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  • Targa Resources President/COO Michael Heim steps down  [View news story]
    It's not so much in who is running the company. The way I see it, you can break the future of Targa (or any gas/oil corp) down to two questions:

    1. How long will the unit prices of gas/oil be suppressed?

    2. Will Targa survive the continuing economic fallout?

    I'm betting on survival. In the meantime, I'm keeping my shares, while reinvesting the dividends back into more (cheaper) shares. [DRIP]

    This is a long-term plan, of course. But I've already lost enough over the past year (in NGLS), to the point that I don't even care anymore. Fortunately (or I should say that I'm lucky enough), to hold more in winners than losers in the rest of my portfolios.
    Nov 18, 2015. 12:33 AM | Likes Like |Link to Comment
  • Eldorado Gold Corp. Received Another Blow Today 'Ala Greek'  [View article]
    Bureaucrats and stupidity are synonymous.

    But I'm turning a lemon into lemon pie. EGO (for me) has become a great day-trader stock.
    Apr 17, 2015. 12:31 PM | Likes Like |Link to Comment
  • El Pollo Loco Could Follow Up With Another Strong Quarter  [View article]
    Thanks for the reply, Eric, and more good points. When you put LOCO up against the fare of a KFC or a Taco Bell, I for one would prefer the Crazy Chicken--based upon the reviews of those who have dined there (since I have yet to enjoy the opportunity).

    While KFC--when the chicken is fresh--is undoubtedly appealing to the taste buds, the high fat content keeps a growing number of health conscious individuals away. As for Taco Bell, my personal attraction pretty much stops beyond the tacos--which, I think, are the best. Their burritos are relatively bland and boring when compared with "real" Mexican fare.

    And, while Chipotle offers a relatively limited menu, what they DO offer is tasty, and with a reasonably low caloric and fat content. Between the meats and the beans, the protein levels are up to par, calorie per calorie.

    But compared to Chipotle, El Pollo Loco's menu just blows me away. The variety is amazing for just a casual quick service restaurant (again, I can't wait!).
    Mar 24, 2015. 01:53 PM | 1 Like Like |Link to Comment
  • El Pollo Loco Could Follow Up With Another Strong Quarter  [View article]
    Article points well taken. Unfortunately, due the the chain's SW concentration, I have yet to experience El Pollo Loco fare. But from what I've heard from a couple of California friends, this joint is a great place to dine--offering both a slimmer diet as compared to most fast food chains, yet priced below the majority of casual restaurants as well. Can't wait for their first store in Colorado!

    If LOCO can compete with Chipotle in more northern and eastern regions, we have a truly long-term winner here.
    Mar 18, 2015. 04:25 PM | 2 Likes Like |Link to Comment
  • Eldorado Gold Corp. Received Another Blow Today 'Ala Greek'  [View article]
    Typical of the backward thinking of the pseudo "progressive" far left: thwart industry and expand government control.

    On a more positive note, I'm thinking that when you consider that EGO tumbled down to the low $4's (end of January) and gold was trading at just over $1300, the 20% drop in EGO back then _was_ the adjustment for the Skouries road block.

    With EGO trading in the mid 5's as I "speak," it is somewhat comforting when you consider the relatively low price of the yellow metal (1208-9) today.
    Mar 2, 2015. 11:54 AM | Likes Like |Link to Comment
  • Eldorado Gold Sinks To 6-Year Lows; Greek Government Vows To Act Against Skouries  [View article]
    EGO is not a one-trick pony. Yet the gaping price drop at the end of January apparently indicates that the unfamiliar actually believe the sun rises and sets on the Skouries operation. It does not.

    There are not only several other active precious mineral mines around the world under the EGO umbrella, this Canada based corporation produces an ounce of gold for roughly half the price (operating costs) of most larger operations. This is "money."

    Is Eldorado Gold a "forever" stock? I don't think so. I don't believe that any gold miner is necessarily "golden" over the long, long term. But, for now, I look at EGO as the one to play at the price.

    Hope you will make a bundle off it. I know that I have.
    Feb 28, 2015. 12:09 AM | Likes Like |Link to Comment
  • Facebook Running Into A Growth Problem  [View article]
    As others have expressed, it is incredible how a financial writer could fail to observe that WhatsApp and Instagram are under the same Facebook umbrella. It should be increasing clear to anyone with eyes and ears in his/her head that FB has been taking the "something for everyone" approach to business...and this model applies to platforms, some yet to be unveiled, well beyond what FB is today.

    It is absurd to play one demographic against another when they are all under the same big top. This would be like calling a restaurant that serves alcohol an "adult" establishment, when it also offers a children's menu!

    For some time now, I've questioned anything that emanates from ValueWalk. Is it a venue for intelligent financial information, or little more than a "short" stop?
    Jan 12, 2015. 04:51 PM | 2 Likes Like |Link to Comment
  • A Closer Look At Targa Resources Partners' 3Q'14 Distributable Cash Flow  [View article]
    Good response in a nutshell, Dirk. However, I was under the impression that, in Targa's case, the raw commodity price exposure would not be so much of a factor as it apparently has been recently. This is based upon Targa's past five-year run, vis-à-vis nat gas prices.

    While I have not done any in-depth research into the ATLS factor, it appears to me that NGLS's downward spiral began simultaneously with the acquisition of Atlas Energy LP--which IS more directly impacted by raw prices.

    Your thoughts?
    Dec 10, 2014. 08:22 PM | 1 Like Like |Link to Comment
  • Eldorado Gold Disappoints On Earnings; Valuation Is Expensive  [View article]
    Thanks, Christopher. And thanks for your article/input. As you can see from my comment to Shane, your piece has opened up a new "gold mine" of thought here.

    Nothing like serendipity!
    Nov 16, 2014. 02:38 AM | 1 Like Like |Link to Comment
  • Eldorado Gold Disappoints On Earnings; Valuation Is Expensive  [View article]
    Thanks for the heads-up on Tahoe, Shane. The more I look, the more I'm liking it better than EGO as a short-term trade. I'll just need to investigate the break-even point, vis-a-vis the spot gold price. On this point, EGO does better than the bigger miners.
    Nov 16, 2014. 02:35 AM | 1 Like Like |Link to Comment
  • Eldorado Gold Disappoints On Earnings; Valuation Is Expensive  [View article]
    This is my main takeaway from the article:

    "We saw some positive developments, however, in the quarter. Gold dropped below $1,200/oz in October, but >>ELDORADO SUPPORTS A LOW PRODUCTION COST PROFILE THAT CAN HANDLE SOFT GOLD PRICES AND YIELD ATTRACTIVE OPERATING MARGINS.<<

    Operating margins, based on an AISC of $735/oz and an average realized gold price of $1,274/oz, was $539/oz, or 42%, for the third quarter. >>THIS IS AN EXCELLENT MARGIN COMPARED TO SENIOR PEERS<< Barrick Gold (NYSE:ABX) (35%), Yamana Gold (NYSE:AUY) (37%), Kinross Gold (NYSE:KGC) (28%), Agnico Eagle (NYSE:AEM) (19%), and Goldcorp (NYSE:GG) (16%)."

    I've found EGO to be an excellent vehicle for playing the volatile gold movements. The share values reflect the minute-by-minute gold spot price changes so well.

    The trick is, of course, to jump in at a perceived "unsustainable low," then ride the metal prices upward. While I did not get in at the absolute bottom ($4.25) this round, I _was_ fortunate enough to buy in @ 5.41.

    Ride 'em cowboy!
    Nov 14, 2014. 03:45 PM | Likes Like |Link to Comment
  • I'm Thinking About Removing Dunkin' Brands From My Portfolio Now  [View article]
    I can empathize, AA. Recently sold DNKN (after a year of lackluster performance) to pick up LOCO. How long I will keep that one will depend on earnings over the next couple quarters. But I'm getting a little skittish with food service in general.

    As for a decent dividend (currently 5%-plus) I feel far more confident with an energy utility like NGLS. Add to that, the 160% share returns over the past 4.75 years (since IPO), there is a lot to like here. I have better better performers, such as FB, but NGLS has proven out to be sure and steady, and conducive to a good night's sleep.

    Best to you with your future plays...
    Nov 3, 2014. 07:48 PM | 1 Like Like |Link to Comment
  • Why TripAdvisor Remains A Good Investment  [View article]
    Good article, and I agree with not only the key talking points of the author, but with Gary J’s take as well.

    There is no other online travel site that provides valuable travel information as comprehensively as TripAdvisor. But the best part is—from an investor’s point of view—the “competition” is also a goodly portion of TRIP’s source of revenue!

    I’m already invested in TRIP, but I agree that one could not go wrong with buying in today. $95 is a bargain, for my money. We should see $120 by year’s end.

    Having said that, it might be wise to hold off until the dust settles in the wake of the impending BABA bomb…an event that could very well create some near-future bargains out there—AMZN in particular.
    Sep 15, 2014. 12:40 PM | 1 Like Like |Link to Comment
  • Facebook Inc. Witnessing Insider Selling This Week  [View article]
    Either a typo or an IQ number...
    Aug 8, 2014. 02:12 PM | Likes Like |Link to Comment
  • The 5 Most Important Criteria For Deciding Whether To Hold Or Sell Facebook Stock  [View article]
    If, if, if…

    I will get from New York to London if the damn plane doesn’t crash.

    I don’t need to know how it will get there, but I do believe it will arrive.

    Don’t know about you, but I book only one flight at a time. If the air fare is too steep, I either stay at home or figure out something else.

    Maybe I won’t go to London.

    But, with all my free (FB) air miles, maybe I will.
    May 2, 2014. 02:46 AM | 1 Like Like |Link to Comment
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