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  • MLPs: Strong Investment Vehicles in Uncertain Economic Times [View article]
    MLP's have enjoyed a great run in 2010 and many are trading at fair value. As hedge funds have discovered MLP's, look for them to run and book profits soon. This will be a great entry point to buy. The only MLP that might be a buy today is NuStar (NS). Fair value is around $65 and the stock trades around $58. LOng: EPD, ETP, LINE, BBEP, NS, KMP, NGLS.
    Aug 18 11:14 AM | 6 Likes Like |Link to Comment
  • Fixed Income Flies [View article]
    Consider large and mid cap blue chips with sustainable dividends (JNJ, ABT, KMP, ADP) as an alternative to ten year T's.
    Aug 18 11:02 AM | Likes Like |Link to Comment
  • Alerian MLP Index Suffered a Jolt Last Week [View article]
    Most MLP's are at fair market value or slightly higher. Wait for a pullback. Long: EPD, KMP, LINE, ETP, NS, GEL, BBEP. Only NS is trading at approximately 10% below FV.
    Aug 17 12:08 PM | Likes Like |Link to Comment
  • Why the Disconnect Between Stocks and the Real Economy May Widen [View article]
    Notice there is no major initiative against Employers of illegal aliens. The Chamber of Commerce and members of both parties of Congress would howl! (The pols are bought and paid for). The best way to fix our borders is 1. )Recession (got one!) and 2.) put Employers in jail (no good). Big Business and the Free Money Boys are content to ship jobs overseas, replace the declining US worker with cheaper illegals and laugh all the way to the bank. The middle class is under assault and some of them are worried about "social issues" while being wiped out economically. MSM and the Free Money Boys have fooled you again!
    Aug 3 05:49 PM | 4 Likes Like |Link to Comment
  • Can Treasuries and Stocks Both Be Right? We Think Not [View article]
    Mad Trader: This TBT bet has been in vogue for over two years. Slow growth and the prospect of deflation has not made this bet a winner. We also have the offset of international funds plowing into Treasuries as a safer currency. I don't see this as a viable scenario in the next twelve months. On a separate note, I see states and cities selling some publicly owned infrastructure such as airports to raise money.

    Speculative bets in a time of economic uncertainty, high frequency trading politicians bought and paid for by the former may be fool's gold. Caveat emptor and good luck.
    Aug 3 05:24 PM | Likes Like |Link to Comment
  • Financing Retirement: Turning Capital Into Income [View article]
    Donald Trump was always doing it with other people's money. He used junk bonds to leverage up 100%. When the economy tanked, he went bankrupt and "demanded" bond holders pay him millions each year to manage the bankruptcy. Fools gave it to him. Trump mis a successful speculator with OPM.
    Aug 2 11:32 AM | 4 Likes Like |Link to Comment
  • 11 Most Overpaid CEOs by Industry [View article]
    Two comments:
    1. Most of these CEO's don't deserve their total comp unless they were the founders. In that case, they can benefit from owning the stock and not being paid large cash comp or options.

    2. They can stop buying back stock to prevent dilution from their overly generous option packages. Pay dividends to the stockholders and get your payment that way.

    As another comment noted, this is a process of "gaming the system" in the pyramid scheme by appointing friends to the board and hiring comp consultants who are beholding to you for the contract.
    Jul 29 10:14 AM | 1 Like Like |Link to Comment
  • Takeoff Tuesday Already? [View article]
    CNBC's drop can be attributed to a number of factors, such as:

    1. The endless harping and barking of octoguests, all talking over each other. No class, no value. There is zero value in carping and noise. Bloomberg is more sedate and informative.

    2. The endless parade of "twosies". Two mutual fund managers who express their views on the market. The problem is no one knows what will happen tomorrow or in one year and these individuals are required to stay fully invested in their respective strategies. Duh!

    3. Everyone must be a media star! Maria Bartiromo is known for her frequent shill interviews with movers and shakers where she never asks a tough question and even defends crooks. Countywide comes to mind. Her defense of banksters speaks for itself. Remember, she can't really criticize the companies that buy the ads!

    4. Fast Money - "are you in or are you out?"; "hot or cold"? Does anyone need anymore caffeine to follow the Batman & Robin routine here? Plain stupid, hey, but its entertainment.

    5. Mad Money - more caffeine, carnival atmosphere.

    Most of the other "stars", with the exception of Erin Burnett, are simply horrible. We're bored and moving on for more serious financial news.
    Jul 28 11:13 AM | 3 Likes Like |Link to Comment
  • Equity Income Stocks Rated Highly by S&P [View article]
    Watch out for companies that have continuously paid dividends, but also cut them such as GE and Pfizer. E is still a finance company and their commercial real estate portfolio is suspect.
    Jul 28 10:50 AM | 2 Likes Like |Link to Comment
  • Financing Retirement: Turning Capital Into Income [View article]
    Simplistic, yes. However, a well diversified portfolio that is tweaked by following decent financial news, can mitigate losses. GE and GM were and are "finance companies" that also engage in the production of other products. I got out of GM bonds five years ago because they were lousy car marketers and the press said they were merely a bad pension company. I held on to my GE and suffered the dividend cut. When (and if) the dividend reaches a more sustainable level, I will sell off my GE holdings. The good news is that I had GE dividends as a small portion of my dividend income. In the future, if a company cuts its dividend, I'm gone.
    Jul 27 10:48 AM | 5 Likes Like |Link to Comment
  • GE Raises Dividend, 15 More Companies Follow Suit [View article]
    Small dividend increase to pretend everything is OK. GE is still very much a finance company and notice they will buy back stock. THis means they will continue to issue way too many stock options to executives and buy back the stock to prevent dilution. How about minimal buy backs until the dividend increases significantlysay, to 20 cents? Why is Jeff EImmelt still receiving large option grants?
    Jul 26 11:11 AM | 2 Likes Like |Link to Comment
  • 18 Companies on Dividend Death Watch [View article]
    Given the slow hiring out there and their high payout ratio, Paychex will probably hold the line on dividends this year. I still believe PAYX is a solid company and will resume dividend increases when the market picks up. Long PAYX.
    Jul 25 06:58 PM | 5 Likes Like |Link to Comment
  • 45 Dividend Champions With Yields Higher Than Long-Term Treasuries [View article]
    Try JNJ under 58. The yield is 3.72% and fair value is around 70. A well diversified health care company with growing dividends. Long: JNJ, BMY, PFE and MRK. I bought more JNJ last week on the dip. Another screaming buy is Exelon (EXC).
    Jul 25 06:53 PM | 4 Likes Like |Link to Comment
  • Looking for a Fall in Pipeline Stocks [View article]
    Some of these stocks are getting pricey, but investors are looking for a tax advantaged, high yield when faced with higher taxes in 2011. You are also assuming a big spike in interest rates which is not on the front burner in a deflationary environment. Note: Long EPD, KMP, NGLS, ETP, NS and BBEP. I'm holdong as a long term investor for the excellent cash flow.
    Jul 24 11:05 PM | 4 Likes Like |Link to Comment
  • Cramer's Lightning Round - Bank of America Will Explode (6/10/10) [View article]
    Too big to fail. Got it. Long C, BAC, WFC
    Jul 21 01:04 PM | Likes Like |Link to Comment