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dunnhaupt

dunnhaupt
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  • The Canadian Oil Sands' Best Friend May Just Turn Out To Be President Obama [View article]
    COP is an oil major that keeps increasing its acreage in Canada's oil sands, using the funds gained by pulling out of Russia, and re-investing them closer to home. I also like Gibson Energy (GBNXF; in Canada GEI) which provides everything the oil sands industry needs, from pipelines and storage to oil-to-rail terminal centered at its strategic focal point at Hardisty. Both have great dividends, too.
    Long COP, GBNXF.
    Apr 23 07:53 AM | Likes Like |Link to Comment
  • How To Profit From Keystone XL's Indefinite Delay [View article]
    The chart "Exhibit 1" is most impressive. But by buying the railroads, you are not just getting their oil business but all their other stuff as well. Therefore I prefer Gibson (GBNXF, in Canada GEI). When you buy Gibson you get 100% oil business. They practically own Hardisty -- storage, pipelines, and oil-to-rail terminal.
    Apr 21 09:32 AM | Likes Like |Link to Comment
  • ConocoPhillips Offers Visible Production Growth [View article]
    And don't forget, COP has wisely sold ALL its Russian holdings just in time, as well as more holdings in other risky parts of the world, re-investing the proceeds closer to home. Other American oil companies are still stuck in Putin's territory.
    Apr 16 03:50 PM | 5 Likes Like |Link to Comment
  • First Nations-backed group proposes Northern Gateway pipeline alternative [View news story]
    And where exactly would be the terminal port of Eagle Spirit? Not in Kitimat, I presume.
    Apr 14 06:08 PM | 1 Like Like |Link to Comment
  • Why Coca-Cola Is Heading To $45 [View article]
    Since the IMF has now officially warned that "China is in for a hard landing", I stay away completely from all stocks that depend on China. The Chinese deny this of course, but a hard landing had been expected. They have always manipulated their statistics, but they can't erase the plain fact that they now export less and import less.
    Apr 14 09:46 AM | 1 Like Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part IX - My Dividend Investment Business Plan [View article]
    Seeking Alpha has a pretty informative article on Gibson to get you started on your research.
    Gerry
    Apr 13 09:21 AM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part IX - My Dividend Investment Business Plan [View article]
    Hi Martin,
    Thanks for you reply re: PETS.
    Have you taken a look at Gibson Energy (GBNXF or GEI on the Toronto stock exchange)? It just fits perfectly into a retired prof's portfolio. They are headquartered in both Houston TX and Calgary, and supply everything a gas or oil mine requires. Also they pay a great dividend, raised annually.
    Take care,
    Gerry
    Apr 12 12:06 PM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part IX - My Dividend Investment Business Plan [View article]
    A really great article, Martin. I learned a lot from it. For similar reasons (I too am a retired university professor) I had arrived independently at a portfolio of many of the same stocks. Except that as a Canadian I also own some stocks that give me a tax advantage.

    One curious question, however, if you permit: Why PETS? It doesn't seem to fit into your business plan, especially since many analysts have it on hold.

    Thanks for giving me much help,
    Gerry
    Apr 9 09:17 AM | 1 Like Like |Link to Comment
  • The 8th Deadly Sin: Chasing Yield [View article]
    It's simple math, folks. A 10% annual gain in the stock price will always beat a 5% dividend. But in times when the market is heading down, run for safety.
    Apr 8 07:40 AM | Likes Like |Link to Comment
  • Keystone approval could be "light bulb moment" for investing in Canada [View news story]
    The Keystone delay has certainly supported the shaky communist government of Maduro in Venezuela.
    Apr 4 11:41 AM | 13 Likes Like |Link to Comment
  • Kinder Morgan restructuring possible but not easy, Credit Suisse says [View news story]
    I don't believe he wants his company to go like Linn. I think he has other plans.
    Apr 3 07:40 PM | 5 Likes Like |Link to Comment
  • Plastics Will Continue Driving Dow Chemical's Growth [View article]
    If they really spin off plastics, it's over. That's why I am not adding to my position until they finally make up their mind and tell the shareholders.
    Mar 25 07:34 AM | Likes Like |Link to Comment
  • Is Kinder Morgan A Good Dividend Pick? [View article]
    Not X and not XL -- it's XP, folks! That means "expanded". TRP's Canadian oil has been flowing to the US for many years via a longer route. The XP stretch would merely provide a more efficient and expanded shortcut.
    Mar 19 08:23 AM | Likes Like |Link to Comment
  • Is Kinder Morgan A Good Dividend Pick? [View article]
    How is TRP's pipeline going to help KMI?
    Mar 19 08:13 AM | Likes Like |Link to Comment
  • General Mills: Some Points That Are Rarely Mentioned [View article]
    Thanks, Aristofanis, for checking the number of outstanding shares. That is always so important with these so-called buybacks. But could they really have given away 64 million shares (= 2560 million dollars) to the management? Are you sure the math is correct?
    Mar 15 08:45 AM | Likes Like |Link to Comment
COMMENTS STATS
323 Comments
278 Likes