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rickevan

rickevan
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  • Why Altria Could Become A 'Must-Have' Holding [View article]
    The articles on MO should always mention that in addition to their operating business, their investment in SABMiller brings in substantial dividend income and if ever sold would bring in more than enough cash to repay 100% of the outstanding debt and have cash left over ! Long MO and PM.
    Oct 8, 2014. 11:08 PM | 6 Likes Like |Link to Comment
  • For Boeing, Multiple Contraction Is Possible [View article]
    When you use the term growth rate are you talking about growth in future orders ? I'm sure many businesses would love to have all they could produce sold out for years to come !
    Oct 7, 2014. 02:40 PM | 5 Likes Like |Link to Comment
  • Update: BreitBurn Energy Partners To Sell 14M Units [View article]
    This reminds me of the ill timed ARCP capital raise. The management of these companies are supposed to have well above average intelligence. The company will now pay 11% net for this new money ! What was the after tax cost of the debt ? A fraction of what they're now paying, I'm sure. If the cash was needed that badly, then there are more problems that we don't know about. Management should know how existing unitholders will respond and have the decency to try and explain their action. Unitholders got burned for no reason !
    Oct 7, 2014. 02:31 PM | 5 Likes Like |Link to Comment
  • Seadrill: How To Play With A Falling Knife [View article]
    How about issuing a stock dividend in lieu of cash ?
    Oct 7, 2014. 11:47 AM | Likes Like |Link to Comment
  • Seadrill: How To Play With A Falling Knife [View article]
    True statement. Also, my grandmother told me, where there's a will there's relatives !
    Oct 7, 2014. 11:42 AM | Likes Like |Link to Comment
  • Noble Corp.: Safest Offshore Driller With Sustainable 7% Dividend Yield [View article]
    This was an excellent article. I found it to be thorough and well written.
    Oct 6, 2014. 09:48 AM | 5 Likes Like |Link to Comment
  • Building Your Own High-Yield Portfolio [View article]
    I do business withbVanguard and annually I get an allowance of free trades, I think 20, than $ 2 for every stock trade thereafter. No cost for dividend reinvestment, if chosen.
    Oct 6, 2014. 01:41 AM | 1 Like Like |Link to Comment
  • Sell General Mills And Buy Procter & Gamble [View article]
    Good article Ray. You must haveva strong conviction since you are a long term investor and your shares og GIS must be at a substantially basis and would result in a taxable transaction. Just curious, if you already owned PG would you make the same move ? I happen to be long both stocks already.
    Oct 5, 2014. 05:12 AM | 3 Likes Like |Link to Comment
  • Can The Alerian MLP ETF And Its 8% Expense Ratio Really Be Trusted Anymore? [View article]
    I read your profile. Congratulations on your 65th wedding anniversary !
    Oct 5, 2014. 12:10 AM | Likes Like |Link to Comment
  • Seadrill: How To Play With A Falling Knife [View article]
    Good article. I have no position in SDRL, however, I'm interested. Unfortunately, "guaranteeing" the dividend just thru 2015 is no consolation. The market needs to turn and based upon my readings it will not happen quickly. Eventually, I would expect a dividend cut and the expected drop in price. That may be the time to go long.
    Sep 30, 2014. 05:12 AM | 4 Likes Like |Link to Comment
  • Can The Alerian MLP ETF And Its 8% Expense Ratio Really Be Trusted Anymore? [View article]
    I am extremely long AMLP and I basically view the "tax" as what I would pay if I held and sold individual MLP's with the ordinary income recapture. The income comes to me clean and if I sell at a profit it is capital gain.
    Sep 30, 2014. 05:01 AM | 5 Likes Like |Link to Comment
  • Why AT&T Could Be A Better Income Pick Than Verizon [View article]
    Very good point which was overlooked in the Vz article. If someone wanted income from the telco's, I would own both.
    Sep 29, 2014. 06:24 AM | 8 Likes Like |Link to Comment
  • Energy MLP returns double S&P, despite naysayers [View news story]
    Thanks for your response, however, your comment did not address the question I asked of the author of the article. My question has nothing to do with holding inside or outside a retirement account. It was specifically about he owning Line vs Lnco. Also, I happen to be long KMR and the relationship with KMP is not the same as it is with LINE/LNCO.
    Sep 28, 2014. 06:02 AM | Likes Like |Link to Comment
  • Energy MLP returns double S&P, despite naysayers [View news story]
    Good comment. I am still searching for the answer to the following question and I hope you can help me. Why did you choose to invest in Line vs LNCO ? Your owning both would prompt a 2nd question. I have asked many Line holders who comment on other articles, however, I never get a response. Thank you in advance if you respond to my inquiry. I am long LNCO.
    Sep 27, 2014. 02:03 PM | Likes Like |Link to Comment
  • BDCS And BDCL Are Yielding 7.56% And 16.55%, But What Are The Risks? [View article]
    Good article. While you are on the subject, how do you feel about an allocation to CEFL and MORL combined with BDCL ?
    Sep 25, 2014. 02:59 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
991 Comments
1,264 Likes