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  • This Time It Is Different - Americans Are More Pessimistic [View article]
    It's Barack-not Barrick.
    Mar 12, 2014. 03:08 AM | 1 Like Like |Link to Comment
  • Ensco: A Great Buying Opportunity In A High-Yielding Stock [View article]
    Good analysis, Steve. I bot this understanding that it may move little to none, or even lower in the near term. However, b/c the div is generous (and easily covered right now), I'm willing to wait and reinvest the divs. Though it certainly could go lower, it appears to have support at the 6% yield level. My purchases have been in the 5.26-6% levels, so I'm a bit underwater at the moment. I'm okay with that, as my timetable is very LT and adding to my position (and my client's) anywhere in the 5-6% yield range for a while is just fine with me.
    Mar 10, 2014. 11:17 PM | Likes Like |Link to Comment
  • QR Energy: The Buyout Of The General Partner Is A Big Deal [View article]
    Fair enough, but at 10.5%, I'm ok with no growth in the dist rate.

    I'm more interested in them continuing to be able to pay it.
    Mar 9, 2014. 03:12 AM | 1 Like Like |Link to Comment
  • QR Energy: The Buyout Of The General Partner Is A Big Deal [View article]
    Good list, own VNR and LRE, but QRE has managed to pay distributions up to this point and I see no reason to sell. Now the buyout of the GP.

    I'm happy (for now, always watching of course) with those 3 and BBEP at the moment.

    I'd like to p/u ARP and MEMP at some point too though.
    Mar 8, 2014. 01:52 PM | Likes Like |Link to Comment
  • This Time It Is Different - Americans Are More Pessimistic [View article]
    He didn't write the article just to say 'IT MAY'. He wrote it to explain WHY he thinks there is likely upside from here. It's the WHY that warrants discussion, not the 'may go up' part.
    Mar 8, 2014. 01:36 PM | 4 Likes Like |Link to Comment
  • This Time It Is Different - Americans Are More Pessimistic [View article]
    <Optimism just "magically appearing" in the future from today's levels? Why - will jobs come rushing back, wages grow strongly, interest rates rise to give decent return on savings, Obamacare repealed so that people can have good, affordable health insurance again?>

    All great points minus the healthcare one. Healthcare was in need of major overhaul before Obamacare. Now I'm not saying things are better, but it needed change, and b/c Americans are nearly all on the far left or far right (and elect officials of similar mind), you get the ACA. It isn't just Congress that's dysfunctional, it's ALL OF US, and of course the wretched system we've allowed to exist.
    Mar 8, 2014. 01:16 PM | 8 Likes Like |Link to Comment
  • The Downfalls Of Philip Morris And Tobacco: It's Not What You Think [View article]
    <Also drinking alcohol is much worse than smoking cigarettes>

    It is???
    Mar 8, 2014. 02:44 AM | Likes Like |Link to Comment
  • Retirement Income Planning With Johnson & Johnson [View article]
    I'd stay away from INTC and WMT. There's better options out there than those two, EPD for example.
    Mar 6, 2014. 09:31 PM | Likes Like |Link to Comment
  • Interview With Prospect Capital President And COO, Grier Eliasek [View article]
    It's been working out well for me and 2 of my clients. We are all a bit under water share price wise, but since our avg price is around $11, it's not too much.

    The big question for me is whether to add to any of our holdings right now (or wait).
    Mar 6, 2014. 01:38 PM | Likes Like |Link to Comment
  • Ensco: 5.7% Yield Supported By Long-Term Fundamentals [View article]
    An almost quiet co that doesn't get the press that SDRL, RIG, or DO get, yet is doing things right and preparing for bigger success going into the latter half of this decade. Their raising of the dividend last year is a very good omen imo.

    Long ESV for myself and 1 client
    Mar 5, 2014. 04:12 PM | 2 Likes Like |Link to Comment
  • Report: Reynolds American prepping for Lorillard bid [View news story]
    Interesting, thanks spiro3. I'm in it for the income stream, so hopefully the new co will pay divs in the 5% area, with DG to follow.
    Mar 5, 2014. 04:02 PM | Likes Like |Link to Comment
  • A 12% Yielder With Great Growth Prospects And Recent Insider Buying [View article]
    Yes, Bret. How are you seeing QRE after the recent announcement???
    Mar 5, 2014. 03:48 PM | Likes Like |Link to Comment
  • Prospect's Growth Hides Bad Underwriting [View article]
    Excellent point, Argyll. I sense some here are suggesting PSEC is on borrowed time (no pun intended re borrowing).

    They made it through the GR relatively unscathed. Are the bears saying it was luck?? Hard to latch onto the truth. A lot of very interesting info here too, going both ways.

    Now we have BDC's being dumped from some indices, taking shares down with them. Then WF comes out and says there is good value in the sector.

    Keeping one's allocation relatively small seems prudent here. I'm tempted to add for clients under $11 (and for myself), but I'm cautious here.
    Mar 5, 2014. 03:45 PM | 1 Like Like |Link to Comment
  • You Might Want To Buy AT&T Near The Bottom [View article]
    Agree completely Veritas1010.
    Mar 5, 2014. 03:22 PM | Likes Like |Link to Comment
  • Analysis: Lorillard-Reynolds American merger faces obstacles [View news story]
    Throw in BTI and we might have a ballgame.
    Mar 4, 2014. 10:25 PM | Likes Like |Link to Comment