I sold all MLPs about 10 months ago. My only flirtation was 1000 shares of KMI around $25; I liquidated at 23, Thank God!
    Dec 16, 2015. 01:15 PM | 1 Like Like |Link to Comment
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