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Akaralph

 
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  • DCP Midstream Partners: Yielding 5.6% And Perfectly Positioned For The Shale Gas Renaissance [View article]
    I don't have a real problem with DPM - in fact I follow it. There are just so many other midstreams with quarterly and TTM coverage ratios so much higher.
    Oct 21, 2014. 04:46 PM | 1 Like Like |Link to Comment
  • DCP Midstream Partners: Yielding 5.6% And Perfectly Positioned For The Shale Gas Renaissance [View article]
    Michael -

    MRQ = Most recent quarter.

    EPD, FISH, RGP, PAA, OKS, MWE, HEP, and NGLS
    Oct 21, 2014. 04:35 PM | 1 Like Like |Link to Comment
  • DCP Midstream Partners: Yielding 5.6% And Perfectly Positioned For The Shale Gas Renaissance [View article]
    Not impressed by MRQ's 0.88X coverage ratio. Need to see what the current quarter brings. Meanwhile, there are much better midstream buys out there.
    Oct 21, 2014. 01:07 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Distribution Is Safe; Could Return +55% Within 1 Year [View article]
    Hohoterry -

    Thanks - I frequently comment on articles.
    Oct 20, 2014. 01:32 PM | 1 Like Like |Link to Comment
  • Is Your Portfolio Diversified Enough? [View article]
    Shameless self-promotion. Editors should kick this off of the site.
    Oct 20, 2014. 12:56 PM | 3 Likes Like |Link to Comment
  • When Stocks Crash, These 4 High-Yield Dividend Stocks Are Safe Havens [View article]
    Here is their performance during the bear market (Oct. 9, 2007 - Mar. 9, 2009:

    AEP 10/9/07 = 48.38, 3/9/09 = 24.28

    DUK 10/9/07 = 19.32, 3/9/09 = 11.81

    ED 10/09/07 = 47.76, 3/9/09 = 32.70

    SO 10/9/07 = 37.17, 3/9/09 = 26.82

    Not too pretty.

    Why does the author not own any of these?
    Oct 20, 2014. 10:26 AM | 2 Likes Like |Link to Comment
  • BDC Pricing For Q4 2014: Part 4 [View article]
    mmlee-

    Liked it under $11, but unfortunately missed that move.
    Oct 19, 2014. 08:50 PM | Likes Like |Link to Comment
  • BDC Pricing For Q4 2014: Part 4 [View article]
    Buzz -

    Thanks. I sold my MCC in the mid-$13's and was looking to get back in at some point.
    Oct 19, 2014. 10:56 AM | Likes Like |Link to Comment
  • BDC Pricing For Q4 2014: Part 4 [View article]
    Buzz -

    What is your thinking on MCC? Do you think there is any merit to the suit?
    Oct 19, 2014. 10:11 AM | Likes Like |Link to Comment
  • SandRidge Permian Trust: Distribution Is Safe; Could Return +55% Within 1 Year [View article]
    Four quarters after the wells are completed the subordinated threshold will disappear, and the distribution will be pegged to oil prices. PER's price will gradually decline until the trust terminates, at which time the remainder will probably be worth a dollar or so.

    For those whom wish to invest in royalty trusts, the performance of PER, SRD, SDT, CHKR, ECT etc. should have taught you a valuable lesson - stay away from the finite life trusts!

    There are any number of perpetual trusts that are much safer investments - PBT, SBR, CRT, etc., etc.
    Oct 18, 2014. 10:55 AM | 6 Likes Like |Link to Comment
  • PIMCO Strategic Income Fund Is A Bet For The Short Term [View article]
    McPiro -

    Correct, but there is absolutely no reason to buy a CEF selling at a premium to NAV.

    If you like Pimco CEF's, look at PCI.
    Oct 16, 2014. 02:25 PM | 2 Likes Like |Link to Comment
  • PIMCO Strategic Income Fund Is A Bet For The Short Term [View article]
    RCS presently sells for a premium of 5.7% above NAV. Would it bother you to pay $1.06 a quart for milk that is marked $1.00?
    Oct 16, 2014. 02:15 PM | 2 Likes Like |Link to Comment
  • Irrational Ebola Fears: What To Do And What Not To Do [View article]
    Christopher -

    Thanks for the informative article. Only disagree on two points: 1) Frieden doesn't seem to know what he is talking about, and 2) from my research an N95 mask is ineffective - you need an N100.

    My guess is that we will learn a lot more about the ebola situation after the November elections.
    Oct 16, 2014. 01:25 PM | 1 Like Like |Link to Comment
  • It Is Not Ebola That Is Out Of Control, It Is The Media [View article]
    Bret -

    We can only hope that the panic is due to over hype by the media.

    When you listen to the clown heading CDC it is easy to understand how incompetent they are.

    My guess is that we will find out the truth about how serious ebola is after the November elections.
    Oct 16, 2014. 11:41 AM | 9 Likes Like |Link to Comment
  • '18% Off Sale' On Closed End Funds, With Cohen & Steers Closed End Opportunity Fund [View article]
    Steven -

    OK, let's take a look at how each of these did in the 2011 "correction".

    FOF: 4/29/11 = $13.74, 8/8/11 = $11.30

    ETY: 4/29/11 = $11.27, 8/8/11 = $8.73

    Not too good in a correction either.
    Oct 15, 2014. 05:17 PM | Likes Like |Link to Comment
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