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stuartweibel

stuartweibel
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  • How To Take Some Of The Risk Out Of Tobacco Investing [View article]
    You can simply take heart in the knowledge that whatever risk YOU are assuming, many of the users of the products of your investment will die from their use.

    Enjoy your returns
    May 12 11:05 AM | 1 Like Like |Link to Comment
  • The Dividend Advantage Over Gold [View article]
    I'm a dividend investor as well, but the choice isn't either or. USAGX is a highly-rated precious metal fund with strong historical performance, managed by USAA. Its a good way of benefiting from the hedge-value of gold and enjoy healthy dividends as well. I recently bought a chunk at the its 4 year low, and I'm looking forward to reaping appreciation and dividends.
    I'm no gold bug, having a small part of my portfolio in such a fund (my only mutual fund, as it happens) feels quite sound indeed.
    Apr 20 11:26 AM | 2 Likes Like |Link to Comment
  • Why This Small Energy Producer Is Going Much Higher [View article]
    I like your argument, and I'm pleased to take a long position in the stock at a 16% discount from yesterday's close. Thanks for your article!
    May 2 09:57 AM | Likes Like |Link to Comment
  • Winning And Losing Stocks Due To Low Natural Gas Prices [View article]
    Can you comment on the relationship (and comparative investment potential) between RNF and its parent company, RTK?
    Apr 24 10:06 AM | Likes Like |Link to Comment
  • Mortgage REITs Thrive With 16.6% Yields [View article]
    You'll notice, Little MO, that M. Johnson did not answer your question.

    The abstraction lies in 'flattening of the yield curve'... a diminution of the difference between long and short term interest rates. All good and well, but how flat? What benchmarks should one consult, what interactions with other economic indicators might be important? Of course if any of us knew the precise answers to these and related questions, we would soon be rich (or already rich).
    I am long NLY, AGNC, and MFA. I tell myself I'm in them at approximately book value, and they are generating wonderful dividends, and if the current trends persist for a while, I can suffer a pullback and look forward. But what does 'book value' mean in the craziest real estate market in our lifetimes?
    Please note that I am not a professional, have been investing only since February of 2009 (a month before the lows, so I must be a genius, right?), and my advice is market-priced. My only qualifications are my keyboard... and I'm playing with my own money.
    Apr 10 10:35 AM | 1 Like Like |Link to Comment
  • Please Rate My Article 5 Stars!! [View instapost]
    We should rate your article 5 stars because you need the ratings? Or should we rate your article 5 stars because it is a 5 star article. This is ironic indeed given your post about taking profits, and understanding WHY one makes decisions. An excellent article in my estimate, and reason to follow your writing. I must say, this appeal to self interest moves my estimate lower. I guess I'll watch for a bit.
    Apr 4 10:47 AM | Likes Like |Link to Comment
  • Facebook, LinkedIn Valuation Is Hype [View article]
    I pretty much agree with this article about both FB and LI... One flaw in the reasoning, however, is that FB users are NOT the customers, and NOT where the growth has to happen. It is the advertisers that are the customers. The 600 M users are the product, and I can well imagine huge growth in the consumers of the social graph.

    That said, I think the exploitation of that graph will, as the author suggests, make the 'service' far less appealing. I long since scrubbed my FB site of most all personal information, and the CEO is such an unappealing character, I cringe at the thought of investing in him.

    I think I'll sit this one out, the itch notwithstanding
    Feb 13 11:37 AM | 1 Like Like |Link to Comment
  • 2 Stocks To Watch, And What's Next For The Market [View article]
    Indexes may converge TO one another or diverge FROM one another, but they cannot converge from one another.

    I wonder if your analysis is as sloppy as your grammar?
    Jan 21 02:27 PM | Likes Like |Link to Comment
  • 5 Buy And Hold Tech Stocks [View article]
    The information content of this post borders on non-existent. "Here to stay?" Why is that? No Gershwin lyrics, please. I look to SA for insight, not insipid, undifferentiated boosterism.
    Jan 21 12:08 PM | Likes Like |Link to Comment
  • MLPs Offer Steady Income And Exposure to Shale Gas Development [View article]
    I am curious about your threshold of 250K for investing in individual MLPs. I have about 100 K worth, and yes, the K-1s are a nuisance, but hardly a significant deterrent. I have about 100 k worth of 5 or 6 MLPs as part of a 250K portfolio, and I'm very pleased with the results. Am I missing something?
    Thanks,
    slw
    Dec 17 11:17 AM | 2 Likes Like |Link to Comment
  • Positioning Your Equity Portfolio For High Yield With Moderate Risk, Part V [View article]
    I appreciate this series of articles a good deal. I probably won't adopt it whole-cloth, but your thorough analysis gave me much food for thought, and I'll revisit the articles more than once to help me refine my own thinking.
    My portfolio returns about 5.5% across a range of small to large cap issues, and I want to tweak it over time to improve its yield and its quality. This series is a fine counterpoint to my rethinking my investments. Thanks very much for your effort.
    Dec 5 05:50 PM | Likes Like |Link to Comment
  • Positioning Your Equity Portfolio For High Yield With Moderate Risk, Part V [View article]
    I appreciate this series of articles a good deal. I probably won't adopt it wholecloth, but your thorough analysis gave me much food for thought, and I'll revisit the articles more than once to help me refine my own thinking.
    My portfolio returns about 5.5% across a range of small to large cap issues, and I want to tweak it over time to improve its yield and its quality. This series is a fine counterpoint to my rethinking my investments. Thanks very much for your effort.
    Dec 5 05:50 PM | Likes Like |Link to Comment
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7 Likes