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Akaralph

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  • Protected Principal Retirement Strategy: Portfolio Reallocation Candidates [View article]
    Monthly is correct - must have lost my mind.
    Dec 13 02:16 PM | 0 Likes Like |Link to Comment
  • 3 Stocks For A Dividend Yield Over 10% [View article]
    Not to oversimplify but a dividend is discretionary and generally paid from after-tax earnings. A distribution from an MLP is more of a mandatory thing (90 percent) of taxable income.

    DCF is distributable cash flow - the source of distributions. The coverage ratio is the DCF/actual cash distribution. Generally, for an MLP, a coverage ratio of 1.0X or better is satisfactory; however, most analysts look for 1.2X at minimum.
    Dec 13 12:11 PM | 0 Likes Like |Link to Comment
  • 3 Stocks For A Dividend Yield Over 10% [View article]
    Didn't mean to sound so curt, but getting the terminology correct enhances believability (if there is such a word).
    Dec 13 12:11 PM | 0 Likes Like |Link to Comment
  • 3 Stocks For A Dividend Yield Over 10% [View article]
    Referring to MLP distributions as "dividends" does make a difference. It shows that you do not have a knowledge as to how they operate.

    You spend little (or no) time discussing DCF and the respective coverage ratios for BBEP or EROC. These are arguably the two most important metrics used in MLP evaluation.
    Dec 13 09:37 AM | 0 Likes Like |Link to Comment
  • 2013: Possibly The Year Agency-Based Mortgage REITs Make A Comeback [View article]
    Let's see - spreads are decreasing, mREITs earnings are no longer covering their dividends, most mREITs are cutting dividends - kind of reminiscent of 2008.

    Thanks, but no thanks.
    Dec 11 02:12 PM | 0 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's That Time Of Year - Reallocation [View article]
    MWE seems to be decent, although I do not follow it that closely. CAGR is over 8.
    Dec 11 08:22 AM | 1 Like Like |Link to Comment
  • QR Energy: Risky But Worth It [View article]
    Don't think you have to be concerned about VNR as much as QRE.
    Dec 11 02:34 AM | 2 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's That Time Of Year - Reallocation [View article]
    It shows on my computer.
    Dec 10 04:31 PM | 0 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's That Time Of Year - Reallocation [View article]
    Thanks for reading. As I mentioned I have owned BBEP for about two years or so.

    Hopefully, later this week I will complete the second article that will highlight portfolio candidates by asset class.

    Not committing any funds until I see how the wonderful folks whom represent us settle things in D.C.
    Dec 10 04:31 PM | 0 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's That Time Of Year - Reallocation [View article]
    Buy price? Since I do not make purchase recommendations for stocks I can't understand this. I own BBEP in the $17's in my portfolio.

    You mention that all of the income will be UBTI - please provide a reference as their UBTI has never been close to $1000 for me.
    Dec 10 09:05 AM | 0 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's That Time Of Year - Reallocation [View article]
    Take a look at this article: http://seekingalpha.co...
    Dec 9 09:19 PM | 0 Likes Like |Link to Comment
  • PetroLogistics: The Time Is Ripe For Dividend Fruit [View article]
    At one time I was seriously interested in PDH. However, after the earnings release in late October I quickly reverted to MLPs where DCF increases, coverage ratios and distribution increases were the norm.

    PDH is an extreme speculation at this point. Suggest those looking for sustainable dividends turn their attention to CLMT (DCF+, coverage = 2.3x), GLP (DCF+, coverage = 2.3x), VNR (DCF+, coverage = 1.16x), and MEMP (DCF+, coverage = 1.44x), among others.
    Dec 9 06:12 AM | 0 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's That Time Of Year - Reallocation [View article]
    You are right about healthcare REITs. Aside from OHI I can't find any with a decent yield anymore. Any thoughts?
    Dec 8 02:58 AM | 0 Likes Like |Link to Comment
  • Equity CEFs: Searching For The Right Balance Of Income And Appreciation Funds, Part II [View article]
    Very good article Doug.
    Dec 7 01:01 PM | 5 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Eagle Energy Trust Update [View article]
    I try - you are very welcome.
    Dec 6 08:37 PM | 0 Likes Like |Link to Comment
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