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judgmentDaze

judgmentDaze
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  • BreitBurn Energy Partners: What Are The Possible Alternatives For Resolving The Leverage Challenge? [View article]
    Hmmm. If you think BBEP is trading below the Mean, and I assume you do since you are "long", then the shares you buy now will reap you the greatest gains when the price reverts back up. I prefer to take cash (if at all) instead of reinvesting when I think an asset is over-valued and unlikely to reach such lofty valuations for sometime (varies with my best guess about the asset, and wether I need the disposable income, etc) after "correcting." For example, now, or soon, is the time to consider reinvesting dividends for utilities and REITs if the market responds (even further) in a similar fashion to the "Taper Tantrum" after the next FOMC meeting. As for trying to predict 'capital distributions' "someday", I am not remotely smart enough for that, but I can draw a 'mean' regression line on chart, every now and then, easily enough.

    In short, buy low and rarely sell good stuff.
    Mar 10, 2015. 01:43 AM | Likes Like |Link to Comment
  • BreitBurn Energy Partners: What Are The Possible Alternatives For Resolving The Leverage Challenge? [View article]
    The "Read my lips!" is in control of Congress for starters and neither party has dared to raise the taxes at the pump in many years. Besides Saudi Arabia, I'd presume, is our best cash costumer for arms.

    The following quote is from http://bit.ly/1GA6RXS :

    "Saudi Arabia and the United Arab Emirates (UAE) together imported $8.6bn of defence equipment in 2014, more than the imports of Western Europe combined.

    The United States maintained its position as the top exporter, shipping $23.7bn of equipment, ahead of Russia on $10bn.

    “The biggest beneficiary of the strong Middle Eastern market remains the US, with $8.4bn worth of Middle Eastern exports in 2014, compared to $6bn in 2013,” said the report."

    So if that quote is accurate it suggests the key Gulf State OPEC members spent all but $0.2bn of their arms budgets buying U.S. weapons. Got to be some serious Politics behind all that.
    Mar 10, 2015. 01:10 AM | Likes Like |Link to Comment
  • Big bounce in junk, BDCs [View news story]
    No two BDCs are the same. Each one is its own unique beautiful little snowflake. Why people waste their mental sanity agonizing over BDC price moves is beyond me. Try to buy quality outfits at low-ish prices when the opportunity presents itself in amounts proportionate to your portfolio size and risk tolerance and then forget about it for a business cycle or two unless the management does a perp-walk (in which case it may turn out to be another buying opportunity as likely as not).
    Dec 17, 2014. 04:57 PM | 3 Likes Like |Link to Comment
  • Oil & Gas Stocks: Pain, Then More Pain... When Is The Gain? [View article]
    Where can I buy a car that runs on this "oil" that "is coming out of everyone's ears"?
    Dec 14, 2014. 08:51 PM | 2 Likes Like |Link to Comment
  • Oil & Gas Stocks: Pain, Then More Pain... When Is The Gain? [View article]
    Silly-person, this a stock-picker's wet-(as-in-with-blood-...
    Dec 14, 2014. 08:39 PM | 1 Like Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    @Zhubajie: Better close the Armageddon-Bunker hatch before any sunshine, fresh air, or even worse, those opium-smoking bloodsucking roundeyes get in.
    Jul 24, 2014. 05:02 PM | 1 Like Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    @hu: Enjoyed reading your from-the-trenches report. My quick search on property taxes in China suggested the statement, "China does not have property tax", may be an oversimplification. It seems Chinese citizens don't pay a recurring annual property tax (certainly what most Americans think of when they do think, about property taxes that is), but currently Chinese pay real estate transaction fees that amount to a pretty hefty tax bill compared with many other countries. Furthermore, replacing the onerous and massive tilt toward transaction fees with stable receipts from recurring property taxes, was supposedly one of the major reforms to be implemented in the recent Communist Party's third plenum. Of course, Politics will tell in time how well this change goes down at the Local government level.

    http://bit.ly/1tfpOpk

    Looking forward to your future comments on how it all shakes out at the level where the rubber hits the road.
    Jul 18, 2014. 05:43 PM | 2 Likes Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    @Frog: As Frogs are a key bioindicator of an environment's overall health I find your position as an amphibian at odds with the apparent plight of your brethren. I was unaware the IMF was putting the 'fib' in amphibian until now. Thank you.
    Jul 18, 2014. 05:21 PM | 2 Likes Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    Wonder what the maintenance budget for software 'systems' cobbled together from borrowed/stolen code will amount to over time ? Maybe espionage makes sense initially to kick-start a complex process for the 'clueless' eager to mimic the successful (many, many variables to consider of course) ? Obvious successes would be the early Russian nuclear bomb development or American theft of British textile secrets in the days of yore. Maybe Nature/Biology has something to say: http://bit.ly/1tfk7Ye
    Jul 18, 2014. 05:09 PM | Likes Like |Link to Comment
  • The International Monetary Fund And China's Pending Economic Collapse [View article]
    http://bloom.bg/1rvYaEa
    Jul 18, 2014. 04:31 PM | Likes Like |Link to Comment
  • Vanguard VIG Top 10 Hits Bottom On Total Return [View article]
    Agreed. In the 2008 down draft US and Developed-exUS were suddenly closely correlated like nothing seen in living memory except for a few ancient codgers. A lot of textbooks became outdated very quickly. The culprit ? Globalization makes a pretty convincing argument (depending on the talking-head of course). What is more curious is how the entire developed World is now hanging on the US Fed's every word. So I wonder if an alternative/better reason to hold the Broad Developed International Indexes now days might be better rationalized in terms of adjusting for Currency Risk rather than equity market price movement diversification ? Maybe the best place to uncover non-correlation/divers... now is on a country by country basis, but that means more work/tax-headaches/fee... Until the free-lunch that used to come with International diversification returns it looks less attractive to allocate as much in that direction ...
    Mar 27, 2014. 01:31 AM | 1 Like Like |Link to Comment
  • The Bakken Update: U.S. Oil Production Is The Reason For The Tank Railcar Renaissance [View article]
    "Warren Buffett saw this coming", maybe, maybe not. He grew up delivering newspapers, then owned them. He connected with his inner-child playing with scale trains decades ago, then he ...
    Feb 25, 2014. 01:57 AM | 2 Likes Like |Link to Comment
  • Cabot Oil & Gas: Marcellus Differentials Should Not Overshadow Strong Operating Results [View article]
    On one hand,
    http://bit.ly/1hkuOUt
    maybe they can get Barrons to write a hit piece.

    On the other hand,
    http://bit.ly/1hkuOUv
    probably better odds than Macau.
    Feb 25, 2014. 01:33 AM | Likes Like |Link to Comment
  • 2013 Review And Plan For 2014 [View article]
    "investors should think carefully before embracing creativity in the projection process", thanks for another entry into my quotations text file.
    Jan 30, 2014. 06:13 PM | Likes Like |Link to Comment
  • Simple Math For Equity Bulls [View article]
    It is not easy getting green.
    Jan 29, 2014. 08:12 PM | Likes Like |Link to Comment
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