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bsorge

bsorge
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  • Energy Transfer Equity Is Looking To Buy Williams [View article]
    Can anyone explain why the Williams GP is up $ 12.25 to day, while the MLP portion (WPZ) is down more then $ 4.-??
    Shouldn't they move in tandem and if not how can you justify a $ 4.- drop?
    Jun 22, 2015. 02:35 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources - Making Sense Of The Recent Decline [View article]
    As a VNR owner/sufferer for a long time this stock has been very disappointing.
    Part of the problem is the weak Upstream segment of the business. The money right now is in the amid stream segment which acts like a toll road. Collecting tolls is where you want to be right now.
    Jun 19, 2015. 06:09 PM | Likes Like |Link to Comment
  • 3 Reasons Why Kinder Morgan's Stock Has Been Trading Weakly Lately [View article]
    This was an article published Feb 2014. After a slight dip, the stock rallied and I made a nice profit. Then again their were negative comments about switch from MLP to a regular stock as part of the general partner. Again, the net effect was a nice move in the stock price.

    The main argument has been high debt being carried of $ 40 billion. As long as interest rates are low they are making money on the debt package.
    Jun 15, 2015. 06:43 PM | 1 Like Like |Link to Comment
  • 21.7% To 62.74% Upsides By Monthly Dividend SML Dogs June 12 [View article]
    I own a dozen or so MLP's that are the remains of consolidation. VNR is a deep disappointment over the years and I don't see that changing. They seem to rely on bad acquisitions for growth.
    Jun 14, 2015. 11:07 AM | Likes Like |Link to Comment
  • Kinder Morgan Is Getting Hit By The Bears Again [View article]
    Although I am certainly not an advocate of debt, in the right hands with low interest rates you can far exceed the returns. If we were not in an era of cheap money I would have a different opinion.
    Last Kinder has a long track record for making money. Every year I read a negative report that never has much bearing in the final positive result.
    Jun 13, 2015. 08:07 AM | 4 Likes Like |Link to Comment
  • Kinder Morgan Is Getting Hit By The Bears Again [View article]
    I recall numerous times that people previously were bearish on KMP. If you sold you lost out quite a bit. I will continue to hold as I believe most of the negative news is wrong and you will be rewarded once again for not selling.
    Jun 12, 2015. 03:40 PM | 29 Likes Like |Link to Comment
  • Kinder Morgan opens nearly 2% lower after cautious Barron's piece [View news story]
    I am a Barron's subscriber and they publish the paper for release on Saturday.
    Jun 12, 2015. 01:17 PM | Likes Like |Link to Comment
  • What The Great Recession Taught Me About Dividend Growth Investing [View article]
    Chuck,
    Good article and I agree with most of it. Problem is that 2008 was a relatively short recession of just a year. The 1929 crash really lasted until 1940 and WW2. Holding on to most stocks you got killed. How long a recession last is tough to call, but I think the longer the Bull market before hand, the longer the following recession.
    Jun 11, 2015. 08:44 AM | 2 Likes Like |Link to Comment
  • Why I Sold Kinder Morgan, And Bought Airgas Instead [View article]
    This is interesting!
    I own KMI and previously KMP. I have made good money with Richard Kinder who has a great track record.
    Now I researched ARG and on the face of it does not look bad, but only 2.13% dividend. What stuck out was that Merrill Lynch and S&P both have sell ratings and everybody else is hold or reduce. Does the author and everybody else know better then the experts?
    Jun 10, 2015. 04:54 PM | 4 Likes Like |Link to Comment
  • 20-Stock Retirement Income Portfolio [View article]
    Your holdings are all pretty main stream. What was the reason for selling TCAP?
    I think PG has got a lot of problems and sold my position. HCP is much to entwined in one nursing home operator and is troublesome. DLR is in a very crowded field and must compete with Google, Apple, MSFT, and others who are much better positioned to survive. I prefer VZN over T, but if they can integrate Direct TV as a package could be a winner. They have not shown a track record of this in recent memory.
    Jun 8, 2015. 08:25 AM | 1 Like Like |Link to Comment
  • Ford Motor: Be Smart, Buy Ford And Collect A 4% Dividend While Waiting For Higher Share Prices [View article]
    I own the stock, but it has been an underperformed in my portfolio. They have lots of competition. Plus right now they are having a shortage of frames for their F-150 trucks. In several months their will be a new labor contract to deal with and the unions are anxious to do away with the two pay rate differentials. I am holding on as it is a small position, but feel a lot better about my Toyota holdings.
    Jun 3, 2015. 08:02 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources: Adding Value Or Just Collecting Rocks? [View article]
    I wound up owning this stock after 2 of my other MLP's (Regency, etc.)'got bought which were profitable to me. Now these profits have disappeared under VNR so you can imagine I am no fan of theirs.
    Anyone just holding onto this stock for the 7 percent distribution is likely to be on a fools mission. This could disappear in a blink, then you are holding the bag.
    May 30, 2015. 08:12 AM | 2 Likes Like |Link to Comment
  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    Chuck,
    I don't totally agree with your analysis. Don't get me wrong - I like being paid dividends. This goes especially in a bear market which may be upcoming in 2016.
    However, when you are in the early stages of a bull market you really need some growth stocks. What I refer to are ones that produce 100/200% returns over 2/3 years. Stocks like Apple, Biogen, and Actavis.
    In other words, keep your dividend stocks, but in the right markets have your growth stocks in addition. My statements are for those of us that don't totally rely on dividends to live on.
    May 29, 2015. 06:18 AM | 3 Likes Like |Link to Comment
  • Vanguard Natural Resources - Spin That Acquisition Wheel [View article]
    I wound up owning VNR after 2 of my MLP's got acquired. So far VNR has just lost me money, although I made a nice profit when they acquired my original investments. I use to have 20 MLP's which are now down to 11 with acquisitions.
    May 28, 2015. 08:09 AM | 1 Like Like |Link to Comment
  • 3 'Fairly Valued' Dividend Stocks That You Could Buy Today [View article]
    I don't like PG in a strong Dollar world. They have lots of good brands, but many of them have gotten expensive and it will be tough to raise prices. My position n PG was sold and I will await for even lower entry point to establish a new position.

    Exxon could be interesting.
    May 25, 2015. 12:50 PM | 4 Likes Like |Link to Comment
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