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jbzw

jbzw
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  • How Does REM Pay That 15% Dividend? [View article]
    One the reasons that I own REM instead of individual Mreits is that reductions in the amount od dividends usually causes a drop in the share price. I own REM in tax deferred or tax free accounts and its basket of companies can smooth out some of that dimunition. Since Mreits cannot be depended upon for a specified stream of income, as they rise in price during the quarter, I sell when my gain approximates the anticipated dividend. My REM position has improved 3% this quarter, so I sold a good amount today. I may or may not purchase more after the dividend picture becomes clearer. Securities in this area are not my idea of long term positions, so I collect what I can and move on.
    Jun 17, 2014. 08:38 PM | Likes Like |Link to Comment
  • How Does REM Pay That 15% Dividend? [View article]
    Excellent comment. While I select almost all of my holdings, this area is very difficult to get correctly. As a result, REM is my choice to have some limited exposure for Mreits.
    Jun 17, 2014. 10:12 AM | Likes Like |Link to Comment
  • Aemetis Is A Potential Four- Or Five-Bagger [View article]
    Stocks go up and down. In this case, the author has been right on in many of his suggestions. E.g., MEOH. Readers of SA pay attention to the contributors who have produced and the author is one of them. Diversification and allocation help us control risks. Good advice from informed folks is ... priceless.
    Jun 16, 2014. 09:18 PM | Likes Like |Link to Comment
  • Aemetis Is A Potential Four- Or Five-Bagger [View article]
    I think the companies include: GBX,TRN,ARII,RAIL, and WAB. Thanks for your insight on AMTX.
    Jun 15, 2014. 07:09 PM | Likes Like |Link to Comment
  • Colony Financial: 7.50% Is Nice, But I Like Series-A More [View article]
    Since these two issues are "perpetual" with no stated maturity, I would go with the higher yield if I were interested. Neither give me enough yield for their quality. Thanks.
    Jun 15, 2014. 02:11 PM | Likes Like |Link to Comment
  • Arch Coal - The Perfect Play Off A Coal Market Rebound [View article]
    Coal is really not dead and it is the
    number one fuel in the US used to generate electricity. Wind and solar panels are not going to replace it anytime soon. What is happening is that the government is trying to crush its profitability. My view is that the companies will be allowed to survive, but not prosper. Hence, my limited investments in coal companies's bonds, but not stocks. They will hang on in my opinion, and I only need them to service and pay the bonds. You may be right about their purchase by other companies, but I do not think that will occur.
    Jun 12, 2014. 07:12 PM | 2 Likes Like |Link to Comment
  • Arch Coal - The Perfect Play Off A Coal Market Rebound [View article]
    Thanks for your article. Due to government risk in this business, I prefer its bonds rather than its stock. For example, its 9.875% bond due in 6/2019 currently yields about 11.5%. I would rather be a creditor of the company for that risk/reward than a stockholder seeking price appreciation.
    Jun 12, 2014. 12:38 PM | 1 Like Like |Link to Comment
  • Real Yields And Stocks [View article]
    How does the upcoming Nov. election factor into your analysis? It seems to me that no one will rock the boat before then. Thanks.
    Jun 9, 2014. 09:40 PM | Likes Like |Link to Comment
  • Egypt swears in Sisi [View news story]
    The WSJ weekend edition on page 1, top of the fold article is entitled:" Jobs Return To Peak, But Quality Lags"? It notes that lower- paying jobs lead the rebound. It also advises that there are fewer jobs in manufacturing, construction and government-typicallly well-paying fields. Additionally, the labor participation rate is the lowest in 36 years. Enforcement of the immigration laws is the primary obligation of the federal government. Texas and the Dakotas are great for energy workers; not the same for the coal miners of Tenn, West Va. And Pa. And who just set five murderers free so that they can continue to kill Americans?
    Jun 8, 2014. 10:38 PM | 1 Like Like |Link to Comment
  • Egypt swears in Sisi [View news story]
    The democrats had a president and a majority of both the house and senate for the first two years after the 2008 election and they failed to deliver.
    Jun 8, 2014. 05:03 PM | 3 Likes Like |Link to Comment
  • Egypt swears in Sisi [View news story]
    Loss of full time jobs and increase of poor paying part time jobs due to healthcare which is a shamble,no pipepline for good jobs, no effort for energy independence, crippling new EPA regugulations to crush coal and other energy, failure to enforce our borders, and weakening our national security by releasing murders who want to destroy us. Not a good way to create economic growth and secure prosperity for Americans
    Jun 8, 2014. 04:58 PM | 3 Likes Like |Link to Comment
  • Monitise's CEO Presents at Board's Appointment Conference (Transcript) [View article]
    This one is my low priced pick of the year and beats buying an instant lottery ticket.
    Jun 4, 2014. 05:59 PM | 4 Likes Like |Link to Comment
  • Bond Yields Make Some Sense [View article]
    Thanks for your article. REM is also my choice in this space. I do not have to pick and choose among companies and it pays an excellent return.
    Jun 3, 2014. 10:00 AM | 1 Like Like |Link to Comment
  • Parkland Fuel Corp.: 5.2% Safe Yield Combined With Excellent Growth Prospects [View article]
    Thanks for your article. I will check this one out . For Canadian issues, I also use Stockhouse.com.for information.
    May 22, 2014. 02:09 PM | 4 Likes Like |Link to Comment
  • Callon Petroleum's Q1: Excellent Drilling Results In The Permian Rocket Stock Higher [View article]
    I bought my preferred shares late last year for @48 per share. I am an income growth investor and am always looking for good yield. As a result of your fine article, I have also added some of the common to my holdings. Thanks!
    May 22, 2014. 01:13 PM | Likes Like |Link to Comment
COMMENTS STATS
692 Comments
428 Likes