Investors: Confident But Worried, Steadfast But Concerned [View article]
<Which is it? Concerned, worried or confident? Is there a contradiction here? How can people be confident in their strategy and worried at the same time?>
With Its 11.70% Yield, QR Energy Is On Sale [View article]
Agree with you AA, but I don't see a lot of pps appreciation over the rest of spring and summer...not without raised guidance and/or raising the distribution. I do believe getting in (or adding, as I would be-I'm already long) under $17 is a good bet. This is a solid income pick and has been for me for almost a year.
Philip Morris: Another Pullback Is Coming [View article]
Lol Bill...I figured we'd see another article like this soon : D
Based on Wed's action, I'd say it's shaping up that your right on target. The takeaway for me is that your 'buy points' keep rising (remember when you spoke of $82-85 as a reentry or good place to start a position??). Now you're referring to $91-92 as about the place to buy more...and that means we're moving upward as time goes on. Maximizing value as we accumulate makes good sense though.
ONEOK Partners (OKS): Q1 EPS of $0.42 may not be comparable to consensus $0.59. Reaffirms 2013 net income guidance range of $790M-$870M and distributable cash flow range of $910M-$1B. Shares +0.5% AH. (PR) [View news story]
4 Places To Find The Dividend Machines [View article]
Great article Tim and lots of food for thought (and in the comments too).
The only things that stand out (to me) are BP and LO. I would love to own both, and getting each at $40 a share would be a great way to start a position in both imo.
I'd love to jump into the morality debate, but it never gets us anywhere (everyone already has their mind made up...what good can come from that...except a spirited debate I guess). Yes, tobacco kills. But petroleum products aren't harmful?? MCD doesn't make what amounts to junk food (ever seen 'Super Size Me'???) KO's main product is good for us??? Gimme a break. Anytime you put any more than a small handful of humans together-whatever the reason-you will always end up with a certain amount of 'sinful behavior', one way or another. From communes to churches to non-profits to C-corp co's, it's always the same story: the good parts get better and the bad parts get worse. Just look at America in general.
Philip Morris Pulls Back On Currency, Debt Worries [View article]
<< Even if rates don't soar by then, the company's added debt pile might cause lenders to charge higher rates.>>
I think things would have to get really bad before lenders would try to squeeze the PM cash cow.
Take out the friggin' currency fluctuations and they actually beat by a penny. Your point about the debt is a good one though. I've been long since 3/11, and the debt has only gotten bigger. I understand their strategy, but I agree with your analysis: It will have to slow and/or shrink before too long or it will become a detriment to both the stock and the company at some point (not too far away).
Also, thanks for your attention and coverage of PM. I don't always agree with your analysis, but do always enjoy reading your articles.
Whisper Number Impact: Earnings Preview For Philip Morris [View article]
I remember the stock's reaction(s) to those #s...weird.
I have a nice position in PM already, but am always wanting to add. I'd like to see a beat but see the stock's pps get sucked down with more red in the overall market. I'm hoping to add under $90 if possible.
Reflections On The Current State Of Apple [View article]
We both had simple call and text VZ phones that could also take pictures. I think my wife waited 5 years before upgrading. We're not techy people, so of course they were huge jumps in phone capabilities between the time we got our other phones and our new ones.
Reflections On The Current State Of Apple [View article]
I'll disregard your sarcasm.
I don't know from what p.o.v you are coming from, but it sounds very contemptuous nonetheless.
I stand by that post. My new phone is wonderful...and my wife and I hardly paid a dime to get them either. I'm hardly ever on the desktop anymore, which saves time and power (elec bill).
Investors: Confident But Worried, Steadfast But Concerned [View article]
That feeling will define this decade imo.
With Its 11.70% Yield, QR Energy Is On Sale [View article]
LRR Energy's Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
Long LRE
Philip Morris: Another Pullback Is Coming [View article]
Based on Wed's action, I'd say it's shaping up that your right on target. The takeaway for me is that your 'buy points' keep rising (remember when you spoke of $82-85 as a reentry or good place to start a position??). Now you're referring to $91-92 as about the place to buy more...and that means we're moving upward as time goes on. Maximizing value as we accumulate makes good sense though.
Thanks for another good article.
ONEOK Partners (OKS): Q1 EPS of $0.42 may not be comparable to consensus $0.59. Reaffirms 2013 net income guidance range of $790M-$870M and distributable cash flow range of $910M-$1B. Shares +0.5% AH. (PR) [View news story]
4 Places To Find The Dividend Machines [View article]
The only things that stand out (to me) are BP and LO. I would love to own both, and getting each at $40 a share would be a great way to start a position in both imo.
I'd love to jump into the morality debate, but it never gets us anywhere (everyone already has their mind made up...what good can come from that...except a spirited debate I guess). Yes, tobacco kills. But petroleum products aren't harmful?? MCD doesn't make what amounts to junk food (ever seen 'Super Size Me'???) KO's main product is good for us??? Gimme a break. Anytime you put any more than a small handful of humans together-whatever the reason-you will always end up with a certain amount of 'sinful behavior', one way or another. From communes to churches to non-profits to C-corp co's, it's always the same story: the good parts get better and the bad parts get worse. Just look at America in general.
3 Places To Find A 'Forever Dividend Investment' [View article]
I still say RC Cola tastes better though.
Philip Morris Pulls Back On Currency, Debt Worries [View article]
Philip Morris Pulls Back On Currency, Debt Worries [View article]
I think things would have to get really bad before lenders would try to squeeze the PM cash cow.
Take out the friggin' currency fluctuations and they actually beat by a penny. Your point about the debt is a good one though. I've been long since 3/11, and the debt has only gotten bigger. I understand their strategy, but I agree with your analysis: It will have to slow and/or shrink before too long or it will become a detriment to both the stock and the company at some point (not too far away).
Also, thanks for your attention and coverage of PM. I don't always agree with your analysis, but do always enjoy reading your articles.
Whisper Number Impact: Earnings Preview For Philip Morris [View article]
I have a nice position in PM already, but am always wanting to add. I'd like to see a beat but see the stock's pps get sucked down with more red in the overall market. I'm hoping to add under $90 if possible.
Reflections On The Current State Of Apple [View article]
Reflections On The Current State Of Apple [View article]
I don't know from what p.o.v you are coming from, but it sounds very contemptuous nonetheless.
I stand by that post. My new phone is wonderful...and my wife and I hardly paid a dime to get them either. I'm hardly ever on the desktop anymore, which saves time and power (elec bill).
Second Quarter 'Hiccup' On The Way [View article]
Reflections On The Current State Of Apple [View article]
Best tech gadgets (and phones) we ever had.
Second Quarter 'Hiccup' On The Way [View article]