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  • Five Risks Of MLP Investing [View article]
    First of all, MLPs have secondaries for the express purpose of paying down debt or for capital projects - that is the way they do business.

    Secondly, the upstream MLPs have hedges in place to offset (or guarantee) prices they receive for the underlying commodities.

    Thirdly, most MLPs increase payouts based upon dropdowns from the GP.

    Fourth, MLPs pay Distributions, not dividends.

    Fifth, you neglect to mention anything about DCF and coverage ratios, the most important metrics for evaluating MLPs.

    Finally, and I am not trying to be mean, but you need to learn a little more about MLPs before writing about them.
    Mar 1 02:12 PM | 29 Likes Like |Link to Comment
  • The REIT Way To Become A Disciplined Dividend Investor [View article]
    Continue to enjoy your articles Brad.

    One suggestion - please stop bragging on Donald Trump. He has built his wealth on Daddy's money, and if I am not mistaken he has bankrupted a number of times. Not exactly a financial role model.
    Nov 11 08:30 AM | 21 Likes Like |Link to Comment
  • Reality Check For Peter Schiff [View article]
    At some point, the craziness of printing money 24/7 is going to result in inflation that will make the Carter years look like a picnic.

    As wyostocks says, all you have to do is to look at how packaging of groceries has changed. Everything is being reduced in size, content and prices continue to rise. Anyone believing that inflation is less than 2% should have their heads examined!
    Oct 31 11:40 AM | 20 Likes Like |Link to Comment
  • How Inflation Could Happen In The U.S. [View article]
    Not trying to be impolite - but to say that government data is "remarkably accurate" when they perpetrate "the big lie" on a continuing basis is to be naive at best.
    Feb 23 11:37 AM | 20 Likes Like |Link to Comment
  • Buy Alon USA Partners For 26.2% Dividend Yield [View article]
    When you lose your job at McDonald's you can always become a protester. I hear that the North Dakota oilfields are great this time of year.
    Dec 6 08:29 AM | 20 Likes Like |Link to Comment
  • Dividend Stocks: Lose-Lose-Lose Proposition In Intermediate Term [View article]
    We dividend disciples are far too busy recording monthly and quarterly payments and being pleased with dividend hikes to bother with that.
    Jun 7 02:38 PM | 19 Likes Like |Link to Comment
  • How Inflation Could Happen In The U.S. [View article]
    Do you ever shop for groceries or fill up your gas tank? I think everyone realizes that the government inflation data is a crock (ex food and fuel), and that "real" inflation is low double digits at the present time.

    If you think that printing money 24/7 will not not bite us is the butt soon, you must be living in La-La land.
    Feb 23 10:21 AM | 18 Likes Like |Link to Comment
  • How To Buy REITs Like Sir John Templeton [View article]
    Another great article Brad. Like your investment heroes, but can't understand Trump being on the list.

    He did it all with Daddy's money, and, if I am not mistaken has gone bankrupt at least twice. His only claim to being any type of role model would be his hairstyle.
    Jan 27 10:11 AM | 17 Likes Like |Link to Comment
  • Seadrill's Financials Speak Of A Very Risky Enterprise [View article]
    Your terms: "lackluster", "much to be desired", "acutely felt", "running wild", "frightening", "fraught with" are amusing. Perhaps you should be writing for the New York Times.

    You mention that you "adapted" items from their press release. Perhaps you should have quoted from their CC directly. I don't think you listened to it (or read it) very closely.

    SDRL follows a somewhat different type of business model, and I and many others are thankful that theirs is an investor-friendly company. I have owned it from the low $20's and would use any dip into the mid-$30's to add to my position.

    Perhaps the phrases that you have placed in bold type will have the desired effect for you - which it appears would be to short the stock.
    Dec 8 03:40 PM | 16 Likes Like |Link to Comment
  • Seadrill - Investors Should Not Applaud The Recent Dividend Hike [View article]
    You don't seem to discuss their backlog in the article.

    SDRL is arguably the best positioned deep water driller in the world and with forthcoming projects in Mexico I believe things will only get better.

    I would stick with investor-friendly John Fredriksen before listening to The Value Investor.
    Nov 27 10:19 AM | 15 Likes Like |Link to Comment
  • Seadrill Doesn't Quite Make The Cut [View article]
    Funny article. Obviously these folks have no idea as to whom SDRL's peers are.

    I have owned it since the high teens and would love to see it in the 30's again so that I would have the chance to increase my position.
    Sep 7 08:55 AM | 15 Likes Like |Link to Comment
  • Positioning in Gold, Oil for the Months Ahead [View article]
    You are correct - climate does have "warming" and "cooling" cycles, but to say we are responsible for global warming kind of dents your credibility.
    Feb 17 09:29 AM | 15 Likes Like |Link to Comment
  • Seadrill's Path To Problems [View article]
    This guy is just another so-called "SDRL expert" who seems to have a very limited knowledge of the company, and in particular Jon Fredriksen who is one of the few executives that actually cares about shareholders.

    I have owned SDRL since the low $20's and will be adding on future drops (if any).

    It is worth noting the news release of yesterday regarding another 1.4 billion in contracts for SDRL.
    Feb 19 10:02 AM | 14 Likes Like |Link to Comment
  • What Obama's Win Means For Your Wallet [View article]
    Where are you getting this from? Have you been on another planet?

    The President intends to do everything in his power to shut down industry (coming EPA regulations), tax the folks that create jobs, and continue along the path to socialism.

    Mark my words, in fours years you will not recognize our country.
    Nov 10 07:58 AM | 14 Likes Like |Link to Comment
  • 7 Energy Stocks That Could Drop Significantly if Oil Rally Fades [View article]
    People need to understand that Seeking Alpha is basically a blog, and as such it is a forum for folks to hype or denigrate stocks. You have to sift through what is presented very carefully - if you buy these stocks on the say-so of the authors, you deserve what you get.

    Personally, the only one here that I follow is KOG. It is a long-term investment, based on the potentials in the Williston Basin and Bakken Shale sites. Holding it for two years should bring excellent appreciation.
    Mar 9 08:21 AM | 14 Likes Like |Link to Comment