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  • CVR Refining - 16.2% Dividend Yield For This Recent Refinery IPO [View article]
    This weeks report makes Phil's and Todd's comments out of date. In short distribution and guidance are much higher
    Mar 15, 2013. 03:41 PM | Likes Like |Link to Comment
  • Team Alpha Portfolio: Selling A Stock When Serious Questions Arise [View article]
    "Unworthy" really doesn't apply. I worked on the street for 35 years and have seen this game played over and over. All that is needed is a stressed (maybe lazy) writer who needs a story and friendly hedge fund willing to supply him with one. SHORT AND DISTORT. The writer meets a deadline, quotes sources and can't be sued, and the hedgie gets a chance to cover off the drop. Barron's objective is to get people to read their stories: accuracy and truth are secondary. In this case it worked- lotsa of buzzzzzzz
    Feb 21, 2013. 03:34 PM | 2 Likes Like |Link to Comment
  • A High-Yielding MLP? Look Closer [View article]
    CVRR is 40% percent hedged through 2014 at a WTI to Brent spread of 26$. Icahn is o fool and put 100million in at the ipo price. Insiders, who are not traders, bought heavily also
    Feb 2, 2013. 09:30 PM | 4 Likes Like |Link to Comment
  • Buy A 5.9% Growing Dividend Yield With A Strong Parent [View article]
    keep in mind off shore drilling compared to land operations has a much higher cost/bbl. A drop in oil prices means offshore rigs are the the first to go
    Dec 3, 2012. 11:25 AM | 1 Like Like |Link to Comment
  • Insiders Step Up To Buy This 6% Yielder [View article]
    would you consider Walker's 10,000 share buy on 6/5 worth 500m significant? would you considered their wet gas holdings in Utica that could add 30-50$/share significant?
    Jun 11, 2012. 11:25 PM | Likes Like |Link to Comment
  • Challenging 6 Valuation-Based Contrarian Picks [View article]
    I second Mared's comments. S.A has too many commentators who don't understand MLP's and their differences from straight equities. Take their investment screens away
    Feb 28, 2012. 11:19 AM | Likes Like |Link to Comment
  • 4 Lease Holders in the Eagle Ford Shale Should See Huge Profits [View article]
    Some glaring omissions in this article. EVEP is an MLP and can't be evaluated with the same metrics as the others. Also, EVEP and CHK have important acreage in the Utica shale region of Marcellus that could be as big or bigger than Eagle Ford.
    Jun 22, 2011. 11:23 PM | 1 Like Like |Link to Comment
  • 7 High Growth and High Yield Ideas for a Diversified Retirement Portfolio [View article]
    google finance is notorious for bad dividend reporting accuracy. you had better check your work
    Mar 23, 2011. 10:00 AM | Likes Like |Link to Comment
  • MLPs -- Part 2: Total Return and Stats vs. Stocks and Bonds [View article]
    Looking passed statistical analysis: Other studies have shown MLP's have a larger non-correlation to the S&P than utilities or reits which would make them less volatile than the large cap index or comparative income investments. Also, for a brief period (roughly 2005-2007) MLP's were greatly influenced by hedge fund activity and Lehman Brothers dividend swap program that increased volatility during that time. Lehman and hedge funds are either gone or minimally involved in this area resulting reduced volatility risk. The recent closed end MLP fund offerings, where the positions can be labeled "sticky" long term might tend to reduce volatility further. However the new ETN and ETF offerings might bring back the hedge funds as the can use them to hedge long positions. In sum the statistical look at MLP volatility is only a starting point and if not deepened remains an academic endeavor.
    Aug 9, 2010. 08:37 AM | 3 Likes Like |Link to Comment
  • The End of Quantitative Easing and Its Impact on the Market [View article]
    It's my understanding that the Fed purchases involve MBS that won't be delivered until June. So while not making new purchases the Fed is still having an impact
    Apr 28, 2010. 08:46 AM | Likes Like |Link to Comment
  • Grantham. Greenblatt See Value in 'Quality': 10 Guru Strategy Stocks [View article]
    I don't believe these stocks are what Grantham has in mind. Stocks like PEP, JNJ, PG are more to his liking. Large, low debt, multi-nationals. Certainly not small OTC and retailers.
    Nov 1, 2009. 08:57 AM | 4 Likes Like |Link to Comment