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ChuckXX

ChuckXX
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  • Enterprise Products Partners: A High Quality Midstream Now On Sale [View article]
    Very nice well written article. EPD is one of my top 5 holdings. Its a rock solid well run company and no reason not to own it for conservative investors.
    Jul 2, 2015. 09:34 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan's Fair Value: $29 Per Share [View article]
    Brian; "Valuentum reserves the right to respond to those comments that it deems will add value to the discussion". Well here's one for you. WHY oh WHY would a rational and astute man like Rich Kinder continue to add to his already "Huge position" of well over 10 Billion in KMI stock if he thought it was going to implode?????? Its because of YOU I sold out of my 6,000 shares two weeks ago. I don't regret it. But in this environment it is really tough going trying to find a good investment at a decent price. I replace about 40% of that sale with FGP which the insiders have been scooping up in a very large way. Great dividend that they have maintained and never cut in over 20 years. Yes, I verified that with the company. Check it out.
    Jun 30, 2015. 12:17 PM | 4 Likes Like |Link to Comment
  • MasterCard Discovering Growth Opportunities [View article]
    You are absolutely correct. I bought some shares at $42 and change. Just wish I would have bought a "Mega Ton". I could be on my plantation if I had done so. But "coulda, woulda, shoulda" doesn't cut it. Its what you actually do that matters not what you wish you woulda done.
    Jun 30, 2015. 09:39 AM | Likes Like |Link to Comment
  • Beware Short-Term Headwinds Facing Payment Processors [View article]
    Very good and accurate comments by both joanpete and Bahamas1. I feel that you need to think about owning these two companys over the next decade and really even longer. Thats where the "true rewards" will be given to you. They are my two largest holdings and I have no intension of selling. Nice article.
    Jun 30, 2015. 08:55 AM | 3 Likes Like |Link to Comment
  • MasterCard Inc. Is A Great Company At A Fair Price [View article]
    Nice article. Sometimes I wonder why "MA" even carries any debt at all. They really don't need to. Its my 2nd biggest holding right behind Visa. Both companys are great long term holds.
    Jun 29, 2015. 06:37 PM | 2 Likes Like |Link to Comment
  • MasterCard Discovering Growth Opportunities [View article]
    In reply to "horowitzcpa"; Its funny you should ask. I have made a much larger gain on my "V" than my "MA". Mainly because I did buy quite a few shares right at the IPO price and have added to my "V" probably around 5 or 6 times since then. I have "averaged up" on both of them. Something we really don't like doing but like "joanpete" says "what is wrong with adding again to our holdings". I love both of these companys for the next decade and probably even longer. Iam looking for another "long term growth opportunity" and have found a couple but they are priced in the "stratosphere" so can't buy them at present levels. Would love a forum where all of us readers share ideas!!!!!!!!!!
    Jun 27, 2015. 09:03 AM | Likes Like |Link to Comment
  • MasterCard Discovering Growth Opportunities [View article]
    Another rock solid article by this author. I commend you on your detail. Iam very long "MA" as I like to call it. Got in at the IPO price but did not buy enough to impact my life. I have added to it 3 times since then and now have a "meaningful position". Its my 2nd largest holding. I really kick myself hard on this one because if you go back thru the history the stock did a 10 for 1 split so that simply means your cost basis back at the IPO price would be around $9.40. Now the stock is around $94 or so. Do the math with lets say 10,000 shares and let me know after you get done barfing in the stool. I had the chance but missed it. Still very long however and will be for another decade or even longer.
    Jun 26, 2015. 03:25 PM | Likes Like |Link to Comment
  • Visa Looks To China For Long-Term Growth [View article]
    I just want to add that I fully agree with "Bahamas1" above. It will truly be very hard to just come in and replace what Visa has in place. Think about the thousands of banking relationships they have in place thru out the world. You aren't just going to replace that easily. Rather than trying to think about "who" is going to replace them why not just invest in Visa the absolute leader in their industry.
    Jun 26, 2015. 10:35 AM | 2 Likes Like |Link to Comment
  • Visa Looks To China For Long-Term Growth [View article]
    Thank You. A very thoughtful and extremely well written article. While we don't know the authors name he certainly is a well educated writer. Iam very long Visa in a very big way. My largest holding. I got in at the IPO price but have added to it atleast 6 times since then.
    Jun 24, 2015. 07:18 PM | 2 Likes Like |Link to Comment
  • FireEye: Time To Take Profits [View article]
    Wow, theres a person that is new to investing. Do some research on the dot.com bubble. Take a serious look at what happened from 1998 to the end of 2000. Then tell me that "earnings don't matter and never will".
    Jun 22, 2015. 06:50 PM | Likes Like |Link to Comment
  • 5 More Reasons Why We Think Kinder Morgan's Shares Will Collapse [View article]
    As a final note since this author does not reply to questions I will no longer waste my time following him. I dropped Bill Gunderson for the same reason. They don't want to have to "defend" their articles.
    Jun 20, 2015. 09:18 AM | 1 Like Like |Link to Comment
  • 5 More Reasons Why We Think Kinder Morgan's Shares Will Collapse [View article]
    The problem with this author is he does not reply to questions. I also like some others have sold my huge position in KMI (6,000) shares because of this article. In other words got scared out of it. In 4 or 5 years when the stock is trading at $55 or $60 I will wish I had never read this silly article.
    Jun 19, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • 5 More Reasons Why We Think Kinder Morgan's Shares Will Collapse [View article]
    Brian; Iam quite confident that you will not answer my question because it will befuddle to most astute of investors. If KMI is about to implode then why oh why does Mr. Rich Kinder continue to buy more and more shares???? The man has well over "10 Billion" of his own stock and just recently has "Bought More". Why would any "rational astute investor" including the Chairman of the Board do that??????????????????...
    Jun 19, 2015. 12:04 PM | 7 Likes Like |Link to Comment
  • The Bond Bear Market Has Begun [View article]
    I own a very large portfolio of long term corporate bonds. Most were bought years ago at par or just slightly above par. I have not seen a meaningful sell off of these bonds at all. Most of mine are non callable or make whole call. If I sold today I would have a truly "huge gain" over par. But what do I reinvest back into???? A CD that will pay me just slightly over 1%?????
    Jun 19, 2015. 08:42 AM | 2 Likes Like |Link to Comment
  • Visa: Verifying The Long Case [View article]
    Nice article. I have been long "V" since the IPO in 2008 and have added to it atleast 5 or 6 times since then. I usually don't average up but I made an exception in the case of Visa. Also very long "MA" which stock wise has done quite a bit better than "V". Visa keeps me awake at night because of the Visa Europe thing.
    Jun 15, 2015. 05:21 PM | 1 Like Like |Link to Comment
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