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bruce.cameron

bruce.cameron
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  • Atlas Spin-Off Analysis: A Value Lost In The Shuffle [View article]
    I read something from ATLS (new Ticker same as old). Read this about expected distribution, http://prn.to/17T9mpk. Problem is distribution expected from ARP, I think ARP changed their outlook down after this came out .
    Mar 4, 2015. 11:57 PM | Likes Like |Link to Comment
  • Atlas Spin-Off Analysis: A Value Lost In The Shuffle [View article]
    Transactions are supposed to process Friday 3/6. Depending on brokerage house operations some may not see it credited until Monday but most should see it Friday. deal closed 2/27 cash following Friday that's a nice float.
    Mar 4, 2015. 05:34 PM | Likes Like |Link to Comment
  • The Security I Like Best: Atlas Energy, LP [View article]
    Completion of the payouts is going to take almost a week....that's a nice float.
    Mar 3, 2015. 11:30 AM | Likes Like |Link to Comment
  • Atlas Spin-Off Analysis: A Value Lost In The Shuffle [View article]
    What's the opinion.....ATLS.wi the stub...on Monday what does it trade at, what range.
    Feb 26, 2015. 12:28 PM | 1 Like Like |Link to Comment
  • 31.7% Advantage For 5 Monthly Paying, Highest Yield, Lowest Price, Late-February Stocks [View article]
    ARP cut its dividend this morning
    Feb 23, 2015. 02:49 PM | 1 Like Like |Link to Comment
  • Atlas Spin-Off Analysis: A Value Lost In The Shuffle [View article]
    Has anyone looked at the float after this is done for TRGP and what the anticipated divided will be there as well.
    Feb 23, 2015. 01:01 PM | Likes Like |Link to Comment
  • Atlas Spin-Off Analysis: A Value Lost In The Shuffle [View article]
    Now that its a 2 for one split can we also expect changes in the $9.12 per share distribution at the final share holding meeting.
    Feb 9, 2015. 11:58 PM | Likes Like |Link to Comment
  • Part 2: Money Making Lessons From The 2014 Data For Midstream MLP Investing [View article]
    good feedback, thanks
    Feb 7, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Buy Western Asset Mortgage Capital Now As The Entry Point Is Low [View article]
    Thanks for this and your other articles. Any thoughts on Master Income ETF, HIPS.
    Feb 6, 2015. 04:35 PM | Likes Like |Link to Comment
  • Part 2: Money Making Lessons From The 2014 Data For Midstream MLP Investing [View article]
    Thanks for this article and the others you've done. I've been reading some and looking at HIPS, Master Income ETF, which covers a whole spectrum of MLP's, BDC's and REITS. Any thoughts?
    Feb 6, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • The Security I Like Best: Atlas Energy, LP [View article]
    Did anyone notice that all the latest press releases do not contain any reference to TRGP shares or cash payments.
    Jan 30, 2015. 01:28 PM | Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 2 [View article]
    It might be time to replace some of those poor preforming tier 4's with new ones.
    Dec 28, 2014. 12:48 PM | Likes Like |Link to Comment
  • BDCL Next Quarterly Dividend Will Result In A 20.2% Yield [View article]
    By taking on the chin, I am referring to market forces and considering how the market will push stock prices down for BDC's and REIT's in over reacting to Fed actions. At the beginning of the year BDCL was near 30 a share, it is mid 21's now, the $4 dividend does not make up for the decline in that period. Lance, in the last paragraph talks about stability. There is an Fed event that is going to have an impact. Like you pointed out, knowing which BDC's are better managed, internal or external managed, have variable or fixed rate loans and taking into account when the Fed acts and the stupidity of market reactions needs to be part of the calculation. Sometimes when to invest is as import of what to invest in.
    Dec 28, 2014. 10:38 AM | 1 Like Like |Link to Comment
  • BDCL Next Quarterly Dividend Will Result In A 20.2% Yield [View article]
    What about Fed interest rate changes going forward. BDC's and Reits will initially take it on the chin once the Fed starts changing rates. That needs to be part of the forward looking calculation.
    Dec 26, 2014. 04:07 PM | 3 Likes Like |Link to Comment
  • Update: Double-Digit Distribution Portfolio [View article]
    So you had a bad pick on one stock. had you used a ETN or ETF in that same sector you still would have taken a hit because of what's going on in the oil sector. I think you've done a good job overall.
    Dec 2, 2014. 08:00 AM | 6 Likes Like |Link to Comment
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