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BigBlue

BigBlue
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  • Who Should an Investor Believe: The Natural Gas Industry or The New York Times? [View article]
    Actually the NYT does have an editor reviewing content; it is just that the writing has to meet standards for anti-market agitprop.
    Jun 30 08:34 AM | 8 Likes Like |Link to Comment
  • A Few Net Lease REITs To Avoid [View article]
    GPT is Gramercy Property Trust, a rapidly growing nnn REIT with one of the best management teams in the industry.

    Government Property Trust (NYSE:GOV) is controlled by the Portnoys who are infamous for their excessive management fees.
    Aug 13 08:06 AM | 5 Likes Like |Link to Comment
  • Be Wary Of Prospect Capital [View article]
    Hype Zero,

    For example what is PSEC's relative place in the BDC universe of stocks? What is the valuation of BDC relative to peers ARCC, MAIN, AINV and twenty-five others? What is the relative coverage of the dividend? What proportion of investments are in jeopardy or questionable? Yada, yada, yada.
    Sep 13 09:08 AM | 4 Likes Like |Link to Comment
  • Dividend Showdown: Dividend Champions Vs. Mortgage REITs [View article]
    " As each day passes, there seems to be a growing divide between income investors of all stripes. There are those who have embraced mREITs and point to their huge yields as proof of investment-grade quality."

    Who perceives a direct relationship between a very high yield and high quality? I believe the inverse is far more likely.
    Sep 7 08:39 AM | 4 Likes Like |Link to Comment
  • Axion Power Poised To Dominate Energy Storage For Stop-Start Idle Elimination [View article]
    John,

    Any Defense Department interest that you have heard about?

    Steve
    Sep 4 12:07 PM | 4 Likes Like |Link to Comment
  • The Rise Of Micro-Caps [View article]
    Ian,

    May I suggest that you publish an article on the kind of red flags that turn you off when doing your DD on micro caps. Among those I see over and over are

    1) A controlling individual who pays him or herself a disproportionate amount relative to annual revenues or profitability;

    2) A controlling share holder who has multiple family members on the payroll;

    3) A board with only long-serving members;

    4) Accounting firms changing on a regular basis;

    5) Many stock options to insiders so if there is a take out event they benefit disproportionately vs. public shareholders.

    I am certain you/others can add many more.

    While there is much opportunity here there is also much risk for the uninformed.

    Big Blue
    Jul 22 09:09 AM | 3 Likes Like |Link to Comment
  • How Buffett Is Changing The Future Of Berkshire's Float - From Insurance To Uncle Sam [View article]
    Other than that question I want to add my voice to others who think your analysis was brilliantly insightful.
    Aug 16 10:37 AM | 2 Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Eli,

    Why doesn't SA Develop/Impose a protocol for all article submissions:

    1. Company Strengths

    2. Company Weaknesses

    3. Opportunities

    4. Competitive Threats
    Mar 28 10:47 AM | 2 Likes Like |Link to Comment
  • How To Buy REITs Like Sir John Templeton [View article]
    From what I have heard a lot of buildings with Trump's name on them are Trump renting his name to others who really own them. Makes me think that Trump is the Wizard of Oz when it comes to how much money he has.
    Jan 28 08:06 AM | 2 Likes Like |Link to Comment
  • Buying Buybacks II [View article]
    Ploutos,

    Thank you for your contributions to this public forum.

    May I suggest you take a look at Trim Tabs Float Shrink (TTFS), an etf which invests in companies that reduce their total supply of shares over an extended period. Buying back stock is ostensibly fine but if the timing is off or if shares purchased are principally to reward directors/managers they don't do anything for shareholder value. This etf addresses that problem.

    Another you might want to take a look at is Cambria's Shareholder Yield (SYLD) etf which focuses on companies that combine three elements to create value: 1) Dividends; 2) Share repurchases; and 3) Reductions in debt. In combination this also seems like a nice way to invest in a basket of shareholder-friendly companies.

    Big Blue
    Jul 24 08:06 AM | 2 Likes Like |Link to Comment
  • 3 Reasons TravelCenters Of America Could Triple [View article]
    Additional potential catalysts:

    1. Any chance of a take-out of TA by Pilot?

    2. I believe TA has a deal with Shell to install CNG or LNG at its truck stops.

    Long TA
    Jan 14 08:22 AM | 2 Likes Like |Link to Comment
  • Time For A BDC Swap: One Stock To Sell And Another To Buy [View article]
    To me one critical issue is how any BDC values its investments. If FSC values its investments conservatively and PSEC, which I am long, less so, that makes any comparison less valid. From that perspective management's track record is paramount. I am also concerned with how concentrated a BDC's portfolio is both by number of investments and by industry.
    Dec 18 09:16 AM | 2 Likes Like |Link to Comment
  • How Wind And Solar Power Are Polluting The Commons [View article]
    John,

    Are you sure you are not a dentist? Every time you publish an article it is like the drill hitting an unanesthetized nerve!

    From one who has learned a tremendous amount from you, keep up the wonderful work.
    Oct 23 08:19 AM | 2 Likes Like |Link to Comment
  • The Contrarian Case For Small Caps [View article]
    Lou,

    Just a suggestion for people with neither the resources nor the time to pick individual, thinly-traded small cap stocks, I follow the small cap value ETF (SLYV).

    Steve
    Sep 27 08:16 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing: Waiting For The Ball To Come To Me [View article]
    David,

    Let me make a counter-argument. The other side of patience is complacency. Years ago I bought 100 shares of Standard Oil of Indiana. There was an oil glut at the time so the price had collapsed. Further the stock paid a nice and reliable dividend. I reinvested the dividend and continued doing so when they were bought out by Amoco of blessed memory. Still I persisted in my ownership and my share count grew. Finally Amoco was bought by BP. Indeed my 100 original S of I shares that cost $3000. grew to over 1,000 BP shares worth 70k. For a number of years the stock went no where and I might have cut bait when it was revealed that the CEO of BP. a renowned knight of the British realm, was getting it on with one of his reports. But I had patience especially after he was replaced by Tony Hayward. Once the Gulf oil spill occurred and it came out that BP had a horrible safety record I finally sold losing a significant portion of the value this company (and especially its predecessors) had built for me over almost thirty years. The lesson for me: nothing lasts forever and what ever can go wrong, will!

    Steve
    Feb 5 11:17 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
94 Comments
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