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elliot_mllr

elliot_mllr
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  • Solomon's Long Duration Investment Wisdom [View article]
    A very interesting point.
    Jul 30, 2015. 05:47 PM | 1 Like Like |Link to Comment
  • The Unfinished Story Of Hercules Technology Growth Capital [View article]
    Factoids:
    I am a current HTGC holder who has patiently held on this long, but the holding on is painful. I do appreciate HTGC's internal management and its meaningful share ownership position, and also its candor. The new crew of senior employees will undoubtedly be motivated to meet the lofty goals enunciated in the last call, and I hope that by 1Q16 we will see some better days. Meanwhile, the hurt continues.
    In any event, thanks for the excellent and helpful analysis.
    Elliot Miller
    Jul 30, 2015. 11:25 AM | 4 Likes Like |Link to Comment
  • Memorial Production Partners Now Yields 20% [View article]
    Mr. Alfonso:
    It's not only traders. I suspect that some mutual funds owning upstream MLPs are being forced to sell to meet redemptions.
    Elliot Miler
    Jul 28, 2015. 01:35 PM | 3 Likes Like |Link to Comment
  • One Design For A Retirement Income Portfolio [View article]
    Dividend Sleuth:
    Thanks for that interesting series of insights. One issue that you did not address was taxation. You have a number of REITs and BDCs that distribute income which is not qualified and which is taxed at your highest marginal rate. Are these in qualified retirement plan accounts or in your general taxable accounts? How much emphasis do you attribute to the tax consequences of an income investment?
    Thanks.
    Elliot Miller
    Jul 28, 2015. 01:18 PM | Likes Like |Link to Comment
  • BDCs At 52-Week Lows Before Q2 2015 Earnings [View article]
    User14783102:
    I believe that what was intended was that CLO managers are seeking loans and that HTGC has more competition in lending to them so that it will take longer for HTGC to cover its dividend. Actually, I didn't think that HTGC lends to CMOs in the first place.
    Elliot Miller.
    Jul 28, 2015. 12:36 PM | Likes Like |Link to Comment
  • ConocoPhillips: This 5% Yielder Is On Sale, And Here's Why You Should Care [View article]
    JerryofNC:
    I completely agree with your response to David Crosetti. In fact, even people who sell long term care insurance will tell you--at least they have told me-- that if you have an adequate net worth it doesn't pay to buy the insurance.
    Elliot miller
    Jul 27, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: This 5% Yielder Is On Sale, And Here's Why You Should Care [View article]
    Fred Beyers:
    You make a good point in response to Javelina's projections. However, with respect, the ability of COP to sustain and increase its dividend is really a function of its distributable cash flow more than its GAAP earnings.
    Elliot Miller
    Jul 27, 2015. 02:29 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: This 5% Yielder Is On Sale, And Here's Why You Should Care [View article]
    revsteve, jrespech, and Robert Allan Schwartz:
    I am retired and 81 years old. I invest long term and assume that I will benefit from that approach as though I don't have an expiration date.
    Elliot Miller
    Jul 27, 2015. 02:23 PM | 4 Likes Like |Link to Comment
  • ConocoPhillips: This 5% Yielder Is On Sale, And Here's Why You Should Care [View article]
    Anasazi101:
    Warren Buffet got rich years ago by concentrating his portfolio shortly after taking over Berkshire Hathaway. It's riskier than diversification but concentration is a legitimate strategy for those willing to utilize it with full understanding of its dangers.
    Elliot Miller
    Jul 27, 2015. 02:12 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: This 5% Yielder Is On Sale, And Here's Why You Should Care [View article]
    NV_Gary:
    Don't they ring a bell at the bottom?
    Elliot Miller
    Jul 27, 2015. 02:08 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: This 5% Yielder Is On Sale, And Here's Why You Should Care [View article]
    crazy4tennis:
    I think that you meant oversupply.
    Elliot Miller
    Jul 27, 2015. 02:07 PM | Likes Like |Link to Comment
  • Oil: Prices Will Rebound [View article]
    TreyT:
    Next year when the hedges now in place roll off there will likely be some significant reduction in production.
    Elliot Miller
    Jul 27, 2015. 11:57 AM | 2 Likes Like |Link to Comment
  • Oil: Prices Will Rebound [View article]
    Thanks to Eliot Murray fro an optimistic perspective, which is solely needed among today's energy investors.
    However, bear in mind that the figures given for the marginal cost of production of $70 to $90 per barrel are somewhat misleading in that those numbers include finding and development costs. Once a well has been completed and is producing, the actual lifting costs per barrel is much lower. And given the efficiency of today's production, existing wells can produce much more than in the past, even taking into account the relatively high decline rates of unconventional wells.
    And as to Mr. Market's short term irrationality, don't forget Keynes's warning that the market can remain irrational longer than you can remain solvent.
    Elliot Miller
    Jul 27, 2015. 11:54 AM | 2 Likes Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]
    Tack:
    It will be interesting to see if Yellen ignores her Congressional testimony and rates don't increase in September or December. I can't see her ignoring her position before Congress twice last week, if only as a political matter.
    Elliot
    Jul 26, 2015. 10:53 AM | Likes Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]
    Tack:
    I agree that the article was interesting and thought provoking. The problem is that Janet Yellen has already just stated twice last week in her Congressional testimony that notwithstanding all of the considerations discussed, interest rates will increase.
    Elliot Miller
    Jul 25, 2015. 11:04 AM | Likes Like |Link to Comment
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