Seeking Alpha

AltheDentist

AltheDentist
Send Message
View as an RSS Feed
View AltheDentist's Comments BY TICKER:
Latest  |  Highest rated
  • Hi-Crush Partners in 3.26M-unit secondary offering, -4.5% AH [View news story]
    My question is, will this result in dilution or just rearranging the deck chairs. If Hi Crush Proppants already had some type of shares will this secondary just replace these? does anyone know???
    Aug 11 05:22 PM | 3 Likes Like |Link to Comment
  • American Realty inks agreement to sell shopping centers [View news story]
    Getting rid of shopping malls makes a lot of sense to me. I think that more and more folks will do their shopping on-line and more retailers will decrease their physical presence in malls. As our population ages, there will also be fewer people going to malls.
    Jun 12 01:03 PM | Likes Like |Link to Comment
  • Linn Energy acreage swap falls short of expectations, Oppenheimer says [View news story]
    I hope people follow Oppenheimer's advice and drive LINE down to 26. I would back up the truck.
    May 27 03:12 PM | 7 Likes Like |Link to Comment
  • Linn Energy: Permian Trade Heightens Likelihood Of 2015 Distribution Cut [View article]
    Didn't LINE keep 30k acres in the Permian? As that gets developed won't it help make up for the depletion of the Exxon property? Also, LINE won't have to invest the large amounts of capital, which they don't have, to develop these wells that Exxon has already developed. I'm not concerned with growth of the distribution just maintenance of existing. I hope this deal will help maintaining the current yield. I will trust LINE management on this for a while.
    May 22 12:41 AM | 28 Likes Like |Link to Comment
  • Dodging A Bullet From Sturm, Ruger [View article]
    Unless you are a firearms owner and enthusiast, it is hard to analyze these companies. Weather is a huge factor in sales. My son owns a small gun retail company, 5 stores and two ranges, and when the snow falls the ranges are swamped and the stores are vacant. You have to understand the firearms customer. Most are not 3 piece suit guys with salaries. Most are hard working guys that get paid hourly. When weather closed things their incomes drop and they have to cut back on purchases. Also, there is a tremendous ammunition shortage in this country. It is almost impossible for him to get certain ammo, such as 22lr. When they do get some it is sold immediately. This is a retardant to sales. Should probably look at who makes civilian ammunition and buy into those companies. When the fall elections get heated and if Obama starts another anti-gun campaign then sales will soar. Obama is the best thing that ever happened for the firearms industry.
    Mar 6 11:49 AM | 3 Likes Like |Link to Comment
  • A Rare Opportunity In Philip Morris [View article]
    Have any of the tobacco companies start to think about going into the emerging marijuana market in the US. Although I don't smoke either tobacco or weed I do love making money and have liked owning PM and I think marijuana will need a national grower and distribution network soon.
    Jan 20 03:37 AM | 3 Likes Like |Link to Comment
  • This Oversold Fertilizer Company Could Be The Perfect Christmas Gift [View article]
    You also have to consider the recent EPA reduction in ethanol requirements for gasoline. This will reduce the amount of corn production and since corn needs massive amounts of fertilizer this will impact demand. I sold out when the EPA made their announcement and probably won't get back in.
    Dec 18 08:41 PM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources And Enhanced Oil Recovery [View article]
    What are the potential environmental impacts of using CO2. Obama has made carbon and CO2 public enemy #1. Is this CO2 released into the atmosphere or does it go some other way. How is the CO2 produced? These issues could make the fracking controversy seem minor. What are your thoughts?
    Jul 3 04:42 PM | 2 Likes Like |Link to Comment
  • As the controversy intensifies over whether or not the U.S. approves the Keystone XL pipeline, it seems that the oil will continue to flow across North America. At least 37 other pipeline projects are now planned or underway in the U.S. [View news story]
    You are incorrect. Obama has declared a war on coal. He even wants to stop shipments of coal to China. Considering that the Chinese are opening a coal plant at the rate of one/week and the winds blow from the west, his stance on destroying the American coal industry is asinine.
    Jun 30 12:54 PM | 2 Likes Like |Link to Comment
  • As the controversy intensifies over whether or not the U.S. approves the Keystone XL pipeline, it seems that the oil will continue to flow across North America. At least 37 other pipeline projects are now planned or underway in the U.S. [View news story]
    The oil will go somewhere. The pipeline to Anacortes and one the Canadians are contemplating to Vancouver, BC will load tankers and go through the San Juan Islands and the Straits of Juan de Fuca. These are beautiful and fragile eco-systems and a Tanker spill would be more devastating than the Exxon Valdez. I guess that is better than a pipeline, that even is there is a leak. would spill maybe a 1000 gallons, Better to have a super tanker spill. What an idiot.
    Jun 27 02:38 PM | 2 Likes Like |Link to Comment
  • Reuters’ Robert Campbell thinks Keystone XL (TRP) has become a victim of political posturing and says a rival plan, ETP's Trunkline, is being held to a far lower standard thanks to an incoherent U.S. environmental policy. But if a pipeline isn’t built, crude will move by more carbon intensive methods that also are susceptible to accidents. Indeed, moving oil by road or rail is no longer seen as a stopgap until pipelines are built. [View news story]
    After observing the insanity of the over-regulation for "environmental" reasons I have to believe that the USA environmental movement is funded by OPEC. No other explanation makes sense. Any other reason demands that the people involved are total idiots. Maybe that is the case.
    May 25 02:01 PM | 8 Likes Like |Link to Comment
  • Ned Davis Research finds MLPs in a familiar bind: They look rich by historical standards but not relative to income investing alternatives. Judging MLPs just by distributable cash flow, their 6.85% average DCF yield is well below their long-term 9.2% median, which would make MLPs “dramatically overvalued." NDR's favorites on a pullback: ETP, OKS, EEP, EPB, ACMP[View news story]
    Until we see real employment get better in the US, not the phony number out now, I think we are in an era of low yield. This makes MLPs outstanding now. I first bought EPD back in 2003, I think, in the 16 dollar range and it yielded about 7%. It is now 60+ and yields in the mid 4% range. With the distribution being raised every quarter I still don't think it is "over-valued"
    May 15 10:04 PM | Likes Like |Link to Comment
  • The 4% Retirement Rule In The Real World [View article]
    A little more here but I don't have to live in Thailand. I've seen that dentistry and most of it would be malpractice in the US. Don't hear of many folks going out of the country to get medical care. Many come to the US.
    Apr 19 01:07 PM | Likes Like |Link to Comment
  • The 4% Retirement Rule In The Real World [View article]
    Depends on how many children and grandchildren you have. Also, once the Feds start to invade the IRA for revenue, do you think they will stop at just 3 million. No, once they prohibition is violated, they will take it all. Remember, income tax started at 1% of high incomes and I think FICA started at a low rate. Govt. can never get enough of your hard earned money
    Apr 19 01:04 PM | 2 Likes Like |Link to Comment
  • The 4% Retirement Rule In The Real World [View article]
    I completely agree. I have been ridiculed for having this attitude. I would rather make my children's life better than my own. That is why the President's plan to put an upper limit on IRA assets is so wrong. An IRA is a wonderful way to pass assets on to your heirs.
    Apr 18 11:29 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
21 Comments
72 Likes