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  • Warren Buffett's Wrong Way Exxon Mobil Bet [View article]
    I think ScottyGaGa meant that their refineries would start to generate a whole lot more $, and therefore, so would XOM.

    However, perhaps WB is privy to something the rest us are not.
    Nov 27, 2013. 03:19 AM | Likes Like |Link to Comment
  • Philip Morris Reduces Short-Term Expectations [View article]
    Oh, there are real reasons, but not ones you agree with or which jibe with your LT view of the dollar. Keeping the USD up/steady doesn't just happen by accident. Someone with $10k available to invest monthly ought to know that.
    Nov 25, 2013. 04:00 AM | Likes Like |Link to Comment
  • Philip Morris: Was The Sell-Off Overdone? [View article]
    Thanks for commenting on the recent pps dip Bill.

    I'll hold my div $ for a bit and see how things go for the moment. I think we will see a bit more downside before things settle down.

    I also believe that the continued earnings weakness has changed the outlook on PM from 'can't miss' to 'show me the money', something that will cause the stock to trade sideways until we do finally see them turn the corner and deserve that higher premium again.

    Disc: Long PM since 3/11, and have bought most of the dips and/or reinvested the divs.
    Nov 25, 2013. 03:56 AM | 2 Likes Like |Link to Comment
  • ConocoPhillips: Jasmine Wells Most Prolific In The Corporation [View article]
    It will.
    Nov 22, 2013. 11:20 PM | Likes Like |Link to Comment
  • ConocoPhillips: Jasmine Wells Most Prolific In The Corporation [View article]
    'Stu-TT-er Step'...sorry to quibble, but as a former basketball fanatic (and did a year as a redshirt freshman in college), I had to.

    Have appreciated your knowledge/posts on COP however :D
    Nov 22, 2013. 11:19 PM | Likes Like |Link to Comment
  • AAII Sentiment Survey: Optimism At Lowest Level Since August [View article]
    <<Even though individual investors, their bullishness waning according the survey, are probably not pouring money into the market --- somebody is. Who is that?>>

    The million (billion) dollar question, my friend. I think your answer to that question is right, though what % of (hedge funds, conventional funds, and pension funds) I would be very interested to know. There must be a certain amount of individual investors still wading in, a little at a time.
    Nov 22, 2013. 11:07 PM | Likes Like |Link to Comment
  • Warren Buffett's Wrong Way Exxon Mobil Bet [View article]
    It'd be a hoot if, in 20 years, 103 year old WB is laughing while natgas trades at $20 or so, and he and Rex are waxing nostalgic about sub $4 prices and all the grief Rex/XOM took for the XTO purchase 23 years previous.

    Disc: Hold shares of neither, but would like to hold both. I'd p/u COP first though, so I lean towards Bret's assessment.
    Nov 22, 2013. 12:27 AM | Likes Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Distributable Cash Flow As Of Q2 2013 [View article]
    Hi smurf. No, I think the psychology behind the lessening the bond buying (or whatever one calls it-doesn't matter) will actually do a 180 from how it was initially perceived (yikes...sell, sell, well, the economy must be getting better somehow, and the Fed is right there to support anyway, with both hands!!!!!)

    The thing is, that might actually become the time to get out and/or when we finally see the bubble really take shape. As long as the push/pull with the Fed/tapering/bubble talk/wall of worry continues at the pace it has, it will take a change in the how those forces have been relating to each other to change what we've been witnessing the stock market.
    Nov 21, 2013. 11:48 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: A Solid Choice For Monthly Income [View article]
    Been following VNR for a while but only recently wanted to start a position. I'd like to get in under $28, but so far my limit orders have been too low.
    Nov 21, 2013. 11:34 PM | 1 Like Like |Link to Comment
  • 2 Attractive 10% Yielders From The Energy Patch [View article]
    Been holding QRE for over a year now and enjoying the distribution. I sold some when it was over $18 to p/u some PSEC when it dropped below $11. Happy with both and holding.
    Nov 16, 2013. 02:01 PM | Likes Like |Link to Comment
  • Don't Follow Buffett Into Exxon [View article]
    .. drip like you mean it ...

    You mean...drip it like it's hot : D
    Nov 16, 2013. 01:49 PM | Likes Like |Link to Comment
  • Don't Follow Buffett Into Exxon [View article]
    Lol...nice work. Make sure you get your consulting fee from Bershire.
    Nov 16, 2013. 01:47 PM | Likes Like |Link to Comment
  • KKR Financial Holdings: 20% Upside For 2014 [View article]
    <Of course, you could do your own analysis of the integrity of the accounting and whether it poses any risks but why go through all that work when you can piggyback off people with far more resources to kick the tires?

    What we've learned from LINN is that regardless of whether the accounting is 100% A-OK, companies with complex accounting can be subject to unexpected volatility and you have to consider whether a stock should be discounted to compensate for additional volatility. In KFN's case, I say no discount because Cooperman has blessed the books.>

    Agree completely. My/Our dd will never reach the depths that a Cooperman dd will. Blind piggybacking may be pure luck/gambling, but with a some of our own, and a blessing from someone like him, i say that not only adds credence to our case for buying some, but adds to it in ways we could never accomplish by ourselves.
    Nov 15, 2013. 11:46 PM | Likes Like |Link to Comment
  • FDA Could Send Lorillard Shares Up In Smoke [View article] much paranoia and fear, and extrapolated thinking/opinions posing as facts. Americans are (seemingly) always so afraid ("it's always something!!"-G.R.)
    Nov 15, 2013. 11:43 PM | 1 Like Like |Link to Comment
  • Shell nears deal to build $11B petrochemical facility in Iraq [View news story]
    New leadership is desperately needed at Shell.
    Nov 13, 2013. 10:38 PM | 1 Like Like |Link to Comment