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  • BP Rated As Juicy: Ignore The Plant Explosion And Russia Noise, We'd Buy Here [View article]
    "We're not concerned about overnight news of an explosion at BP's Indiana plant; par for the course when you're dealing with oil."

    Correction: it's par for the course when you're dealing with BP. If you Google "BP explosion" you get about 25 million results. But if you Google "Chevron explosion" or "Conoco explosion" you only get 400,000 and 87,000, respectively. Not exactly scientific, but the 50:1 (or 280:1) ratio speaks volumes.

    Why own a company that had an abysmal safety record before the Deepwater Horizon and apparently hasn't changed its stripes much since then?
    Aug 29 02:17 AM | 3 Likes Like |Link to Comment
  • These 3 Things Will Keep Stocks Moving Higher...Which May Surprise You [View article]
    Good article. But could someone please make those tiny little charts clickable, so we can see them?
    Aug 26 03:48 PM | 4 Likes Like |Link to Comment
  • European airliners on watch as Iceland volcano begins erupting [View news story]
    or the .... Bjorkman ..... ;-)
    Aug 23 10:59 PM | 1 Like Like |Link to Comment
  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    Yes!! Well put. This is a very important point, which I've had to argue endlessly with some very smart people. This is particularly the issue when it comes to very high dividend stocks.

    If your analysis doesn't re-invest dividends, it's not comparing a stock's return to to the market's, it's comparing the return of the stock and cash to the market-- which is a silly thing to do.
    Aug 23 10:07 AM | Likes Like |Link to Comment
  • Chipotle Mexican Grill Shorts Are Gluttons For Punishment [View article]

    "it's not a fad, without a doubt. Chipotle is here to stay."
    "Not a fad. Burritos are a basic food choice instead of burgers or other American standard fast/semi fast food. Plus, someday they'll fine tune Shophouse and expand..."

    Agreed, _Burritos_ are not a fad. But Chipotle may be. I would be very careful about presuming that the competition will just twiddle their thumbs while CMG charges premium prices. That's the mistake people made with Crocs, Krispy Kreme, et al. Carls jr., Mcd, and the other big guys will certainly make moves in this market.
    Aug 21 01:13 PM | 1 Like Like |Link to Comment
  • Chipotle Mexican Grill Shorts Are Gluttons For Punishment [View article]
    I just went to a Chipotle in Portland. The burritos are over-priced and inferior, IMO. But the reality was the line was about 40 people long. Just like I've seen in a half-dozen or so Bay Area locations.

    You do have to wonder if they won't go the way of Krispy Kreme, cupcakes and all the other latest fads. In the meantime, you can't argue with lines that sometimes go all the way out the doors. Someday, I'm sure CMG will fall. But I'm not going to bet on it.
    Aug 21 11:08 AM | 1 Like Like |Link to Comment
  • Twin Butte Energy: Actions Speak Louder Than Words [View article]
    Nice work. I think you nailed it. This is one of the very few Canadian dividend paying E&Ps that has historically covered its dividends. I would regard any recent shortfall as temporary. This company can execute
    Aug 12 04:00 PM | 3 Likes Like |Link to Comment
  • Here's The Alarming Table Kinder Morgan Doesn't Want You To See [View article]
    Anent your short position:
    Aug 12 12:46 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    136 comments and nobody has mentioned Hedgeye........
    Aug 12 01:02 AM | 2 Likes Like |Link to Comment
  • More Signs A Market Bottom Is Forming [View article]
    Very funny. The S&P500 is off its all-time high by a whopping 3%! And you're talking about a bottom?

    Articles like this and talk by CNBC pundits about "the correction nearly being over" is reason to suspect the market is still over-inflated.
    Aug 6 07:21 PM | 37 Likes Like |Link to Comment
  • Inflation: Will The Fed Move Too Soon? [View article]
    "It is worth remembering that inflation is ultimately driven by economic activity."

    Really? Here are the countries with the highest inflation:

    South Sudan

    If we're to believe your statement, these should all be economic powerhouses, bristling with economic activity. Hmm. South Sudan's GDP growth was -49%.
    Aug 6 09:56 AM | 4 Likes Like |Link to Comment
  • What To Do If Russia Invades Ukraine [View article]
    "There's a little catch here, however, in that the company's pipelines extend throughout North America, not just the U.S."

    I wasn't willing to follow your link for this because it wanted to install something on my computer. Not thanks. So I'm not sure where you get this idea from. But it's dead wrong. Here is EPD's pipeline map.:

    Maybe you're thinking of PAA or KMP.
    Aug 6 09:47 AM | Likes Like |Link to Comment
  • Inflation Worries? A Look Back At QE [View article]
    The 6% number refers to broad money (M2 etc.). The high-powered money (monetary base) controlled directly by the Fed has gone up a lot faster than that:

    The Fed can't print M2. It can only print high-powered money.
    Aug 2 06:58 PM | Likes Like |Link to Comment
  • Inflation Worries? A Look Back At QE [View article]
    Remember that velocity is not actually measured -- it is simply derived from other numbers that are measured (mv = pt)

    Evidence suggests velocity didn't drop by itself. But rather because the Fed increased 'm', 'v' had to drop.

    So it's silly to claim, as some have, that Fed money-printing is the answer to declining velocity. It's the reason for the declining velocity.
    Aug 1 08:58 PM | Likes Like |Link to Comment
  • 5 Undervalued Companies For The Defensive Investor With High Dividend Yields [View article]
    Here's one for the SA Editors.... What's wrong with this sentence?

    "I watched the clouds sitting on the porch"
    Jul 25 11:22 AM | 4 Likes Like |Link to Comment