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bill greene

bill greene
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  • BB&T: 6% Yield For Your Retirement Portfolio [View article]
    You're right David--the non-cumulative are a poor choice. A basic investing rule is to not assume risk just to reach for an extra point or two. The extra 1-3% annual income is quickly eaten up if you suffer a 10-20% or more loss in value.

    My point about financial stocks being vistims of government is not just confirmed by the 2008 mtge meltdown. In the last 30 years we have had the Third World loan debacle, the Mexican bailout, the S&L wipe-out, and the mtge melt-down--all directed, and caused, by regulatory policies.

    when you can get 3+% dividends on blue chip common stock, with a high probability of annual increases, why go with pfds at 5-6% where there will be no increases and possible losses of principle. On any bond or pfd you are guaranteed to lose 2-4% every year from inflation. Common stock generally appreciates more than that--and raise their payouts!
    Oct 19, 2014. 11:44 AM | Likes Like |Link to Comment
  • BB&T: 6% Yield For Your Retirement Portfolio [View article]
    Note that you can get 4-5% plus steady appreciation on the common stock of Canadian banks which somehow have seemed immune to the meltdowns of American financial institutions. If you are an optimist, the good possibility of appreciation may offset the couple point difference in yield.

    But the real question is whether the common of say TDBank north is safer than the pfds of BBT and BA? I believe the common of sound companies are actually safer than many pfds and bonds. Consider what the government did to GM bondholders--wiped them out--I don't know what happened to GM's pfds.?
    Aug 18, 2014. 09:17 AM | Likes Like |Link to Comment
  • BB&T: 6% Yield For Your Retirement Portfolio [View article]
    AIG WAS investment grade before it collapsed and screwed all its owners! Of course the government gave them billions to repay Goldman Sachs and Chase--but everyone else lost everything.

    Unless you're in bed with Washington and Wall Street never buy any AMERICAN FINANCIAL INSITUTION AGAIN. They are run and regulated strictly for the well-being of the 1%. And everyone should know this--after all our presidents keep Goldman Sachs executives running the Treasury Department and the Federal Reserve for their personal enrichment!
    Aug 11, 2014. 02:28 PM | 1 Like Like |Link to Comment
  • VMware: Is The Kid A Better Choice Than The Parent? [View article]
    VM may grow faster but EMC is the better holding. At these prices I believe that EMC's holding of VM stock represent about half of EMC's price. Everything good that happens to VM will be reflected in EMC's valuation. The tail will wag the dog! EMC may spin off VM sometime in the future. In the meanntime you get bthe btreadth and extra safety of holding the parent. Just my take on it.
    Mar 17, 2014. 10:57 AM | Likes Like |Link to Comment
  • Mack-Cali - Return Of The Living Dead (Money) [View article]
    The stock is not really dead money as long as it's yielding 5%. It's price may swing between 18-26, but all the while it's paying 5%.
    Mar 11, 2014. 02:29 PM | Likes Like |Link to Comment
  • Can Plains All American Pipeline Be The New Kinder Morgan Energy Partners? [View article]
    PAA's GP just went public--see PAGP
    Oct 23, 2013. 07:13 PM | 1 Like Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth: Sysco Vs. ADM [View article]
    As they say, "A bird in the hand is worth two in the bush!"
    Aug 21, 2013. 08:35 PM | 1 Like Like |Link to Comment
  • Why President Obama Will Approve Keystone XL And Why TransCanada's Shares Will Soar [View article]
    But--Note that -- Obama's buddy, the Wizard of Omaha, bought a railroad just for this purpose. The Keystone pipeline would reduce the Wizard's profit on his RR. The environmental issues are just a cover for good old fashioned cronyism and greed!
    Aug 13, 2013. 07:35 PM | 1 Like Like |Link to Comment
  • Why President Obama Will Approve Keystone XL And Why TransCanada's Shares Will Soar [View article]
    Obama claims that Canada will benefit more than America! So what--we would still benefit some! Actually a lot! His argument is illogical and uninformed.

    Besides, much of the Canadian energy industry is owned by Americans and American companies. Does he actually think that Exxon, Conoco, Marathon, aren't, deeply invested in Canadian resources? Won't our 401K's benefit from their holdings in Canadian energy?
    Aug 4, 2013. 09:59 AM | 2 Likes Like |Link to Comment
  • Don't Let Rising Bond Yields Push You To Sell This Winner [View article]
    In the case of KMI "shares and shareholders" are the correct terms since it a corporation that holds the GP interest, and many units, of the partnership KMP. I consider it the best way to share in this booming investment area. No tax issues and with IDR's its income and dividends will escalate nicely.
    Jun 4, 2013. 08:00 PM | Likes Like |Link to Comment
  • Time For Investors To Reassess Their MLP Holdings [View article]
    Who cares if the prices of MLP's go up or down as long as they keep raising their distributions? Eventually prices will follow distribution rates. So the key question is which MLP's might have to lower their distributions for any reason. Obviously the ones growing and currently paying out a lower % of DCF are the best bets.
    May 16, 2013. 10:57 AM | 3 Likes Like |Link to Comment
  • Time For Investors To Reassess Their MLP Holdings [View article]
    I assume the CFO's are aware of the current opportunity to refinance their debts at the current low long-term interest rates so future increases will be mitigated. My favorites are ETE and KMI, the general partners who get the IncentiveDistributionR...
    May 14, 2013. 08:05 PM | Likes Like |Link to Comment
  • Why President Obama Will Approve Keystone XL And Why TransCanada's Shares Will Soar [View article]
    Trans Canada may succeed with its pipeline and do well, and I welcome every additional energy source we can get into America, but there are safer and equally profitable piplines to also consider. KMI and ETE are two excellent ones that will share in this same growth in energy in America. They may have less financial and political risk than TransCanada? And they offer similar growth and yield!
    May 14, 2013. 07:46 PM | Likes Like |Link to Comment
  • MLPs - How To Start A Bubble [View article]
    If KMP is good, KMI is better-KMI is a corporation so there is no ordinary income recapture when sold--and it as the GP gets IDR's. The insiders own a lot of KMI and will see to it that it prospers mightily
    May 1, 2013. 10:02 PM | Likes Like |Link to Comment
  • Energy Transfer MLP Update [View article]
    Over the long-run, ETE has to be the best gainer. The IDR's will all flow more and more cash to ETE as the partnerships below increase their distributions. That is why the two key owners concentrate their holdings in ETE! And even if ETP buys the GP, the ETE owners will be very well paid in ETP units. That is also why I like KMI--the GP of KMP--
    Apr 15, 2013. 08:44 PM | Likes Like |Link to Comment
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