Brad Denny's Comments Brad Denny's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/441636/comments Why Exelon's Rally May Have More Legs http://seekingalpha.com/article/1311651/comments?source=feed#comment-17069691 17069691 Mon, 01 Apr 2013 11:09:21 -0400 CEF Weekly Review: Cohen & Steers Infrastructure http://seekingalpha.com/article/1296611/comments?source=feed#comment-16718951 16718951 Sun, 24 Mar 2013 06:29:25 -0400 AT&T Vs. Verizon, Which Is The Better Value? http://seekingalpha.com/article/1230601/comments?source=feed#comment-15594171 15594171 Wed, 27 Feb 2013 15:41:10 -0500 Tens of thousands of demonstrators protested against TransCanada's (TRP) proposed Keystone pipeline in Washington yesterday, highlighting the dilemma President Obama faces: authorizing the pipeline could create jobs, boost his standing with unions, strengthen ties with Canada and reduce the U.S.'s dependence on Middle East oil; however, it would also alienate a key environmental base that helped get him elected. http://seekingalpha.com/currents/post/833231?source=feed#comment-15158641 15158641 Mon, 18 Feb 2013 11:46:21 -0500 New Projects For TransCanada On The West Coast http://seekingalpha.com/article/1164801/comments?source=feed#comment-14875801 14875801 Tue, 12 Feb 2013 07:05:29 -0500 Will Verizon Acquire Vodafone? http://seekingalpha.com/article/1102031/comments?source=feed#comment-13477401 13477401 Wed, 09 Jan 2013 05:49:31 -0500 Will Central Banks Cancel Government Debt? http://seekingalpha.com/article/925171/comments?source=feed#comment-10572511 10572511 Tue, 16 Oct 2012 08:17:39 -0400 A Look At Significant Events In Frontier's Q3 http://seekingalpha.com/article/896631/comments?source=feed#comment-10032131 10032131 Mon, 01 Oct 2012 07:47:30 -0400 Weighing The Week Ahead: Time For A Rebound In Confidence? http://seekingalpha.com/article/883971/comments?source=feed#comment-9839111 9839111 Tue, 25 Sep 2012 11:12:35 -0400 Equity CEFs: The First Cut Is The Deepest http://seekingalpha.com/article/871581/comments?source=feed#comment-9570961 9570961 Tue, 18 Sep 2012 08:42:05 -0400 How Safe Is Kinder Morgan's Dividend? http://seekingalpha.com/article/855111/comments?source=feed#comment-9240871 9240871
MLP accounting is complex, but these numbers do not suggest good things about KMP's distribution future or its relationship to its general partner. These numbers do not seem consistent with the positive conclusion reached in the article about KMP's distributions in the future.

What is the reality of KMP's relationship to its general partner and the future of its distribution? Please comment.]]> Sun, 09 Sep 2012 05:38:48 -0400
MLP accounting is complex, but these numbers do not suggest good things about KMP's distribution future or its relationship to its general partner. These numbers do not seem consistent with the positive conclusion reached in the article about KMP's distributions in the future.

What is the reality of KMP's relationship to its general partner and the future of its distribution? Please comment.]]> A Spoonful Of Sugar Helps The Medicine Go Down http://seekingalpha.com/article/854431/comments?source=feed#comment-9224331 9224331 Sat, 08 Sep 2012 12:15:36 -0400 Coming Week Market Movers: Continued Upward Momentum Vs. Ugly Fundamentals http://seekingalpha.com/article/781561/comments?source=feed#comment-8106841 8106841 Sun, 05 Aug 2012 10:31:37 -0400 The Exchange-Traded MLP Conundrum (Podcast) http://seekingalpha.com/article/678751/comments?source=feed#comment-6718041 6718041
I am long several MLPs as well as KYE and KYN.]]> Sat, 23 Jun 2012 07:45:25 -0400
I am long several MLPs as well as KYE and KYN.]]> Boeing: Inside The Numbers http://seekingalpha.com/article/629801/comments?source=feed#comment-6211891 6211891 This seems like a very good primer on how to evaluate a company's financials. Thank you.]]> Thu, 07 Jun 2012 16:22:46 -0400 This seems like a very good primer on how to evaluate a company's financials. Thank you.]]> "This one's on you Ben," writes David Schawel, not blaming the Chairman for the JPM failure, but for creating an environment in which investors (including banks) have no alternative but to seek out risk to get returns. Another example: The explosion in AUM at mortgage REITs which use high leverage to generate returns. "These will blow up at some point." http://seekingalpha.com/currents/post/315471?source=feed#comment-5427921 5427921 Mon, 14 May 2012 16:13:32 -0400 Enbridge Has A Strong Dividend Payout But Shares Aren't Cheap http://seekingalpha.com/article/539581/comments?source=feed#comment-4908451 4908451
Long: EEP & ENB]]> Sun, 29 Apr 2012 11:30:20 -0400
Long: EEP & ENB]]> Weekly Preview: 5 Things To Watch Next Week http://seekingalpha.com/article/515631/comments?source=feed#comment-4665841 4665841
"Still, the consensus is that there will be no new easing unless things get much worse for the U.S., especially because its far from clear that QE has done more harm than good."

Could it be that should have been, more good than harm?" That would seem to be more consistent with the point being made.]]> Sun, 22 Apr 2012 14:29:10 -0400
"Still, the consensus is that there will be no new easing unless things get much worse for the U.S., especially because its far from clear that QE has done more harm than good."

Could it be that should have been, more good than harm?" That would seem to be more consistent with the point being made.]]> Enbridge's Version Of The Keystone Pipeline Should Bring Profits http://seekingalpha.com/article/468041/comments?source=feed#comment-4007711 4007711 ENB) should be aware of the fact that ENB is the general partner of Enbridge Energy Partners (EEP) which is the company which actually owns and operates the pipelines. At least that is my amateur investor's understanding. EEP pays a much higher dividend (6.88%) but that dividend has all the peculiarities associated with returns of capital and K-1's. Investors should understand the tax treatment of income and return of capital from MLP's before investing in EEP. ]]> Sat, 31 Mar 2012 09:43:56 -0400 ENB) should be aware of the fact that ENB is the general partner of Enbridge Energy Partners (EEP) which is the company which actually owns and operates the pipelines. At least that is my amateur investor's understanding. EEP pays a much higher dividend (6.88%) but that dividend has all the peculiarities associated with returns of capital and K-1's. Investors should understand the tax treatment of income and return of capital from MLP's before investing in EEP. ]]> Exelon - Dividend Total Return Analysis http://seekingalpha.com/article/466661/comments?source=feed#comment-3956841 3956841 Thu, 29 Mar 2012 16:13:20 -0400 mREITs: Golden Era Or Dark Age? http://seekingalpha.com/article/393041/comments?source=feed#comment-2948801 2948801
My brief recounting of history should have gone a little farther back, since the tendency to believe that the economy would prosper by making the rich, richer had its modern origins in the trickle-down theories of Arthur Laffer as conveyed to Ronald Reagan. Add Reagan to the list of those who tipped the scales in the direction of the wealthiest among us.

Experience has proved the trickle-down theory false. The wealth of a nation in which 70% of economic activity is based on consumer spending can only be achieved if the consumer has funds to spend and doesn't have to go bankrupt in the process.

That is, of course, an over-simplification of our close encounter with financial meltdown. But, in the large picture, it is correct. Our prosperity is dependent on restoring financial health to the vast majority of the people, not improving the fortunes of the already rich.]]> Sun, 26 Feb 2012 14:26:58 -0500
My brief recounting of history should have gone a little farther back, since the tendency to believe that the economy would prosper by making the rich, richer had its modern origins in the trickle-down theories of Arthur Laffer as conveyed to Ronald Reagan. Add Reagan to the list of those who tipped the scales in the direction of the wealthiest among us.

Experience has proved the trickle-down theory false. The wealth of a nation in which 70% of economic activity is based on consumer spending can only be achieved if the consumer has funds to spend and doesn't have to go bankrupt in the process.

That is, of course, an over-simplification of our close encounter with financial meltdown. But, in the large picture, it is correct. Our prosperity is dependent on restoring financial health to the vast majority of the people, not improving the fortunes of the already rich.]]> mREITs: Golden Era Or Dark Age? http://seekingalpha.com/article/393041/comments?source=feed#comment-2945651 2945651
Both enjoyed the benefits of that approach until the pitfalls were revealed. Bush barely made it out the door before the whole edifice nearly collapsed. The Obama administration and the Federal Reserve have done what has been necessary in order to bring our economy back from that brink.

I am an Obama supporter even though I am 70, a social security recipient and an owner of MReits and MLPs. Obama has the combination of vision, brains and courage required to get the U.S. back on a sound footing. It is in the vital national interest that the Obama administration not be further crippled by those whose only vision (as so eloquently expressed by Republican Senate Minority Leader Mitch McConnell) has been "to make Obama a one term president."

Getting the finances of this country back on track is likely to require some sacrifice from all of us who are well enough off to be investing in MReits and MLPs. That is as it should be. The future of the nation is what Obama is and should be concerned about. He was right on the stimulus, right on rescuing the automobile industry and right on not allowing personal attacks from the McConnells and Boehners of the world (to say nothing of the Grover Norquists) to dissuade him from his duty to serve the long term interests of the nation.]]> Sun, 26 Feb 2012 12:19:58 -0500
Both enjoyed the benefits of that approach until the pitfalls were revealed. Bush barely made it out the door before the whole edifice nearly collapsed. The Obama administration and the Federal Reserve have done what has been necessary in order to bring our economy back from that brink.

I am an Obama supporter even though I am 70, a social security recipient and an owner of MReits and MLPs. Obama has the combination of vision, brains and courage required to get the U.S. back on a sound footing. It is in the vital national interest that the Obama administration not be further crippled by those whose only vision (as so eloquently expressed by Republican Senate Minority Leader Mitch McConnell) has been "to make Obama a one term president."

Getting the finances of this country back on track is likely to require some sacrifice from all of us who are well enough off to be investing in MReits and MLPs. That is as it should be. The future of the nation is what Obama is and should be concerned about. He was right on the stimulus, right on rescuing the automobile industry and right on not allowing personal attacks from the McConnells and Boehners of the world (to say nothing of the Grover Norquists) to dissuade him from his duty to serve the long term interests of the nation.]]> The Fed Role In The Economy: It's Bigger, But Is It Better? http://seekingalpha.com/article/322308/comments?source=feed#comment-2208347 2208347 Fri, 27 Jan 2012 10:21:27 -0500 Natural Gas Prices Hit Multi-Year Lows: Winners And Losers http://seekingalpha.com/article/320066/comments?source=feed#comment-2182850 2182850
1. Excelon's main source of energy is nuclear, not gas.

2. In addition to being a regulated utility, Excelon is also a merchant seller of power on the open market.

3. Prices for power on the open market reflect the cost of the cheapest source of energy generation available and, consequently, the low price of natural gas is driving down the prices paid for all forms of electricity sold on the open market, regardless of the energy source from which that power was generated.

There it is. You heard it here from a raw amateur. ]]> Wed, 18 Jan 2012 09:22:52 -0500
1. Excelon's main source of energy is nuclear, not gas.

2. In addition to being a regulated utility, Excelon is also a merchant seller of power on the open market.

3. Prices for power on the open market reflect the cost of the cheapest source of energy generation available and, consequently, the low price of natural gas is driving down the prices paid for all forms of electricity sold on the open market, regardless of the energy source from which that power was generated.

There it is. You heard it here from a raw amateur. ]]> U.S. Total Bond ETFs A Good Balance For Volatility http://seekingalpha.com/article/308952/comments?source=feed#comment-2051281 2051281 Sun, 20 Nov 2011 09:36:53 -0500 EU Debt Accord: Nothing More Than A Band-Aid Solution For U.S. Treasuries http://seekingalpha.com/article/303385/comments?source=feed#comment-2004666 2004666 Sun, 30 Oct 2011 12:03:45 -0400 Coming Week's Market Movers: U.S. Credit Downgrade vs. Accelerating EU Contagion http://seekingalpha.com/article/285368/comments?source=feed#comment-1815614 1815614 Sun, 07 Aug 2011 13:03:52 -0400 Coming Week's Market Movers: U.S. Credit Downgrade vs. Accelerating EU Contagion http://seekingalpha.com/article/285368/comments?source=feed#comment-1815409 1815409
But, there is one reason to believe that it might. All of the Bush tax cuts will be eliminated automatically at the end of 2012 unless the Congress votes to retain them and President Obama signs the bill into law, with devastating consequences, not only for credit ratings but for the fiscal health of the nation.

So, the hammer is in place. What is necessary is the political courage to wield it and lead us out of this mess. George Washington, Abraham Lincoln and Franklin Roosevelt all had such courage. I believe Barack Obama does as well and will provide the necessary political leadership to get it done as the cornerstone of his campaign for re-election.]]> Sun, 07 Aug 2011 11:47:19 -0400
But, there is one reason to believe that it might. All of the Bush tax cuts will be eliminated automatically at the end of 2012 unless the Congress votes to retain them and President Obama signs the bill into law, with devastating consequences, not only for credit ratings but for the fiscal health of the nation.

So, the hammer is in place. What is necessary is the political courage to wield it and lead us out of this mess. George Washington, Abraham Lincoln and Franklin Roosevelt all had such courage. I believe Barack Obama does as well and will provide the necessary political leadership to get it done as the cornerstone of his campaign for re-election.]]> Debt Downgrade: S&P Could Be the Big Loser http://seekingalpha.com/article/285380/comments?source=feed#comment-1815390 1815390
But, there is one reason to believe that it might. All of the Bush tax cuts will be automatically eliminated at the end of 2012 unless the Congress votes to retain them and President Obama signs the bill into law with devastating consequences, not only for credit credit ratings, but for the fiscal health of the nation.

So, the hammer is in place. What is necessary is the political courage to wield it and lead us out of this mess. George Washington, Abraham Lincoln and Franklin Roosevelt had such courage. I believe Barack Obama does as well and will provide the political leadership necessary to get it done as the cornerstone of his re-election campaign.]]> Sun, 07 Aug 2011 11:37:00 -0400
But, there is one reason to believe that it might. All of the Bush tax cuts will be automatically eliminated at the end of 2012 unless the Congress votes to retain them and President Obama signs the bill into law with devastating consequences, not only for credit credit ratings, but for the fiscal health of the nation.

So, the hammer is in place. What is necessary is the political courage to wield it and lead us out of this mess. George Washington, Abraham Lincoln and Franklin Roosevelt had such courage. I believe Barack Obama does as well and will provide the political leadership necessary to get it done as the cornerstone of his re-election campaign.]]> Standard & Poor's Drops a Bomb http://seekingalpha.com/article/285373/comments?source=feed#comment-1815343 1815343
But, there is one reason to believe that it might. All of the Bush tax cuts will be automatically eliminated at the end of 2012 unless the Congress votes to retain them and President Obama signs the bill into law, with devastating consequences, not only for credit ratings but for the fiscal health of the nation.

So, the hammer is in place. What is necessary is is the political courage to wield it and lead us out of this mess. George Washington, Abraham Lincoln and Franklin Roosevelt had such courage. I believe Barack Obama does as well and will provide the necessary leadership as the cornerstone of his campaign for re-election.


and will provide the political leadership necessary to get it done.]]> Sun, 07 Aug 2011 11:18:45 -0400
But, there is one reason to believe that it might. All of the Bush tax cuts will be automatically eliminated at the end of 2012 unless the Congress votes to retain them and President Obama signs the bill into law, with devastating consequences, not only for credit ratings but for the fiscal health of the nation.

So, the hammer is in place. What is necessary is is the political courage to wield it and lead us out of this mess. George Washington, Abraham Lincoln and Franklin Roosevelt had such courage. I believe Barack Obama does as well and will provide the necessary leadership as the cornerstone of his campaign for re-election.


and will provide the political leadership necessary to get it done.]]>