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reh4082

reh4082
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  • Durability Test: W.P. Carey [View article]
    Bought some WPC a week ago and I intend to purchase more in the near future. With respect to their overseas properties is there a concern about currency risk and also the repatriation of overseas balances grown from operating income?
    Aug 17, 2015. 09:18 AM | Likes Like |Link to Comment
  • Here Is Why I'm Buying American Capital Mortgage Investment And Selling iShares 20+ Treasury Bond Fund [View article]
    Thanks for this thoughtful article - I thoroughly enjoyed it and will keep an eye on this. Most of my large positions involve income EFTS, some which have a very nice increased due to the number of years I've owned it (example XLU = 315%) so I'll contemplate taking some of the "house" money to deploy on this strategy as well as some fresh cash. Again thanks for this article - I'm nearing retirement in 6 months and yes .... Winter is coming!
    Jun 13, 2015. 09:19 AM | Likes Like |Link to Comment
  • ConocoPhillips: A Fresh Perspective [View article]
    Thank you for this insightful and well detailed article - long COP and will continue keeping what I have for a long time too. Your article was deeply appreciated.
    May 26, 2015. 08:08 PM | Likes Like |Link to Comment
  • Abbott Laboratories: The Future Is As Bright As The Past [View article]
    thanks for this thoughtful and insightful article - glad to own a piece of this company too - and will add to the position in the future too!
    May 21, 2015. 09:42 PM | Likes Like |Link to Comment
  • Why Everyone Is Wrong About Whole Foods Market (Again) [View article]
    Thanks for the article and for most of the commentary. It's appreciated. I'm long WFM but will not be adding to my position. I do a bit of traveling and have visited numerous store locations. WFM reminds me a little bit of Starbucks - culture, store locations, pricing, management and such - nobody should get carried away with their emotions on anything to do with investing that said when I visit other grocery stores - the staffing and the clientele there are remarkably different than those that seem to be shopping at WFM.

    All of the commentary have valid points - however over the long term the management's governance should have merited a mention within the article and comments. I don't have a problem with changing the same store sales time period to 56 weeks - there will be a new WFM located near my home in Irving TX and I anticipate a large number of steep discounts on products being exhibited during the first month. In fact the first three months of operations probably ought to be a subset category itself and not included within a baseline metric - pardon the pun but that to me is apples to apples ! I'll be keeping my WFM for a while and I hope the anticipated problems detailed within the article don't completely arise - if they do - perhaps the next article can contrast WFM with Starbucks or Coach similarities vs these companies competitors - I think you'll find the results of this research providing a balance to the concerns outlined within your analysis. Thanks again for the article of WFM - even if it seems to be overly pessimistic it's a valuable insight.
    Mar 14, 2015. 10:55 AM | 1 Like Like |Link to Comment
  • It's A Bond! It's A Stock! It's... Preferred Stock (Part 2) [View article]
    What is your opinion on PFXF - which excludes financials? I've resisted owning PFF - I work for a financial institution and I think the large banks will continue to be a cash cow ( or more likely a sheep being sheared -- and perhaps a sheep being skinned), by various regulatory agencies This market vector instrument seems a decent way of holding preferred equities - coupled with CWB - convertible bonds is what I've been trying to accumulate - that and modest positions of AOM, IYLD, PCEF and FMUAX would provide adequate bond coverage within my portfolio - your thoughts would be most appreciated - thanks for a great article.
    Mar 1, 2015. 10:05 AM | Likes Like |Link to Comment
  • Blackstone Group LP: The Next Cycle Cometh [View article]
    Thank you for your well researched and very thoughtful analysis - I am long the stock and think your comments are spot on - there's a lot of PE entities out there and this company merits a best in class reputation. I'm looking forward to your next SA contribution.
    Feb 24, 2015. 08:59 PM | 3 Likes Like |Link to Comment
  • UPS Earnings Paint A Pretty Picture Of The Global Economy [View article]
    Thank you - your analysis is a great comfort for having gone long on UPS earlier this year. I'll be hanging on to this for many more years too! Does the west coast labor situation have any ongoing impact on this company's financial results ? If so what are their action plans to mitigate this?
    Feb 8, 2015. 09:52 AM | Likes Like |Link to Comment
  • Replace Your Paycheck With Aristocrats - Dividends Twice A Month [View article]
    I thoroughly enjoyed your article - thank you. A nice way to start 2015! I wonder if adding a covered call option to this proposed portfolio would add enough additional income to make it worthwhile. You've included a number of alternative equities - so if your cover call transacted the proceeds could be deployed towards purchasing the "runner up"? This kind of monthly paycheck coupled with a social security payment could boost a married couple's annual income into the high 80's.
    Jan 1, 2015. 10:42 AM | Likes Like |Link to Comment
  • Our 10 Investing Rules For 2015 [View article]
    This was a first rate article - I'll try to re-read this once a month - and certainly before I make another investment purchase or sale! Thank you for writing this - may your 2015 be a splendid year!
    Dec 31, 2014. 10:35 PM | 1 Like Like |Link to Comment
  • Phillips 66 A Solid Buy [View article]
    Thank you for this thoughtful review - its good to be long on PSX and COP!
    Dec 17, 2014. 09:11 PM | Likes Like |Link to Comment
  • ModernGraham Annual Valuation Of United Parcel Service Inc. [View article]
    Watch the results on the on line retailers. These enterprises can be the canary in the coal mine for both UPS & FedEx.
    Nov 8, 2014. 09:12 AM | Likes Like |Link to Comment
  • Analyzing Berkshire Hathaway Using The 4 Filters Test [View article]
    Excellent article and great comments from everyone else -

    Once Warren and Charlie are no longer guiding the company, does anyone think the company would pay a dividend to the stock owners? I've owned WMT for 20 years and during the early years the dividend was nothing to be excited about. Now their dividend provides a meaningful source of quarterly cash flow.

    Warren is opposed to paying dividends to shareholders however nearly all of the companies he make investments on are dividend paying enterprises. I'm nearing retirement and own a some IBM which is on my to sell and harvest some tax losses list. I was thinking of using the proceeds to purchase some Berkshire B stock - not quite a washed sale! I'm not reliant on dividend income on all of my savings so I am wondering if today's valuation a decent entry point?
    Oct 25, 2014. 10:45 AM | Likes Like |Link to Comment
  • Comparing 'Sleep Soundly' CEF And ETF Portfolios [View article]
    1st rate article - very well presented and thoughtful - and your replies to the various comments also are as of high quality and as thoughtful. I do have a question - is your portfolio designed to fund your living expenses on a quarterly or monthly basis? Or do you start the year with a portion of cash and allow the dividends to accrue?
    Sep 14, 2014. 11:35 AM | Likes Like |Link to Comment
  • The Demise Of Whole Foods Is A Fallacy [View article]
    Enjoyed the article and own WFM for several years - great company - culture and management and employees - nominal debt -what's not to like?
    Jul 28, 2014. 08:19 PM | Likes Like |Link to Comment
COMMENTS STATS
42 Comments
20 Likes