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Tadpoles_UK

Tadpoles_UK
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  • Bank Of America: The Bottom Feels Like It Is In [View article]
    Mr Jensen:
    Maybe I was slow to catch on, but bought Jan16 calls and expecting to make good money off of them.
    Keep typing, sir!
    Aug 20 02:12 AM | Likes Like |Link to Comment
  • Gilead: More Good News For This Biotech Juggernaut [View article]
    Hope you enjoyed your dinner this week, Mr Bordelon. Or have you saved it for the weekend?
    Aug 19 05:40 PM | Likes Like |Link to Comment
  • Double-Digit Yields From Awilco Drilling Ltd. [View article]
    Covingtonium - I'm not exactly a tax expert, but I think the only way most Americans can avoid paying current tax on the AWLCF dividends is to hold the shares in a tax-deferred account.
    If you happened to have some foreign tax credits built up, you might avoid taxes, but very few people have these. (I built up some foreign tax credits when working as an ex-pat in the UK, but those have been used up long ago.)
    For me, I hold about 65% of my AWLCF shares in my IRA, and the other 35% in a taxable account. For maximum tax deferral, it would make sense to make that 100/0, but I want some of the dividends available now.
    Aug 19 05:33 PM | Likes Like |Link to Comment
  • Sturm, Ruger And The Case Of Depreciation Deception [View article]
    Mr Gilbert - I originally bought RGR about 12 years ago and added shares on dips during 2006. Average cost basis was ~$7. Enjoyed the run up in price and increased dividend yield that went along with the bump in gun demand. Figured it couldn't last forever - after all, how many guns does one family need? That's why I sold all my shares last year at ~$53.
    Missed the $80+ peak last winter, but am still happy with my overall gain on the stock.

    Never sold my Ruger firearms, though. They make good guns. I have one pistol that I bought in 1980 that is still in great shape.
    Aug 18 05:51 PM | 1 Like Like |Link to Comment
  • Sturm, Ruger And The Case Of Depreciation Deception [View article]
    Sorry, I don't buy your premise that RGR is misleading investors with their depreciation rates. They depreciate their buildings over 15 years because that is the fastest rate allowed by the IRS.
    It's common practice for companies to depreciate capital assets as fast as the tax laws allow because it reduces their income tax obligations. And there's nothing clandestine about it.

    Former long-time holder of RGR, but sold out during 2013.
    Aug 18 02:16 PM | 5 Likes Like |Link to Comment
  • Gilead: More Good News For This Biotech Juggernaut [View article]
    It's not unusual for people in third world countries to pay less for prescription drugs. The manufacturers recognize that the market isn't as valuable in other parts of the world, but the need is no less severe.
    What would you have them do, charge US prices in third world countries and cure no one there?
    Aug 16 02:52 AM | 4 Likes Like |Link to Comment
  • Yes, Me Worry [View article]
    Mr Jensen:
    I share your apprehension about the stock market, but I'm only about 15% cash. The equities that I still own seem to have good upside irrespective of the overall market. That, and I keep buying shares of GILD...
    Keep writing, and I'll keep reading.
    Aug 16 12:55 AM | Likes Like |Link to Comment
  • Gilead: More Good News For This Biotech Juggernaut [View article]
    wwt - do you mind saying what your net cost was between the bought calls and sold puts?
    In today's trading it's about $20, but the price has run quite a bit since June.
    Aug 15 04:43 PM | Likes Like |Link to Comment
  • Humor – Saturday, October 05, 2013 [View instapost]
    Dan Rather - made a mockery of a sitting president and decided to create news rather than report it.
    His predecessor, Walter Cronkite, would never have done either.
    Cronkite was a jewel, Rather was a jerk.
    Aug 15 01:19 AM | Likes Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    Tesla is an idea that's ahead of its time. Lots of people want it to succeed, and maybe it will. But, until there is a technological breakthrough in batteries, it won't generate enough sales or profits to justify the high market capitalization.
    And, if there are breakthroughs in other technologies, then a Tesla will sit in a museum next to a Tucker.
    Aug 12 02:35 AM | 2 Likes Like |Link to Comment
  • When To Jump Into Enterprise Product Partners [View article]
    Mr Hoerth: I understand your reluctance to buy at these prices, but I think you have two choices:
    1) Buy this dip and be glad you did, or
    2) Continue to watch the unit prices and later wish you had pulled the trigger when you had the chance.

    Over the past ten+ years, EPD has grown into my largest single holding, and my yield on cost is well over 10%. To me, the current prices are an opportunity to add to a position, and I would if I weren't already at more than a full portion. As long as they keep coming up with new profitable projects, I'll hang with them. Of course, an outsider can't properly judge whether their planned capital projects are winners, but their track record is enough for me.

    Long EPD.
    Aug 8 07:16 PM | 3 Likes Like |Link to Comment
  • Double-Digit Yields From Awilco Drilling Ltd. [View article]
    I think JDoe meant to reply to this article:
    http://seekingalpha.co...
    Aug 8 01:39 PM | Likes Like |Link to Comment
  • Double-Digit Yields From Awilco Drilling Ltd. [View article]
    Yes, September 18 is the referendum. I'm hoping that cooler heads prevail and the union remains. There was a similar vote in 1979 that received a majority, but not enough voters went to the polls to validate the referendum.
    To me, it's crazy to allow all EU citizens to vote based on residency, but that's how warped the EU has gotten.
    Aug 8 01:37 PM | Likes Like |Link to Comment
  • Double-Digit Yields From Awilco Drilling Ltd. [View article]
    t515cc - I'm also curious to see how the vote for Scottish independence will go. If they decide to leave the UK, you can expect that their "progressive" politics will attempt to squeeze North Sea production for more tax revenues. Will hinder new exploration and development drilling, but accelerating abandonment obligations on marginal fields isn't altogether a bad thing for Awilco in the medium-term.
    Aug 7 08:23 PM | Likes Like |Link to Comment
  • Double-Digit Yields From Awilco Drilling Ltd. [View article]
    A very good summary, rat.
    Aug 7 08:59 AM | Likes Like |Link to Comment
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445 Comments
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