Bret, I read all your articles. They are short, to the point, timely, relevant. am a long time fan of yours. One concern: when do you sell, where are the sell recommendations?
Bought their long term care insurance 10 yrs. ago. Now filing a claim due to xtreme sickness convinced me the insurance is totally worthless should you ever need it. Thieves, Gangsters comes to mind. Exhausting and frustrating when you are unable to move on your own. I could not trust those people ever again.
Natural Resources Investor Sprott Resource Corp. Is Now A Big-Time Dividend Play [View article]
Bought the IPO at C$ 2.50 and sold part at around $ 4. Dead money for the past 2yrs. is right. There were several unexplained short duration spikes early 2012 up to 4.70. The unexpected dividend announcement should stabilize price movements if nothing else. Smart mgmt. and asset mix, however I am never totally comfortable with this holding. Lack of timely info and lots of trading going on makes NAV hard to determine.
Crash Alert: A Toxic Mix Of Events Heading Into 2013 [View article]
Cliff, I remember the times you were talking about specific investments like the Canadion energy trusts, MLP's etc. I followed you and made some good trades. It was fun. Now you are just trying to predict the future. Shouldn't we just stay with the facts and develop some good trades from it? Sorry I'll have to quit following. Simply don't have the time for this macro economic stuff. 'Erstens kommt es anders, zweitens als man denkt' my grandma used to say. Smart woman.
This Week's Top 10 Market Movers: What Everyone Absolutely Must Watch [View article]
Cliff, You're so right. The big question remains: where does one put his/her hard earned money to be protected from the oncomming trainwreck? Canada, Singapore, Skandinavia, others? Ag, Oil&Gas, Gold or maybe all of the above? I cannot believe what is going on in our beautiful country. As it now looks however - the disaster will continue. Obama bumper stickers outnumber Romney' by 2-1, at least where we live ( Pacific NW, USA)
Another Fast Growing Energy MLP For Income Investors [View article]
Also curious: the GP of an MLP collects often huge fees ahead of unit holders. Should one not prefer MLP's w/out a GP, like say EPD? Second: with so many GDP's being created lately isn't there a chance the Govt. will make a change to their tax status as Canada did back in 2007?
Wealth Creators: Why Risk Buying Anything Else? Part Two [View article]
Many Thanks for your fine writings. It is amazing how simple investing can be once all distractions (noises) are tuned out. Yours is the first articel I read on SA mentioning Value Line. It is my main source of info. since it reaches back 16 yrs. Surprisingly few stocks have a return of 100%+ in five years. you mentioned all my favorites and some new ones to research. EPD, CERN, I own for LT among others like NEU, TDG, PRGO, CF,NVO. Considering my age I"ve adopted a 5 yr. outlook
Why Cramer, Options Buyers And I All Love Hess [View article]
Where else could Venezuela send their very heavy crude at a fair price? What % of net profit is contributed to this section of HES? Venezuela is the only reason I never purchased HES, even when I was tempted many times. Agree with the under valued story.
The Closest Thing To Guaranteed - My 'Non-Dirty' Dozen [View article]
Thx. for sharing, good articel, points out my problem of to much trading. At my age I consider 5 yrs. a better time frame. Still consider entry point to be very important. To your list I would add for 5 yr. gains: LKQ 192%; SBH 188%; CF 232%; PRGO 519% (ValueLine) Long: DE, CF, CIM, EPD, EW, PVR, SDRL - 60% cash Waiting to add: CAT, ESRX, GLNG, SBUX more of the above holdings
This Energy Concern Has Bottomed And Has A 40% Upside [View article]
Bret, Thank You very much! I am a retired novice at this game,every day learning, listening, watching. 40% long mostly high div. stocks, 5.8% avge. yld. waiting for better entry point with long watch list. Holding on to MLP's for my heirs to benefit from tax break.
This Energy Concern Has Bottomed And Has A 40% Upside [View article]
Bret, You present some interesting opportunities to buy and are probably the most prolific writer on SA. I do read and appreciate all of your contributions. My question is: When, if ever do you sell? With all the recommendations your portfolio must be into the billion dollar territory and I find it hard to follow this track. About 20 positions is all I can stomach. Further, you seem to pay little attention to macro economic/political events. While market timing might be a loosers game in the end, I still love to buy when most everything is cheap. Thank You and Good Luck. Certainly not now at a 5 yr. high.
Cramer Has A Buy Rating On This $7 Stock That Yields 16% [View article]
With MReits i like to buy below NAV. AGNC is selling at a 10% premium, i sold it yesterday after an 18% cap gain. Interesting comment about ARR management. Much appreciated
Cummins Looks Ahead To Bright Future After Earnings Release [View article]
Thanks for the analysis, very helpful. Bought CMI at $ 95 and will buy more below 90 should it fall. Only concern is their 17% share of Euope/Middle East. Expect those markets to take years to recover fully, if ever.
Two Eagle Ford Stars [View article]
I read all your articles. They are short, to the point, timely, relevant. am a long time fan of yours.
One concern: when do you sell, where are the sell recommendations?
Will Genworth Financial Triple? [View article]
Natural Resources Investor Sprott Resource Corp. Is Now A Big-Time Dividend Play [View article]
The unexpected dividend announcement should stabilize price movements if nothing else. Smart mgmt. and asset mix, however I am never totally comfortable with this holding. Lack of timely info and lots of trading going on makes NAV hard to determine.
Crash Alert: A Toxic Mix Of Events Heading Into 2013 [View article]
I remember the times you were talking about specific investments like the Canadion energy trusts, MLP's etc. I followed you and made some good trades. It was fun. Now you are just trying to predict the future. Shouldn't we just stay with the facts and develop some good trades from it? Sorry I'll have to quit following. Simply don't have the time for this macro economic stuff.
'Erstens kommt es anders, zweitens als man denkt' my grandma used to say. Smart woman.
Restaurant Stocks Offer A Mixed Menu [View article]
This Week's Top 10 Market Movers: What Everyone Absolutely Must Watch [View article]
his/her hard earned money to be protected from the oncomming trainwreck? Canada, Singapore, Skandinavia, others?
Ag, Oil&Gas, Gold or maybe all of the above? I cannot believe what is going on in our beautiful country. As it now looks however - the disaster will continue. Obama bumper stickers outnumber Romney' by 2-1, at least where we live ( Pacific NW, USA)
Another Fast Growing Energy MLP For Income Investors [View article]
Second: with so many GDP's being created lately isn't there a chance the Govt. will make a change to their tax status as Canada did back in 2007?
Wealth Creators: Why Risk Buying Anything Else? Part Two [View article]
EPD, CERN, I own for LT among others like NEU, TDG, PRGO, CF,NVO. Considering my age I"ve adopted a 5 yr. outlook
Why Cramer, Options Buyers And I All Love Hess [View article]
Venezuela is the only reason I never purchased HES, even when I was tempted many times. Agree with the under valued story.
The Closest Thing To Guaranteed - My 'Non-Dirty' Dozen [View article]
At my age I consider 5 yrs. a better time frame. Still consider entry point to be very important. To your list I would add for 5 yr. gains:
LKQ 192%; SBH 188%; CF 232%; PRGO 519% (ValueLine)
Long: DE, CF, CIM, EPD, EW, PVR, SDRL - 60% cash
Waiting to add: CAT, ESRX, GLNG, SBUX more of the above holdings
This Energy Concern Has Bottomed And Has A 40% Upside [View article]
Thank You very much! I am a retired novice at this game,every day learning, listening, watching. 40% long mostly high div. stocks, 5.8% avge. yld. waiting for better entry point with long watch list. Holding on to MLP's for my heirs to benefit from tax break.
This Energy Concern Has Bottomed And Has A 40% Upside [View article]
You present some interesting opportunities to buy and are probably the most prolific writer on SA. I do read and appreciate all of your contributions.
My question is: When, if ever do you sell? With all the recommendations your portfolio must be into the billion dollar territory and I find it hard to follow this track. About 20 positions is all I can stomach. Further, you seem to pay little attention to macro economic/political events. While market timing might be a loosers game in the end, I still love to buy when most everything is cheap.
Thank You and Good Luck.
Certainly not now at a 5 yr. high.
Cramer Has A Buy Rating On This $7 Stock That Yields 16% [View article]
Cummins Looks Ahead To Bright Future After Earnings Release [View article]
A Tale Of Two Trusts - Whiting Royalty Trusts I And II [View article]