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RWMostow

RWMostow
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  • Addressing The Royal Dutch Shell Dividend Concerns [View article]
    Hello, again, Veritas-

    A 7% yield in and of itself is not cause for alarm. RDS did not raise the dividend to 7%. The cost of the shares dropped, and as the share price recovers (and, IMO, it will) the 7% will decline.

    I am overweight in both XOM and RDS and I sleep very well at night. Good luck and best wishes to all.

    -rwm
    Aug 29, 2015. 12:32 PM | Likes Like |Link to Comment
  • Addressing The Royal Dutch Shell Dividend Concerns [View article]
    gs-

    I do not wish to stir up a tempest in a teapot, especially on a nice and relaxing weekend, but if I were in your shoes, I'd investigate moving over to "B" shares. As for Vanguard as your brokerage, I have no comment.

    -rwm
    Aug 29, 2015. 12:27 PM | Likes Like |Link to Comment
  • Addressing The Royal Dutch Shell Dividend Concerns [View article]
    gs-

    Which category of RDS? "A" or "B"?

    There is no withholding on "B" shares due to a US/UK tax treaty. Perhaps you need consider a new custodian?

    -rwm
    Aug 28, 2015. 12:14 PM | 2 Likes Like |Link to Comment
  • Medallion Financial's 10-Q: A Port In A Storm [View article]
    LSF-

    Does Chicago matter?

    We all know that the world revolves around NY, NY.

    -rwm
    Aug 26, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • Linn Energy names Rottino as new CFO, replacing Rockov [View news story]
    GsRe-

    You are well on your way to becoming a Hollywood Script Writer.

    Oh, you are already one? Never mind.

    -rwm
    Aug 25, 2015. 10:32 PM | Likes Like |Link to Comment
  • U.S. Capital downgrades Rose Rock, cuts price target on 11 other MLPs [View news story]
    Smurf-

    Up to now, I have both admired and benefited from your comments on SA. Sadly, not true tonight.

    Did you miss reading my comment earlier in this chain?

    To use non-accounting terminology, KMI is akin to being a Duck Billed Platypus. Now I am sure that you know that a Duck Billed Platypus is a mammal that lays eggs. So it should be easy to comprehend that KMI is a C Corp that operates much like, and should be financially judged as, an MLP.

    Yes?

    -rwm
    Aug 25, 2015. 10:09 PM | 8 Likes Like |Link to Comment
  • U.S. Capital downgrades Rose Rock, cuts price target on 11 other MLPs [View news story]
    Hab-

    Functionally as a business, KMI is a MLP and should be evaluated as such when doing DD with their financials.

    Legally, KMI is a C Corp, but to evaluate KMI using C Corp analysis will throw off your DD by quite a bit.

    -rwm
    Aug 25, 2015. 07:53 PM | 10 Likes Like |Link to Comment
  • Linn Energy names Rottino as new CFO, replacing Rockov [View news story]
    Land-

    With your forecasting skills, I'd prefer to not punch a clock at a brokerage.

    Start your own prognosticating boutique, and make tons of money.

    Let's continue to keep in touch.

    -rwm
    Aug 25, 2015. 01:28 PM | 2 Likes Like |Link to Comment
  • Linn Energy names Rottino as new CFO, replacing Rockov [View news story]
    Land-

    "Relationships" might be the key word. (Like divorce?) Good guess.

    -rwm
    Aug 25, 2015. 12:41 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Panic In China Reverberates [View article]
    Chaffey-

    To keep the cops really focused on you, just toodle around in a shiny new Porsche 981.

    Just for fun, hop on I-95 heading south from Washington DC, and the first 3 cars behind me are unmarked cruisers. It is a wonderful secure feeling knowing that I am hi-jack proof (so long as I stay on 95).

    -rwm
    Aug 24, 2015. 10:05 AM | 4 Likes Like |Link to Comment
  • Long-Term Potential Not Enough To Change Hold Rating On Southern Company, For Now [View article]
    Moo-

    Exactly.

    -rwm
    Aug 21, 2015. 11:44 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Crude Prices Head To The $30s [View article]
    Here I go again with my Porsche 981 comments. A few weeks ago I drove round trip from Bethesda Md to Abingdon Va. Approx 370 miles each way.

    Half way to Abingdon, I stopped and filled up with premium (required by the 981). Total cost $32. On the return trip, again about halfway home, I stopped and again filled up. Total cost $33.

    I made no attempt to do any sort of scientific calculation of efficiency. I do know that keeping the 981 on cruise control at 70 mph often keeps me north of 30mpg. Not bad for a 6-cyl track car that is street legal.

    The message? Gasoline plus ICE is still the best way to go.

    Tip for anyone contemplating getting a 981: Porsche for 2016 is rumored to be cutting back to 4-cylinders, manual convertible top, etc. etc. The 2013-2015 981 could become an instant collectors item and not depreciate.

    So, JC, I agree with you.

    -rwm
    Aug 20, 2015. 11:04 AM | 3 Likes Like |Link to Comment
  • A Market Top? 15 Warning Signs [View article]
    JJ-

    Proved that the real estate is commercial and well located. Plus you need time on your side. Hence r/e is not ideal for most retirees. IMO.

    -rwm
    Aug 19, 2015. 11:48 AM | 2 Likes Like |Link to Comment
  • Crude inventory shows an unexpected build [View news story]
    Mike-

    Is the Phlly refinery the one owned by Delta Airlines? Thanks.

    -rwm
    Aug 19, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Aflac stung by BofA downgrade [View news story]
    SDavid-

    Spot on! I would not touch BAC with a 10 foot pole, so why should I take any of their advice?

    As a long time AFL holder, AFL is getting close to the head of my "dump without any regrets" list. Why? I wish to beef up my dry power. As a retiree I cannot accept the weak divi any longer.

    I am not a believer in calculating returns based upon YOC. It is what I am getting in divis now that matters.

    For me, T and/or VZ make a lot more sense (for example) since I do not have 20 more years on this earth.

    Just my IMO.

    -rwm
    Aug 19, 2015. 11:33 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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