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herkfsu

herkfsu
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  • Buying Aristocrats Can Result In Long-Term Dividend Growth [View article]
    Yes, if someone is coming into your face and blowing smoke on you against your will, that should be illegal(and is). That 54 year old woman knew the risks, yet continued to smoke. Its her life, let her live it.

    Your comments on medicare and medicaid, are red herrings. Those are problems with government subsidizing bad behavior, not with people making free choices. If you think we should be eliminating medicare and medicaid, then I am in agreement, but don't say freedom is a problem because of some screwed up government program that makes it a problem.
    Mar 30 09:31 PM | Likes Like |Link to Comment
  • Buying Aristocrats Can Result In Long-Term Dividend Growth [View article]
    You might have a point with MCD, but as far as MO/PM go, people obviously get pleasure out of cigarettes or else they would not be buying them. Who are you to say they should be deprived of that pleasure because it might harm them in the future? It is no secret cigarettes can harm you, so let people judge for themselves. I have no problem investing in PM.
    Mar 30 05:15 PM | 1 Like Like |Link to Comment
  • Buying Aristocrats Can Result In Long-Term Dividend Growth [View article]
    Ah ok, that explains it.

    But do you think that is wise to ignore short term debt? Also, why did you choose debt/equity over debt/income or debt/cfo? Seems to me that when paying off debt, cash flow would be most important.

    Thanks!
    Mar 30 03:44 PM | Likes Like |Link to Comment
  • Buying Aristocrats Can Result In Long-Term Dividend Growth [View article]
    Where do you get the debt/equity for XOM is .04? Looking at the balance sheet for 2013, I see total stockholder equity at 174 billion and total debt at 22 billion. That would be about .12, which still isn't bad.
    Mar 30 03:05 PM | 1 Like Like |Link to Comment
  • Omega Healthcare Investors: The Fastest Growing Medical REIT Trading At A 28% Discount [View article]
    Why would Yahoo say their current ratio is over 5, but when you look at their balance sheet, their current assets/current liabilities is no where near that mark.
    Mar 29 08:06 PM | Likes Like |Link to Comment
  • Top Gold Stock For 2014: Gran Colombia Gold [View article]
    I feel they will go bust with the rest of the mining community, but I agree in the value here. I do like the risk/reward with the silver linked notes.

    Continual insider ownership growth of equity and debt is a huge positive.
    Dec 2 10:22 PM | Likes Like |Link to Comment
  • Allied Nevada Is Not A Walking Dead [View article]
    A future silver stream seems to be the way to go. You would think a company like Silver Wheaton would jump at the chance to buy a large chunk of what ANV would be able to produce if it had the sulfide expansion online. Sell 20% of the projected 26 million ounces of silver per year. That could get your a few hundred million up front easily and solve all problems.
    Nov 20 07:00 PM | Likes Like |Link to Comment
  • Allied Nevada Is Not A Walking Dead [View article]
    A year ago they were projecting ~26 million ounces of silver each year from 2015 onward. I forget what process they put on hold, which would allow this type of silver recovery, but are there plans to get to this number in silver recovery? Thanks.
    Nov 16 03:51 PM | Likes Like |Link to Comment
  • Penn West's Strategic Review: Too Little, Too Late? [View article]
    Cap ex was way down this quarter. They are on track to have FFO>cap-ex for the year, for the first time in a while. Is this low cap-ex sustainable? Seems like a great quarter just looking at the cash flow statement. I love the idea of selling assets to lower debt and focusing on the most efficient projects. What did I miss?
    Nov 13 11:31 PM | Likes Like |Link to Comment
  • Short Squeeze: Lightstream Covers 17% Production Growth Plus Dividend [View article]
    Lots of debt, "accidentally" yielding 13%, and FFO does not cover cap ex, dividends and interest on debt(let alone principle on debt in the future). If history is any guide, I see a secondary offering, followed closely by a dividend cut.
    Nov 12 10:03 PM | 1 Like Like |Link to Comment
  • Dividend Growth Portfolio: Semi-Annual Review [View article]
    David, when contemplating a sale of a "non raiser", you must factor in the tax hit you will face when selling, right? Lets say one of your positions is a double over the last 4 years. You will be giving up 7.5% of your entire position to taxes(assuming 15% cap gains tax). Previously I was interested in MLPs, but after going through the pros and cons, I decided to build a basket of dividend raising corporations(though I love the MLP GPs that are corps). Obviously paying taxes as you go, as mentioned above, is a downside, so how do you handle it?
    Oct 26 08:58 PM | Likes Like |Link to Comment
  • Now Is The Time To Buy PennWest [View article]
    What are you talking about? COS has been and will continue to be a cash cow.
    Oct 26 01:32 AM | 1 Like Like |Link to Comment
  • Colossus Minerals: The Small-Cap Gold Miner That Will Soon Be A Cash Cow [View article]
    I would love to hear your thoughts on Colossus as it is nearing the $.50 mark. Also, is Gran Colombia on your radar? They seem to be very undervalued, though speculative at this point.
    Oct 22 01:12 AM | Likes Like |Link to Comment
  • Avoid USEC Inc. At Any Price [View article]
    But when it comes time to exercise, how would that work? Imagine I owned a call at $1 and I paid $.50 for it. I would actually have to pay $2500 to exercise 1 call, right?
    Jul 30 11:47 AM | Likes Like |Link to Comment
  • Avoid USEC Inc. At Any Price [View article]
    Can you explain the options prices? Buying a $1 strike put at $.50, means you are buying a $25 put for $12.50?
    Jul 30 11:05 AM | Likes Like |Link to Comment
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37 Comments
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