Seeking Alpha

das555

das555
Send Message
View as an RSS Feed
View das555's Comments BY TICKER:
Latest  |  Highest rated
  • Kinder Morgan profits drop, but points to growing natural gas demand [View news story]
    SA still doen't get it - EPS is not the important metric for an MLP - look at distributable cash flow (which was good).;
    Apr 16 07:45 PM | 13 Likes Like |Link to Comment
  • Equity CEFs: 1st Quarter 2014 Review - A Change In Leadership [View article]
    income2012: Start at http://seekingalpha.co...
    Apr 2 04:05 PM | 1 Like Like |Link to Comment
  • Equity CEFs: 1st Quarter 2014 Review - A Change In Leadership [View article]
    Thanks for again sharing your expertise and method.
    Apr 1 02:20 PM | Likes Like |Link to Comment
  • Equity CEFs: Sell This, Buy That From These Fund Families [View article]
    Get educated and you will become a better investor - regarding ROC start with http://seekingalpha.co....
    Mar 18 04:27 PM | 2 Likes Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    Chart shows a 11.59% distribution reduction - if the error was made by assuming current dividend of .2075 was quarterly the reduction would be reported as as more like 66%. Not sure where the 11.59% came from but the major point is the report of a distribution cut for VNR is in error and might mislead the less studious MLP investor to stay away from VNR which I believe to be an attractive investment.
    Mar 15 10:14 PM | 2 Likes Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    I believe the chart referencing distribution decreases is incorrect with regards to VNR. There has been no distribution decrease but rather an increase as of 8/29/2013 (.205 to .2075 monthly).
    Mar 15 05:27 PM | 3 Likes Like |Link to Comment
  • Equity CEFs: Sell This, Buy That From These Fund Families [View article]
    I didn't see it coming (JPZ also with a similar ~8% distribution reduction).
    JLA NAV reported at CEF Connect to be up 2.37% for the past 3 months (9.48% extrapolated annually) which would seem to be adequate to cover the previous level of distribution. Hard to assess. Maybe Mr. Albo has some insight...
    Mar 12 11:21 PM | Likes Like |Link to Comment
  • The Utility And Infrastructure CEF Report: 6%+ Yields And Deep Value [View article]
    I believe that the author should study return of capital (ROC) more thoroughly. By doing so he might discover that all ROC is not bad and in fact, in many CEFs is a tax advantaged beneficial goal of the fund managers. I would suggest starting with the excellent work of Doug Albo http://seekingalpha.co...
    Mar 5 10:24 PM | 3 Likes Like |Link to Comment
  • Equity CEFs: Sell This, Buy That From These Fund Families [View article]
    Same ole, same ole comments - lack of understanding of the CEF space and return of capital (recommend again http://seekingalpha.co...)...
    Mar 4 11:21 AM | 2 Likes Like |Link to Comment
  • Analysts differ on whether MLPs are on shaky ground after Boardwalk blowup [View news story]
    The cabal of KMP shortists surfaces again...the stock they love to hate as they herd the lemmings. Let's see... small hedge fund manager suggests KMP blow up, Barron's magnifies the verbiage, retail investors targeted - seems to be the pirate formula du jour.
    Feb 12 03:22 PM | 5 Likes Like |Link to Comment
  • Equity CEFs: Utility CEFs Are Back [View article]
    Short answer - yes, you are going wrong. I would suggest you read Mr. Albo's earlier articles to educate yourself concerning CEFs - http://seekingalpha.co... would be a good start re:ROC.
    Feb 4 09:41 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Offers Solid Guidance [View article]
    Quite a few unfounded and uninformed statements concerning MLPs in general and KMP in particular. Let them be widely disseminated as I accumulate this well managed company...
    Jan 29 05:12 PM | 4 Likes Like |Link to Comment
  • Barron's: Wrong On MLPs Like Kinder Morgan Energy [View article]
    Unfortunately Andrew Bary seems to have lost his way under the stresses to produce regularly for publication. His incorrect analysis of Linn energy was not benign but rather injured the less discerning and vulnerable of retail holders who fearful of the loss of their retirement funds sold their holdings in LINE thus actualizing their fears based on Mr. Bary's errant advice.
    Now he turns his attention to MLPs in general and again publishes a flawed and incomplete analysis which may damage the portfolios of less cognizant readers who rely on the expertise of Barrons which has apparently lost editorial control.
    Jan 12 11:22 AM | 8 Likes Like |Link to Comment
  • Equity CEFs: Which Funds To Buy And Sell Right Now - Part IV [View article]
    I would add my Holiday Greetings, Best Wishes and Thanks to Mr. Doug Albo - my virtual friend and adviser. Be well.
    Dec 24 01:45 PM | 3 Likes Like |Link to Comment
  • Pembina Pipeline to proceed with $2B pipeline system expansion [View news story]
    Very solid company.
    Dec 16 11:59 AM | 1 Like Like |Link to Comment
COMMENTS STATS
155 Comments
356 Likes