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berloe

berloe
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Latest  |  Highest rated
  • Plains All American: The Signal To Noise Ratio Depends On Where You're Standing [View article]
    Scooter-Pop,
    Not sure what you are referring to. Are you suggesting acquirers will pay too much for assets and have to reduce distributions to fund their mistakes or have you decided to leave this area? If so, where will you go?
    Always interested in your oil thoughts.
    Still long KMI; PAA. looking for more.
    Jul 4, 2015. 12:40 PM | Likes Like |Link to Comment
  • BGH: High Yield, Short Duration - Is This The Place To Be Right Now? [View article]
    If they own bonds and the bonds don't default, why should distributions be cut if NAV falls?
    Jul 3, 2015. 10:01 AM | 1 Like Like |Link to Comment
  • Missing The Forest For The Trees [View article]
    Reading this article half way through made me want to dump everything. Then at the finish perhaps double up. So I'll stand pat for now. But if Porto Rico defaults after Greece? Look out below?
    Jun 29, 2015. 09:45 AM | Likes Like |Link to Comment
  • PHK: Is It Time To Get Out While You Still Can? [View article]
    To all,
    Not mentioned is the fact that bond CEFs in general are trending down. No surprise.
    And hasn't help PHK, has it?
    Jun 26, 2015. 03:10 PM | 1 Like Like |Link to Comment
  • W.P. Carey: A Real Estate Investment For All Seasons [View article]
    Bot in two batches and sold covered calls and puts. The calls will expire worthless (65); I'll keep the premium earned, and the puts will be rolled for some income and wait for higher prices while collecting dividends.
    I feel I have enough for now= 600 shares.
    Jun 25, 2015. 12:12 PM | 2 Likes Like |Link to Comment
  • W.P. Carey: A Real Estate Investment For All Seasons [View article]
    I am really worried. All comments are positive. Am I the only one disappointed with WPC? Actually I am more disappointed with my poor timing, bot @ 70 after following it for a long while.
    Going to take a lot of dividends to make it up. Perhaps will double down after summer doldrums.
    Jun 24, 2015. 09:09 PM | 3 Likes Like |Link to Comment
  • Capitalize On Rising Interest Rates With KRE [View article]
    If rates rise and the market drops 20% wouldn't cash outperform regional banks?
    Jun 23, 2015. 11:49 AM | 2 Likes Like |Link to Comment
  • The 1 Page Portfolio Plan [View article]
    So, every 33 days all my funds go to the highest ranked ETF. OK-how are they ranked? Total return or price only?
    There have been numerous posts on this momentum subject- Thoma Hentea for one, always comparing results to static S&P.

    How about this? Pick ten high quality stocks. Invest all funds equally. Every view period (your choice) invest ALL the money in best performer.
    OR-
    Buy ten stocks; invest 20% of available funds equally; every review period add 20% of remaining funds in the best performer. There are so many variations!
    Jun 23, 2015. 09:44 AM | Likes Like |Link to Comment
  • The 1 Page Portfolio Plan [View article]
    Lowell,
    Please contact me, as well.

    Berloe
    Jun 23, 2015. 09:26 AM | Likes Like |Link to Comment
  • Niska Gas Storage to be acquired by Brookfield in $912M deal [View news story]
    How will they pay for it?

    Will it be accretive?

    Important items not mentioned.
    Jun 22, 2015. 09:00 PM | 1 Like Like |Link to Comment
  • Portfolio Reallocation: Sell CLR And Purchase XOM [View article]
    Hmm,
    a bit late?
    Jun 22, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • Don't Expect A Big Dividend Boost From Stanley Black & Decker This Year (Or Next Year) [View article]
    I wonder where you went with the money?
    Jun 20, 2015. 08:16 PM | 1 Like Like |Link to Comment
  • Electrical Components: Why I'm Long Corning [View article]
    phexac and author,

    did he mean capex?
    Jun 19, 2015. 12:01 PM | Likes Like |Link to Comment
  • Electrical Components: Why I'm Long Corning [View article]
    I do not expect a turtle to run like a cheetah. GLW has been one of my best investments; thinking of taking profits only because I expect summer doldrums; probably will stay long.
    Jun 16, 2015. 05:49 PM | 3 Likes Like |Link to Comment
  • 3 Reasons Why Kinder Morgan's Stock Has Been Trading Weakly Lately [View article]
    Chair of the board does not make management decisions. Certainly Rich will have input, still he will no longer be the CEO. Will it make a difference? Only the future can tell but if I add more KMI it will have to stand on its own as a company. Meanwhile, I'm looking for 35-37 to add but that's just me.
    Jun 16, 2015. 05:34 PM | Likes Like |Link to Comment
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