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  • Alerian MLP ETF Finally Admits Its 8% Expense Ratio [View article]
    Ron,
    You have made your point. A good one. The value of your article is that
    it has solicited extensions and take-aways that provides clarity and insight
    for the investor. My general comments:
    1. Invest in what you know
    2. Management integrity is not a given
    3. There appears to be a threshold of enough is enough no matter what it
    costs (at least with this community)
    4. K-1 reporting requirements will limit otherwise sound invests (some tax preparation programs handle k-1's very well and cost lunch money)
    5. This community consists of knowledgeable, well spoken, objective personnel
    6. Specifically, I will not invest in AMLP. See 2. above. I've owned EPD >5yrs
    Thank you,
    Farrellw
    Sep 24, 2014. 02:17 PM | 1 Like Like |Link to Comment
  • Buckle Up! The New Bear Market Has Begun [View article]
    Craig,
    Thank you for an article of utility which served to consolidate my thoughts with
    meaningful data. My benchmark market P/E for "irrational exuberance" has always been 15. It varies somewhat for individual equities.The additional data provided in your excellent article provides fundamental, empirical support to this mark and the implications when it is grossly exceeded. My divestiture of equities started in Q1 2013 ( a bit early?). Holdings are now 83/17 (cash/equities). I am now looking for places to grow the cash so will be watching for future articles from you. Thank you for an excellent presentation.
    May 8, 2014. 03:28 PM | 2 Likes Like |Link to Comment
  • Earn A 9% Yield With This MLP ETF [View article]
    Would it be wise to hold these funds in a tax deferred account (IRA, etc)?
    May 7, 2014. 01:14 PM | Likes Like |Link to Comment
  • JPMorgan warning hits the big banks [View news story]
    moneuy,
    Same reason Obama gets a pass for feeding us
    false information, deliberate misdirection and
    failure to take actions to maintain a strong Military
    for the welfare and safety of the Citizens of the USA.
    Pinset
    May 6, 2014. 12:22 AM | 3 Likes Like |Link to Comment
  • Mocon: A Defensive Growth Company That Too Few Investors Know [View article]
    Author and Simple Insights,
    Agree that you both have made a good case analysis here. Recalling my work experience, it appears that Cost of Goods (COG) and SG&A consume a hog's share of revenues (about 84-89 %). CoMo management has an excellent opportunity to supplement the company's profitability with a concerted effort to reduce these costs. If only a 10% combined reduction in these costs could be achieved, a quick boe calculation yields a more respectable EPS (about $ 1.00)and thus a P/E in range of 15-17 at today's share price. Even at year-end 2013 revenue.
    Thanks for the analysis and comment. My compliments to SA and its contributors.
    Apr 28, 2014. 01:14 AM | Likes Like |Link to Comment
  • The Silver Bullets Of The North American Energy Transport Infrastructure (Part I) [View article]
    Value Digger,
    Excellent study. The pipeline picture is a bit murky. This article is a
    valiant effort to clarify some of the inter-relationships of MLP's. As I read through the text and studied the maps, I wondered if Canada could feed enough oil into the pipeline at the apex to keep all the MLP designated pipelines fully deployed and thus generate a reasonable profit and competitive distribution to the unit holders.
    Tx,
    Pinset
    Feb 11, 2013. 09:37 PM | 1 Like Like |Link to Comment
COMMENTS STATS
6 Comments
7 Likes