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Akaralph  

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  • DGI Retirees Buy When Others Are Fearful: Oil Bottom Or Value Trap? [View article]
    Fear -

    With this risky of a strategy he should be.
    Feb 11, 2015. 02:33 PM | 3 Likes Like |Link to Comment
  • DGI Retirees Buy When Others Are Fearful: Oil Bottom Or Value Trap? [View article]
    George-

    Had you bought LINE on 12/12 (a real trading day) you would have paid around $12.75 for it and at the current price of $12.41 you would be in the hole.
    Feb 11, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • DGI Retirees Buy When Others Are Fearful: Oil Bottom Or Value Trap? [View article]
    George-

    You must have been the only person in the country that bought on 12/14 since it was a Sunday.
    Feb 11, 2015. 01:52 PM | 2 Likes Like |Link to Comment
  • DGI Retirees Buy When Others Are Fearful: Oil Bottom Or Value Trap? [View article]
    George-

    Bet you didn't sell on time. You strategy is extremely high risk and since I do not remember seeing any articles from you telling folks to sell I assume that you and most of your followers are still holding.
    Feb 11, 2015. 01:48 PM | 2 Likes Like |Link to Comment
  • DGI Retirees Buy When Others Are Fearful: Oil Bottom Or Value Trap? [View article]
    George-

    This morning as oil prices resume their skid we find:

    LINE $12.38
    BBEP $7.15
    LGCY $12.57

    Looks like more good money will be following bad if you continue your strategy. Remember, in April there will be further distribution cuts and/or eliminations, particularly with BBEP.
    Feb 11, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • National Oilwell Varco: A Wonderful Company Selling At A Wonderful Price [View article]
    Nick-

    Appreciate the honesty.
    Feb 8, 2015. 06:34 PM | 2 Likes Like |Link to Comment
  • National Oilwell Varco: A Wonderful Company Selling At A Wonderful Price [View article]
    "A wonderful company selling at a wonderful price".

    Why don't you own it?
    Feb 8, 2015. 09:53 AM | 7 Likes Like |Link to Comment
  • Little LRR Energy Has Big Hedges, Strong Prospects [View article]
    Alpha -

    Thanks
    Feb 5, 2015. 02:20 PM | Likes Like |Link to Comment
  • Little LRR Energy Has Big Hedges, Strong Prospects [View article]
    You are correct about their debt/EBITDA ratio being under 4.0X. However, their DCF ratio is below 1.0X and total DCF has not consistently grown each quarter.

    I think April will tell a lot for LRE and the other E&P's, and I would anticipate a distribution cut similar to other E&P MLP's.

    Let us know when you will be buying LRE please.
    Feb 5, 2015. 12:20 PM | 2 Likes Like |Link to Comment
  • Columbia Pipeline Partners Offers MLP Investors 25% Total Return Opportunity [View article]
    If it prices between $19 and $21 and pays a minimum of $.67 quarterly, how do you come up with a 3.35% yield? More like 13.4%, but I bet there is a mistake here.
    Feb 4, 2015. 06:59 PM | Likes Like |Link to Comment
  • Nuveen Credit Strategies Income Fund: A Solid Core Holding For CEF Investors [View article]
    papaone -

    I follow ARDC and TSLF more closely than ACP - here are my thoughts:

    1. JQC, ARDC and TSLF have all been in price declines for a few years.
    2. JQC's NAV has performed a bit better than ARDC and TSLF.
    3. JQC has cut the div five times in recent years, ARDC and TSLF have not.
    4. JQC yields <6%, ARDC yields just under 9%, TSLF yields 8.5%

    Based on the above I would purchase ARDC and TSLF and not JQC.

    I do own some ARDC.
    Feb 2, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • Nuveen Credit Strategies Income Fund: A Solid Core Holding For CEF Investors [View article]
    Better CEF picks in the senior loan arena include: ARDC, TSLF and ACP. JQC pales in comparison.
    Feb 1, 2015. 04:46 PM | 2 Likes Like |Link to Comment
  • Update: Focus Graphite Reports Its 2014 Financials [View article]
    At least the downside is only thirty-five cents.
    Jan 30, 2015. 11:18 AM | 1 Like Like |Link to Comment
  • ONEOK Partners: Pronounce It 'One Oak' Or 'Oh-Knee-Oak', It's Still A BUY [View article]
    Think I last saw where OKS was 77% fee-based. The debt/EBITDA is a bit high though at about 4.5X.

    I started a small position yesterday.
    Jan 28, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Memorial Production Partners: A Well-Hedged, High Yield Speculation On The Recovery Of Energy Prices [View article]
    It means that I wrong thinking that MEMP would cut its distribution at this time.
    Jan 27, 2015. 02:40 PM | 1 Like Like |Link to Comment
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