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  • Retirement Strategy: Cashing In On The Oil Crash [View article]
    The chart will not help you looking 5, 10, or 20 years into the future.

    "...and short this until it gets to 50....which may happen."

    Doesn't sound very convincing.

    "MLP's collect the tolls, and raise their dividends quarterly, which XOM does not do... "

    How long have the MLPs existed? How many years has XOM existed? What is the debt/equity ratio of your typical MLP vs. XOM?

    http://bit.ly/1KKSkIy
    Aug 4, 2015. 03:28 AM | Likes Like |Link to Comment
  • Retirement Strategy: Cashing In On The Oil Crash [View article]
    1. Who says you need to keep doubling down? How about simply buying 10 or 20 shares a month?

    2. Do it wrong and it's a long term hold? In the mind of the trader "wrong" would be possibly looking at a 10% or 20% paper loss - correct? And "long term hold" might be a year or heaven forbid, maybe 5 years in your mind - correct? It might surprise you that some "investors" are acquiring shares to hold them 10, 20, or more years - on purpose. Invariably, over that kind of investment horizon, shares will see such declines of 10% and 20% every now and then. Imagine that.
    Aug 4, 2015. 03:15 AM | Likes Like |Link to Comment
  • Retirement Strategy: Cashing In On The Oil Crash [View article]
    If you are a dividend/DGI investor, why would you be selling COP at this time, at multi-year lows? Thus far, COP is the only one that has raised the dividend this year, and again committed to maintaining it.

    Looking at your profile, it would seem that you would want to stay the course on COP as well as CVX and XOM, continue collecting the dividends and DRIPing.
    Aug 4, 2015. 03:07 AM | Likes Like |Link to Comment
  • Retirement Strategy: Cashing In On The Oil Crash [View article]
    "...now oil is under 50.00 a barrel and yet a lot of these stocks haven't seen that January low again."

    All of the major oil stocks are at 52-week lows...actually pushing 3 to 5 year lows - well below January lows.
    Aug 4, 2015. 02:58 AM | 1 Like Like |Link to Comment
  • Century Bancorp - 50% Undervalued [View instapost]
    7/30/2015 - Filler buys 215 shares @ $41.25

    http://tinyurl.com/nmd...
    Jul 31, 2015. 05:35 AM | Likes Like |Link to Comment
  • Marine Products - Await A Re-Test Of December Lows Before Starting The Boat [View article]
    Excellent results posted yesterday.

    The bottom has likely been seen.
    Jul 30, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • Century Bancorp - 50% Undervalued [View instapost]
    7/29/2015 - Filler buys 518 shares @ $41.5448

    http://tinyurl.com/q4b...
    Jul 30, 2015. 12:22 AM | Likes Like |Link to Comment
  • Century Bancorp - 50% Undervalued [View instapost]
    7/28/2015 - Filler buys 502 shares @ $41.448

    http://tinyurl.com/o8c...
    Jul 30, 2015. 12:21 AM | Likes Like |Link to Comment
  • Century Bancorp - 50% Undervalued [View instapost]
    7/27/2015 - Filler buys 128 shares @ $41.50

    http://1.usa.gov/1LSw9Dt
    Jul 28, 2015. 07:06 AM | Likes Like |Link to Comment
  • Disney's Iger: ESPN could go direct to consumers one day [View news story]
    "Everyone I know has issues with their home WIFI. It is inconsistent and also very expensive for enough bandwidth to stream live TV."

    For streaming to the TVs, get a few powerline Ethernet adapters and all of your WiFi issues will disappear.

    http://amzn.to/1OxknMc
    Jul 27, 2015. 07:35 PM | Likes Like |Link to Comment
  • NL Industries: Christmas In July? [View article]
    Time to revisit.

    Today NL = $6.68
    Components = $10.67

    Spread is widening.

    I still believe CIX is the best of the bunch.

    As KRO continues to decline, it is becoming interesting in my eyes. Will wait for earnings announcement to see if investors take it down further afterwards. Maybe nibble before the announcement depending how low it goes.
    Jul 26, 2015. 03:45 PM | Likes Like |Link to Comment
  • Oil crash could be worst in at least 45 years, Morgan Stanley warns [View news story]
    Fred - I'm never concerned about getting the last 10% profit on the way up when selling, or the last 10% on the way down when buying...so in my mind, though we may not be at/near the bottom today, it's a good time to at least begin to accumulate some shares in the majors.

    As far as XOM going at least another 10% lower - maybe. As a 20 year XOM shareholder up until this past year, I very well remember the last slide from $95 to $60 - it was very painful. But consider - in August 2010, the last time XOM was at $60, the dividend yield on the shares was 2.9%. Before that, February 2008, at $60, XOM was yielding 2.1%. Today, with the shares at $80, the yield is 3.65%. At $70, it would be 4.17%. These are historically high yields for XOM, when we are currently at historical lows on interest rates.

    When CVX was at $75 in August 2010, the divided yield was 3.8%, today at $90, CVX is yielding 4.75%. At $80, that yield would be 5.35%.

    Yield on these names is going to become increasingly important, as the companies are certainly not going to be disappearing and these dividend amounts are likely not going to decrease. These are companies with decades of history increasing dividends and committed to maintaining them. Worst case - they'll likely hold the dividend at the current levels. Though there is certainly no guarantee of the future, at this time, when there are no returns on cash, a near guarantee that low interest rates will continue for years, the ability to put money into XOM and get 3.65% annual return with the top credit rating in the world should be extremely comforting to fixed income investors who have been crying for the past 5 years.

    Just some things to consider.
    Jul 26, 2015. 08:31 AM | 6 Likes Like |Link to Comment
  • Oil crash could be worst in at least 45 years, Morgan Stanley warns [View news story]
    Sorry, households are not racing to convert from oil to natural gas. The concentration of those who heat with oil are in the Northeastern US (about 6.5 million of about 21 million households - roughly 30%). Some do convert, but the vast majority do not. There is a fairly hefty cost involved in the conversion and unless there is a requirement to convert, most will not as it is questionable whether the fuel cost savings will ever justify the conversion costs.

    Some will convert when it comes time to sell the home as a swath of buyers will not consider a home heated with oil. Those who do not sell, generally will not convert. For some, there is not an option to convert to natural gas as service to the home is unavailable in some rural areas.
    Jul 25, 2015. 07:30 PM | 6 Likes Like |Link to Comment
  • Oil crash could be worst in at least 45 years, Morgan Stanley warns [View news story]
    Two thumbs up!
    Jul 25, 2015. 12:42 PM | 4 Likes Like |Link to Comment
  • Oil crash could be worst in at least 45 years, Morgan Stanley warns [View news story]
    techy - this is exactly what I am doing.

    late last year I swore not to buy any oil stocks until July - and now is the time...first nibble was $COP yesterday at $52.50. next buys will be HES, XOM, CVX when the next one gives up another 5%. if $COP goes sub $50, I'll nibble some more there as well.

    very soon, there will be a bump in demand as households begin filling their oil tanks with winter oil.

    there's no need to go all-in with any oil stock - slowly spread around and stick with the majors. it's good to have some oil in a diversified portfolio at current prices (and lower) with current dividend yields (and higher).

    the DGI folks should be salivating at acquiring the oil stocks at current yields (or better).
    Jul 25, 2015. 12:32 PM | 11 Likes Like |Link to Comment
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