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das555

das555
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  • 10.6% Yielding ETW Offers Both Income And A Capital Appreciation Opportunity [View article]
    One caution in this CEF may be that the NAV total return for the past year was only 2.43% while the distribution paid on the NAV was 9.44% (http://bit.ly/1HlTKY7) - suggesting destructive ROC and the possibility of a coming distribution reduction.
    Jan 2, 2015. 05:39 PM | 7 Likes Like |Link to Comment
  • Equity CEFs: Will 2015 Be The Year Of The Rotation? [View article]
    To answer my own question (and for consideration by others) I believe QQQX is a reasonable hold at present and plan to maintain my shares at this time. The managers of QQQX had a good year with a total return on NAV of 14.93% and are paying an annualized distribution on NAV of only 7.06% (with a raise in the distribution for the last quarter of 3.08%). The fund is now trading at a discount (-3.07%) and with selling options on 50% of its QQQ holdings will capture more upside than JLA's more defensive posture if the technology run continues.
    Jan 2, 2015. 12:19 PM | 1 Like Like |Link to Comment
  • Avoid Linn Energy LLC And These Other MLP Value Traps [View article]
    The fact is as well that Mr Gue and Mr. Conrad have also reversed on MEMP and recommended it now be sold. I have not followed that advice and have added.
    Regards.
    Jan 1, 2015. 02:51 PM | 2 Likes Like |Link to Comment
  • Avoid Linn Energy LLC And These Other MLP Value Traps [View article]
    The difficulties in forecasting "buy and sell" recommendations in the recent energy space is exemplified by Mr. Gue's recommendations in an 10/09/2014 Alert to subscribers entitled "The Names to Buy in the Energy Selloff" that included MEMP and VNR.
    Can't get them all right...
    Dec 31, 2014. 01:45 PM | 8 Likes Like |Link to Comment
  • How Low Crude Prices Could Quickly Lead To Higher Crude Oil Prices [View article]
    The price of oil is not simply a product of supply and demand but is subject to political/financial engineering by producing nations and their allies. The price will return to a "normal" range when the goals of these collaborators are perceived by them to be achieved and not before.
    Dec 30, 2014. 07:34 PM | 10 Likes Like |Link to Comment
  • Is The Oil Super Cycle Over? [View article]


    oil price =(demand/supply) X (political engineering factor squared)
    Dec 29, 2014. 02:29 PM | Likes Like |Link to Comment
  • Equity CEFs: Will 2015 Be The Year Of The Rotation? [View article]
    Thanks for the article.
    Regarding the Nuveen conversions do you have any thoughts you would feel comfortable passing on as to retaining the new QQQX shares versus moving resources from newly minted QQQX shares into the 2015 suggestions?
    Dec 29, 2014. 02:11 PM | 2 Likes Like |Link to Comment
  • First Crude Oil, Now Natural Gas... How Low Can It Go? [View article]
    Uh Oh - oil up on Friday, time for Minister Naimi to get out and talk it down again. Ahh, NG production may be supporting those pesky shale plays - let's bring out the weather forecaster to predict a warm winter - yeah, that should work too...
    Dec 22, 2014. 04:07 PM | 1 Like Like |Link to Comment
  • Will Memorial Production Partners Suspend Its Distribution? [View article]
    So...who do we believe?
    Dec 18, 2014. 01:03 PM | Likes Like |Link to Comment
  • What Is Saudi Arabia Thinking? [View article]
    Nicely done.
    Dec 16, 2014. 12:50 PM | 3 Likes Like |Link to Comment
  • How Long Does A 'Typical' Oil Downcycle Last? [View article]
    In short - nobody knows the timing...basic strategy suggests price of oil will rise.

    Hit, stand or surrender.
    Dec 15, 2014. 10:34 PM | 1 Like Like |Link to Comment
  • Oil & Gas Stocks: Pain, Then More Pain... When Is The Gain? [View article]
    Russian ruble was 33 to the dollar in January, now 65 to the dollar...
    Economic/political energy levers seem to be working though Putin's response must be considered unpredictable and potentially worrisome.
    Dec 15, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    Me too.
    Dec 15, 2014. 12:42 PM | 1 Like Like |Link to Comment
  • Here Is Why I Reluctantly Added To My Investment In Linn Energy [View article]
    And the Russian Bear is being poked with an oily stick...
    Dec 13, 2014. 09:38 PM | 3 Likes Like |Link to Comment
  • Select pipeline operators, distributors have climbed up to 16% since Nov. 1 [View news story]
    Pipelines with visible contracted revenues and a long history of dividend growth are on significant sale here - layering in for the future.
    Dec 10, 2014. 07:18 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
248 Comments
576 Likes