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  • 4 Reasons Verizon Should Buy Yahoo  [View article]
    I frankly don't understand the authors reasoning. Being cheap us never a good reason. Also Alibaba pays no dividends so you rely on stock appreciation.
    Their seems to be little in the way of synergies in the operations. I just don't get it.
    Feb 11, 2016. 05:19 PM | 3 Likes Like |Link to Comment
  • Why It's A Mistake To Be Raising Cash In This Market  [View article]
    Alex, I agree with you. We are in the end stages of a 7 year bull market and the other convo ice are telling me we are heading into a recession. If I felt that the government convoy was unchanged then I would be a bit more patient. That is not to say I am selling my entire portfolio, but pruning in s chord that I feel are at a greater risk.
    For example, I don't expect any near term correction in the energy market that will have surpluses for several years. World trade is dropping like a rock as exhibited by the Baltic dry index so I would lighten up on global players. These are two examples of areas that need a lot of caution.
    Feb 11, 2016. 01:03 PM | 7 Likes Like |Link to Comment
  • Why ConocoPhillips Cut Its Dividend But BP Hasn't  [View article]
    BP and some of the other majors will wind up cutting their dividends. Maybe not this quarter, but next depending on cash reserves. Maybe the biggest reason is that the others did not split their refining business which is doing well and profitable. COP separated Phillips 66 so that is the major reason.
    Feb 6, 2016. 07:00 PM | 3 Likes Like |Link to Comment
  • Why A 90% Cash Portfolio Will Probably Outperform - Part II  [View article]
    This has a lot to do with how much you have to invest. Certainly if your portfolio runs into the millions you don't want to have a couple of million in cash. I am not familiar with QLTA/VIIFX. I would be wary of CEF's with higher interest rates when interest rates are rising.
    Feb 5, 2016. 04:05 PM | 1 Like Like |Link to Comment
  • Why A 90% Cash Portfolio Will Probably Outperform - Part II  [View article]
    In this environment, 90% cash seems extreme. Instead, why not put this money in say Vanguard Short term Corporate bonds? Interest rates are not likely to take off this year and getting a 1.8% interest is much better then zero. Any thoughts?

    Tough to sell to bring down to 10% equity. I am at 30% after selling 20%.
    Feb 4, 2016. 06:38 PM | Likes Like |Link to Comment
  • Magellan Midstream reports Q4 miss but targets 10% distribution growth  [View news story]
    This seems to be a very big miss. Why is this report trying to make it sound better then reality. (Long MMP).
    Feb 4, 2016. 06:07 PM | Likes Like |Link to Comment
  • Confessions Of A Retired Energy MLP Investor  [View article]
    I admit I was one of the fooled ones who thought MLP's were strictly toll takers. More lately I have discovered many of these investments have ancillary businesses that are affected by energy prices such as terminals, docks, ships, and upstream activities. That is why some MLP's have barely changed in price, while others are following the energy downdraft. I also admit to be fooled by the accounting which allows for return of capital as part of the distribution. The MLP's disguise this by constantly buying new pipelines, etc.
    After awhile you get mesmerized by the ever increasing distributions. Count me as being fooled.
    Jan 23, 2016. 02:40 PM | 2 Likes Like |Link to Comment
  • Wells Fargo And Bank Of America Issue Preferreds - I Pass On Both  [View article]
    Rubicon,
    What you fail to notice is that Mirgan Stanley has a long history of calling issues when the rates suit them.
    Also I did not see if these issues are cumulative which is important. BAC should command a greater premium due to their negative credit ratings.
    Jan 22, 2016. 06:28 AM | Likes Like |Link to Comment
  • What Should Your Expectations Be If You're Looking To Invest In Ford?  [View article]
    About 2 years ago ML recommended buying Ford at $ 17.- which I prefer rd over GM. Now 2 years later the stock has only moved downwards and all I have in my dividends. ML still has it as a buy. In the meantime GM has done some nice things and seems to have more desire able models to choose from. I am tempted to sell Ford and buy GM.
    I also own Toyota.
    Jan 18, 2016. 03:33 PM | Likes Like |Link to Comment
  • Wells Fargo's MLPs most likely to cut distributions: ETE, ETP, WMB, WPZ, AMID, APLP, CCLP, CEQP  [View news story]
    Vasak,
    Please explain why "all it takes is one big mistream to cut its dividend....".
    Why would one MLP affect another's Companies policies?
    Jan 15, 2016. 08:00 PM | 5 Likes Like |Link to Comment
  • A New Era For Oil & Gas  [View article]
    Ron,
    It would be nice to see a chart over the last 20 years showing the price of oil versus where the
    U.S. Economy stands.

    By the way the statement that the first tanker left the U.S.mwith oil is erroneous. As I discovered recently, the U.S. For a number of years has had substantial exports of oil if you include refined and unrefined product. As recently as 2012 this amounted to some 3 mil barrels.
    Jan 15, 2016. 04:50 PM | 1 Like Like |Link to Comment
  • Williams companies suffer credit downgrades from Fitch  [View news story]
    When your main supplier goes belly up it is never good for the health of the Companies they work with. First of all their is a good chance for supply disruptions. Also you might get linked to the defaulting Company.
    Jan 13, 2016. 02:43 PM | Likes Like |Link to Comment
  • Williams companies suffer credit downgrades from Fitch  [View news story]
    JP,
    Why would WMB have the upper hand?

    Long WPZ
    Jan 12, 2016. 11:16 AM | Likes Like |Link to Comment
  • First U.S. crude export leaves Texas  [View news story]
    Every shipment has a Bill of lading which states where the ship will discharge it's cargo. From their the cargo can be resold and shipped elsewhere that is not on a restricted Country list. More often then not the cargo is subdivided and could wind up in numerous places.
    Jan 2, 2016. 12:32 PM | 1 Like Like |Link to Comment
  • 5 Under The Radar Stocks To Buy  [View article]
    Under the radar - hardly! All of them are hitting new highs. These needed to be recommended when they were still flat.
    Jan 1, 2016. 02:54 PM | 4 Likes Like |Link to Comment
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