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  • Union Pacific: Destroyed Or Discounted? [View article]
    UNP is at $104.14 right now on May 22, 2015. Anyone who thinks this company is going lower than say $100 bucks share, is..........not that smart. In a year, anyone who has gone long on UNP by buying this company while its down, will be happy they did. This is a solid company, but does it matter if you are shorting it? For those of you are shorting it, you had better be ready for the short squeeze that's coming. As for me, this stock is ON SALE right now.
    May 22, 2015. 12:04 PM | 2 Likes Like |Link to Comment
  • Union Pacific: Destroyed Or Discounted? [View article]
    UNP moves much more than crude, coal and gas. Its intermodal business is growing annually, it moves autos, products for all things used in America and overseas and is much cheaper to transport all those things than trucks and pipelines alone. America is finally using the rails as the cheap alternative for so many things and that will continue. Another great company besides UNP is Cummins (CMI) which makes great truck engines. I have been buying CMI for years as another fine American company that our trucking industry depends upon. The USA infrastructure is made for UNP, CMI and Kinder Morgan (KMI) with the rebirth of American industry taking place due to our energy independence. All three should do well for many decades as I stated above in a previous post.
    May 22, 2015. 11:59 AM | 3 Likes Like |Link to Comment
  • Union Pacific: Destroyed Or Discounted? [View article]

    Thanks for the informative article on UNP. UNP is one of my major holdings and I have been buying it for eleven years now. Over that time, I have created a very nice position in this company and rolled over dividends, thus adding to my position. I, like you, also own Kinder Morgan (KMI), another nice company with great upside for the future. Both of these companies are well managed, have a product that will be in demand(need) for many years, if not decades to come. As we all know, the rails are a virtual monopoly and are moving more and more goods with each passing year. KMI is a pipeline company that is moving more and more natgas, oil and carbon dioxide across our nation too. Neither company can easily be replaced by competition, the costs to do so are way too high.

    UNP has obviously been hurt by the west coast port strike and I have a feeling that by the end of this quarter and most assuredly by the end of the next quarter, volumes for UNP will be much higher by moving the backlog of this strike.

    Now is a great time to buy UNP, while its down. I am actually doing just that. This company, like Apple(Apple) are companies that you buy and hold for the long term. ( I also own a large position in Apple). I think that now that America is coming out of its slumber from the recession and the fact that more and more companies are returning to the USA for cheap energy and transportation, UNP will be a great company for every portfolio. Thanks again for your fine article Ketan- Gregg Lorenz
    May 22, 2015. 11:07 AM | 4 Likes Like |Link to Comment
  • Public Service Enterprise Group (PEG) Ralph Izzo on Q1 2015 Results - Earnings Call Transcript [View article]
    PEG is one of the utilities that stays under the radar, not only when compared to many other utilities, but the stock market in general. I have a nice position in PEG and it has served me well over the years, just as it rewarded my parents before me. Solid company, solid region of the nation served, solid earnings, solid dividend. This is a great company to have as an anchor/cash machine in any portfolio.
    May 15, 2015. 12:09 PM | Likes Like |Link to Comment
  • Cummins - Repelling Headwinds With Smart Strategies And Active Management [View article]
    Anyone who buys shares during this down period will be rewarded in the future. CMI is a great company and a great investment for the long haul. When I buy a company, I look at what it makes, will it be around ten years from now, does it raise its dividend and how is it run as just a few of my criteria, along with making money and free cash flow. Cummins is right at the top of my list.
    Apr 29, 2015. 09:42 AM | 3 Likes Like |Link to Comment
  • Enterprise Product Partners, Yielding Almost 5%, Looks Attractive [View article]
    It is much better for tax purposes to own KMI which is a stock rather than an MLP. When you sell an MLP, the taxman cometh and the accounting mess trying to figure out just how much you owe in taxes is crazy. MLP's should all do what Kinder Morgan has done. The dividends are great and there are no issues come tax time if you want to sell KMI.
    Mar 21, 2015. 12:40 PM | 1 Like Like |Link to Comment
  • Starbucks to split 2-for-1 [View news story]
    I can't figure Starbucks out. Their coffee is terrible compared to Dunkin D's, and even their beans that I buy in bags are terrible when I grind em up. You know, its all about brand and that is what Starbucks has- Brand recognition. Apple has it, Pepsi has it, Oprah had it and many others have it. Eventually though, bad coffee at a coffee store, will kill the golden goose. Starbucks is a buy, for now.
    Mar 18, 2015. 05:18 PM | 5 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    How does a nation get into financial hot water? War. The USA has gotten itself into a few too many wars. Wars are very costly as we have seen with WWI, WWII, Korea, Vietnam and the most expensive war in our history, Iraq. When you spend ten years in wars like Vietnam and Iraq, you use up the treasury. When you stay out of war, as China does, you grow your economy. Better to let other nations fight it out and stay out of the battle, than to be a hero by defending nations. Look at France and even Israel for example. They stay out of the big conflicts and do quite well financially. WE, the USA, like to get into those big expensive wars overseas that cost a fortune. No wonder we are broke.
    Mar 18, 2015. 05:13 PM | 3 Likes Like |Link to Comment
  • Chevron's Downstream Expansion Provides Hedge Against Current Pricing Environment [View article]
    CVX just towed a massive rig to the Gulf of Mexico to sit on top of a 200 million barrel oil deposit. I would like to see Chevron buy Whiting Petroleum, but I can only hope.
    Mar 17, 2015. 01:36 AM | Likes Like |Link to Comment
  • Why Union Pacific Is My Favourite Railroad [View article]
    I still have my Lionel Union Pacific twin diesel set from the early 1950's if you can believe it. What is it about this railroad that you just can't like.
    Mar 17, 2015. 12:54 AM | Likes Like |Link to Comment
  • Why Union Pacific Is My Favourite Railroad [View article]
    UNP will be running 24/7 moving all the freight that has backked up on the West Coast. It is going to take between 6 and 8 months to offload all of the ships sitting out there and all those containers sitting on one another.
    Mar 7, 2015. 10:30 AM | Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    The USA got back into REE's when China said they would limit exports of rare earth elements, figuring they had most of the REE's on the planet. Our military hardware is dependent upon many of the REE's, so since the USA does have mines that WERE incactive, it was time to get them going again. China is a dangerous adversary. China then found out it made a mistake and dropped the limitations on REE exports.

    One other note on China, they seem to have a world domination attitude and have gone about "conquering" enemies without violence, but with shrewd moves in ways that we don't understand. Using their huge cheap labor pool, the Chinese have produced cheap products with virtual slave labor. The Chinese have the USA by the short hairs because they own so many trillions of dollars in Treasury bonds and could bankrupt our nation if they cashed them in. I wonder how this will all turn out for our nation. Will China become the new number one super power in the world, or will China go the way of Japan in the 1970's. That was a time when the Japanese domination of the USA economy overheated and down went the Japanese into oblivion. I wish the same for the Chinese.
    Feb 20, 2015. 06:04 PM | Likes Like |Link to Comment
  • The Best Utilities To Own For Total Return And Dividend Income Growth [View article]
    My parents owned PEG for many years and passed this stock on to me. It is a great company and it has done well over the decades. As a matter of fact, PEG just raised the dividend two cents this week. This company is good to own in a portfolio in both good times and bad times, it does not matter.
    Feb 20, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Public Service Enterprise revenue grows 20% on higher demand [View news story]
    Great utility. I own it and this company has always been a great dividend producer to create capital in my portfolio.
    Feb 20, 2015. 10:20 AM | 4 Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    Here's a Wikipedia story on the history and present state of rare earth elements:
    Feb 20, 2015. 10:15 AM | 1 Like Like |Link to Comment