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  • My Best Stock Idea For 2015 [View article]

    It's all psychological imo. Somehow we convince ourselves MCD, PEP/KO, XOM, etc. are ok to own, but cig co's are not. They all (mostly) do the same thing to our bodies-some faster than others.

    Plus, at what point to give away freedom of choice and just live like robots, only eating kale and salmon all day?? At what point do adults get to choose w/out gov't getting involved?? Where does it end???
    Jan 23, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • General Electric beats expectations [View news story]
    Agree completely. Too many headless should be broken up if any significant value is to be had.
    Jan 23, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • General Electric beats expectations [View news story]
    LMAO...spin off it's THAT IS FUNNY!!

    Although...Jack Walsh was DeNiro's character in 'Midnight Run'. Jack WELCH is the former CEO of GE.

    : D
    Jan 23, 2015. 12:32 PM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources' Shaky Distribution [View article]
    So what if they cut. If anything, that would be a GOOD THING. Things are different now and I think it's important for VNR mgmt to acknowledge that survival is more important than worrying about cutting the distribution. That's life...sometimes things go against you. Don't bitch about what's already happened. Strategize about what could happen and get yourself on the right side.

    At the minimum, they should cut 50%. Those of us holding (and in some cases, reinvesting) are more interested in LT survival than ST distribution amounts. LT, I want to see them get their $hit together, face reality, and prepare for the future. If that means slashing the distribution 75%, then do it, and let's get on with our business.
    Jan 23, 2015. 12:22 AM | 3 Likes Like |Link to Comment
  • Yamana Provides Notice of Fourth Quarter 2014 Financial Results Release [View article]
    Don't blow it, Yamana. Gold moving in your favor. Don't waste the opportunity.
    Jan 22, 2015. 11:57 PM | Likes Like |Link to Comment
  • GE rated Buy at UBS on positive long-term outlook for reduced GE Capital [View news story]
    Still glad I dumped all my clients' shares at $25.05. One day, there will be a turnaround...and the Cubs will eventually win the WS too.
    Jan 22, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • Firm favors five energy explorers with strong balance sheets, but not quite yet [View news story]
    Translation: We've already started buying but dont you do it until we've loaded up and are ready to dump ours on the suckers-which is you.
    Jan 21, 2015. 04:38 PM | 7 Likes Like |Link to Comment
  • Barron's: Phillips 66 shares could rise sharply [View news story]
    Analysts are like teenagers passing notes back and forth in class.
    Jan 20, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • Philip Morris: Has The Situation Changed? [View article]
    Maybe it was Ringo Starr in 'Caveman'.
    Jan 19, 2015. 05:01 PM | 2 Likes Like |Link to Comment
  • The Swiss National Bank's Move And What It Means For Gold Investors [View article]
    Interesting discussion of events-thank you.

    The markets will show their hand re which outcome is expected on Tues/Wed as the anticipation will be built in when the announcement is finally made.

    Your (subtle) suggestion that it's the ECB's turn to do a few QEs is also interesting. Perhaps our Fed is passing the baton to them???
    Jan 19, 2015. 03:01 AM | 1 Like Like |Link to Comment
  • Philip Morris: Has The Situation Changed? [View article]
    <Humans have been smoking since 5026 BC.>

    What was that guys name, MM???

    As usual, great comment.
    Jan 18, 2015. 01:45 PM | 3 Likes Like |Link to Comment
  • Philip Morris: Has The Situation Changed? [View article]
    You make some great points. My basis is around $67, and I've had the bulk of the position (wife's Roth) for 4 years this March. I've been adding periodically over that time, and have 50% more shares than my initial purchase back then. But you're right-it hasn't really risen all that much (tho they've reduced the float in that time), but it's lack of pps rise has given me the chance to add most of those newer shares in the $75-88 range. They've continued to deliver a solid div raise each of those years, and will likely do so again this Sept too.

    If we use $4.95 as their current EPS, it's trading at a 16.5 or so multiple. It may trade up to a 17-18 multiple, but I doubt it until circumstances change. For one thing, the $USD rising is hurting them more than ever. The div looks juicy at 4.85% or so, and I imagine most are just continuing to reinvest. I'm looking to use the most recent div to p/u more shares around $80 if possible. I think we will see the div hit 5% before it hits 4%. As far as the all the non traditional cig stuff, hard to really tell/know at the moment.

    Their LT outlook looks better than the ST one imo.
    Jan 17, 2015. 05:09 PM | 4 Likes Like |Link to Comment
  • Ensco PLC: Valuation And Financial Strength Make It A Compelling Buy [View article]
    I did the same with my uncle's ESV shares (started his position in $50s), but bot more for him at $37. So far, I added to his COP, PSX, MSFT, and KKR holdings, as his position is about full in ESV. However, I'd like to add for him under $30, so I will likely p/u more shares for him before q1 is over.

    It will take some time before the pps rises significantly again. I see it as a lesson in investing (patience).
    Jan 17, 2015. 04:48 PM | Likes Like |Link to Comment
  • Another Distribution Increase For ONEOK Partners, Now Yields ~8% [View article]
    Extremely well put-agree completely.
    Jan 16, 2015. 10:22 PM | 4 Likes Like |Link to Comment
  • Precious metals miners surge on Swiss stunner [View news story]
    Agreed. I'm almost back to even in AUY and p/u some GFI to profit from this rise.
    Jan 16, 2015. 12:40 AM | Likes Like |Link to Comment