Own all 3, VOD, VZ, and T. Bought all at low valuations 09-10. Great savings account on all and just DRIP dividends. Not a great deal of growth for any of them right now, but that may change over time. Would only sell VOD if deal were announced, and would add to position under $25. It has a been a good trading stock as well. Has defined range. Missed trimming at around $30, but with the rumor mill alive and well, more opportunity will come
Wall of worry still prevalent. Fightin the Fed becomes harder to do. Individual investors probably being forced out on the risk curve more, very tentatively. Plenty of money on corporate balance sheets, which appears to remain frozen in current environment. Not particularly the environment for animal spirits to ignite huge growth, but still can see moderate growth. Sell the Rips and Buy the Dips.
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LGCY has looked good during their recent correction. Just increased their reserves by about 25% and keep harvesting the low hanging fruit and hedging production. Decent distribution as well, which should increase with expanded capacity.
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Considered selling my position in CLF when I saw you turned bullish, the contrarian that I am......just kidding. The re-flation trade is on. You can't fight the Fed and other central bankers, at least for a while. I am also short to medium term bullish on CLF, but long term bearish. It will be ugly when the punch bowl is removed by central planners, or worse, the markets.
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I own shares of KRFT and MDLZ after the split. I have been adding shares of MDLZ, and not KRFT, because of the international growth potential of MDLZ. KRFT will remain a good company and holding, just a much slower grower. It will probably be much like the split resulting in MO and PM. I own both of them, as well. PM is by far the faster growing company. However, there are benefits to owning both companies.
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I agree with your premise. Opened a new position in PM last week, and will continue to add on weakness. I have done well with its split sister MO over the years. Have regretted not owning this one until now. Better late than never. PM is a world class company who knows how to treat their shareholders with prudent buybacks and dividend increases based on strong earnings. Also, agree with Mr. O'Boyle's comment. Buy it at as big a discount the market will allow and Drip the dividend until you need the income stream for retirement. It is definitely worth a premium to less worthy companies of its ilk.
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I agree with both reasons the selling is occurring, and have stated so on SA. If no significant tax changes occur, the future is bright for most MLPs, particularly those you have mentioned. I am long on many of your "best in breed' eight, as well as others. Have used this excessive selling, of late, to buy, and add to positions. Can't help running to the fire, instead of away, that is my contrarian nature. It paid off handsomely in 2009.
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There will be time to pick up shares on the cheap with the dividend dry up til next June and likely volatility in crude prices. A great long term investment.
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Buy the best of breed MLPs when the market gives you a deal. Many are in a rush to lock in capital gains before year end. From the election til year end is offering some outstanding buying opportunities on many of these best of breeds. If no significant tax structure change comes out of Washington, these units should be repurchased after the first of the year by many and more investors because of the superior tax deferment offered by MLPs. Therefore, get em while they are hot, before year's end.
And yes, one should make the determination to hold them for the long run and collect or DRIP those fat, and increasing, quarterly distributions, preferably in a taxable account.
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And yes, one should make the determination to hold them for the long run and collect or DRIP those fat, and increasing, quarterly distributions, preferably in a taxable account.
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BG
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