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Balance sheet guru

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  • Medical Properties Trust Presents 40% Upside As Discount Evaporates [View article]
    Forget all this nonsense. There is an upcoming IPO (probably this quarter) of a new REIT- MedEquities Realty Trust that is buying long term triple net lease real estate with upside in all health care sectors especially acute care nursing homes, hospitals, office buildings, etc. Leased to health care chains. Management has lots of experience. FBR in Virginia should be one of the underwriters.
    Jan 25, 2015. 07:26 PM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    Buy the insanely beaten down MLP pipeline companies and don't look back. Much higher current yield an much higher stock appreciation potential.
    Jan 11, 2015. 08:13 AM | Likes Like |Link to Comment
  • Update: Alliance Resource Partners Acquires Illinois Basin Supply Agreements And Coal Reserves [View article]
    ARLP has undeservedly been weak by stupid, fearful sellers somehow equating oil with coal. The utilities continue to use Illinois basin coal for electric generation which is not powered by oil. With the new information on the purchase of Patriot supply agreements and coal properties, and combined with the undeserved drop in stock price and further potential yield with the Patriot purchase this stock is a screaming buy. Just buy at these current levels and don't look back.
    Jan 10, 2015. 10:50 PM | 2 Likes Like |Link to Comment
  • Third Point Lockup And Market Downturn Provides Shorting Opportunity [View article]
    Yes, you are correct that this has been a disappointing year. However, , I still made money in the hedge fund. Over the last 18 year investing with Dan, I have average 18% a year handily beating the S & P.
    Jan 4, 2015. 09:21 AM | Likes Like |Link to Comment
  • 10.6% Yielding ETW Offers Both Income And A Capital Appreciation Opportunity [View article]
    In a normal down market, this sucker can go down another 15% or so. Don't be so foolish to track the NAV discount and say why it should sell for any specific discount.
    The public is unpredictable. All I know is that in 2008 this sucker was probably down 50% as many other CEF's were. If that happens by with both fists.
    Jan 4, 2015. 12:00 AM | 2 Likes Like |Link to Comment
  • GAL Is An ETF Built From Other ETFs, Let's Peer Inside [View article]
    Try ALFA and GURU. Just look at the results.
    Jan 3, 2015. 07:41 PM | Likes Like |Link to Comment
  • Medical Properties Trust Presents 40% Upside As Discount Evaporates [View article]
    If you are looking for income, look at Alliance Resource Partners ARLP. 26 straight quarters of increased distributions. Much better story of a fantastic coal company, than a stagnant net leased REIT.
    Jan 3, 2015. 07:16 PM | Likes Like |Link to Comment
  • Alliance Resource Partners: Consistent Distribution Growth Through Low-Cost Mines [View article]
    You should have mentioned that that the stock split 2-1 and not mix prices and yield in the same chart without informing your readers, or simply adjust the price for the split. Those not familiar with ARLP may get confused by your chart.
    Otherwise, ARLP is a great company. I have owned it since 2009 paying a split equivalent of $14.75 a share while collecting oodles of dividends.
    Jan 3, 2015. 07:07 PM | 1 Like Like |Link to Comment
  • XLG Doesn't Belong On The Efficient Frontier, I Can Name 3 Superior ETFs [View article]
    So, what is yor current list? Take a look at ALFA, GURU and IBLN. These will beat the pants off your chosen ETF's.They all look at 13F filings and buy the highest conviciton stock from the most successful hedge funds. They ar designedto crush the S & P. Theyt also by hoghconviction sell the stocks at the right time.
    Jan 1, 2015. 01:42 AM | Likes Like |Link to Comment
  • BDCL Next Quarterly Dividend Will Result In A 20.2% Yield [View article]
    One useful feature left our of your chart should be a column showing annualized yield. Please add it.

    Very good article. One could almost not care about what happens to the price of BDCl at this point even if tit goes down further. If you hold for 5 years and there are minimal or no dividend cuts (there could also be increases), the 20% return will pay for your shares and you will be holding income for free at some point. If you hold BDCL in a retirement account there will be no taxes. You should have automatic dividend repurchases and you will be off to the races. In 5 years you will have won the lottery.
    Dec 28, 2014. 09:26 AM | 2 Likes Like |Link to Comment
  • BDCL Next Quarterly Dividend Will Result In A 20.2% Yield [View article]
    Why not create your own index and buy all those BDC's in the BDCL index, that DOES pay didvidens and eliminae those that do not. Then you get moe bang for your buck and no dilution of returns. You can then go to Interactive Brokers and borrow at 1-1.25% and leverage 2-1!

    Granted there would be more accounting and paperwork.
    Dec 28, 2014. 09:19 AM | 2 Likes Like |Link to Comment
  • Is Saudi Arabia Targeting U.S. Shales? [View article]
    Don't be foolish, the Saudis make money every which way. they break the shale industry, go after Assad and limit profits of Isis along with punishing Russia.

    AND they make money by shorting the oil stocks when they know in advance what they are going to do. Tye will also do it on the way up.They make billions doing this. Either they make it on oil or front running the stock market or the oil futures.
    Dec 28, 2014. 02:23 AM | Likes Like |Link to Comment
  • StoneMor Partners: My Reason For Selling This 10% Payout MLP [View article]
    Everyone eventually contributes to STON's earnings at some point. It is not a matter of if but when. Can you take your shares with you? I looked at this sucker when it was around $10 in 2008, but could not pull the trigger and invest in such a depressing stock. I felt kind of eery doing it.
    Dec 28, 2014. 02:15 AM | Likes Like |Link to Comment
  • Why I'm Considering Adding To My Position In This High-Yield MLP [View article]
    "Much better then paying $50 or earlier in the $75-85..range"

    Before the split it WAS in the $75$-$85 range. It is now around $41 so that would have made it in the old $82 price range.
    Dec 21, 2014. 09:00 AM | 1 Like Like |Link to Comment
  • Why I'm Considering Adding To My Position In This High-Yield MLP [View article]
    ARLP has already fixced price contracts through 2015 for 80% of the portfolio and 60% for 2016. By the time 2017 rolls along, oil shold be back up. The only threat to ARLP is if natural gas gets cheap and utilities convert over.

    Just buy the stock and don't look back. I bought a the eequilavlent of $14.75 about 4 years years ago. My net cost after distributions is probably around $9-$10 bucks. Probably should buy more.
    Dec 21, 2014. 08:57 AM | 1 Like Like |Link to Comment