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berloe

berloe
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Latest  |  Highest rated
  • 3 ETF Investing Themes For A Wobbly U.S. Bull [View article]
    Do ETFs ever need to raise cash? Do they ever sell equities?
    Jan 30, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • Preliminary Review Of Kinder Morgan's Results For Q4 2014 [View article]
    Does anybody know how KMI's dividend will be taxed?
    Jan 28, 2015. 01:18 PM | Likes Like |Link to Comment
  • Preferred Stock Dividend Growth [View article]
    How about re-investing preferred dividends into DIG stocks? Assuming you do not need the money as I do.
    Jan 28, 2015. 01:02 PM | Likes Like |Link to Comment
  • Schlumberger: Not The Sector Stock To Own For A Rebound [View article]
    HP and NOV both trade more cheaply.
    Jan 28, 2015. 12:45 PM | Likes Like |Link to Comment
  • AT&T: Changes Are Coming In 2015 [View article]
    One other thing- Using TTM EPS the POR is only 57%. What to make of that?
    Jan 28, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • AT&T: Changes Are Coming In 2015 [View article]
    With a 90+ POR there is not much cash available for buybacks. Still its true that reducing #shares will reduce dividends paid. It might be a wash.
    Staying long for the income, but wary. Could this aged bull be running short of sperm?
    Jan 28, 2015. 11:39 AM | 2 Likes Like |Link to Comment
  • Are Exxon, Chevron And Shell Low Cost Oil Producers? [View article]
    Sounds like I will have to rethink buying Majors on dips. As I read this post and factoring in solar and wind and whatever else on the alternative energy horizon I thought of buggy whip manufacturers.
    Right now I am long drillers and looking to get back into pipelines.
    Best regards.
    Jan 28, 2015. 11:13 AM | 1 Like Like |Link to Comment
  • In Search Of Income: Municipal Bond CEFs (Part II) [View article]
    Scooter-
    Yes, they have been for me, along with a couple of well timed PFDs.
    My Muni CEFs outperformed my high yield CEFs.

    I could take profits of six months dividends pre-tax now and wait for a lower entry. But I lose the income while waiting and pay taxes on the gains. Should probably add some, eh?
    Jan 27, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • Chevron/Exxon Earnings Preview: 2015 Revisions Are Shocking [View article]
    It took 5 years for oil to get from 2009 lows to 100+.
    It could take how many to get back there?
    Jan 26, 2015. 04:04 PM | 3 Likes Like |Link to Comment
  • A Diversified, High-Income Bond Portfolio For 2015 [View article]
    I hold some high yield CEFs including some Muni s. You allude to the drop in market price during the great debacle, which certainly caused holders sleepless nights. But from a stream of income basis I note the distributions continued. The income stream kept coming. That is important to me.

    Long HHY EHI MYD BBK...
    Jan 25, 2015. 03:13 PM | 1 Like Like |Link to Comment
  • Realty Income: Pragmatism Trumps Dogmatism [View article]
    If my O was in a tax deferred acct I would sell it and move on. But it isn't so I keep clipping the coupon and selling calls against it for augmented income.
    Jan 23, 2015. 03:16 PM | 3 Likes Like |Link to Comment
  • In Search Of Income: Municipal Bond CEFs (Part II) [View article]
    I care take my portfolio for income stream. Have some Muni and corporate bond CEFs to help provide the steady stream. Never feel obliged to trade them and disrupt that income stream. How do I replace it? Cash won't do it.
    Jan 23, 2015. 02:53 PM | 1 Like Like |Link to Comment
  • Risk Parity: What It Is, How It Works, And Why It Matters [View article]
    Are there any CEFs that practice Risk Parity?
    Jan 23, 2015. 02:45 PM | 1 Like Like |Link to Comment
  • Comparing Apple And AT&T [View article]
    Eli,
    Your article points out a fallacy in my current strategy. I am very long T for that 5.6% yield. If AAPL yielded me 6% I'm sure I'd buy it vs T.
    I write covered calls for income but have neglected how I could have AAPL yield as much currently as T. Shame on me until you light the path. Buy AAPL @ ~112; sell a Jan 16 134.21 call for $5.00; collect Apple's current 1.88 dividend and viola! I get the same income as T!
    Oh, am I worried about losing my AAPL? Hardly. I'll take that capital gain to the grocery store.

    Love your work.
    Jan 22, 2015. 03:47 PM | 3 Likes Like |Link to Comment
  • The Gone Fishin' Portfolio: 14 Years Of Market-Beating Returns [View article]
    Interesting. When is the re-balance? All at once, say Jan. 1st? What is re-balanced; money?

    I'm thinking "dogs of the Dow" kind of thing?

    I, like many of my compatriots overdo. Perhaps I should limit myself to quarterly or monthly reviews instead of over-trading. Any ides out there?
    Jan 21, 2015. 06:51 PM | 1 Like Like |Link to Comment
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