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bluefin646

bluefin646
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  • Are Preferreds Signaling A Major Stock Market Correction? [View article]
    Dont know your other articles, but this one was solid.
    Nice job.
    Aug 15 01:44 AM | 10 Likes Like |Link to Comment
  • The Pursuit Of Mediocrity - Fallacy Of Dollar Cost Averaging And The Abuse Of Indexing [View article]
    A highly skilled investment professional should be able to generate above market returns, so the market tracking of the ETF is no longer a benefit, but a liability.
    Really?

    Do you consider the average equity hedge fund above or below average?
    The average U.S. based equity hedge fund has underperformed by a total of 1450 bps, or 14.5%, over the last two years. I do not have the exact stats, but they underperformed in 2010 as well.

    So, that blows a gapping whole in your etf/index market theory.
    And btw 9bps is .0009%, ie $90 per $100,000. That is downright cheap!

    No one is underperforming for 9 bps, or 20 bps. 2% and 20%, absolutely, over time, almost all underperform! And most with meaningful assets would be well served to pay 150 bps for an advisor, although there are many here who are more than capable of self advising (although it is clear that the goal posts move whether an individual is paying an advisor or doing it themselves.)

    Dollar cost averaging, i agree, isnt necc. Better, it justs makes folks more comfortable.

    Btw, Loved your corr call. Do u have any other small/mid cap undervalued yield plays?
    Jan 19 11:08 AM | 4 Likes Like |Link to Comment
  • Hedge Funds: The Most Expensive Bargain In Town [View article]
    2011 SPX +2% vs avg Equity HF -5%.
    2012 SPX 13% vs avg Equity HF 5.5%.
    -700bps UNDERPERFORMANCE 2011, -750bps UNDERPERFORMANCE 2012.

    If you can sell -1450bps, which is 14.5% in the last TWO YEARS, alone, and justify 2/20, you my friend, are in the wrong career!
    Jan 15 01:52 PM | 4 Likes Like |Link to Comment
  • Some will call it a back down, some a bow to reality, but the Basel committee approves a far easier liquidity rule for banks than had been proposed 2 years ago. Lenders will be allowed a wider range of assets that qualify as capital buffers, a lower assumed rate of fund outflows in a crisis, and be given until 2019 (rather than 2015) to implement the new regime. [View news story]
    No wonder why the xlf 'broke out' last week! This could get very interesting to the upside this week! Tremendous global teamwork as Global Fed Banks understand that banks will need some extra wiggle room as they tighten up some of the spreads, ie no more free money, or let's just start with less free money first. Smooth move by all! Hello 1500 spx!
    Jan 6 10:30 PM | 2 Likes Like |Link to Comment
  • CorEnergy: 4 Different Insiders Have Purchased Shares This Year [View article]
    Fyi......

    From jan 14, 2014.......

    CorEnergy plans 6.5M-share offering to finance terminal purchase
    CorEnergy Infrastructure Trust (CORR) says it plans a public offering of 6.5M shares of common stock.CORR intends to use the net proceeds to finance the $40M purchase of a petroleum products terminal in Portland, Ore.
    Feb 20 10:28 PM | 1 Like Like |Link to Comment
  • Weekly Intelligence For Master Limited Partnership Investors [View article]
    NMM secondary was 5.5 mln shares.

    Also, if you are going to have weekly data, i rec including coverage ratio statistics.
    Feb 16 09:29 AM | 1 Like Like |Link to Comment
  • QR Energy: An Oil Focused Upstream MLP With A Large 11.50% Yield [View article]
    Eroc continues to run a flawed dual model that even they continue to publicly doubt, just ask them. Eroc needs to pick a direction and stick with it, and spin off the other business. Not a very good comparison.

    Qre is focused and has much superior management. And they believe in the direction of the organization.
    Aug 15 10:35 PM | 1 Like Like |Link to Comment
  • Have Biofuel Producers Actually Benefited From Expensive RINs? [View article]
    Who produces rin's?
    How are they priced?
    Where's the public markets for them, symbols, etc?
    Aug 12 07:47 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels - Natural Gas Play For The Patient Investor [View article]
    Please explain how fracting fluid climbs up 1000s of feet of rock, against gravity, and pollutes water?

    Btw, do you have any idea the pressure 5,000, or 10,000 feet below the surface, pushing down?

    And please, use an example that does not include bores cracking. Every single form of energy extraction and shipping has major potential environmental impact. Need i mention valdez spill, and gulf explosion?
    Aug 1 10:42 PM | 1 Like Like |Link to Comment
  • As leaked earlier the State Department's assessment (full report) of TransCanada's (TRP) Keystone pipeline project  finds little to criticize as far as environmental impact, calling it "very unlikely" any releases would affect groundwater quality. The report also doesn't see much climate impact nor "significant adverse" impact on Canada's environment. There's now a 45-day comment period and then things move to the White House. [View news story]
    If keystone gets passed, who are the winners/losers from a stock standpoint? Mlp speaking.....
    Mar 2 07:01 PM | 1 Like Like |Link to Comment
  • Fayetteville Shale: Operating Analysis, Infrastructure, Economics, Outlook [View article]
    Have you written similar (excellent) articles on shale oil plays?
    If so, please let me know, and ty!
    Tim
    Feb 13 12:24 AM | 1 Like Like |Link to Comment
  • The Seaway Pipeline Expansion Should Provide A Pop For Enterprise Products Partners [View article]
    Who are some of the smaller energy players that will be benefitting from these pipelines coming online?

    Also, who are the winners/losers from the 1st leg of the keystone coming online, again i prefer to focus on small/midcap names. Thanks
    Jan 8 09:41 PM | 1 Like Like |Link to Comment
  • Oversold Linn Energy/Linn Co Could Rally On The Fiscal Cliff Deal [View article]
    QRE at yday's close, 16.78 is ylding 11.62%. Is that not income?
    CORR @ 6.03 is ylding 7.3%, is growing revenues/earnings, and in a qtr or two might increase the divy again. Oh, and the mkt cap is only $145mln, so any kind of execution, and the stock is going higher, once the deal gets absorbed, which btw is accretive.

    Line can bounce from 36.7 to 40, 9%. CORR can bounce from $6 to $9 in a year, and higher upon further execution of their model, which is 50% appreciation YIELDING 7%. BTW, CORR is looking for 71c eps before any benefits from the deal, so trading approx 11.8x vs LINE trading at 26x.

    Again, please correct me if i am wrong on any of these numbers, but from both a risk/reward and outright appreciation potential, CORR is a far superior long at current levels.
    Jan 3 04:51 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies Wasn't A Buy... Until Now [View article]
    Great timing on article! Stock had a great move today!

    Are all of you aware that they are moving from solar to LED? And if solar comes back, they can re-establish that business?
    Jan 3 02:14 AM | 1 Like Like |Link to Comment
  • Oversold Linn Energy/Linn Co Could Rally On The Fiscal Cliff Deal [View article]
    Why play line/lnco when there are so many new mid/upstream plays that are not up 230% already???

    QRE, cheap, recent deal, stock starting to bounce off of the $16 level. SZC sold off post IPO now starting back up, gift at $22.50 no? How about CORR @ $6? Are there not other solid plays around?
    I want to hear about the next 230% over the next five year opportunity, not one that will trade sideways and just pay me a dividend.
    Btw, whats wrong with bbep?
    Jan 3 02:12 AM | 1 Like Like |Link to Comment
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67 Comments
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