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Philipsonh

Philipsonh
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  • Calumet Specialty Products Partners LP And Anchor Drilling Fluids, The Acquisition That Will Drag Earnings Lower [View article]
    Mr McKinlay
    You have written two articles, each about excellent companies, those being Calumet Specialties and Global Partners. The market has taken the stock prices of both down harshly. Just wondering if you would write a review of the market action on these two seemingly fine enterprises to clarify why both are beaten down. I have no holdings in either but from my perspective each is expanding organically and with purchases of other concerns. I have owned both but the drop in the share prices caused me to see, disappointingly. Appear to be two companies the stock market just does not appreciate.
    Jul 4, 2015. 03:54 PM | Likes Like |Link to Comment
  • Finally BP Settles For $18.7 Billion, Dividend And Core Asset Base Safe [View article]
    Note the reservations about BP's investment in Rosneft ( Russia ) should take into account that the actual work is performed internationally, not only in Russia.
    Jul 4, 2015. 12:55 PM | Likes Like |Link to Comment
  • A 6.9% Yield From This Telecom Could Boost Your Current Income [View article]
    Just wondering what the possibility is that CBB will be purchased by one of the larger telecom companies.
    Jul 3, 2015. 09:49 PM | Likes Like |Link to Comment
  • After A 14% Pullback, Preferred Apartment Communities May Be Ready To Rise Again [View article]
    Mr Miller: Just some additional points you should consider:
    1) New family formations usually rent apartments prior to making home purchases
    2) New employees moving into a locale often rent before making a home purchase
    3) Retirees moving to new locales often rent while acclimating themselves
    to the area and deciding whether or not to purchase
    4) Senior citizens often downsize to apartments so as to make their lives easier
    I don't believe that one can base their decision to own apartment Reits simply on a the strength of the economy
    Thanks
    Howard
    Jul 3, 2015. 02:22 PM | Likes Like |Link to Comment
  • AMZA: 9% Yield With No K-1 And Few Concerns About Interest Rates [View article]
    The ETF facts state they use " moderate " leverage, options, and short selling to attain their goal of an 8% payout. Opening Mr Tinder's link above notes they have many options in place. Fund states the options protect the downside risk. Thanks.
    Jul 2, 2015. 06:49 PM | Likes Like |Link to Comment
  • Mr. Market Is Not Thrilled With This Net Lease Merger, Neither Am I [View article]
    I held CSG and sold immediately, for a small loss. I will wait the necessary 30+ days and revisit. Hopefully things will look better at that time. There are so many good investments, why take a chance on this ? Just my opinion.
    Jul 2, 2015. 09:53 AM | 2 Likes Like |Link to Comment
  • Brookfield targets Asciano in $6.8B deal [View news story]
    I recently noted that 'Zachs' has a strong sell rating on BIP - certainly a much different viewpoint than S/A articles and comments
    Jul 1, 2015. 10:56 PM | Likes Like |Link to Comment
  • PFXF: An ETF With Attractive Yield, But Does It Hold Only Preferred Equity Shares? [View article]
    Sorry - I miskeyed- "for the current TOP 10 holdings" - Thanks
    Jul 1, 2015. 10:54 PM | Likes Like |Link to Comment
  • PFXF: An ETF With Attractive Yield, But Does It Hold Only Preferred Equity Shares? [View article]
    One needs to review the website for the current 10 10 holdings. 4 are already different that noted in the article.
    Jul 1, 2015. 10:38 PM | Likes Like |Link to Comment
  • North Atlantic Drilling Discusses Conditions In Offshore Drilling Industry [View article]
    Hi Debutant
    Thanks. I know there are numerous parameters in the "sanctions", both U>S> and E/U. Appreciate your input.
    Howard
    Jun 25, 2015. 12:35 PM | Likes Like |Link to Comment
  • BP, Rosneft sign production, exploration, refining pacts [View news story]
    I also asked the same question after another article on S/A. If the E/U sanctions are in place. how can BP be signed new deals with Rosneft.
    Jun 24, 2015. 01:27 PM | Likes Like |Link to Comment
  • North Atlantic Drilling Discusses Conditions In Offshore Drilling Industry [View article]
    I read last week that BP has initiated new deals with Rosneft.. If anyone can explain how this can take place while the E/U sanctions are in place against Russia, I would appreciate your clarification.
    Jun 24, 2015. 01:25 PM | Likes Like |Link to Comment
  • An 11.2% Yield From A Diversified Shipping Company: Navios Maritime Holdings Preferred [View article]
    I wish that S/A had a separate section for preferred and like type instruments. They are the core of my portfolio but articles about them are rare. If I am missing something, someone kindly offer guidance.
    Jun 23, 2015. 05:32 PM | 2 Likes Like |Link to Comment
  • Rosneft, PDVSA plan natural gas joint venture [View news story]
    They also signed some new agreements with BP, which is supposedly under sanctions by the EU from dealing with Russian companies. Maybe someone else on this board understands if the sanctions are in place, are not in place, or are in place selectively.
    Jun 22, 2015. 01:45 PM | Likes Like |Link to Comment
  • Introduction: Ward's Portfolio Project [View article]
    S/A started out as a free financial blog site and that is what i would like it to be.
    The PRO articles, plus all the folks here with pay-for sites, plus all the other pay-for sites, make it impossible, financially and time-wise, to read all the material. An interested investor would have to have a much longer day to even begin to keep up.
    Even though I only concern myself with income-oriented products there is still an avalanche of literature and I have no way, or any intention, of keeping up. Just my thoughts.
    Jun 21, 2015. 11:21 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,361 Comments
1,090 Likes