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Akaralph  

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  • Enduro Royalty Trust Should Be In Your Portfolio [View article]
    Correction.

    ...BBEP having a past history of cutting their distribution.
    Jun 20, 2014. 12:02 PM | Likes Like |Link to Comment
  • Enduro Royalty Trust Should Be In Your Portfolio [View article]
    Then I would focus on selecting perhaps one E&P MLP - VNR is probably the best here. Both BBEP and LINE are not the most stable players in this sector, with BBEP having a past history or cutting their distribution (2009).

    Then you might look at midstream MLP's like MWE, PAA, EPD and the like. You might want to search SA for articles/blogs by Factoids - probably the best at presenting data on MLP's.
    Jun 20, 2014. 11:54 AM | 2 Likes Like |Link to Comment
  • Enduro Royalty Trust Should Be In Your Portfolio [View article]
    BBEP is an MLP and LINE is an LLC. Not a good idea to equate MLP's with RT's - different ballgame altogether.

    The history of the recent RT's (past five years) is terrible, at best.

    If you are looking for an entity that is technically an MLP, but has some of the characteristics of a RT you might want to research DMLP.
    Jun 20, 2014. 11:26 AM | 2 Likes Like |Link to Comment
  • Enduro Royalty Trust Should Be In Your Portfolio [View article]
    You might want to focus on the midstream MLP's.
    Jun 20, 2014. 10:54 AM | Likes Like |Link to Comment
  • Enduro Royalty Trust Should Be In Your Portfolio [View article]
    Both QRE and ARP are upstream (exploration) MLP's - not trusts.

    Both CVRR and ALDW are variable distribution MLP's - again not trusts.
    Jun 20, 2014. 10:19 AM | 1 Like Like |Link to Comment
  • Enduro Royalty Trust Should Be In Your Portfolio [View article]
    While NDRO is a perpetual trust (unlike SDR, SDT or PER), it has been lumped together with this group and suffered price declines.

    For those folks looking for decent royalty trusts as investments, you would do better looking at the time-tested, old line US trusts such as DMLP, SJT, HGT, CRT or PBT.

    Lots of due diligence is required before buying any trust.
    Jun 20, 2014. 09:20 AM | 1 Like Like |Link to Comment
  • Avoid Fixed Income Risk In Your Retirement Portfolio [View article]
    varan -

    Ditto my previous comment.
    Jun 19, 2014. 04:51 PM | 2 Likes Like |Link to Comment
  • Avoid Fixed Income Risk In Your Retirement Portfolio [View article]
    I have spent countless hours trying to determine which stocks, bonds or other investments have the potential for appreciation during the next bear market. Aside from these and WMT there are few, if any.

    There are lots of articles on SA identifying bear market stocks and bonds; however, upon close inspection these all have smaller losses than the average investment. Seems silly to brag about 15% decliners versus 40% decliners doesn't it?
    Jun 19, 2014. 10:21 AM | 1 Like Like |Link to Comment
  • Avoid Fixed Income Risk In Your Retirement Portfolio [View article]
    If you isolate performance to the period of the last bear market (10/9/2007 - 3/9/2009) you will note the following returns:

    AGG +8.2%
    TLT +17.7%
    TLO +14.0%

    During the most recent correction (4/29/2011 - 8/8/2011), these were the results:

    AGG +2.0%
    TLT +12.4%
    TLO +12.0%

    Not too bad at all.
    Jun 19, 2014. 09:47 AM | 2 Likes Like |Link to Comment
  • Ivanhoe Mines: 3 Different Insiders Have Purchased Shares This Month [View article]
    You left out Ivanhoe's return on equity: -129%.

    Based on the table comparing Ivanhoe with IMPUY and LNMIY it should be an easy choice to not buy Ivanhoe.
    Jun 18, 2014. 04:27 PM | 2 Likes Like |Link to Comment
  • 7 Insiders Are Buying Martin Midstream Stock [View article]
    What multi-million purchases. The largest transaction is just over 7300 shares.

    My agenda is a simple one - to help folks correctly evaluate MLP's, and that is certainly not by using small insider transactions.

    I do not own MMLP, nor have I ever owned it or shorted it, or any other stock.

    I do own 15 other MLP's, and have actively researched this sector for over a decade.
    Jun 17, 2014. 04:02 PM | 3 Likes Like |Link to Comment
  • Det Norske: 200% Upside Potential After Game-Changing Acquisition [View article]
    Choosh -

    I am getting tired of reading SA articles where the author sings the praises of a stock, recommends it as an incredible buy, and then chooses to not own it.

    Kind of a joke.
    Jun 17, 2014. 12:40 PM | 4 Likes Like |Link to Comment
  • 7 Insiders Are Buying Martin Midstream Stock [View article]
    If you want to truly evaluate the merits of an MLP, use key metrics - DCF, Coverage Ratio and CAGR. These will give a much better indication of value than an "insider" buying 2 shares.
    Jun 17, 2014. 10:39 AM | 2 Likes Like |Link to Comment
  • 7 Insiders Are Buying Martin Midstream Stock [View article]
    You draw no conclusions from the subject of your article which seems to be "Insider Purchases".

    So, exactly what is your point?

    If you examine MMLP's DCF over the past few years, and lack of consistent distribution increases, it is very hard to recommend buying it at these levels.
    Jun 17, 2014. 10:14 AM | 3 Likes Like |Link to Comment
  • 7 Insiders Are Buying Martin Midstream Stock [View article]
    No, they are not.
    Jun 17, 2014. 10:04 AM | 2 Likes Like |Link to Comment
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