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  • Plains All American Pipeline Looks Like A Great Bet In A Tough Market [View article]
    I owned PAA several years ago, and I recall that there was an issue regarding Canadian taxes. How do current holders handle those taxes?
    Nov 6, 2012. 01:37 PM | Likes Like |Link to Comment
  • 4 Stocks Generating Interest This Week [View article]
    Regarding Harbin, is there any historical precedent for a buyout of a Chinese company going through at the original price?
    Jun 22, 2011. 02:49 PM | Likes Like |Link to Comment
  • An Oil & Gas MLP Primer and 7 That Currently Yield Over 5% [View article]
    Dividends from KMR,paid in stock rather than cash, should not raise problems with the UBTI thresholds in tax-deferred accounts.
    Jun 1, 2011. 08:28 AM | Likes Like |Link to Comment
  • Top 17 Most Undervalued European Companies Relative to Levered Free Cash Flow [View article]
    Before buying FLY, one should determine whether the depreciation rates are adequate to provide funds to pay off the bonds when the planes are ready for the scrap heap.
    May 31, 2011. 11:39 AM | Likes Like |Link to Comment
  • Should You Invest in Chile? [View article]
    I regard ECH as more attractive than CH, which has lagged its Chilean market benchmark more often than not for a number of years.
    May 25, 2011. 05:39 PM | Likes Like |Link to Comment
  • My Q1 Portfolio Review and Update [View article]
    The persistent premium to net asset value in GIM keeps me out of the stock, though I think very highly of the portfolio manager.
    Apr 11, 2011. 10:26 AM | 2 Likes Like |Link to Comment
  • Whiting USA Trust: Waiting for the Street to Gang Up on the Stock [View article]
    I regret that I didn't elaborate earlier, but I just checked this thread for the first time in a long time. See

    I probably should not have used the word "recent." The downward revision in the estimate of the remaining reserves bothered me.
    Apr 1, 2011. 05:30 PM | Likes Like |Link to Comment
  • 7 Cheap REIT Stocks With Repeated Insider Buying [View article]
    I like the idea of buying hotel properties now, the idea behind PEB. When I looked at the Cap rates for the projects listed on the company's website, many are unimpressive. I recognize that they'll get somewhat better as RevPAR continues to improve, but I still don't plan to buy.
    Apr 1, 2011. 11:03 AM | Likes Like |Link to Comment
  • As Emerging Markets Have Sold Off, 10 Stocks to Consider Now [View article]
    Hasn't Telefonica of Spain launched a tender offer for the publicly held shares of VIV?
    Feb 23, 2011. 10:28 AM | Likes Like |Link to Comment
  • Whiting USA Trust: Waiting for the Street to Gang Up on the Stock [View article]
    "..Because Whiting has so many good properties to start with, it is possible that those carved out for the Trust may contain more energy than forecast or heretofore delineated..."
    It's worth noting that a recent reevaluation of the properties resulted in a downward revision in what WHX holders are entitled to and a shortening of the remaining life of the trust.
    Feb 14, 2011. 09:57 AM | Likes Like |Link to Comment
  • Teva Pharmaceutical Has It All: Value, Growth and Yield [View article]
    An excellent piece. I still hesitate to buy TEVA, because of the uncertainty surrounding Copaxone.
    Jan 16, 2011. 11:37 AM | 2 Likes Like |Link to Comment
  • Independent Tankers Corp. – The sum of the (moving) parts [View instapost]
    Do you regard the depreciation rates on the tankers as realistic?
    Dec 25, 2010. 10:39 AM | Likes Like |Link to Comment
  • A New Product Proposal: The Dividend Default Swap [View article]
    Wait, didn't recent problems with credit default swaps get AIG into a huge bind that required a government bailout? Somehow, I can see dividend default swaps becoming a new means for people who don't own a particular dividend-paying stock to speculate on a dividend cut. If these swaps come into existence, I believe they, and credit default swaps, should be tied to the underlying security in the same way that municipal bond insurance is.
    Dec 9, 2010. 07:19 PM | Likes Like |Link to Comment
  • Energy Transfer Partners: Standing Tall Amongst Natural Gas MLPs [View article]
    Because KMR pays dividends in stock rather than cash, one can hold it in an IRA without worrying about Unrelated Business Taxable Income.
    Nov 25, 2010. 10:33 AM | Likes Like |Link to Comment
  • What's Going On With Jinpan International? [View article]
    I have held JST in the past, but I sold all my shares before the most recent slide. Recent reports from the company indicate that lower prices for raw materials have allowed smaller transformer manufacturers to gain market share, but the company does not seem to have a viable plan for competing. Thus I conclude that JST is in a commodity business, with little pricing power.
    Nov 24, 2010. 01:56 PM | Likes Like |Link to Comment