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das555

das555
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  • Why Energy MLPs Will Beat Utilities In The Months Ahead [View article]
    The big unknown re MLPs : Change in tax policy??
    Nov 12 10:56 AM | 3 Likes Like |Link to Comment
  • Even With A Fiscal Cliff Deal, Stocks And The U.S. Economy Will Unravel In 2013 [View article]
    Nothing new under the sun:
    "A democracy cannot exist as a permanent form of government. It can only exist until the voters discover that they can vote themselves largesse from the public treasury. From that moment on, the majority always votes for the candidates promising the most benefits from the public treasury with the result that a democracy always collapses over loose fiscal policy, always followed by a dictatorship. The average age of the world's greatest civilizations has been 200 years... The American Republic will endure, until politicians realize they can bribe the people with their own money."

    -Alexis de Tocqueville 1805-1869"
    Nov 9 04:12 PM | 10 Likes Like |Link to Comment
  • Atlantic Power (AT) declares C$0.09583/share monthly dividend, in line with previous. For shareholders of record Sep 28. Payable Oct 31. Ex-div date Sep 26. (PR[View news story]
    Poor payout ratio for the quarter and raising payout ratio guidance for the 2012 year to 97 - 102%; uncertainty regarding the two expiring power plant contracts in Florida (one in 2013, one in 2014); delayed payments from litigation results (to 2013); two analyst downgrades; recent advances in stock price = significant drop...
    Management did however state on the conference call that they were confident in the safety of the dividend.
    Nov 7 09:46 AM | Likes Like |Link to Comment
  • BreitBurn Energy (BBEP): Q3 EPS of -$1.00 misses by $1.22. Revenue of $111.7M (+17.9% Y/Y) misses by $6M. (PR[View news story]
    Have to look at distributable cash flow - EPS is not the important metric.
    Nov 6 09:50 AM | Likes Like |Link to Comment
  • Crescent Point Energy Seems To Thinks Its Shares Are Not Undervalued [View article]
    Written from the view point of a trader. I am happy to wait as this excellent management team builds further value and pays me monthly a generous 6.9% dividend for my patience.
    Nov 2 07:02 PM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources (VNR): Q3 EPS of $0.34 misses by $0.05. (PR[View news story]
    Yes
    Nov 1 12:06 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources (VNR): Q3 EPS of $0.34 misses by $0.05. (PR[View news story]
    Again, EPS not the meaningful metric for an MLP.....
    Nov 1 09:41 AM | Likes Like |Link to Comment
  • Canadian REIT Trade Opportunity [View article]
    Yes, the Artis web site does indicate that their entire distribution of $ .09
    per month is return of capital and not a dividend. The big question is how this is handled for U.S. citizens (the majority of the article readership I would guess) and the answer would certainly impact on the desirability of holding these REITs.
    Oct 23 06:06 PM | Likes Like |Link to Comment
  • Canadian REIT Trade Opportunity [View article]
    "solid tax-deferred high yield investment" - how tax deferred?
    Oct 23 03:58 PM | Likes Like |Link to Comment
  • American Capital Agency: Why It's Time To Sell Now [View article]
    Another opinion: http://seekingalpha.co...

    Makes a market...
    Oct 9 11:51 AM | Likes Like |Link to Comment
  • American Capital Agency: Why It's Time To Sell Now [View article]
    I believe the management has seen what you have...
    Oct 8 11:09 AM | Likes Like |Link to Comment
  • American Capital Agency: Why It's Time To Sell Now [View article]
    To me it boils down to: Do you have faith in the management of AGNC or not?
    Oct 8 10:22 AM | Likes Like |Link to Comment
  • Recent Events Make This 8% Yielder Even More Attractive [View article]
    While VNR is technically an LLC, from an investor's standpoint it is functionally an MLP as it pays distibutions/dividends as primarily return of capital and it issues a K-1 for these payments which has all the usual tax implications and reqirements for an MLPs K-1.
    VNR does not pay incentive rights to a General Partner (nor does Enterprise Products Partners).
    VNR is grouped by analysts and news letters with MLPs (MLP Profits, etc.).
    Sep 24 09:13 AM | 1 Like Like |Link to Comment
  • Recent Events Make This 8% Yielder Even More Attractive [View article]
    VNR is an MLP.
    Sep 23 04:02 PM | Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? - September, 2012, Updated [View article]
    The other nice thing about CSCTF.PK is that it pays in Canadian dollars giving your portfolio some solid foreign exchange diversity - hedging in a good currency (the loonie) against the possible Bernanke dollar weakening.
    Sep 17 06:39 PM | Likes Like |Link to Comment
COMMENTS STATS
155 Comments
355 Likes