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Posts by Themes
2009,
2nd article: Climate Control/Copenhagen,
Afghanistan,
Aluminum Alloys- REE,
another public forum the burning platform,
Article on Platinum group,
Australia on Chinese stock purchases,
Bank Failures,
banking,
BANKING,
Batteries,
BRAZIL,
Brazilian Real,
BRIC,
Canada,
cap and trade,
cash for caulkers,
Cash4Gold,
CDO's,
CEMENT,
CHINA,
china,
China,
china/trade agreements,
Chinese Agriculture Stocks,
Coal,
COAL,
companies hoarding cash!,
Copenhagen/Climate Change ,
Copenhagen/Climate Debate,
cre,
defensive strategies in a down market,
Dodd's bill,
Dubai,
Economy,
economy,
ECONOMY,
EESTOR,
eestor,
etc.,
European Banks,
Extending Unemployment benefits and $8000 homebuyers credit/economy,
FED,
FED POLICY,
Federal Reserve/Banking,
FOOD INFLATION,
FUEL,
G-20,
GASOLINE,
GOLD,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.















QUICK CHAT #2: 01/06/10
plus an article in the comments on tax treatment and retirement vehicles. It is too comprehensive to list in full here. See Quick Chat #1: for year 2010 for particulars. Additionally, there is some discussion of the tax treatment of commodities like DBA in that article.
There is also a chart supplied by User on the various kinds of US corporations and tax treatment.
List of stocks from Quick Chat #1: 1/2/2010-1/6:
A) AGU, APL, ATPG, AUY,AVARF.PK
B) BP,
C) CAGC, CGA, CHK,CHP, CNOA, CNX, CPLP, CQP, CRDC, CRESY
D) DYMDY,
E) EGI
F)
G) GDLNF.PK, GPR.TO, GWMGF,
H) HL, HUD.V, HYGSD
I) IBDRF.PK, IPI, IRVSF.PK, IVAN,
J) JAG, JINFF.PK, JOYG
K)
L) LINE,
M) MASP,
N) NATUF, NEMFF.PK
O) OKS
P) PAL, PAP, POM, POT
Q) QBC
R) RAVN, RRC
S) SEED, SGQRF.PK, SMBL, SWC
T) T, TCK, TOT,
U) UVICF.OB,
V) VZ
W) WMB
X) XIDE
Y) YGE
Z)
Disclosure: VARIOUS
Quick Chat #1: Jan 2, 2010
www.scribd.com/doc/24589188/MF-Global-2010
Stocks from 12/28/09-1/2/10 Quick Chat #33
A: AAPL, AGNC, ANR, AREX, ASEI
B: BAC, BIF
C: C, CHK, COP, CPQ.V, CQP, CSX, CVM, CVX, CY
E: EEP
F: FCG
G: GG,GWGMF,
H: HL, HTM, HUD.V
I: ICXT, IEO, IPSU
J: JST
K: KSU
L: LINE, LMT
M: MFC, MTLQQ.PK
N: NATUF, NEM, NETC, NGD
O: OSIS
P: PHIE, PNNT
R: RTN,
S: S,SCIL,SEED,SKRZF, SKW
T: T, TAMO.OB, TGB,TOO, TSO, TTC
U: UHN, UNP
V: VICL,VIV, VRNM
*************************************************************************************************
MLP's and related investments:
Atlas Pipeline Partners, L.P.
AMEX
APL
Atlas Pipeline Holdings, L.P.
AMEX
AHD
Blueknight Energy Partners, L.P.
OTC
BKEP.PK
Boardwalk Pipeline Partners, L.P.
NYSE
BWP
Buckeye Partners, L.P.
NYSE
BPL
Buckeye GP Holdings, L.P.
NYSE
BGH
Calumet Specialty Products Partners, L.P.
NASDAQ
CLMT
Cheniere Energy Partners, L.P.
AMEX
CQP
Copano Energy, L.L.C.
NASDAQ
CPNO
Crosstex Energy, L.P.
NASDAQ
XTEX
DCP Midstream Partners, L.P
NYSE
DPM
Duncan Energy Partners, L.P.
NYSE
DEP
Eagle Rock Energy Partners, L.P.
NASDAQ
EROC
El Paso Pipeline Partners, L.P.
NYSE
EPB
Enbridge Energy Partners, L.P.
NYSE
EEP
Energy Transfer Partners, L.P.
NYSE
ETP
Energy Transfer Equity, L.P.
NYSE
ETE
Enterprise Products Partners, L.P.
NYSE
EPD
Enterprise GP Holdings, L.P.
NYSE
EPE
Exterran Partners, L.P.
NASDAQ
EXLP
Genesis Energy, L.P.
AMEX
GEL
Holly Energy Partners, L.P.
NYSE
HEP
Kinder Morgan Energy Partners, L.P.
NYSE
KMP
Magellan Midstream Partners, L.P.
NYSE
MMP
MarkWest Energy Partners, L.P.
AMEX
MWE
Nustar Energy, L.P.
NYSE
NS
NuStar GP Holdings, L.P.
NYSE
NSH
ONEOK Partners, L.P.
NYSE
OKS
Plains All American Pipeline, L.P.
NYSE
PAA
NYSE
KGS
Regency Energy Partners LP
NASDAQ
RGNC
Rio Vista Energy Partners, L.P.
OTC
RVEP.PK
Spectra Energy Partners, L.P.
NYSE
SEP
Sunoco Logistics Partners, L.P.
NYSE
SXL
Targa Resources Partners, L.P.
NASDAQ
NGLS
TC Pipelines, L.P.
NASDAQ
TCLP
TransMontaigne Partners, L.P..
NYSE
TLP
Western Gas Partners, L.P.
NYSE
WES
Williams Partners, L.P.
NYSE
WPZ
Williams Pipeline Partners, L.P.
NYSE
WMZ
AmeriGas Partners L.P
NYSE
APU
Ferrellgas Partners, L.P.
NYSE
FGP
Global Partners, L.P.
NYSE
GLP
Inergy, L.P.
NASDAQ
NRGY
Inergy Holdings, L.P.
NASDAQ
NRGP
Star Gas Partners, L.P.
NYSE
SGU
Suburban Propane Partners, L.P.
NYSE
SPH
BreitBurn Energy Partners, L.P.
NASDAQ
BBEP
Constellation Energy Partners LLC
NYSE
CEP
Dorchester Minerals, L.P.
NASDAQ
DMLP
Encore Energy Partners, L.P.
NYSE
ENP
EV Energy Partners, L.P.
NASDAQ
EVEP
Legacy Reserves LP
NASDAQ
LGCY
Linn Energy, LLC
NASDAQ
LINE
Pioneer Southwest Energy Partners, L.P.
NYSE
PSE
Quest Energy Partners, L.P.*
NASDAQ
QELP
Vanguard Natural Resource Partners, L.P.
NYSE Arca
VNR
Capital Product Partners, L.P.1]
NASDAQ GM
CPLP
K-Sea Transportation Partners, L.P.
NYSE
KSP
Martin Midstream Partners, L.P.
NASDAQ
MMLP
Navios Maritime Partners, L.P.[1]
NYSE
NMM
Teekay LNG Partners, L.P.
NYSE
TGP
Teekay Offshore Partners, L.P.1]
NYSE
TOO
[1] Organized and headquartered outside the U.S. Although organized as a partnership, has elected to be taxed as a corporation in the U.S.; some income will be treated as a dividend, some as return of capital. See the partnership website or SEC filings for further details..
Natural Resources - Coal, Other Minerals, Timber
Alliance Resource Partners, L.P.
NASDAQ
ARLP
Alliance Holdings GP, L.P.
NASDAQ
AHGP
Natural Resource Partners, L.P.
NYSE
NRP
Penn Virginia Resource Partners, L.P.
NYSE
PVR
Penn Virginia GP Holdings, L.P.
NYSE
PVG
Pope Resources
NASDAQ
POPE
Terra Nitrogen Company, L.P.
NYSE
TNH
Real Estate - Properties
New England Realty Associates, L.P.
AMEX
NEN
NTS Realty Holdings, L.P.
AMEX
NLP
W.P. Carey & Co. LLC
NYSE
WPC
Real Estate - Mortgage Securities
American First Tax Exempt Investors
NASDAQ
ATAX
Centerline Holding Company (formerly CharterMac)
OTC
CLNH.OB
Municipal Mortgage and Equity, LLC
OTC
MMAB.PK
Investment / Financial
Alliance Bernstein Holding L.P.
NYSE
AB
The Blackstone Group L.P.
NYSE
BX
Fortress Investment Group LLC
NYSE
FIG
Icahn Enterprises, L.P.
(formerly American Real Estate Partners)
NYSE
IEP
Lazard, Ltd.
NYSE
LAZ
Och-Ziff Capital Management Group LLC
NYSE
OZM
Other Industries
Brookfield Infrastructure Partners
NYSE
BIP
Cedar Fair, L.P.
NYSE
FUN
ML Macadamia Orchards, L.P.
OTCQX
NNUT
StoneMor Partners, L.P.
NASDAQ
STON
Commodity Partnerships
PowerShares DB Commodity Index Tracking Fund
AMEX
DBC
United States 12 Month Oil Fund, LP
AMEX
USL
United States Gasoline Fund, LP
AMEX
UGA
United States Heating Oil Fund, LP
AMEX
UHN
United States Natural Gas Fund, LP
AMEX
UNG
United States Oil Fund, LP
AMEX
USO
Closed-End MLP Funds
Fiduciary/Claymore MLP Opportunity Fund
NYSE
FMO
Fiduciary Energy Income and Growth Fund
AMEX
FEN
Kayne Anderson Energy Development Company
NYSE
KED
Kayne Anderson Energy Total Return Fund
NYSE
KYE
Kayne Anderson MLP Investment Company
NYSE
KYN
Tortoise Capital Resources Corp.
NYSE
TTO
Tortoise Energy Capital Corp.
NYSE
TYY
Tortoise Energy Infrastructure Corp.
NYSE
TYG
Tortoise North American Energy Corp.
NYSE
TYN
MLP Indexes
Alerian MLP Index
NYSE
AMZ
(Price Return)
NYSE
AMZX
(Total Return)
Citigroup ® MLP Index
DJI
CITIMLP (Price Return)
DJI
CITIMLPT (Total Return)
Is organic busting? New research says the market for organic foods is static at best (MEATPOULTRY.com, December 18, 2009) by Steve Bjerklie
New research says the market for organic foods is static at best
by Steve Bjerklie
Meat and poultry companies still hoping to cash in on the growing market for organic products may want to think again. New research from the Connecticut-based TABS Group suggests the market is, if not static, then not growing in terms of numbers of shoppers.
"In the mass market, organic is not growing," TABS founder and president Dr. Kurt Jetta told MEATPOULTRY.com. "Every year we measure the popularity of several categories of so-called, good-for-you products, and organic consistently has the lowest appeal."
Any growth that the organic category has seen, he said, comes from higher purchases from shoppers who already identify themselves as organic-preferrers. Crucially, the number of shoppers for organic products is not growing. According to TABS’s data, just 38 percent of adults say they have purchased any product from any of the major organic categories – fruits and vegetables, eggs and milk, frozen items – in the past six months. Organic fresh fruit had the highest purchase incidence at 26 percent, followed by organic vegetables at 17 percent.
Mainstream supermarkets continue to be the preferred source for organic products, outpacing natural food stores by 39 percent to 27 percent. Yet according to TABS, while there were 50 percent more organic shoppers at mainstream stores than specialty stores, there are 20-30 times more mainstream stores.
"When we see a dynamic that says it takes a 20-fold increase in store count to generate a 50-percent increase in buyer count, we conclude that the vast majority of retailers with a broad assortment of these products are seeing a very low return on investment," Jetta commented in a statement. "We can only hope that the mainstream retailers and manufacturers stop marching in lockstep to this illusory 'trend' and refocus their efforts on more mainstream categories and products. There is a role for a modest selection of organic products in their store, but they should accept that the natural food markets are better positioned to service the needs of the organic shopper."
His advice to retailers who have made a big commitment to organic foods: "You better have a Plan B to get that stuff off of the shelves."
But what about the major boost organic products have received in the media and elsewhere, with experts and food companies alike touting various benefits from the consumption of organic foods? "The press hype about certain emerging trends almost never gets it right," Jetta told MEATPOULTRY.com. "You can look over the trends that have been forecast over the past several years – there’d be a big boom in food products for teenagers, for example, and then it was the ‘metrosexual’ shopper, and after that there was going to be big growth in products with new and exotic kinds of spices – and they didn’t happen."
The vast majority of shoppers, Jetta contends, "are conservative. The trends everyone talks about may be trends in large urban centers like New York, Boston and San Francisco, but that doesn’t mean they’re trends in the heartland. The other thing is that these predicted trends are almost always for upscale products and upscale shoppers, but most people aren’t upscale." He said that for most shoppers, the price-value relationship continues to drive most shopping decisions, not considerations about whether a product was grown or processed locally or according to organic or sustainable standards.
The Organic Product study was conducted among 1,000 representative respondents aged 18-75. The study was fielded from Dec 3-6, 2009, and it replicated a study that was completed in November 2008. Jetta told MEATPOULTRY.com that organic meat and poultry was not specifically measured as a separate category, but "I would venture to say that the results for the category wouldn’t be significantly different from what we found" for other categories.