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Jdeboer87

Jdeboer87
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  • Ford Yielding 6.8%? Not As Crazy As It Sounds [View article]
    I haven't read the 10k, but although the may have only made the minimum contribution this year, (Likely due to their large investment in new product his year), their underling assets in the pension fund may have increased substantially (if it followed the market) resulting in a lower underfunded position from the prior year. My point is the underfunded position is impacted by both contributions and asset growth exceeding expexted growth.
    Feb 27, 2015. 05:48 AM | Likes Like |Link to Comment
  • Ford Yielding 6.8%? Not As Crazy As It Sounds [View article]
    Tdot, I think you live and breath Ford! I like your comments more then most of the articles that are written. Thanks
    Feb 27, 2015. 05:36 AM | Likes Like |Link to Comment
  • Annaly Capital: Solid Q4 Results Support The Bullish Case, But Don't Wait For A Fed-Induced Sell-Off [View article]
    Are they going to reduce the dividend again?
    Feb 25, 2015. 06:25 AM | Likes Like |Link to Comment
  • Ford Yielding 6.8%? Not As Crazy As It Sounds [View article]
    I agree Tdot, I do think they need to pay down their auto debt. I like their strategy of smaller increases in the dividend making more available to pay down debt. In terms of the pension obligations, I do agree that they need to start paying this down but I don't think it is as urgent as the auto debt.
    Feb 24, 2015. 05:17 AM | 1 Like Like |Link to Comment
  • How To Benefit From Rising Interest Rates [View article]
    Interesting. I like how your thinking. I might add other bank stocks as well to diversify a bit.
    Feb 15, 2015. 07:23 AM | Likes Like |Link to Comment
  • 3 Trends To Watch In Frontier Communication's Upcoming Earnings Release [View article]
    The reit structure would allow FTR to avoid paying tax on certain levels of its earnings. Thats a 35% increase in cash flow. They would then dividend it out to shareholders who would pay tax on the distribution.

    -So 35% increase in dividends on a big portion of their earnings.
    -Shareholders would pay a higher tax, as these dividends would be ordinary income but at a likely lower rate then the Corporate Tax rate plus the dividend rate to individuals. (ie., more cash gets to the shareholder)
    -But because its a larger distribution they should see an increase in share price.
    Feb 13, 2015. 03:33 PM | Likes Like |Link to Comment
  • Linn Energy - Why Upside Is Limited [View article]
    No you can't say. But, we know that the supply curve did the price in. (eg. 1-2 million bpd extra.) What we do know, is that Russia, Saudi Arabia and the rest of OPEC have the ability to reduce supply. The fact that this group can't agree is forcing extra supply resulting in prices to decrease. At some point someone will capitulate and realize they are all losing Billions a day by not agreeing to limit supply. My view is the point will come when they will start limiting supply. I don't think its 2 years, I think they will start talking about it this year and that talk will start the price to increase.
    Feb 13, 2015. 03:17 PM | 3 Likes Like |Link to Comment
  • This Is How You Invest In Oil Right Now (Without USO) [View article]
    Yep, Supply can be controlled by so many different factors. So natural supply/demand may not determine the price of oil. My thinking is supply will natural reduce by late 2015 and prices will start heading up this summer.
    Feb 13, 2015. 09:34 AM | Likes Like |Link to Comment
  • 3 Trends To Watch In Frontier Communication's Upcoming Earnings Release [View article]
    Does anyone know when FTR is going to pursue the REIT structure? They had a big increase in share price when their competitor announced it. I am wondering when and estimates of increased dividend as a result?
    Feb 13, 2015. 06:19 AM | Likes Like |Link to Comment
  • How To Benefit From Rising Interest Rates [View article]
    I agree that right now we have upward pressure on interest rates. The amount of increase is the question. But no matter what, this will create larger net interest margin for the banks. It's a perfect storm, BAC will continue to increase its dividends and buy backs while earnings materially increase.
    Feb 13, 2015. 06:16 AM | 3 Likes Like |Link to Comment
  • Linn Energy - Why Upside Is Limited [View article]
    Pappa:
    No I understand, the point I was making is Linn made it seem that our dividends were reasonably secure based on their hedging strategy. The cut not only reduced the dividend but recalibrated the share price(even though the market anticipated it before the actual cut) at these new dividend levels.(if it were a smaller cut its likely the share price would have held higher).

    Now we need to look at what is today. I have purchased more shares in the 9-10 range and now that is has moved north of 12 I see only limited upward pressure unless we receive confidence/guidance that additional dividend increases will come at higher oil price levels.

    Feb 12, 2015. 03:35 PM | 4 Likes Like |Link to Comment
  • Linn Energy - Why Upside Is Limited [View article]
    I didn't like how much they cut the dividend. I was kind of expecting the hedges to protect the distribution more, allowing for more limited dividend cut. Their cut was massive, forcing the stock price to collapse. I guess they needed to do it but I was very disappointed.

    However, I do think that at the current prices we have upside potential. But that upside only comes if they increase the dividend once the price of oil comes back. So, I don't think the price moves much from where it is today unless we get some comfort that dividend increases will come if the price returns to say $80.
    Feb 12, 2015. 12:36 PM | 2 Likes Like |Link to Comment
  • This Is How You Invest In Oil Right Now (Without USO) [View article]
    Oil prices will go up by the end of 2015 and we may see meaningful movement this summer as drivers hit the road. My point is that these oil equities are priced at current oil price levels and once we see real increases in the price of oil the equities should follow. Now is the time to get in.
    Feb 12, 2015. 06:16 AM | Likes Like |Link to Comment
  • Ford Has A Once-In-A-Lifetime Opportunity To Reset Its Borrowing Costs [View article]
    I think Ford's Treasury department is one of the best. The reason they survived the great recession was because they had earlier leveraged all their assets. I think they will make the right decision on their debt and may restructure some. But, I would like to see them make meaningful pay down of their automotive debt.
    Feb 12, 2015. 06:09 AM | 4 Likes Like |Link to Comment
  • Update: Favorable Court Ruling Makes BP A Strong Buy [View article]
    Oil prices will keep the stock price low for a while. But it should rise nicely once the oil prices start turning. Hopefully we will see movement this summer.
    Jan 17, 2015. 12:52 PM | Likes Like |Link to Comment
COMMENTS STATS
268 Comments
226 Likes