Kinder Morgan Management: A Cheaper Way To Own Kinder Morgan Partners [View article]
Hi,
TGH is another gem. 11 straight quarters of dividend growth, great business model. I only discovered it last year, and it has been one of my better buys
Linn Energy Moves Towards Monthly Distributions [View article]
Hi,
It is a tricky issue. If you may own MLPs in an IRA you may have some unexpected taxes. I think if you ask two different investment advisors, you may get two totally different answers to the question.
"Can MLPs be held in a retirement account? Yes. Should MLPs be held in a retirement account? Probably not. Why? Because there are potentially bad tax consequences to doing so."
Altria Offers Both EPS And Dividend Growth [View article]
Hi Zach,
I am fairly sure that MO is generating large amounts of FCF. It is cutting costs while revenues are mostly flat. I would however need to look at the 10-Q to be certain.
During the quarter, MO's EPS growth mostly came from improving operations. The buybacks added about $0.01 to EPS y/y.
Linn Energy Moves Towards Monthly Distributions [View article]
Hi David,
I think you'll get a chance to buy LINE on the cheap on Monday, as the stock was just recently downgraded. I'm looking to buy LINE @ 37 with some profit I took from VNR (another upstream MLP)
ConocoPhillips Is Back On Track For Growth [View article]
The PSX spinoff acted as an increase, dividend remained the same while COPs earnings fell. I would not be shocked if COP did a token raise, say 5% or less. Dividend payments have fallen by around that amount since the spinoff due to the buybacks.
AT&T: Declining Revenue Cannot Be Ignored [View article]
Long term, I think T is a buy. However, the revenue miss may bring pressure short term. Also, the buyback program is ending this quarter. That will also add some pressure.
General Electric: The Recent Price Decline May Be A Buying Opportunity [View article]
Hi Robert,
GE used to be a growth/dividend stock. Growth has faltered, which is why it lost 2 years worth of dividends in a week. Dividends should rise along side EPS and revenue.
General Electric: The Recent Price Decline May Be A Buying Opportunity [View article]
JC,
I have to disagree. Why should GE sell a segment that is rising due to secular demand? The dividend raises should come along with EPS growth. No point to increasing the dividend while revenues fall.
General Electric: The Recent Price Decline May Be A Buying Opportunity [View article]
Hi Steve,
GE is cheap, no doubt about that. However, it was almost brought down by its Capital segment. GE is growing EPS, but only due to the Capital segment. IMO, if you want to own a bank, buy WF or JPM. GE needs to focus on its core business, asap.
Don't Expect Pitney Bowes To Slash Its Double-Digit Dividend Yield [View article]
I would imagine that if a dividend cut happens, the first target would be debt. PBI has a large debt load, with relatively low interest rates. PBI would have to refi it at higher rates. 2nd would be organic growth. If I were to guess where, it would have to be in the software segment. Share repurchases also would not hurt. PBI was buying back stock during 2012, but stopped last quarter.
PBI was a screaming buy when it was at $10. At 14-15, not so much.
Don't Expect Pitney Bowes To Slash Its Double-Digit Dividend Yield [View article]
I would think that a clean slate is needed for the new CEO. Most of PBI's cash is tied up in the dividend and debt payments, leaving little left for reinvestment.
Kinder Morgan Management: A Cheaper Way To Own Kinder Morgan Partners [View article]
TGH is another gem. 11 straight quarters of dividend growth, great business model. I only discovered it last year, and it has been one of my better buys
Kinder Morgan Management: A Cheaper Way To Own Kinder Morgan Partners [View article]
Linn Energy Moves Towards Monthly Distributions [View article]
It is a tricky issue. If you may own MLPs in an IRA you may have some unexpected taxes. I think if you ask two different investment advisors, you may get two totally different answers to the question.
"Can MLPs be held in a retirement account? Yes. Should MLPs be held in a retirement account? Probably not. Why? Because there are potentially bad tax consequences to doing so."
http://seekingalpha.co...
Here is another link which explains the situation quite well:
http://bit.ly/sqR4tD
Altria Offers Both EPS And Dividend Growth [View article]
I am fairly sure that MO is generating large amounts of FCF. It is cutting costs while revenues are mostly flat. I would however need to look at the 10-Q to be certain.
During the quarter, MO's EPS growth mostly came from improving operations. The buybacks added about $0.01 to EPS y/y.
Linn Energy Moves Towards Monthly Distributions [View article]
As a general rule, MLPs should be held in taxable accounts, and not in IRAs due to UBTI concerns. However, most investors will not have an issue.
disclaimer: this is not tax advice, please seek a CPA if you have specific tax questions.
Linn Energy Moves Towards Monthly Distributions [View article]
Linn Energy Moves Towards Monthly Distributions [View article]
I think you'll get a chance to buy LINE on the cheap on Monday, as the stock was just recently downgraded. I'm looking to buy LINE @ 37 with some profit I took from VNR (another upstream MLP)
ConocoPhillips Is Back On Track For Growth [View article]
AT&T: Declining Revenue Cannot Be Ignored [View article]
AT&T: Declining Revenue Cannot Be Ignored [View article]
General Electric: The Recent Price Decline May Be A Buying Opportunity [View article]
GE used to be a growth/dividend stock. Growth has faltered, which is why it lost 2 years worth of dividends in a week. Dividends should rise along side EPS and revenue.
General Electric: The Recent Price Decline May Be A Buying Opportunity [View article]
I have to disagree. Why should GE sell a segment that is rising due to secular demand? The dividend raises should come along with EPS growth. No point to increasing the dividend while revenues fall.
General Electric: The Recent Price Decline May Be A Buying Opportunity [View article]
GE is cheap, no doubt about that. However, it was almost brought down by its Capital segment. GE is growing EPS, but only due to the Capital segment. IMO, if you want to own a bank, buy WF or JPM. GE needs to focus on its core business, asap.
Don't Expect Pitney Bowes To Slash Its Double-Digit Dividend Yield [View article]
PBI was a screaming buy when it was at $10. At 14-15, not so much.
Don't Expect Pitney Bowes To Slash Its Double-Digit Dividend Yield [View article]