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  • Vanguard Natural Resources: Significant Value Can Be Found In The Preferred Units [View article]
    What about VNR's bonds?
    Dec 28, 2014. 01:39 PM | 1 Like Like |Link to Comment
  • Comparing America's 3 Largest Specialty Retail Companies [View article]
    Interesting. Thanks.
    I've been long TSCO since 2001.
    Sell some most years.
    Dec 27, 2014. 12:43 PM | Likes Like |Link to Comment
  • An Unprecedented Dividend Growth Buying Opportunity Materializes [View article]
    Lots of useful information in these postings.
    I'm long GE--about 1.5% of equities.
    The dividend increase of 4.5% is OK considering that inflation is running under 2%.
    Dec 14, 2014. 02:00 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources Bonds: Throwing The Baby Out With The Bathwater [View article]
    Interesting. Long a small position in VNR's units.
    Bonds MAY be a good play.
    Will work on. Thx
    Dec 12, 2014. 07:26 PM | 1 Like Like |Link to Comment
  • A Closer Look At Targa Resources Partners' 3Q'14 Distributable Cash Flow [View article]
    Excellent posting--thank you.
    Long TRGP and NGLS.
    Nov 27, 2014. 09:35 AM | Likes Like |Link to Comment
  • Being Grateful: Economy Good; Getting Better [View article]
    Excellent and timely article.
    We do have so much to be thankful for.
    Happy Thanksgiving!
    Nov 27, 2014. 09:16 AM | 4 Likes Like |Link to Comment
  • Brookfield Infrastructure Partners Thesis Update [View article]
    Well done--thank you.
    Long BPI.
    Nov 26, 2014. 10:27 AM | 2 Likes Like |Link to Comment
  • Third Quarter Portfolio Review: Continuing To Build Dividend Growth And Quality [View article]
    Again, thank you.
    Very strong group of companies.
    Own many of them--should be more.
    Nov 4, 2014. 06:54 PM | 1 Like Like |Link to Comment
  • Simple Suggestions For Repairing American Realty Capital Properties [View article]
    REITs are required to distribute 90% of Net Income, which is after expenses such as depreciation. ARCP has not shown a Net Income profit in years.
    Nov 1, 2014. 01:25 PM | Likes Like |Link to Comment
  • Lesson Learned: I Was The Sucker [View article]
    A good portfolio is DIVERSIFIED.
    I'm going to wait till next week to decide my next move with my ARCP.
    Probably will sell about two-thirds of it.
    It's a stinging loss. We all knew that ARCP was riskier that O, NNN, etc.
    Oct 31, 2014. 02:35 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: Don't Expect A Distribution Cut Anytime Soon [View article]
    Precise! Thank you.
    Long VNR.
    Oct 15, 2014. 12:58 PM | 1 Like Like |Link to Comment
  • American Realty Capital Properties: Just How Good A Deal Was Red Lobster? [View article]
    IMO, ARCP will provide a substantial total return over the coming 12 months. It has all the ingredients and just needs to get past the 2014 FY.
    Of course Red Lobster is much riskier than a FDX or WAG store. That's why the cap rate is so high. But Red Lobster is just over ten percent of the total--a good
    position to have on top of a investment grade rated portfolio.
    I'm long ARCP. And O and WPC.
    Oct 6, 2014. 10:56 AM | 5 Likes Like |Link to Comment
  • American Realty Capital Properties - 30% Total Return Potential Next Year [View article]
    Long ARCP at $13.59. Lot's of noise around this company-most from self inflicted missteps. Even with that the Company has a great portfolio. Once they report the third and fourth quarters in line with expectations the stock price, IMO, will be set up to make us all happy!
    Oct 3, 2014. 04:24 PM | 2 Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 3 [View article]
    Thank you for keeping us posted.
    Sep 18, 2014. 04:11 PM | 2 Likes Like |Link to Comment
  • Oceaneering International: Efficient Scale, Cost Advantages, And Intangibles Grant A Narrow Moat [View article]
    Excellent report.
    Long OII.
    Sep 3, 2014. 11:56 AM | Likes Like |Link to Comment