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bsorge

bsorge
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  • Post-Acquisition Vanguard Natural Resources At $30, $50, And $70 Oil [View article]
    VNR is like throwing money out the window. I predict they will be sharply cutting their distribution in the coming months. You might as well lie down on your lawn and have someone run a lawnmower over you.
    The best thing that happened to me was selling this stock.
    Aug 31, 2015. 05:01 PM | Likes Like |Link to Comment
  • 2016 Expansion Of The Panama Canal Should Energize These Dividend Growth Stocks [View article]
    I really don't see them as big beneficiaries. The real winner is China with the Super large container ships.
    Most of South America will not benefit, but maybe Chile, Oeru, and Colombia.
    Aug 30, 2015. 01:33 PM | Likes Like |Link to Comment
  • Understanding Fair Valuation: A Common Sense Approach To Long-Term Investing Success [View article]
    Chuck,
    I was surprised myself that between 1970 to 1995 that 10 year Treasuries were between 6-8% interest rate. I expect we will not see these rates again as it will mean that the U.S. government will be bankrupt and unable to sustain payment. I realize we are technically insolvent with national debt such a high percentage of revenue. This is of course not what your article is about.
    Aug 29, 2015. 04:32 PM | Likes Like |Link to Comment
  • Not All REITs Are A Good Buy Even When They Go On Sale [View article]
    I also don't understand NAV on individual stocks. This is usually associated with CEF's that trade at a discount to their individual stock price.
    Aug 28, 2015. 08:05 AM | Likes Like |Link to Comment
  • Better 6% Dividend Stock: ConocoPhillips Or Chevron? [View article]
    I just read a similar SA article on COP. The finding was that the cash on the books, less dividends are not sustainable for very long. Same goes for CVX which I sold earlier this year. I suspect the dividends are both in play if you do a cash flow analysis.
    Aug 27, 2015. 11:31 AM | 4 Likes Like |Link to Comment
  • ConocoPhillips - A Durable Oil Company With Upside [View article]
    The author says the 6.5% dividend makes it worthwhile to stick around with over $ 3 billion in cash on the books. What I need to know is what is the total, in dollars for the dividend yearly payout, less earnings. What I am looking to see is the yearly drawdown to establish how long the board will sustain the dividend.
    Aug 26, 2015. 08:16 AM | Likes Like |Link to Comment
  • The Bull Market Is Over [View article]
    We have a 10% correction and even more in some markets.
    Aug 22, 2015. 03:40 PM | Likes Like |Link to Comment
  • China Mobile Finds Profit Growth, To Meet With Regulator [View article]
    China Mobile said all along that their profits would be in check for awhile as they rolled out their expensive 4G network. After they finally announced a good quarter the Chinese market started to tank. Even good results cannot do well when the surrounding market is going south. I am surprised that the author did not mention any of this!
    Aug 21, 2015. 07:00 AM | 3 Likes Like |Link to Comment
  • VDC: If You Can Trade It For Free, It Belongs In Your Portfolio [View article]
    The problem for me is the biggest holding is PG which I sold earlier this year. They are having big problems with cheaper competitors nipping at their heels. Even the vaunted Gillette brand is having problems. I will pass even though I am a fan if Vanguards.
    Aug 21, 2015. 06:54 AM | 1 Like Like |Link to Comment
  • China Mobile: First Half Results Saw Strong Data Growth Offsetting VAT Impact [View article]
    Abridge,
    You say it might be better to own China telcom, but do not give any financial's or reason to back up that statement. Please advise!
    Aug 20, 2015. 06:55 PM | 2 Likes Like |Link to Comment
  • Are These Oil Dividends Safe? [View article]
    I think we are coming from different directions as I am retired. Obviously I have different goals then a younger person and capital preservation is one of them. Plus I have lots of MLP's so I am not abandoning the energy sector. I also believe the oil glut will go on longer then most people think. Come Many oil producing countries need to keep producing in ordering to keep their people from revolting. Plus I have been through many commodity recessions and have seen this all before. Just look at Gold!
    Aug 20, 2015. 08:35 AM | 3 Likes Like |Link to Comment
  • Are These Oil Dividends Safe? [View article]
    Frankly, this makes no sense. Thankfully, I sold my Chevron position early ion at $ 109.- , but still own COP. If the dividend is looking so iffy, then the answer is to sell and take the loss. Once the dividend is cut, the price will plummet and you can buy it back much cheaper then today's prices. People hold this stock for the dividend and not growth prospects.
    Aug 20, 2015. 06:54 AM | 7 Likes Like |Link to Comment
  • Kinder Morgan to pay $27.5M to settle partnership lawsuits [View news story]
    I have signed onto numerous class action lawsuits and never got a dime. Totally worthless effort!
    Aug 15, 2015. 06:59 AM | 9 Likes Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Distributable Cash Flow As Of 2Q 2015 [View article]
    Ron,
    I believe in their last quarterly report with lousy results they didn't even take into consideration the cost of the oil spill. Maybe insurance will cover the cost? Anyway I have lots of MLP's that are really losing money, but continue to forge ahead and make acquisitions. Don't understand this concept from a business point of view.
    Aug 12, 2015. 07:17 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan: 2 Reasons Why Shares Of This 6% Yielder Are Still Languishing [View article]
    Good point!
    Aug 11, 2015. 07:58 AM | 3 Likes Like |Link to Comment
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830 Comments
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