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  • Myth: Stocks Are In Trouble When Commodities Tank [View article]
    Under this premise we should not have had a bull market these past 6/7 years. Commodities have been bad for a long time. Oil and gas tanking is a new situation.
    Low commodity prices are positive for Countries that must import them. Bad for places like Canada.
    Nov 26, 2015. 06:48 AM | Likes Like |Link to Comment
  • Why Stocks Are Getting Riskier By The Day [View article]
    I want to give you the counter argument. That is during the start of a recession or beginning of a bull market it is very hard to make money when
    95% of the stock prices are going against you. Even good stocks, making money, get swept up in the overall movement. When you are in a choppy market is when it pays to be a good stock picker. Even the best stock pickers lose money when the overall markets are working against them.

    I guess this is why whole market index funds/ETF's are so popular.
    Nov 25, 2015. 08:18 AM | Likes Like |Link to Comment
  • WSJ: Pfizer and Allergan agree to $150B merger [View news story]
    I don't get it. AGN closed Monday at $ 302.- while the conversion today of 11 shares of PFE would be just over $ 341.-. That's a pretty big difference. Somebody mentioned $ 380.-, but I guess PFE has taken a dive on the news. Since I am long AGN I guess it is safe to say it makes no sense selling my shares now.
    Nov 23, 2015. 04:41 PM | Likes Like |Link to Comment
  • Why Stocks Are Getting Riskier By The Day [View article]
    So many good posts! Excellent job guys.

    I am a globalist that feels our economy will depend on the worldwide picture which right now does not look good. My first sign is container ships carrying partial loads and the container Shipping owners are slashing their order book. Commodities look like a basket case. Countries across the globe, except U.S., are looking to cheapen their currencies to stimulate trade. Emerging markets are all hurting.

    That we are talking so bearish a picture at this time of the year is not a good sign. Past history is usually very strong for the November/January period.

    Next year is not looking good at all. I have been selling and going to short term Corporates.
    Nov 21, 2015. 03:32 PM | Likes Like |Link to Comment
  • Asset Class Update: Is Diversification Still A Free Lunch? [View article]
    This has been a poor year for investing. My Vanguard Advisor basket has a 2.2% return YTD. You would have done almost as well with 100% short term corporates. Right now 2016 looks even worse with no return in Commodities and energy.
    On this basis it s imperative to use low expense providers.
    Nov 17, 2015. 04:27 PM | 1 Like Like |Link to Comment
  • Keystone killing adds to cloudy outlook for pipeline companies [View news story]
    I think this article makes no sense whatsoever. Killing the Keysrtone pipeline has minimal effect for U.S. Based pipeline Companies and if anything reduces their competition on the international scene. Also building a pipeline to either Kitimat or Vancouver is a challenging matter with mountains and environmental reasons.
    Nov 7, 2015. 03:46 PM | 3 Likes Like |Link to Comment
  • Seaspan Corporation: Kinder Morgan Investors Should Seriously Consider This Stock [View article]
    My recommendation to investors is to stay clear of any ship Company. If you want to throw money overboard you don't need to buy stock! Also did you see in the WSJ that Maersk has an overcapacity of container ships? They are stopping all present orders. This is coming from an ex chartering manager of a 20 ship fleet.
    Nov 6, 2015. 06:29 AM | 5 Likes Like |Link to Comment
  • Lanny's Recent Purchase - Kinder Morgan (Again...) [View article]
    They are the ones that said sell Alibaba less then 2 months ago. The price is now 20/25.- dollars more now!
    Nov 5, 2015. 05:53 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan: Why I Don't Care About Barron's Hit Piece [View article]
    Remember that Baron's also took the axe to Alibaba and it responded by going up over $ 20.- per share. Baron's track record has greatly diminished. I am a Baron's subscriber.
    Nov 5, 2015. 12:17 PM | Likes Like |Link to Comment
  • Kinder Morgan: Why I Don't Care About Barron's Hit Piece [View article]
    Just want to remind everyone that Barron's recently did an axe job on Alibaba and within 2 months the stock is up over $ 20.-. Thankfully, I did not listen to them.
    I own KMI, but only recently liquidated NGLS which I feel is at greater risk.
    Nov 5, 2015. 12:14 PM | 1 Like Like |Link to Comment
  • Going Long Golar LNG Limited: Promising Strength Under The Seams [View article]
    Sorry, it was a typo. Meant "GMLP" long. In a previous life I was a chartering manager for a 20 ship drybulk fleet. I generally run from shipping stocks, except for short term plays.
    Oct 29, 2015. 12:21 PM | 1 Like Like |Link to Comment
  • Going Long Golar LNG Limited: Promising Strength Under The Seams [View article]
    It seems that you are missing the main point. These are expensive vessels that produce a profit thru long term time charters. One of which recently expired. The spot market is very unprofitable. Your article does not mention if the December 2015 delivery has a charter commitment?
    Long GLMP
    Oct 28, 2015. 01:20 PM | Likes Like |Link to Comment
  • Alibaba Earnings Preview: Best In Class [View article]
    I just am laughing Still at the Baron's article telling me to sell. Now in a short time I am up $ 15.- a share.
    Oct 26, 2015. 06:49 PM | 5 Likes Like |Link to Comment
  • Retirees: I Did Not Buy IBM To Sell; It's About The Dividend Income, Stupid [View article]
    So many great responses. I agree with most if them. You have to look at a business
    Not today, but what are the prospect t 5, 10, or 20 years down the line. What us the catalyst for growth? When you have answered that question, then go back and look at the financials as the Company still needs the wherewithal to get their.

    I lived the IBM dream back in the 1970's when I worked for a huge privately owned Swiss Company. Some of the assets included UBS, Rolex, and Sulzer a Brothers.
    They had been in business for 200 years. I left them in 1983 and guess what - they don't exist anymore. Just the individual businesses. Nothing last forever.

    Another important point is look at the largest 100 Companies in 1850, 1900, and 1950. Very few are still around today. Looking in the past for future results is a dangerous game.

    Long IBM, but a small position.
    Oct 24, 2015. 06:54 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan: Time To Throw In The Towel? [View article]
    Uncle pie,
    You are not separating earnings from cash flow. The $ 70.- versus $ 45.- price of oil does not have a short term impact as they are toll takers that get a certain fixed amount on transmission thru the pipeline per contract. Further they are mostly natural gas and not oil pipelines. They do not have to use the $ 1 billion borrowing to pay dividends. This is to build out infrastructure and buy other Companies.

    I suggest you read the Companies call explaining earnings this past week.
    Oct 23, 2015. 12:55 PM | 3 Likes Like |Link to Comment