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kgerickson

kgerickson
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  • Alerian MLP ETF Finally Admits Its 8% Expense Ratio [View article]
    From prospectus.... The fund seeks investment results that correspond (before fees and expensea) generally to the price and yield performance of its underlying index, the Alerian MLP infrastructure index.

    From Alerian website.... Annualized market performance of AMLP since inception 11.81%.... Alerian MLP infrastructure index 19.17%.

    Hope that helps.
    Aug 19 03:55 PM | 2 Likes Like |Link to Comment
  • Alerian MLP ETF Finally Admits Its 8% Expense Ratio [View article]
    Nice work.... idea was always to good to be true .... but had not caught your work prior to this. I guess 36k followers had.
    Aug 19 02:43 PM | 1 Like Like |Link to Comment
  • Baytex Energy Is Following A Good Plan [View article]
    I've been in and occasionally out of BTE based on price. I consider it a lower risk div play with some upside. I'm comfortable with your $48 price target and combined with the 6%+ yield gets you a good return in this market. I believe they are present tomorrow morning.
    Aug 19 11:01 AM | 1 Like Like |Link to Comment
  • Kinder Morgan looks expensive after buying up MLPs, Barron's warns [View news story]
    Not much of a sell off this time...... boy crying wolf again.
    Aug 18 11:51 AM | 14 Likes Like |Link to Comment
  • Enterprise Products Partners LP: Great Company, Not A Great Stock [View article]
    Not wild about EPD's valuation or the LC MLP space in general. The problem with relative valuation is that a certain point almost everything can be overvalued and lead to meaningful losses. The MLP relative valuation curve has been steadily shifting lower for 10 years. It seems that a lot of investors are holding for tax reasons not valuation/performance reasons. P.S. I do think mlp's are going higher from here, but not because they are a good value.
    Aug 18 11:31 AM | 1 Like Like |Link to Comment
  • Another Try At A Bottom For The Teucrium Corn ETF [View article]
    Hope your correct. I've been watching for a bottom and picked up CORN at 6.05 two days ago when the price rallied on the close (to close unchanged) on nice volume. If your technically inclined, the P&F target was 26 (met) and a buy signal was made two days ago. WEAT has a B-IF signal today (Bullish Harami). 30 seems like a realistic short term target but will stop my self out if the trade fades.
    Aug 15 06:06 AM | 1 Like Like |Link to Comment
  • Why Millennials Should Try Their Luck In Mexico [View article]
    Leave your valuables at home and don't take a taxi on the street.
    Aug 14 03:21 PM | 4 Likes Like |Link to Comment
  • How To Spot Potential 'Trade Of The Decade' Bargains [View article]
    Always looking for a home run, but 4 officers buying 180k and 6 officers buying 116k doesn't seem like much of a tell to me.
    Aug 14 09:30 AM | 3 Likes Like |Link to Comment
  • Here's The Alarming Table Kinder Morgan Doesn't Want You To See [View article]
    WOW what a table. Surprised Merrill couldn't figure it out when they upgraded to buy or GS when they took their Conviction Buy price target to 50.
    Aug 12 12:31 PM | 11 Likes Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    Ditto to that. I think we dodged the tax hit by owning KMR instead of KMP.
    Aug 11 12:28 PM | 3 Likes Like |Link to Comment
  • What The Kinder Morgan Consolidation Means For The Warrants [View article]
    The warrants traded up to around 4.9 premarket when the stock was trading around 43.5 +/-. At 39 now... they are around $4. A $2 2015 div and a 4% yield gets you to 50 and a 4.5% yield gets you to 45. I'm think you have to consider lighten up if it trades back toward 4.5, unless you want to hold thru 2017.
    Aug 11 11:22 AM | Likes Like |Link to Comment
  • American Realty Capital Properties: 8% Yield Play Gains Traction [View article]
    Looks like the bottom was put in at 12. I'm playing it with long Jan 12.5/2016 calls at .95 and long Jan 15/2016 calls at .3 in a 1 to 4 ratio. Looking for 18, but would probably sell the 12.5 calls at 15 to fund the Jan 15 position.
    Jul 29 09:07 AM | 1 Like Like |Link to Comment
  • It's Hard To Beat The Market: A Humbling Year-End Review [View article]
    If you've only been investing on your own for 1 year, you're doing fine.... hang in there. From a realistic standpoint, you have way to many securities to meaningful outperform the averages. Don't bother to calculate a hourly rate, you either love it or not.

    I've always loved investing and got really serious about my investing/trading when I sold my business a dozen or so years ago. Personally signing for multiple lease obligations has a tendency to focus your attention. Over the last 11 years I've averaged just over 30% a year. Don't let anyone tell you that you can't outperform.

    Some things to consider. 1. In almost any business, it pays to specialize. 2. Once you have the math of investing down, concentrate on the emotional side of investing. Ray Dalio's description of markets as "social systems" is spot on. 3. Concentrate on the risk/reward relationship. Vary the size of your investments according to that relationship. 4. Keep in mind that if your looking at the same thing as everybody else.... your odds of gaining any special insight is slim. You have to do something different to outperform. You have a good list of stocks but everyone on wall street is screening those securities. Nothing wrong with buying those securities, but you won't significantly outperform with them. Good Luck.
    Jul 29 06:01 AM | 1 Like Like |Link to Comment
  • The Day I Sold Everything: Questions Answered [View article]
    I'd like to nominate the original article and this follow up for the "seinfeld" article of the year. The fact that this article is an "editors" pick is discouraging.

    On the other hand... it is a zero sum game.
    Jul 28 06:14 AM | 2 Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    Good luck. You owned a great list of securities. I think a better approach is trimming your "overvalued" securities and replacing them with a stock replacement strategy using options..... but for each his own.
    Jul 25 02:48 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
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