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losbronces

losbronces
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  • Is Linn Energy's Distribution Cut The Result Of Bad Deals In 2014? [View article]
    LNCO (which is a C-corp) was created specifically to do the Berry Petroleum deal. But that was in 2013.
    Jan 4, 2015. 09:23 AM | 1 Like Like |Link to Comment
  • CEFL January Dividend Gives Yield Of 23% [View article]
    UBS doesn't choose the holdings. They use the ISE High Income Index, the ticker symbol for the index is ISEHIP. Here is a link to the ISE page: http://bit.ly/1A6GIdP
    Jan 2, 2015. 12:16 PM | Likes Like |Link to Comment
  • Why Dogs Of The Dow Doesn't Work Anymore [View article]
    I agree with the premise of your article that the DOTD strategy doesn't work, I will accept that you are not recommending the equal weight Dow Industrials vs. the DJIA. Any strategy that works can now be anticipated by computer algorithms, and thus be defeated.

    And I still don't believe that the DJIA should be taken seriously now. It is an average of the prices of the 30 DJIA stocks (10% of which were switched in 2014), and GOOG and AAPL were excluded due to high stock price. How can anyone take an index seriously when Chevron is weighted more than Exxon and IBM represented more than 11% of the index at one point in 2014? It is an anachronism of the days prior to computers and imo only exists due to it being heavily promoted. The S&P 500 is much more representative of the US market.
    Dec 30, 2014. 10:49 PM | Likes Like |Link to Comment
  • Why Dogs Of The Dow Doesn't Work Anymore [View article]
    To be consistent with your theme, I don't think you want to make recommendations like this: "The above results actually suggest buying an equal amount of the Dow 30 stocks over index weighted version of the DJIA." based on three-years of data.
    Dec 30, 2014. 10:51 AM | 1 Like Like |Link to Comment
  • Intel: Why One Of Seeking Alpha's Biggest Bulls Sold His Shares [View article]
    I agree with you. Although thats more of a risk with thinly traded stocks; we've all seen inexplicable "flash crashes" even in stocks with high ADVs.
    Dec 23, 2014. 09:46 AM | Likes Like |Link to Comment
  • The Best Commodity Trade For 2015 - Oil Cash And Carry: Minimal Risk, Huge Potential [View article]
    EIA reports show petroleum storage in the US: http://1.usa.gov/18GCXQA.

    If you are looking at what is in tankers, then you cannot tell what that is.
    Dec 22, 2014. 10:17 PM | Likes Like |Link to Comment
  • The Best Commodity Trade For 2015 - Oil Cash And Carry: Minimal Risk, Huge Potential [View article]
    SEA includes more bulk shippers than tankers.
    Dec 22, 2014. 12:11 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: China Offers Support For Russia's Currency Crisis [View article]
    Venezuela too (article is old, but appropriate): http://buswk.co/1zoBoV9; for now anyway. Seems there may be a limit to their largesse.
    Dec 22, 2014. 09:07 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: China Offers Support For Russia's Currency Crisis [View article]
    Does not look like oil is going to do a V-shaped recovery. Iraqi oil minister states that OPEC is united (right) and WTIC is now down 0.6%.
    Dec 22, 2014. 07:44 AM | 1 Like Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    There seemed to be some confusion about LINE being an MLP. It is not; and there is not a requirement to make payments to a GP.

    And this was a response to your comment:

    "Most MLPs have some requirements in their partnership agreement to distribute a certain part of their cash flow to the partners, but there is no regulatory requirement to do so."
    Dec 19, 2014. 10:10 PM | Likes Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    LINE does not have a general partner and is an LLC not an MLP. So they have no obligations to make minimum payments to a GP nor do they have to take drop-downs or pay fees to a GP as is the case with many MLPs.
    Dec 19, 2014. 05:32 PM | 1 Like Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    Venezuela has apparently sold some of their debt from oil sales to Goldman Sachs: http://on.ft.com/1w6cNx3; and I understand that Guyana's debt is also included in the discussions.
    I think Venezuela is not happy with KSA right now.
    Dec 19, 2014. 11:27 AM | 1 Like Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    Cuba gets their oil at $27/bbl from Venezuela. Of course, with Venezuela on the verge of collapse, that could change: http://read.bi/1wPCKF2
    Dec 18, 2014. 12:18 PM | 6 Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    Yes, its pretty clear that most of the comments are based on the title only.
    Dec 11, 2014. 11:27 AM | 3 Likes Like |Link to Comment
  • Crude rises following steep slide [View news story]
    WTIC already negative, down to $60.50 now (-0.7%). Not much of a bounce.
    Dec 11, 2014. 08:44 AM | 1 Like Like |Link to Comment
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794 Comments
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