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JFR,Jr.

JFR,Jr.
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  • Devon Energy: The Future Looks Bright [View article]
    I would like to see some growth in my ENLK distribution!!!
    Apr 23, 2014. 05:56 PM | Likes Like |Link to Comment
  • Morgan Stanley has 44 stocks on its radar as takeover targets [View news story]
    There are still a couple of pipeline MLPs that are ripe for merger.
    Mar 24, 2014. 11:06 PM | Likes Like |Link to Comment
  • Time For Investors In Eagle Rock Energy Partners To Step To The Sidelines [View article]
    You are speaking of upstream MLPs, only, I would gather. Mid-stream is pretty hard to lose at unless there is a big dump in fossil fuel prices at the well head.
    Dec 28, 2013. 04:20 PM | Likes Like |Link to Comment
  • Regency Energy Partners Goes Nuts With Acquisitions In 2013: Will Investors Benefit? [View article]
    XTEX and RGP is going to be the most successful of all the mergers this year. No floating of additional equities or bonds, increase in distributions, DVN concentrates on its midstream business which will be very profitable since Obama has opened up the sale of NG to former Warsaw Pact countries for goodwill and to piss Putin off. DVNN current shareholders get a share of the MLP pie, where XTEX does not. Anyway it will be up their with the Midwest, only paying a fatter distribution.
    Dec 28, 2013. 02:49 PM | 1 Like Like |Link to Comment
  • Time For Investors In Eagle Rock Energy Partners To Step To The Sidelines [View article]
    Slightly OT, but on target re: MLP acquisitions. The DVN XTEX (XTXI) merger has all the makings of a successful venture because no one one on either side, XTEX or DVN, is going, into deep debt to make this a reality. Of all the joining of hands recently, I think the XTEX and DVN wil have the longest lasting relationship and end up paying the highest distributions and dividends per total assets versus liabilities.
    Dec 28, 2013. 02:38 PM | Likes Like |Link to Comment
  • 6 High Yield Energy Stocks With Consistent Dividend Growth [View article]
    I am willing to bet that as soon as Crosstex new projects come on line at the end of Q11 and in Y12, the dividends are going to make a major bounce as will the price per share.
    Dec 15, 2011. 01:15 AM | Likes Like |Link to Comment
  • Annaly Capital Management: Undervalued Asset With Exceptional Yield [View article]
    With uncertainty in the housing, financing and lending markets, regardless of backing from Fannie and Freddie, I am staying away from AGNC, NLY and CIM. Anything that looks that good to be true, generally is, and I see nothing but gnashing of teeth and pulling of hair before the mREIT business is over.
    Nov 22, 2011. 09:28 AM | Likes Like |Link to Comment
  • 8 Mid-Cap High Yield Stocks Going Ex-Dividend November 21-27 [View article]
    Sun Life's pps this week 11/217-11/21 with the stock about to go ex div that would yield 7.15% and even 6.5% if it was to pick up another $1.50 pps but is not doing so has me thinking that something is stinking behind a bush that we just don't see and is not being revealed. SLF is going to have to cut back on its manpower figures, and other expenditures in order to get its house in order.
    After being burned by Harvest Energy I am beginning to wonder if the Canadians don't have too lax a system of making Canadian businesses toe the line.
    Nov 22, 2011. 09:16 AM | Likes Like |Link to Comment
  • 3 Hybrid mREITS To Buy, 2 To Avoid And 1 To Watch [View article]
    To be honest with all of you, I don't have any faith in any REIT at this particular moment in time, because of the extremely volatile nature of the U.S. economy and the exposure which mortgages/real estate are going through in the financial sector. (I am very long in energy MLPs).
    However, I like anything that makes money. But I believe in being practical, prudent and wary in scary times for the real estate/mortgage financial sector. I believe that NLY will see its dividend cut to around $2.10-$2.20/yr based on current earnings. I believe that afterwards it will be possible to buy into NLY at around $12-14/share, CIM at around $1.75 with their dividend falling to .36 to .40/yr and finally AGNC coming with dividends of around $4.80-$5.20 and a pps of $19 to $20.
    It is time to quit waving the banner and balloons and saying that everything is going to be great tomorrow. It is not. The U.S. has dug itself into a financial mess through unemployment and over-housing starts through real-estate speculation that is turning once beautiful urban centers into ghettos.
    I think the wise investor wanting to make a good dividend will stick with energy stocks and growth trade investors will make their money off of the technical/engineering/... and drug industries.
    Nov 17, 2011. 04:56 PM | Likes Like |Link to Comment
  • 7 Reasons To Own Annaly Capital Management As A Dividend Stock [View article]
    There has been talk (some which made good sense and presented the arguments very well) that NLY might drop its dividend because of various economic factors, from the government's switch in lending policies to changes in new home builder positioning, which would leave NLY by summer 2012 in the .50/shr and the stock selling in the high $13 to lower $14 price range. According to this article this trend would continue as long as their was no clear path on resolving the debt crisis in Washington.

    What do you, dear readers, think? Is it a possibility that NLY dividends may drop to .50/qtr? They are only a dime off from .50/qtr now.
    Oct 17, 2011. 06:51 PM | Likes Like |Link to Comment
  • Annaly Capital Management: Undervalued Asset With Exceptional Yield [View article]
    I read in one of the financial rags recently that NLY may lower its dividends to around $2/share per year, and the stock price would probably drop into the high $13 lower $14 per share level. I am wondering, with all of the slight of hand that is going on in Washington, whether this might be true. CIM nose dived from the $4.20 to $2.83 per share level but is still paying out $.13 per share in dividends and CIM is a part of NLY and AGNC.
    Oct 15, 2011. 06:45 AM | Likes Like |Link to Comment
  • Michael Blum: Headwinds or Clear Sailing for MLPs? [View article]
    I thought Wells Fargo was strongly favored Crosstex and I am surprised not to see it in this list of MLPs.
    A very strong factor to consider when looking at whether to buy a particular MLP is their Free Cash Flow in their quarterly statements. The more Free Cash Flow that a MLP is generating the higher the dividend will be for the investor provided that the EBITDA is not above 4.5 (even better if it is closer to 4). Earnings per share are meaningless for measuring the performance of a MLP because a MLP has to give away over 90-95% of its income to the partners.
    Feb 11, 2011. 12:48 PM | 1 Like Like |Link to Comment
  • Top Dividend Stocks to Accumulate Now [View article]
    You missed all the pipeline MLPs because you don't know how to calculate earnings and dividends.
    Dec 3, 2009. 11:15 AM | 2 Likes Like |Link to Comment
  • Crosstex Energy L.P. Q3 2009 Earnings Call Transcript [View article]
    Get the deal done NOW to refinance the 2011 debt so dividends will start again. Once the dividends start again the stock will go up at least 40%.
    Nov 25, 2009. 02:26 PM | Likes Like |Link to Comment
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