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nstollon

 
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  • An Upstream MLP Forward-Looking Model
    Wed, Nov. 5 BBEP, EROC, LINE 9 Comments

    Summary

    • A forward-looking model compares hedging of 6 different Upstream MLPs over the next several years.
    • A projection of some (worst-case) scenarios for hedged oil and gas revenues.
    • Upstream MLP distributions reasonably well protected for next 2 years; further out has more risk if energy prices stay low.
  • How Vanguard Natural Resources (Almost) Restored My Faith In Upstream MLPs
    Fri, Oct. 17 VNR 14 Comments

    Summary

    • $75 oil is not necessarily a disastrous scenario for upstream MLPs.
    • Natural gas may be the new hope for near-term upstream MLP solvency.
    • VNR has done more than most MLPs to provide information to investors.
  • My Technology Dividend Portfolio
    Sat, Mar. 22 ALTR, ARMH, CY 13 Comments

    Summary

    • A Technology Dividend Portfolio based on themes of technical leadership and competitive advantage.
    • Discussion and rationale of some diverse technology stocks that pay dividends that I hold in a retirement account.
    • A look at how one engineer qualitatively looks at investing in technology company stocks.
  • Dealing With Loss (The Monetary Kind)
    Wed, Jan. 29 BSX, CTL, LNCO 15 Comments
  • Fear And Loathing Stocks Revisited
    Sep. 12, 2013 CTL, FTR, NOK 27 Comments
  • Looking At Fundamental Questions In MLP Investment
    May. 17, 2013 CQP, LINE, LNCO 68 Comments
  • Is Intel The Chip Foundry Better Than Intel The Processor Supplier?
    Feb. 28, 2013 INTC 36 Comments
  • Making A Case For CenturyLink
    Feb. 19, 2013 CTL 21 Comments
  • Income Criteria For Fear And Loathing Stocks
    May. 30, 2012 CTL, ORAN, FTR 16 Comments
  • 'Black Swan' Income Investing
    Mar. 30, 2012 LMT 26 Comments