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  • Clearing Up Some Misconceptions About Linn Energy, Vanguard Natural Resources And Other Upstream MLPs [View article]
    Great detail. Thank you.
    Feb 3, 2014. 04:55 PM | 1 Like Like |Link to Comment
  • Coke Vs. Pepsi: Where The Real Difference Lies [View article]
    I second your comment.
    Long both.
    Feb 2, 2014. 12:40 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Energy Partners Continues To Grow Cash [View article]
    Have owned pipelines for years--wish I had more.
    Generally, when a group looks good I buy several names.
    In this group there are many very good possibilities.
    Long: BPL, EPD, SE and SEP, KMR and KMI, EEQ, TRGP.
    About 10% of equities in pipelines.
    Jan 30, 2014. 10:35 AM | 3 Likes Like |Link to Comment
  • Spectra Energy: Gas Utility With Plenty Of Catalysts [View article]
    Agree with comments on SE and M*DI.
    See Fast Graphs often but have not subscribed--will consider.
    Jan 22, 2014. 10:51 AM | 1 Like Like |Link to Comment
  • 4 Solid Canadian Dividend Stocks [View article]
    Long BIP--agree with your projection.
    Jan 21, 2014. 10:43 AM | 2 Likes Like |Link to Comment
  • A Bulletproof Dividend Growth Portfolio For 2014 [View article]
    Excellent article. Thank you.
    Great portfolio. I'm long seven of the 20 now.
    Plan to add a couple more.
    Jan 9, 2014. 10:10 AM | Likes Like |Link to Comment
  • Who Is The CEO To Bet On: Greg Ebel Or Rich Kinder? [View article]
    Nice work. I'm long SE, SEP, KMI and KMR.
    Jan 8, 2014. 09:42 AM | Likes Like |Link to Comment
  • J.M. Smucker: Fair At $100 [View article]
    Great company.
    On my watch list.
    Jan 6, 2014. 10:13 AM | Likes Like |Link to Comment
  • Vanguard Natural Resources Makes A Strategic Shift Towards Natural Gas [View article]
    Well done. Thank you.
    I'm long VNR.
    Jan 6, 2014. 10:02 AM | 1 Like Like |Link to Comment
  • The Most Underappreciated Bullish Evidence [View article]
    I'm long equities (67% of investment assets).
    Many of us appreciate a nice bull market when it is running.
    Dividends are way up as are prices.
    That's the bottom line, IMO.
    Dec 28, 2013. 04:20 PM | Likes Like |Link to Comment
  • With Natural Gas Price Moving Up Vanguard Natural Resources Looks Like An Even Better Buy [View article]
    Excellent article--thank you.
    I'm long VNR and intend to buy LINE in early-'14.
    Dec 27, 2013. 12:43 PM | 3 Likes Like |Link to Comment
  • Lexington Realty Trust Is A 'Dark Horse' REIT That Should Shine In 2014 [View article]
    Great article!
    I'm biased as LXP is my largest REIT holding.
    Bought in late-2011 based on the company's recovery that was well under way then. If I didn't own LXP I would aggressively buy it right
    now and expect a total return over three to five years of 40% to 60%.
    Dec 23, 2013. 10:07 AM | Likes Like |Link to Comment
  • 2 Christmas Presents From Mr. Market [View article]
    Bought LXP since late 2011. Great story of recovery.
    Agree that it's way undervalued. 6.4% current return with an FFO
    payout of only 60% of next year's estimate. Plus, good management
    and relatively low leverage. Takeover candidate??
    Dec 18, 2013. 01:27 PM | 1 Like Like |Link to Comment
  • A Utility Issue With A Rising Yield And 25% Potential Upside [View article]
    Three-month treasuries plus 115 bps with a floor of 3.0%. For the distribution to rise three-month treasuries, which are at 4 bpd now, would have to rise by more than 111 bps, right? That can certainly happen, but that would be a big move. I'm long D.
    Dec 16, 2013. 09:25 AM | Likes Like |Link to Comment
  • Valuation Based On Capex, R&D And Dividends Picks Winners [View article]
    Very creative.
    Always interesting. Thank you.
    Dec 13, 2013. 10:34 AM | 1 Like Like |Link to Comment