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  • ConocoPhillips Has A High Yield Of 3.94%, But Earnings Contraction Makes Me Uncomfortable [View article]
    I might as well pile on. Expecting either an oil company or a driller to maintain nice steady constant growth is not realistic. Not everything can be valued the same as a retailer or manufacturer, and both these stocks are subject to lumpy income, boom-bust cycles, global cycles, surprises from Mother Nature, financial conditions, in short, multiple forces well beyond their control. If they can stay profitable and protect a dividend then they are winning the game.
    Apr 9 11:49 AM | 2 Likes Like |Link to Comment
  • The Richest Man In History Reveals His Simple Wealth Generating Secret [View article]
    I don't know, but I've been pleased with the performance of SDOG. Nice to have a good yield, price appreciation, and none of the grief of rebalancing a Dogs portfolio.
    Mar 27 05:41 PM | Likes Like |Link to Comment
  • SandRidge Permian Trust- Ugly Updated PV-10 Priced In? [View article]
    I hope this link works properly, it's from BamSEC regarding recent large purchases of PER. It seems to indicate Bill Gates is in our boat, which is fairly reassuring.
    Mar 18 11:58 AM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust- Ugly Updated PV-10 Priced In? [View article]
    Thanks Daniel, for digging into the numbers on this trust again, and helping the rest of us know so much more about what we're holding.

    I'm not excited about what's happened with the trust but 1) I'm grateful it's not quite as screwed up as Sandridge itself and the Miss. trust are, and 2) I just toted up the royalties this thing has generated for me, and that does soften the blow of the capital loss considerably.

    Holding for income, waiting for a K-1 to help with taxes this year, and hoping for oil price inflation to offer a headwind some day.
    Mar 18 10:45 AM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: A Forecast Of Future Distributions [View article]
    Many thanks for this analysis. I had such a good result with SJT that I thought getting shares in a trust early in its lifespan would be a good way to add some assets of intrinsic value in my portfolio. Never anticipated this slow train wreck of capital loss, and now I need to retain the income stream.

    Hope analyses like yours will help put a floor under the units, based on the numbers rather than skepticism about Sandridge.
    Dec 20 10:03 AM | 1 Like Like |Link to Comment
  • Can You Really Call It A Savings Account If It's Only Earning 0.84%? [View article]
    Eli, thanks for this outstanding article. I am the proverbial widow, working hard to maintain a carefully tended, growing, and income-generating portfolio.

    I get so tired of defending intelligent investing to friends and colleagues, who honestly think I am in grave danger from a 'market bubble' when in reality their CDs, savings bonds, and 'cash in the bank' are eating them alive.

    It was good to see the concepts laid out so clearly.
    Nov 14 09:24 AM | 5 Likes Like |Link to Comment
  • Blue-Chip Investing And The Back End Of Compounding [View article]
    Thoughtful article, good points. My only caution would be assuming now-a-great-blue-chip always-a-great-blue chip. For someone starting out today, they are not going to get the same run over 30 years that people got out of those '5 pillar' stocks in the last 30.

    I know you carefully vet all your stocks to be fairly sure they will indeed grow dividends over the long haul, but I'd hate to see newbies rush out and lock in 5 grand old stocks that may over the next couple of decades crumble into the next K-Mart and A&P. Choose carefully, watch carefully.
    Nov 8 09:56 AM | 3 Likes Like |Link to Comment
  • Why ConocoPhillips Is Undervalued Right Now [View article]
    I am long COP and think it's swell, but your logic has some problems. First, COP isn't 'passing along price increases to customers', the whole industry is, no one player sets the price. That's some kind of retail metric you're trying to apply to a place where it doesn't apply.

    Second, " the company is not dependent on the discovery of new oil for it to continue its current upward trend." The existing oil is getting used up, it's not a permanent fixture. You may have a point that they could coast for a little while, but eventually depletion kicks in and starts destroying value. If you have some kind of estimate of how long you think COP could go without any new oil, that would be great info, but I'm suspecting with the accelerated depletion in the new plays, it wouldn't be for a long time.
    Sep 26 05:27 PM | 4 Likes Like |Link to Comment
  • Higher Oil Prices Should Send ConocoPhillips Soaring [View article]
    I think there are two factors at work regarding oil prices, one is increased use in the developing world, and one is that dollar prices for petroleum reflect two things; the value of the petroleum and the value of the dollar. It takes more dollars to buy the same barrel than it used to. Is that actually petroleum rising or is it the dollar falling?
    Aug 30 09:37 AM | 1 Like Like |Link to Comment
  • Dow Price Remains At A Huge Discount To Its Value - Buy (And Take No Prisoners) [View article]
    This article is a tremendous resource, thanks for the instruction.

    A lot of us around here are trying to build up decent dividend income streams, while all around the Cassandras are warning about a 'bubble' about to crash because of interest rate rises, running to cash, etc.

    This piece is very helpful and reassuring in terms of a more rational perspective.
    Aug 8 10:34 AM | Likes Like |Link to Comment
  • Long-Term Dividend Portfolio That Has Outperformed By A Big Margin [View article]
    This approach is an excellent concept with really good criteria, and I am going to use it to search for good candidates for the portfolio. Kudos.

    As far as the cranky feedback...It may be that a 'human factor' or 'gut response' could be used to customize the portfolio a little. One could kick out a stock one had no faith in, such as MSFT, or one which was about to go into a cyclical swoon, such as POT. Sort of like a lawyer's peremptory challenge to a potential juror -- 'just because'.
    Aug 5 02:49 PM | Likes Like |Link to Comment
  • Stunning Demographic Trends In Employment: New Update [View article]
    Outstanding charts and article, well done.

    If only our national leadership would concentrate on incentivizing job creation, instead of the miscellaneous games they prefer to play. People in every age cohort need more and better jobs!
    May 10 10:02 PM | 1 Like Like |Link to Comment