Seeking Alpha


Send Message
View as an RSS Feed
View linkdonald's Comments BY TICKER:
Latest  |  Highest rated
  • Rite Aid: Unlikely To Stay At This Level For Much Longer [View article]
    Good article, right facts, not so sure about the conclusions. As a retired retail back office manager, I tend to look a bit beyond the front door and while I see a much better retailer than four years ago, we are still not talking about the merchandising prowess of a CVS or WAG. The stock price, howevers, acts as if this goal has already been reached. Management is still developing a decent business plan and meeting ultimate goals is not quite yet assured. As an investor, which I'm not here, I would take my profits off the table and let my original investment run with a tight stop.
    Aug 19 09:16 PM | Likes Like |Link to Comment
  • Farmland Partners: Maintaining A $16.25 Price Target (~50% Upside) [View article]
    Being from the midwest (home of AE Staley and ADM) I can say that I have seen this film before. The article may be completely correct about the upside potential, especially in view if today's news about the impact of the drought on California farmers. I have seen farm values fluctuate far more than other types of real estate simply because of current commodity prices even though the long term outlook may be quite stable. I take the author's position and would not recommend any specific action; just put out the facts and let investors make the decisions.
    Aug 19 08:40 PM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Is Taking Off And Headed Much Higher [View article]
    The facts in this item can be completely correct and CTO still be a poor investment. It's been around a long time and has been a major holding of several mutual funds. It has never delivered, for one reason or another, on the many speculated possibilities for development. This could be the time it's different or maybe not. For someone interested in a real estate investment, be it property, REIT or whatever, the are presently more attractive opportunities.
    Aug 16 08:45 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc. Will Be A C-Corp Managed Like An MLP [View article]
    Considering the personal investment Richard Kinder has in the whole operation, I would be very surprised to see to see any developments within the consolidated company that would adversely affect his position. I think it far more likely a negative impact would come from outside, such as regulatory change, etc.
    Aug 16 05:48 PM | Likes Like |Link to Comment
  • Deciphering The Madness That Is El Pollo Loco [View article]
    It would appear that LOCO is a competent company with fairly predictable earnings that has good prospects. All if which does not add up to any rationality for a 166% IPO popup. If you made money, take your portion off the table. If you are a buyer, wait for the inevitable pullback. There is absolute nothing we have not seen before. Disclosure: Avid customer but not a buyer of the stock.
    Aug 4 01:12 PM | 1 Like Like |Link to Comment
  • Ken Fisher's Top Stock Picks [View article]
    By almost any definition, 600 long equity positions comes close to being an index fund. While Mr Fisher has done well during selected periods, several of the available mutual funds have also performed well over several business cycles and without the added management expense. Just something to think about.
    Aug 4 01:06 PM | Likes Like |Link to Comment
  • 10%+ Dividend Payer Capstead Mortgage Corp. Is Just Loping Along To Profits. [View article]
    One assumes the fed will gradually increase interest rates. Since CMO deals in ARMs there will be some lag time involved but not to a great extent and thus the dividend should be mostly safe. Of course, all bets are off if there is a national financial meltdown again but we hope the folks in DC have learned something from the last one.
    Aug 2 12:12 PM | Likes Like |Link to Comment
  • Argentina's Default Option [View article]
    Anyone who invests in third world debt deserves exactly what they get, for better or worse. The history is well known by now. Anyone who invests in financial institutions that invests in third world debt also gets what they deserve. Any politition that votes for a program to back third world debt should be thrown out of office on grounds of excessive stupidity. The time has come to stop subsidizing these two bit economic disasters and look to our own problems and our own polititions for accountability.
    Aug 1 10:22 PM | Likes Like |Link to Comment
  • Capstead Mortgage misses by $0.01, misses on revenue [View news story]
    It appears the stock has dropped to NAV and can be bought. This "miss" is little more that the vagaries of the mortgage market and offers a buying opportunity for a quality yield. Disclosure: Long CMO.
    Jul 30 04:28 PM | 1 Like Like |Link to Comment
  • El Pollo Loco - What's Left After Very Strong Opening Day Returns? [View article]
    Well written article about a decent enough product. Have been a customer for over 20 years and find the product to be quite satisfactory. That being said, while it is different from Church's and KFC, it is still chicken. Expansion will be according to geography. I would estimate from the IPO pop up, that at least two and probably three years of growth is already factored into the stock price. If you made money on the IPO, take your share off the table while letting the rest ride.
    Jul 30 04:24 PM | Likes Like |Link to Comment
  • Why St. Joe Shareholders Will Inevitably Be Disappointed [View article]
    Considering all the negative press and comment over the past few years regarding JOE, it would seem that at some point it will actually become a buy. True, the management is less than sharp but it does have some quite attractive assets. I have been going to the area for over 50 years and the one thing that has surprised me is the slow pace of development. It has location going for it and like they say, they're not making any more land. A really energetic development program could do wonders for this stock.
    Jul 30 04:13 PM | Likes Like |Link to Comment
  • Hartford Financial Is Firing On All Cylinders In A Competitive Environment [View article]
    HIG has been an also-ran for some time now. While its prospects are improving, it isn't quite there yet. Its rate structure needs to be made more competitive and at the same time more reflective of risk enviornment. If I were investing, which I am not at this time, I would put half in now and wait to see before commiting the other half. Alternatively, I agree that the convertible seems a low risk way to go.
    Jul 30 04:05 PM | Likes Like |Link to Comment
  • Long-Term Budget Deficits [View article]
    If the national debt (including interest) increases more rapidly than productivity, and by extension tax reveues, then hyper-inflation will result. There seems few willing to address this reality and even fewer that want to attack the problem.
    Jul 29 11:03 PM | Likes Like |Link to Comment
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2014 Update [View article]
    As far as performance, he did what he said he would but then again, so did several large cap diversified mutual funds. Just not sure he's worth the extra fee tacked on top of some of these products but a least his clients can sleep well at night.
    Jul 28 09:19 PM | 2 Likes Like |Link to Comment
  • Can Red Lobster Claw Back Its Once Loyal Customers? [View article]
    After a rather average meal at RL, went to Bonefish nex time I wanted seafood. It was also rather average and menu a bit limited but had a lot of bar action. Might be time for RL to change some of the emphasis and lure the after work crowd back in. No reason they can not do that and still do the family thing at the dinner tables.
    Jul 28 09:13 PM | Likes Like |Link to Comment