Seeking Alpha
View as an RSS Feed

Total Return Investor  

View Total Return Investor's Comments BY TICKER:
Latest  |  Highest rated
  • The Case Of Investing In Master Limited Partnerships [View article]
    The WPZ distribution increase noted above needs an asterisk. WPZ and ACMP merged during this period (for the good, I hope), making pre- and post-merger comparisons questionable.
    Mar 19, 2015. 07:05 AM | Likes Like |Link to Comment
  • The Case Of Investing In Master Limited Partnerships [View article]
    This tax season we had 4 MLPs to deal with, including two complete sales and one partial one. As always, Turbotax got us through it. Filing through Turbotax with K1's is not as easy as filing with a 1099, but it is doable. After the discount provided by State Farm, our total 2014 Turbotax preparation bill was $20.
    Mar 19, 2015. 07:01 AM | 4 Likes Like |Link to Comment
  • Today's Oil Crash Presages The Next One [View article]
    The logic of this article baffles me. Aside from climate alarmism, why should renewables continue to rise if the supply of fossil fuels is once again ample? The development of renewable energy emerged in response to the narrative of "peak oil" etc., and logically should be a victim of the abandonment of that narrative.
    Mar 17, 2015. 10:21 AM | 6 Likes Like |Link to Comment
  • Selling Winners In Your Portfolio Is Never Easy [View article]
    Selling too soon has been my #1 trading mistake.
    Mar 9, 2015. 03:36 PM | 19 Likes Like |Link to Comment
  • John Hussman: What Does That Difference Mean? [View article]
    "an excerpt from the Hussman weekly newsletter dated 3/4/13" And you could surely find similar passages from 2010, 11, and 12. But when the next major correction hits, as it eventually will, all the media will focus on is that he called it.
    Mar 9, 2015. 12:22 PM | 5 Likes Like |Link to Comment
  • Some Risks For Union Pacific And Burlington Northern [View article]
    Supply risk for locomotives doesn't worry me at all. EMD and GE have been the two suppliers for U. S. railroads for well over half a century now, with no problems. A third contender in early diesel days was Alco, a major manufacturer of steam locos. However it fell by the wayside in the 1950s after only limited success in the early diesel era.
    Mar 9, 2015. 09:31 AM | 3 Likes Like |Link to Comment
  • Why Lumber Liquidators' Wood Testing Doesn't Comply With CARB [View article]
    Can someone tell me how California formaldehyde standards compare to those of other states? That seems a pertinent issue.
    Mar 4, 2015. 11:19 AM | 4 Likes Like |Link to Comment
  • Procter & Gamble: Restructuring Priced In, But Headwinds Are Not [View article]
    Within the last 12 months I have exited both MCD and KO out of concern about the faddish tastes of a younger generation. But I have trouble buying the same argument when applied to a well diversified and omnipresent producer of everyday household goods. Maybe Fusion razors are susceptible, but Bounty, Charmin, Head & Shoulders, Pampers, Tide, Vicks, etc.? Could one really worry about what is stylish when buying toilet paper and dandruff shampoo?
    Mar 4, 2015. 11:09 AM | Likes Like |Link to Comment
  • Procter & Gamble Co: Despite Negativity, We'd Go All In - An Algorithmic Perspective [View article]
    Dang. What if Hal (and I don't mean Halliburton) cuts off my oxygen!
    Mar 2, 2015. 07:19 AM | 2 Likes Like |Link to Comment
  • Procter & Gamble Co: Despite Negativity, We'd Go All In - An Algorithmic Perspective [View article]
    Kind of disturbing that three different sources of data give us three different payout ratios. And they are all probably right, given three different ways of calculating earnings. Tower of Babel.
    Mar 2, 2015. 07:16 AM | Likes Like |Link to Comment
  • Procter & Gamble Co: Despite Negativity, We'd Go All In - An Algorithmic Perspective [View article]
    Schwab shows PG's div payout ratio at 70%. Yahoo shows it at 77%. That is getting pretty tight. Earnings need to go up to fuel further increases.
    Mar 1, 2015. 01:40 PM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Economic News Alter Fed Policy? [View article]
    That can't be a blue dress. There are no blue dresses.
    --Bill Clinton
    Mar 1, 2015. 01:28 PM | Likes Like |Link to Comment
  • Procter & Gamble Co: Despite Negativity, We'd Go All In - An Algorithmic Perspective [View article]
    Even with the recent drop, PG's current trailing multiple of 25 is well above its 10 year average, and its forward multiple is right on the average. PEG of 3.75 does not excite. I'm holding and waiting for a better price for any further accumulation.
    Mar 1, 2015. 10:58 AM | 1 Like Like |Link to Comment
  • This Chart Is Worth 1,000 Words [View article]
    Jerbear, you miss the point. These guys exist to make the weather men look good. :)
    Feb 27, 2015. 10:46 AM | 12 Likes Like |Link to Comment
  • Illustrating The DRIP [View article]
    To add a couple more reasons to the author's response. 1) DRIP avoids transaction fees. 2) DRIP keeps the funds working all the time, as opposed to having some money sitting idle. Since the long term trend of a market is upward, keeping the money working has the best chance of long term success.
    Feb 24, 2015. 02:39 PM | 1 Like Like |Link to Comment
COMMENTS STATS
883 Comments
1,825 Likes