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Lee 99

Lee 99
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  • Seadrill: Beware The Unsustainable Dividend [View article]
    SEB Nordic Seminar Jan 2014 tells a different story as noted by Saratogahawk above, but they are no Barron's. I'm adding at these levels.
    Feb 12 02:28 PM | 2 Likes Like |Link to Comment
  • Sandridge Mississippian Trust II: Oversold And Returns 24% Dividend [View article]
    Once again the comments provide more precise info than the author( but thanks for the effort). After reading the press release, I was confused by the low prices stated for the oil and ng produced, assuming SD had hedged production. They clearly do not do that well and are surrendering value that belongs to the unit holders. Are the hedge levels the same with SR production outside of the trusts? I am wondering about the expiration of the hedges for SDR. Is there anyone who can comment on that?
    Feb 8 08:46 AM | Likes Like |Link to Comment
  • SeaDrill Will Regain Its Lost Value [View article]
    More like a third, which is less than a majority.
    Feb 6 05:13 AM | Likes Like |Link to Comment
  • SeaDrill Will Regain Its Lost Value [View article]
    Yes, Cyprus, where the govt. takes ten percent of your bank accounts w/o warning. What a country.
    Feb 6 05:12 AM | Likes Like |Link to Comment
  • Calumet Specialty Products: No Fuel For Growth [View article]
    The author points out primarily negative aspects of the meeting transcript but says he is not short, yet. I would hate to think he would have the huge influence as we are seeing in the price drop, but mf and wscs are also probably piling on. CLMT's situation is not as dismal as he would like you to believe. Read the transcript.
    Nov 7 10:36 AM | 4 Likes Like |Link to Comment
  • Calumet Specialty Products Partners Management Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    It sounds as this was a difficult period for clmt, but positive going fwd. Can hardly wait for all the short biased articles to come out.
    Nov 7 07:45 AM | Likes Like |Link to Comment
  • Lightstream Reports Inline Production And Gets Even Cheaper [View article]
    PWE is a terrible stock with poor management. Dividend cuts are routine, a legacy policy for management. Expect more of them, but doubtful you will have continued cg's. Take your profits and don't look back.
    Oct 22 12:10 PM | Likes Like |Link to Comment
  • Lightstream Reports Inline Production And Gets Even Cheaper [View article]
    Another sage management decision that cost me $20 registration fee with broker plus a few thou in paper losses. It certainly lightened my stream of funds.
    Apparently no one can figure this out, but I seriously doubt I will be buying any Canadian trusts in the future. Can. govt also has blocked oil company sales to foreigners in the last year. That may be depressing prices as well. The US trusts are doing much better: Sand Ridge and Whiting USA prices are improving and they pay high dividends.
    Oct 22 11:59 AM | Likes Like |Link to Comment
  • Ron Paul Proposed A Fed Masterstroke That Can End The Debt Ceiling Crisis At Once! [View article]
    owe-bama should love that one. He can run it right back up there next year ad infinitum. This is a ridiculous proposal which means it has a good chance of passing.
    Oct 14 09:43 AM | 2 Likes Like |Link to Comment
  • The Hidden Bargain: The Other Yellow Metal [View article]
    And U is not yellow. It is grayish in hue. Uranium oxide is yellow, aka yellow cake. Author was wrong about that, but hopefully correct about the price. (I know it is late to comment, but the title caught my eye.)
    The only elements with color are gold, copper, and beryllium.
    Jul 29 04:00 PM | Likes Like |Link to Comment
  • Gold: Picking Up Pennies In Front Of A Steamroller [View article]
    Past performance is not necessarily an indicator of future results. I sincerely hope you have your shorts handed to you.
    Jul 25 12:58 PM | 4 Likes Like |Link to Comment
  • Linn Energy For Dummies [View article]
    I think he said: " However, if we subtract last year's $583 million Linn spent on but buying puts, last year's DCF of $679 million would clearly not cover the $600 million in distributions."
    Does that help?
    Or in another perhaps simpler form, hedge costs plus distributions > DCF. (> means greater than)
    You need to live up to your moniker. -)
    Jul 21 01:43 PM | 4 Likes Like |Link to Comment
  • Nothing Matters Much More Than Today's Income [View article]
    Good article. I'm not sure about NLY though, having barely escaped that one last year. Their continuous cutting of the dividend is a very bad sign. I agree with your strategy however.
    May 31 07:24 AM | 3 Likes Like |Link to Comment
  • Revisiting The SuperDividend ETF And Its 7.3% Yield [View article]
    SPY is the universal benchmark for investment.
    May 29 10:09 AM | 3 Likes Like |Link to Comment
  • Gold Liquidation Now Accelerating [View article]
    Per the author: "Any analysis presented in this article is illustrative in nature, is based on an incomplete set of information and has limitations to its accuracy"

    Irrefutable incredibility at its best, but as Yogi said: "It ain't over 'til it's over."
    May 22 03:20 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
390 Comments
577 Likes