Seeking Alpha
View as an RSS Feed

Albert Alfonso  

View Albert Alfonso's Comments BY TICKER:
Latest  |  Highest rated
  • Kinder Morgan: Time To Get Bullish? [View article]
    woodywood.com,

    A stock dividend is non-cash. No taxes until you sell the shares.
    Apr 15, 2015. 04:42 PM | Likes Like |Link to Comment
  • Crude futures extend gains on less than expected inventory build [View news story]
    TWL,

    I am referring to the inventory trend (+oil, -gasoline), not the price action (which is bonkers). We still have excess supply, but the seasonal factors are at work. We'll see big drawdowns in May/June as refiners run at max.
    Apr 15, 2015. 03:50 PM | 1 Like Like |Link to Comment
  • Franchisees unsettled with new plans at McDonald's [View news story]
    The return data fails to include dividends. MCD's 5 year total return is 63% if you add the dividends (no re-investment).
    Apr 15, 2015. 03:44 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: Citigroup Is Bullish [View article]
    The Citi note was actually fairly bearish. They do not expect a return to $100 oil. However, they think COP will do well with oil at $60 to $70.
    Apr 15, 2015. 02:48 PM | Likes Like |Link to Comment
  • ConocoPhillips: Citigroup Is Bullish [View article]
    gawilley,

    We were at $65 last week. The market is telling us something. I think we'll see $70+ soon.
    Apr 15, 2015. 01:29 PM | Likes Like |Link to Comment
  • Crude futures extend gains on less than expected inventory build [View news story]
    Crude is following its normal trend. Inventories will be used up as more refiners come online. They need to build stockpiles of gasoline for the summer.
    Apr 15, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Memorial Production Partners - Time To Take Advantage Of The Recent Secondary? [View article]
    saratogahawk,

    We're already at pre-secondary levels. The dip did not last. Watch out for $20 if oil hits $60 per bbl.
    Apr 15, 2015. 11:35 AM | 2 Likes Like |Link to Comment
  • EV Energy Partners Sells Its Crown Jewels [View article]
    RLP,

    Oil is hitting its YTD highs. EVEP and other upstream MLPs will see outsized bounces if this rally holds.
    Apr 15, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • Procter & Gamble: It Is Time For Some New Blood [View article]
    HE,

    PG was performing well, almost matching the S&P, before the dollar start its crazy rise in 2014. I am looking for the company to do something like Pepsi did when it promoted Indra Nooyi in 2011.
    Apr 15, 2015. 07:52 AM | Likes Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly [View article]
    Oops, sorry for the mix-up.
    Apr 14, 2015. 09:35 AM | Likes Like |Link to Comment
  • ConocoPhillips - A High-Quality E&P With A 4.40% Yield [View article]
    Jake,

    I added to COP near $60 and would do so again if it gets that low. Best large cap E&P out there in my opinion.
    Apr 14, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • ConocoPhillips - A High-Quality E&P With A 4.40% Yield [View article]
    Javelina,

    COP is such a solid company. If oil had not crashed, we'll be looking at a $80 to $90 stock.
    Apr 14, 2015. 09:32 AM | 2 Likes Like |Link to Comment
  • Realty Income: Foreshadowing An Acquisition? [View article]
    Rick,

    I wish such a deal could be made. However, ARCP has serious issues and will likely need some time to get "acquisition" ready. I think they will be selling assets to pay down debt and that O will be a buyer of said assets. We'll know more on ARCP's long-term plans soon.
    Apr 14, 2015. 09:27 AM | 1 Like Like |Link to Comment
  • T-Mobile: On The Path To Threatening AT&T And Verizon For Dominance In Wireless [View article]
    TMUS is cash flow negative and is only projected to go positive this year. The risk with this stock is if revenue growth slows down, it will be going back to negative ASAP.

    T and VZ have other segments which buffer it from the ongoing price war. TMUS has no such protection. Its either grow or die. Seems like a speculative pick.
    Apr 14, 2015. 09:20 AM | 4 Likes Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly [View article]
    richjoy403,

    Thank you for reading. I share your "cautiously optimistic" stance. Though, I see little reason in selling now unless you really need to lock in profits.
    Apr 14, 2015. 12:41 AM | 1 Like Like |Link to Comment
COMMENTS STATS
2,167 Comments
2,959 Likes