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das555

das555
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  • Pembina: A Growth Midstream Now On Sale [View article]
    Barring a black (or grey) swan I believe it will be a while until PBA sees $35...
    Oct 10, 2014. 04:14 PM | 1 Like Like |Link to Comment
  • Pembina: A Growth Midstream Now On Sale [View article]
    Long for years and incrementally adding now. Dividend is in Cdn $ which is likely to rise in the future and gives currency diversity.
    Oct 10, 2014. 12:24 PM | Likes Like |Link to Comment
  • Equity CEFs: Funds With Strong NAVs And Weak Market Prices [View article]
    Thank you for your sharing of experienced insight.
    Sep 22, 2014. 05:38 PM | Likes Like |Link to Comment
  • Equity CEFs: Take A Chance On GGZ, Mario Gabelli Did [View instapost]
    Thank you - I believe I will - $2 to win...
    Sep 17, 2014. 10:00 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources: A Major Bet On Natural Gas [View article]
    I own VNR for the income and not as trading vehicle, therefore the day to day price affects me little. I thus far believe the management that the DCF shortfall is transient - but will stay tuned...
    MEMP appears solid with a pantry full of possible drop downs from its GP.
    Sep 16, 2014. 11:32 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    I thought most Dividend Growth Investors focused primarily on the soundness of the underlying business model of their holdings and thus the security of their dividends and their growth - not macroeconomic issues and guesses as to timing of interest rate fluctuations. The mantra for many has been to find and hold good businesses with safe and growing dividends and hold them unless the business model falters.
    Sep 14, 2014. 08:50 AM | 3 Likes Like |Link to Comment
  • Equity CEFs: Buy JLA Over QQQX [View instapost]
    The arbitrage works for JLA holders as long as the market price of QQQX is relatively at more of a premium to NAV than JLA's market price to NAV.
    Sep 6, 2014. 06:43 PM | Likes Like |Link to Comment
  • Equity CEFs: Buy JLA Over QQQX [View instapost]
    An average of 51,000 shares per day of QQQX have been bought over the last ten days - hard to figure....
    Sep 5, 2014. 01:53 PM | Likes Like |Link to Comment
  • Equity CEFs: Don't Judge A CEF By Its Yield [View article]
    How is an investor to correctly interpret the current YTD total NAV performance of a CEF in the context of a longer time frame performance when contemplating a purchase of that CEF? For instance, while GRX has an outstanding total return history, the current calendar year total return is listed by CEFConnect as only 4.47% which is significantly below category 15.62% and leaves a lot of catching up in the last third of 2014 to come close to its 2013 total return of 28.7%. Should a decelerating total NAV performance as seemingly manifest by GRX dissuade a CEF investor?
    Sep 2, 2014. 06:18 PM | 1 Like Like |Link to Comment
  • Philip Morris International: The Dividend Stock To Buy In 2014 [View article]
    The industry is ultimately going to share the same fate as its customers....
    Aug 24, 2014. 04:38 PM | 1 Like Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    You would simply avoid the additional tax on the November distribution if sold before receiving the distribution - no change on tax obligation from previous distributions.
    Aug 24, 2014. 10:59 AM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources: The Lackluster Coverage Ratio Remains A Concern [View article]
    I have held VNR for quite some time for it's monthly dividend which I believe is safe. I will continue to hold it for the same reason. Most companies have rough patches and this management is taking steps to shore things up in the face of an adverse NGL market. I would say "Market Perform" is about right and OK with me.
    Aug 6, 2014. 04:36 PM | 1 Like Like |Link to Comment
  • Equity CEFs: New Kids On The Block [View article]
    I don't believe Mr. Albo meant to suggest that the new CEF is bought with an intent to lose investment value but rather that when investment value is diminished, as is often the case with new issue CEFs, then the sale of the purchase which has lost value can and often is used as a tax abatement. The sale then for tax abatement further contributes to a fall in CEF price.
    the unvirtuous circle...
    Jul 22, 2014. 01:42 PM | Likes Like |Link to Comment
  • Kinder Morgan companies lower AH as Q2 earnings miss estimates [View news story]
    EPS of no importance with MLP structure. Distributable Cash Flow is the metric and is increased. Pleased holder.
    Jul 16, 2014. 06:33 PM | 18 Likes Like |Link to Comment
  • Enhancing Retirement Income With A Portfolio Of Covered Call CEFs: Part I [View article]
    When JLA is merged with QQQX there will be a change in option writing strategy for JLA. QQQX the remaining fund will write options on approx 55% of holdings as opposed to JLA's current 100% option writing strategy (http://bit.ly/1qQIVEW). JLA shares then, when converted, will be less defensive. Still a good current arbitrage opportunity however (http://seekingalpha.co...).
    Jun 15, 2014. 12:01 PM | Likes Like |Link to Comment
COMMENTS STATS
244 Comments
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