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    <title>Kevin Cooper's Comments</title>
    <description>Kevin Cooper's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/1103006/comments</link>
    <item>
      <title>Be Prepared, But Don't Be Crazy</title>
      <link>http://seekingalpha.com/article/1310241/comments?source=feed#comment-17070381</link>
      <guid isPermaLink="false">17070381</guid>
      <content>
        <![CDATA[I too am sitting on what was supposed to be a short term position in CLF.  Oh sure, I could have gotten out at close to break even in early Feb prior to the dividend cut disaster.  Now it's so far underwater that writing calls is not a very attractive option.  It seems to me that this situation is where the covered call strategy breaks down, one in which you experience a dramatic drop in price, even LEAPS offer little hope.  I suppose I should be willing to add another position to help nurse it back to life but just can't bring myself to do it.]]>
      </content>
      <pubDate>Mon, 01 Apr 2013 11:22:18 -0400</pubDate>
      <description>
        <![CDATA[I too am sitting on what was supposed to be a short term position in CLF.  Oh sure, I could have gotten out at close to break even in early Feb prior to the dividend cut disaster.  Now it's so far underwater that writing calls is not a very attractive option.  It seems to me that this situation is where the covered call strategy breaks down, one in which you experience a dramatic drop in price, even LEAPS offer little hope.  I suppose I should be willing to add another position to help nurse it back to life but just can't bring myself to do it.]]>
      </description>
    </item>
    <item>
      <title>This Energy Company Could End The Massive U.S. Trade Deficit</title>
      <link>http://seekingalpha.com/article/1160171/comments?source=feed#comment-14715551</link>
      <guid isPermaLink="false">14715551</guid>
      <content>
        <![CDATA[Good article.  You used to hear politicians of all stripes say, &quot;we much reduce our reliance on imported oil, especially from the Middle East.&quot;  Now we have the opportunity to do just that and we have an administration that is averse to fossil fuels and has a ill conceived approach to &quot;all the above&quot; alternatives.  Fortunately we have companies such as LNG that are willing to take the risks to exploit our opportunity.  And it's a very important point that there is no global market for natural gas, a little understand differentiation from oil.]]>
      </content>
      <pubDate>Thu, 07 Feb 2013 16:58:47 -0500</pubDate>
      <description>
        <![CDATA[Good article.  You used to hear politicians of all stripes say, &quot;we much reduce our reliance on imported oil, especially from the Middle East.&quot;  Now we have the opportunity to do just that and we have an administration that is averse to fossil fuels and has a ill conceived approach to &quot;all the above&quot; alternatives.  Fortunately we have companies such as LNG that are willing to take the risks to exploit our opportunity.  And it's a very important point that there is no global market for natural gas, a little understand differentiation from oil.]]>
      </description>
    </item>
    <item>
      <title>Pay No Tax On Qualified Dividends And LT Capital Gains</title>
      <link>http://seekingalpha.com/article/323721/comments?source=feed#comment-13944121</link>
      <guid isPermaLink="false">13944121</guid>
      <content>
        <![CDATA[Snideybowl:  There is no ceiling on qualified dividend income, however, the portion of your income subject to ordinary rates must not exceed $36,250 in order for any portion of your qualified dividend income to meet the test for a 0% tax rate.  Hope that helps.]]>
      </content>
      <pubDate>Sun, 20 Jan 2013 14:20:23 -0500</pubDate>
      <description>
        <![CDATA[Snideybowl:  There is no ceiling on qualified dividend income, however, the portion of your income subject to ordinary rates must not exceed $36,250 in order for any portion of your qualified dividend income to meet the test for a 0% tax rate.  Hope that helps.]]>
      </description>
    </item>
    <item>
      <title>We Have Met The Enemy</title>
      <link>http://seekingalpha.com/article/1066001/comments?source=feed#comment-12710171</link>
      <guid isPermaLink="false">12710171</guid>
      <content>
        <![CDATA[For some reason when I try to download your spreadsheet I'm getting a page with Jane Well's Ugly Sweater.  Interesting transition.]]>
      </content>
      <pubDate>Mon, 17 Dec 2012 20:08:34 -0500</pubDate>
      <description>
        <![CDATA[For some reason when I try to download your spreadsheet I'm getting a page with Jane Well's Ugly Sweater.  Interesting transition.]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-11475591</link>
      <guid isPermaLink="false">11475591</guid>
      <content>
        <![CDATA[As a group the oil royalty trusts have fallen out of favor recently.  Concerns about falling oil prices, global recession, fiscal cliff and US taxation of trusts have all conspired to drive down asset prices.]]>
      </content>
      <pubDate>Sun, 11 Nov 2012 10:06:43 -0500</pubDate>
      <description>
        <![CDATA[As a group the oil royalty trusts have fallen out of favor recently.  Concerns about falling oil prices, global recession, fiscal cliff and US taxation of trusts have all conspired to drive down asset prices.]]>
      </description>
    </item>
    <item>
      <title>What A Difference A Day Makes</title>
      <link>http://seekingalpha.com/article/936601/comments?source=feed#comment-10937091</link>
      <guid isPermaLink="false">10937091</guid>
      <content>
        <![CDATA[Thank you for your articles.  I wanted to close the loop on one of your ideas for this week: APKT.  I wouldn't have come up with this one on my own, imagine planning to lose 7.4% on the sale of the shares?  I purchased shares at $16.20 and sold the weekly $15 calls for $1.54 each.  With earnings to be announced on 10/25/12 who knew which way things would go.  Earnings were positively received and today the stock is trading above $17.  So after the close my shares will be assigned for $15 and I will happily bank a 2.1% gain for the use of my capital this week.  Sure, it could have gone differently but, well, it didn't.  Thanks again.]]>
      </content>
      <pubDate>Fri, 26 Oct 2012 12:55:19 -0400</pubDate>
      <description>
        <![CDATA[Thank you for your articles.  I wanted to close the loop on one of your ideas for this week: APKT.  I wouldn't have come up with this one on my own, imagine planning to lose 7.4% on the sale of the shares?  I purchased shares at $16.20 and sold the weekly $15 calls for $1.54 each.  With earnings to be announced on 10/25/12 who knew which way things would go.  Earnings were positively received and today the stock is trading above $17.  So after the close my shares will be assigned for $15 and I will happily bank a 2.1% gain for the use of my capital this week.  Sure, it could have gone differently but, well, it didn't.  Thanks again.]]>
      </description>
    </item>
    <item>
      <title>The Best Retirement Investing 'Mistake'</title>
      <link>http://seekingalpha.com/article/853151/comments?source=feed#comment-9192621</link>
      <guid isPermaLink="false">9192621</guid>
      <content>
        <![CDATA[Mr. Inkrot:  Thank you for the article.  I agree that there is too much mindless &quot;advice&quot; being repeated throughout the financial press.  With respect to your &quot;0% rule&quot;, I provided a similar perspective in an SA article:  <a rel='nofollow' target='_blank' href='http://tiny.cc/rsy9jw'>http://tiny.cc/rsy9jw</a><br/>Having said that, William Bernstein is something of a pioneer and did groundbreaking research on asset allocation and the &quot;efficient frontier&quot;.  It's worthwhile reading for any investor, no matter what your stripes.  It would be a shame to dismiss him based upon this article.]]>
      </content>
      <pubDate>Fri, 07 Sep 2012 13:04:40 -0400</pubDate>
      <description>
        <![CDATA[Mr. Inkrot:  Thank you for the article.  I agree that there is too much mindless &quot;advice&quot; being repeated throughout the financial press.  With respect to your &quot;0% rule&quot;, I provided a similar perspective in an SA article:  <a rel='nofollow' target='_blank' href='http://tiny.cc/rsy9jw'>http://tiny.cc/rsy9jw</a><br/>Having said that, William Bernstein is something of a pioneer and did groundbreaking research on asset allocation and the &quot;efficient frontier&quot;.  It's worthwhile reading for any investor, no matter what your stripes.  It would be a shame to dismiss him based upon this article.]]>
      </description>
    </item>
    <item>
      <title>When Predicting Isn't An Option</title>
      <link>http://seekingalpha.com/article/833501/comments?source=feed#comment-8905961</link>
      <guid isPermaLink="false">8905961</guid>
      <content>
        <![CDATA[Thank you for the detailed and comprehensive response.  Good lessons.]]>
      </content>
      <pubDate>Wed, 29 Aug 2012 13:24:14 -0400</pubDate>
      <description>
        <![CDATA[Thank you for the detailed and comprehensive response.  Good lessons.]]>
      </description>
    </item>
    <item>
      <title>When Predicting Isn't An Option</title>
      <link>http://seekingalpha.com/article/833501/comments?source=feed#comment-8899681</link>
      <guid isPermaLink="false">8899681</guid>
      <content>
        <![CDATA[I appreciate your articles and your weekly suggestions for buy/write opportunities.  On 8/9/2012, I purchased CLF at $44.56 and sold $44 Calls for 8/18/2012 at $1.03.  Prior to expiration I captured the $0.625 dividend.  Since then CLF has moved steadily downward and all miners are being hit today.  At this point selling puts feels like trying to catch the falling knife.  I'd appreciate any ideas on how to rehabilitate this losing position.  Thank you.]]>
      </content>
      <pubDate>Wed, 29 Aug 2012 11:42:06 -0400</pubDate>
      <description>
        <![CDATA[I appreciate your articles and your weekly suggestions for buy/write opportunities.  On 8/9/2012, I purchased CLF at $44.56 and sold $44 Calls for 8/18/2012 at $1.03.  Prior to expiration I captured the $0.625 dividend.  Since then CLF has moved steadily downward and all miners are being hit today.  At this point selling puts feels like trying to catch the falling knife.  I'd appreciate any ideas on how to rehabilitate this losing position.  Thank you.]]>
      </description>
    </item>
    <item>
      <title>Dividends? Forget DRIP And Go PRIP</title>
      <link>http://seekingalpha.com/article/629371/comments?source=feed#comment-7833551</link>
      <guid isPermaLink="false">7833551</guid>
      <content>
        <![CDATA[George, Is there a particular &quot;screen&quot; that you use to find attractive opportunities to capture weekly or monthly call premiums?  Thanks for your articles.]]>
      </content>
      <pubDate>Fri, 27 Jul 2012 10:32:29 -0400</pubDate>
      <description>
        <![CDATA[George, Is there a particular &quot;screen&quot; that you use to find attractive opportunities to capture weekly or monthly call premiums?  Thanks for your articles.]]>
      </description>
    </item>
    <item>
      <title>IPO Preview: SandRidge Mississippian Trust II</title>
      <link>http://seekingalpha.com/article/504151/comments?source=feed#comment-4587781</link>
      <guid isPermaLink="false">4587781</guid>
      <content>
        <![CDATA[There's something wrong with your table of targeted distributions.  According to the prospectus, distributions for 2012 targeted at $1.88, 2013 targeted at $2.72, etc.]]>
      </content>
      <pubDate>Thu, 19 Apr 2012 14:16:55 -0400</pubDate>
      <description>
        <![CDATA[There's something wrong with your table of targeted distributions.  According to the prospectus, distributions for 2012 targeted at $1.88, 2013 targeted at $2.72, etc.]]>
      </description>
    </item>
    <item>
      <title>$2 Million Needed To Retire?</title>
      <link>http://seekingalpha.com/article/457261/comments?source=feed#comment-3831151</link>
      <guid isPermaLink="false">3831151</guid>
      <content>
        <![CDATA[There's too much focus on &quot;reaching your number&quot;.  Not enough focus on how much do you need?  As you show, we need to first look at our expenses.  And in that context, what sort of retirement do we expect.  It's all about expectations.  And once you understand your income needs, where does it come from.  My preference is income from my investments not reducing the portfolio by 4% per year.  Thanks for the article.  Good perspective.]]>
      </content>
      <pubDate>Mon, 26 Mar 2012 11:07:31 -0400</pubDate>
      <description>
        <![CDATA[There's too much focus on &quot;reaching your number&quot;.  Not enough focus on how much do you need?  As you show, we need to first look at our expenses.  And in that context, what sort of retirement do we expect.  It's all about expectations.  And once you understand your income needs, where does it come from.  My preference is income from my investments not reducing the portfolio by 4% per year.  Thanks for the article.  Good perspective.]]>
      </description>
    </item>
    <item>
      <title>Modern Dividend Theory Explained Part 1</title>
      <link>http://seekingalpha.com/article/452511/comments?source=feed#comment-3752641</link>
      <guid isPermaLink="false">3752641</guid>
      <content>
        <![CDATA[DVK:  Thanks for this creative pov helping to organize the precepts of MDT.  I'm in the MDT camp but have a comment regarding the line item in your spreadsheet regarding risk/reward tradeoff.  In the MPT box you say:  &quot;Higher returns can only be achieved by assuming higher risk (i.e., higher volatility).&quot;<br/> My understanding of MPT is that one of the bedrock principles is that by combining various uncorrelated assets you can increase your expected total returns while lowering overall portfolio volatility.<br/><br/>Again, thanks for the article.  I look forward to seeing additional refinement to MDT/MIT.]]>
      </content>
      <pubDate>Fri, 23 Mar 2012 09:55:28 -0400</pubDate>
      <description>
        <![CDATA[DVK:  Thanks for this creative pov helping to organize the precepts of MDT.  I'm in the MDT camp but have a comment regarding the line item in your spreadsheet regarding risk/reward tradeoff.  In the MPT box you say:  &quot;Higher returns can only be achieved by assuming higher risk (i.e., higher volatility).&quot;<br/> My understanding of MPT is that one of the bedrock principles is that by combining various uncorrelated assets you can increase your expected total returns while lowering overall portfolio volatility.<br/><br/>Again, thanks for the article.  I look forward to seeing additional refinement to MDT/MIT.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3712791</link>
      <guid isPermaLink="false">3712791</guid>
      <content>
        <![CDATA[trapper132:  Thank you.  Once you are relying upon the income from your portfolio for your living expenses it requires that you take a different look at your winners.]]>
      </content>
      <pubDate>Thu, 22 Mar 2012 09:23:03 -0400</pubDate>
      <description>
        <![CDATA[trapper132:  Thank you.  Once you are relying upon the income from your portfolio for your living expenses it requires that you take a different look at your winners.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3467001</link>
      <guid isPermaLink="false">3467001</guid>
      <content>
        <![CDATA[Uain53:  You have to be ready to take advantage of those dips.  There haven't been many so for in 2012.  Thanks for the comment.]]>
      </content>
      <pubDate>Wed, 14 Mar 2012 10:24:45 -0400</pubDate>
      <description>
        <![CDATA[Uain53:  You have to be ready to take advantage of those dips.  There haven't been many so for in 2012.  Thanks for the comment.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3466971</link>
      <guid isPermaLink="false">3466971</guid>
      <content>
        <![CDATA[Mr. Schwartz:  It can be tough to sell a clear winner but it may make sense if you can increase your income and still maintain or increase your total capital.  Thanks for the comment.]]>
      </content>
      <pubDate>Wed, 14 Mar 2012 10:23:45 -0400</pubDate>
      <description>
        <![CDATA[Mr. Schwartz:  It can be tough to sell a clear winner but it may make sense if you can increase your income and still maintain or increase your total capital.  Thanks for the comment.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3445991</link>
      <guid isPermaLink="false">3445991</guid>
      <content>
        <![CDATA[eyetri2:  Thanks for your comments.  I tried to say that I'm not suggesting that JNJ and LEG are the absolute best available alternatives to MCD.  I'm sure we can find someone to make an argument that INTC is not an A+ company.  However, only in 5 years will be able to say with certainty which is the superior investment over the next 5 years.  I do appreciate your input.  I think this issue is a difficult one for DG investors.]]>
      </content>
      <pubDate>Tue, 13 Mar 2012 16:41:18 -0400</pubDate>
      <description>
        <![CDATA[eyetri2:  Thanks for your comments.  I tried to say that I'm not suggesting that JNJ and LEG are the absolute best available alternatives to MCD.  I'm sure we can find someone to make an argument that INTC is not an A+ company.  However, only in 5 years will be able to say with certainty which is the superior investment over the next 5 years.  I do appreciate your input.  I think this issue is a difficult one for DG investors.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3445691</link>
      <guid isPermaLink="false">3445691</guid>
      <content>
        <![CDATA[jrcarl:  Of course, the assumed growth rate for earnings and dividends is critical.  I have listed these assumed rates in the key metrics for each of the stocks.  I took the 5 year EPS growth rate from the Dividend Champions spreadsheet.  And I was trying to be conservative in leaving the PE at the current ratio, assuming no PE expansion.  (Nor any contraction.)  As I alluded to in an early comment reply, can I rely upon MCD to meet its assumed growth rates going forward.  It's not a given.  Thank you for your perspective.]]>
      </content>
      <pubDate>Tue, 13 Mar 2012 16:32:52 -0400</pubDate>
      <description>
        <![CDATA[jrcarl:  Of course, the assumed growth rate for earnings and dividends is critical.  I have listed these assumed rates in the key metrics for each of the stocks.  I took the 5 year EPS growth rate from the Dividend Champions spreadsheet.  And I was trying to be conservative in leaving the PE at the current ratio, assuming no PE expansion.  (Nor any contraction.)  As I alluded to in an early comment reply, can I rely upon MCD to meet its assumed growth rates going forward.  It's not a given.  Thank you for your perspective.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3435061</link>
      <guid isPermaLink="false">3435061</guid>
      <content>
        <![CDATA[LarryMelman:  Indeed.  I understand your forest and trees concern.  Projections and spreadsheets serve to put hard numbers to our decision making.   Diversification and tax issues have to be addressed within the context of each investor's strategy and circumstances.  Also, for me, I have to ask if MCD can perform for me over the next 8 years close to how it has performed over the past 8.  Probably not, but it still has big opportunities in China and other emerging markets.  Thanks for your point of view.]]>
      </content>
      <pubDate>Tue, 13 Mar 2012 12:16:36 -0400</pubDate>
      <description>
        <![CDATA[LarryMelman:  Indeed.  I understand your forest and trees concern.  Projections and spreadsheets serve to put hard numbers to our decision making.   Diversification and tax issues have to be addressed within the context of each investor's strategy and circumstances.  Also, for me, I have to ask if MCD can perform for me over the next 8 years close to how it has performed over the past 8.  Probably not, but it still has big opportunities in China and other emerging markets.  Thanks for your point of view.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3434481</link>
      <guid isPermaLink="false">3434481</guid>
      <content>
        <![CDATA[richjoy403:  I understand your reasoning.  I mention in the article that I was taking the extreme point of view of selling the entire position but cashing in half (or some other fraction) would also serve to increase your return on that portion and allow you to still be exposed to MCD.  This is the nature of the decision faced by a dividend growth investor.  Thank you for your comment.]]>
      </content>
      <pubDate>Tue, 13 Mar 2012 12:07:36 -0400</pubDate>
      <description>
        <![CDATA[richjoy403:  I understand your reasoning.  I mention in the article that I was taking the extreme point of view of selling the entire position but cashing in half (or some other fraction) would also serve to increase your return on that portion and allow you to still be exposed to MCD.  This is the nature of the decision faced by a dividend growth investor.  Thank you for your comment.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3431321</link>
      <guid isPermaLink="false">3431321</guid>
      <content>
        <![CDATA[KSAccountant:  Certainly taxes have to be considered.  But the point is that for an income investor does it make sense to let winners run forever when you could reallocate some of that profit to increase your revenue for years to come.  Thank you for your comment.]]>
      </content>
      <pubDate>Tue, 13 Mar 2012 11:00:53 -0400</pubDate>
      <description>
        <![CDATA[KSAccountant:  Certainly taxes have to be considered.  But the point is that for an income investor does it make sense to let winners run forever when you could reallocate some of that profit to increase your revenue for years to come.  Thank you for your comment.]]>
      </description>
    </item>
    <item>
      <title>Cash In Profits From A Dividend Growth Winner To Increase Income</title>
      <link>http://seekingalpha.com/article/429981/comments?source=feed#comment-3431191</link>
      <guid isPermaLink="false">3431191</guid>
      <content>
        <![CDATA[Mr. Wells:  Thank you for your comment.  As I mention in the article, JNJ and LEG may not be your cup of tea for this type of strategy.  However, as with most stocks depending upon when you purchased JNJ or LEG in the past 10 years you could be sitting on a decent gain.]]>
      </content>
      <pubDate>Tue, 13 Mar 2012 10:57:58 -0400</pubDate>
      <description>
        <![CDATA[Mr. Wells:  Thank you for your comment.  As I mention in the article, JNJ and LEG may not be your cup of tea for this type of strategy.  However, as with most stocks depending upon when you purchased JNJ or LEG in the past 10 years you could be sitting on a decent gain.]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-3093921</link>
      <guid isPermaLink="false">3093921</guid>
      <content>
        <![CDATA[Mr. Shulli:  SD has filed the registration statement for Mississippian Trust II, to be traded as SDR.  Not aware of announced IPO date as of yet.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/AmF6ke'>http://bit.ly/AmF6ke</a>]]>
      </content>
      <pubDate>Fri, 02 Mar 2012 08:31:25 -0500</pubDate>
      <description>
        <![CDATA[Mr. Shulli:  SD has filed the registration statement for Mississippian Trust II, to be traded as SDR.  Not aware of announced IPO date as of yet.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/AmF6ke'>http://bit.ly/AmF6ke</a>]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-2925861</link>
      <guid isPermaLink="false">2925861</guid>
      <content>
        <![CDATA[DT160:  Any partnership structure like an MLP or a trust will certainly add some complexity to your tax preparation.  As for the sale of shares in SDT, SD retained a number of common units in SDT at the time of the IPO.  I can only assume that SD is taking advantage of the substantial run up in the shares of SDT.  This has no impact on the payment of distributions.  The distributions are purely a matter of the amount of oil and gas recovered from the drilling operations.]]>
      </content>
      <pubDate>Sat, 25 Feb 2012 11:23:48 -0500</pubDate>
      <description>
        <![CDATA[DT160:  Any partnership structure like an MLP or a trust will certainly add some complexity to your tax preparation.  As for the sale of shares in SDT, SD retained a number of common units in SDT at the time of the IPO.  I can only assume that SD is taking advantage of the substantial run up in the shares of SDT.  This has no impact on the payment of distributions.  The distributions are purely a matter of the amount of oil and gas recovered from the drilling operations.]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-2925561</link>
      <guid isPermaLink="false">2925561</guid>
      <content>
        <![CDATA[cds1212: I agree with your assessment.  For the operator it is a relatively low cost way to finance the drilling operations with some upside for them if the recovery rates exceed their projections.  It is to their advantage to price the trust units attractively especially when they know they may want to form additional trusts for drilling in the same formation.  For the investor, particularly when you can purchase at the IPO or early in the life of the trust, this investment offers a short term opportunity to profit through capital gains as well as a relatively high yield.  Thank you for your informed comments.]]>
      </content>
      <pubDate>Sat, 25 Feb 2012 11:12:39 -0500</pubDate>
      <description>
        <![CDATA[cds1212: I agree with your assessment.  For the operator it is a relatively low cost way to finance the drilling operations with some upside for them if the recovery rates exceed their projections.  It is to their advantage to price the trust units attractively especially when they know they may want to form additional trusts for drilling in the same formation.  For the investor, particularly when you can purchase at the IPO or early in the life of the trust, this investment offers a short term opportunity to profit through capital gains as well as a relatively high yield.  Thank you for your informed comments.]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-2848311</link>
      <guid isPermaLink="false">2848311</guid>
      <content>
        <![CDATA[rdburch:  You have to be aware that these types of investments can generate Unrelated Business Income.  If your IRA reaches a certain threshold of UBI, then your IRA will be liable for taxes.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/xSSbfj'>http://bit.ly/xSSbfj</a>]]>
      </content>
      <pubDate>Wed, 22 Feb 2012 19:54:45 -0500</pubDate>
      <description>
        <![CDATA[rdburch:  You have to be aware that these types of investments can generate Unrelated Business Income.  If your IRA reaches a certain threshold of UBI, then your IRA will be liable for taxes.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/xSSbfj'>http://bit.ly/xSSbfj</a>]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-2786681</link>
      <guid isPermaLink="false">2786681</guid>
      <content>
        <![CDATA[Globalx:  Interesting.  You might want to have them double check that.  The prospectus clearly states that the trust is organized as a partnership.]]>
      </content>
      <pubDate>Mon, 20 Feb 2012 15:58:20 -0500</pubDate>
      <description>
        <![CDATA[Globalx:  Interesting.  You might want to have them double check that.  The prospectus clearly states that the trust is organized as a partnership.]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-2785921</link>
      <guid isPermaLink="false">2785921</guid>
      <content>
        <![CDATA[oagfy:  The K-1 is not yet available and 2011 was the first year of operation for SDT.  Understand that I'm not a tax professional but unless you have significant partnership holdings, you may not meet minimum filing requirements for the other states.]]>
      </content>
      <pubDate>Mon, 20 Feb 2012 15:07:12 -0500</pubDate>
      <description>
        <![CDATA[oagfy:  The K-1 is not yet available and 2011 was the first year of operation for SDT.  Understand that I'm not a tax professional but unless you have significant partnership holdings, you may not meet minimum filing requirements for the other states.]]>
      </description>
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      <title>Chipotle: Growth At Any Price?</title>
      <link>http://seekingalpha.com/article/375121/comments?source=feed#comment-2783321</link>
      <guid isPermaLink="false">2783321</guid>
      <content>
        <![CDATA[I wouldn't pretend to discount your point that CMG is richly valued, however, I don't see the evidence of cannibalization that you refer to.  For the most recent quarter, the average revenue per store was running at a rate of just over $2 million.  This metric has increased every quarter and is up from $1.8 million at the end of 2010.  Also, to echo one of the other comments, you have to be careful shorting momentum.  I sold half of my position last year at $230 on valuation concern.  Thanks for the article, good discussion.]]>
      </content>
      <pubDate>Mon, 20 Feb 2012 13:12:16 -0500</pubDate>
      <description>
        <![CDATA[I wouldn't pretend to discount your point that CMG is richly valued, however, I don't see the evidence of cannibalization that you refer to.  For the most recent quarter, the average revenue per store was running at a rate of just over $2 million.  This metric has increased every quarter and is up from $1.8 million at the end of 2010.  Also, to echo one of the other comments, you have to be careful shorting momentum.  I sold half of my position last year at $230 on valuation concern.  Thanks for the article, good discussion.]]>
      </description>
    </item>
    <item>
      <title>SandRidge Mississippian Trust I Paying Above Targets</title>
      <link>http://seekingalpha.com/article/377821/comments?source=feed#comment-2782981</link>
      <guid isPermaLink="false">2782981</guid>
      <content>
        <![CDATA[kimber561:  Yes, you can sell at any time.  It is publicly traded.  Assuming that the output from the wells follows the pattern anticipated by the prospectus, then the output and the distributions will begin to decline following the peak in 2014/2015.  That would imply that the stock price will follow suit and decline accordingly since an investor would only purchase the trust for the income.  The trust will terminate on 12/31/2030.  At that time, the trust will retain a 50% interest in the future royalties.  If this has any value, these interests will be sold and any proceeds will be distributed to the unit holders.  This may or may not result in a payout.]]>
      </content>
      <pubDate>Mon, 20 Feb 2012 12:53:34 -0500</pubDate>
      <description>
        <![CDATA[kimber561:  Yes, you can sell at any time.  It is publicly traded.  Assuming that the output from the wells follows the pattern anticipated by the prospectus, then the output and the distributions will begin to decline following the peak in 2014/2015.  That would imply that the stock price will follow suit and decline accordingly since an investor would only purchase the trust for the income.  The trust will terminate on 12/31/2030.  At that time, the trust will retain a 50% interest in the future royalties.  If this has any value, these interests will be sold and any proceeds will be distributed to the unit holders.  This may or may not result in a payout.]]>
      </description>
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