Seeking Alpha

Conan the Barbarian » Comments » ARLP

  • The High Dividend Stock Investor's Collapsing Dollar Survival Guide, Part 4 [View article]
    Sorry, I meant it as a response to "whisperonthewind's" question which was unanswered.
    Mar 15 21:46 pm |Rating: 0 -1 |Link to Comment
  • The High Dividend Stock Investor's Collapsing Dollar Survival Guide, Part 4 [View article]
    Cliff: CanRoys, taxes withheld when Canadian dollar was much stronger and Oil dividends much higher for the first 6 months of 2008 may have something to do with the unexpected tax credit.

    IMO
    Mar 15 08:43 am |Rating: 0 -1 |Link to Comment
  • The High Dividend Stock Investor's Collapsing Dollar Survival Guide, Part 4 [View article]
    notsosmart: your opinion is valuable because it expresses caution.

    Take my investment in the MMR PFD, The chairman of the board of Freeport Mcmoran Copper and Gold is the Co-chairman of the Board of MMR. MMR was a spin off from FCX many years ago. I trust his acumen. There are only 1.6 million outstanding.

    TNK is majority owned by TK which ships 10% of the World's oil.

    You do your DD, the best you can but when you are unsure what will survive? well I use the shotgun approach for now, next year I could have a lot of losses to offset my income but this year my income will be about 20% on the investments made above.

    The PGF has potential but I do not trust it enough to buy it, Yet. The chart really, really sucks.

    BTW, BRK has lost its AAA rating, partially because Buffett has issued some 250 derivatives contracts worth around $67 Billion. So much for being careful.
    Mar 12 23:30 pm |Rating: +1 -1 |Link to Comment
  • The High Dividend Stock Investor's Collapsing Dollar Survival Guide, Part 4 [View article]
    Will Oil/Nat gas be higher in 2010 than what it is now?

    If higher, I own all of the following in the sector: CQP, TNK, WMZ, MMR(cummulative convertible PFD, purchased today), and of course the following CanRoys currently on Life support: HTE,PVX and PWE.

    Off the beaten paths, with extreme yields on some. Fixed rates of return on some. Their future is aligned to Oil.

    Outside the Oil Patch: BAC-px(Cap trust Preferreds fixed but thats the point for me) and MHI TAX Free Monthly of around 10% just raised to 7.5 cents from 7 cents.

    I'm listing them because you haven't.

    Due Diligence is a "must be done".

    CQP's payout is good for the rest of the year only, TNK's payout will probably go lower but it has been structured to payout almost 100% of its earnings. WMZ's payout has a minimum built into its structure.

    I've done my own DD and believe the returns are worth the risks. I haven't shoved all of my money into a smaller selection because There are Risks.

    There are many more Literally floating around, like PGF but you can't buy everything.

    Good luck everyone, I believe this Market is providing the Income Opportunity of a lifetime.
    Mar 12 11:00 am |Rating: +7 -1 |Link to Comment
More on ARLP by Conan the Barbarian
Comments by Ticker
AA, AAPL, AAUKY.PK, AAV, ABAT, ABT, ABX, ACH, ACI, ACL, ACN, ACPW, ACWI, ACWX, ADBE, ADE, ADRA, AEM, AET, AETUF.PK, AGU, AIA, AIG, AKS, ALB, ALTI, ALTR, ALXN, AMAT, AMD, AMN, AMSC, AMZN, ANDPF.PK, ANR, ANV, APA, APC, APD, APWR, ARLP, ARRS, ASO, ASR, ASTE, ATPWF.PK, ATUSF.PK, ATVI, AU, AUY,
Conan the Barbarian's
Comments Stats
1215 comments
Rating: -895 (1422 - 2317 )