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arthur_bishop1972

arthur_bishop1972
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  • A New Retirement Portfolio [View article]
    @StepUp:

    I rec you read some primer articles on MLPs (on SA) by Avi Morris, Ari Goren, MLP Trader, and others. They routinely go over the important points to remember about each MLP (like looking at DCF as opposed to payout ratio), and refer to specific MLPs that are doing things right, wrong, risk on, or conservative. There is a wealth of info on this sight (and a ton of great articles) to get you up to speed.
    Oct 9, 2013. 03:24 AM | 1 Like Like |Link to Comment
  • Rentech Nitrogen Partners: East Dubuque Update [View article]
    Great info and food for thought Carbonyl-thank you.
    Oct 8, 2013. 01:24 PM | Likes Like |Link to Comment
  • Prospect Capital Corp.'s Dividend Sustainability Analysis (Post Fiscal Q4 2013 Earnings) - Part 2 [View article]
    Thanks jmkdog-all good points.
    Oct 8, 2013. 01:21 PM | 1 Like Like |Link to Comment
  • Altria: Accumulate This Cash Cow And Enjoy A 5.5% Dividend Yield [View article]
    Agree w re to accumulate and looking to add more asap.
    Oct 8, 2013. 04:47 AM | Likes Like |Link to Comment
  • Consider General Electric For A Secure Dividend And A Diverse Portfolio [View article]
    You're right. They have decades of apologizing to do b/c of that div cut.

    They can start by raising it this December : D
    Oct 8, 2013. 04:22 AM | 2 Likes Like |Link to Comment
  • Impressive Dividend Growth Continues For Phillips 66 [View article]
    Absolutely agree!!
    Oct 8, 2013. 04:19 AM | Likes Like |Link to Comment
  • Impressive Dividend Growth Continues For Phillips 66 [View article]
    Agree with AA. Look for an entry in the mid $50s. I don't think we'll see the $54s, but we may if our DC boys play 'Heartbreak Hotel'.
    Oct 8, 2013. 04:19 AM | Likes Like |Link to Comment
  • Prospect Capital Corp.'s Dividend Sustainability Analysis (Post Fiscal Q4 2013 Earnings) - Part 2 [View article]
    Been watching, researching, and reading about PSEC for a while now a finally started positions for 2 clients (one in the low $11s, the other at $10.99) over the past week. I finally started a position is one of my own accounts at $10.96 today.

    It will be interesting to see how close the pps gets to NAV.
    Oct 8, 2013. 03:46 AM | Likes Like |Link to Comment
  • Rentech Nitrogen Partners: East Dubuque Update [View article]
    One thing about RNF that has me puzzled (and currently out of the stock) is that even though NG prices have stayed low, the stock hasn't recovered and continues to stay in the mid $20s. I'm fully aware that there are more issues than that that affect its pps, but my point is simply this: If this stock has trouble moving up when NG prices are low and relatively stable, what will happen to it when NG prices move to $5? $10???
    Oct 8, 2013. 03:09 AM | Likes Like |Link to Comment
  • The Launch Of This New Portfolio Could Bring Us Closer To 'Alpha' [View article]
    Hi RS.

    Love your articles-this one included-but have to say no to Cisco and Yahoo. Did you have alternatives to these 2 that you considered???

    Just curious-thanks.

    AB
    Oct 8, 2013. 03:02 AM | Likes Like |Link to Comment
  • 2 Consumer Stocks You Can Buy In October [View article]
    Finally started a position in MO right above $35 after years of hemming and hawing (and procrastinating-lol). If it drops below $34, I will sell my kids and wife and buy more (kidding...sort of...lol).

    RAI is one I've sorta been watching over the last few months. It's LT (3 year) chart is a very pretty 45 degree angle-a good sign imo. Their div is nice too, so should I get a chance to buy below the high $40s, I probably will sell the kids and wife (not).
    Oct 2, 2013. 11:20 PM | Likes Like |Link to Comment
  • Be Patient On GE, The Price Should Come In Again [View article]
    I think one is safe with a purchase under $24, but if you get the chance to buy in the low $23s or even below that, get serious and make a sizeable purchase.
    Oct 2, 2013. 11:15 PM | Likes Like |Link to Comment
  • Phillips 66 declares $0.39 dividend [View news story]
    Nice!! I dumped both my COP and PSX shortly after the split...oooops...not the best move I've ever made.

    Fortunately, I bot PSX for 2 clients in late summer and they will reap the bennies.
    Oct 2, 2013. 11:08 PM | Likes Like |Link to Comment
  • Rentech Nitrogen Partners: East Dubuque Update [View article]
    Maybe it's the wine (really), but I'm still unclear as to your position on RNF.

    Hold, sell, buy...what???

    I decided the volatility is too much for my increasingly conservative investing style, so I sold at $26.91 recently.

    However, I'm still curious as to your outlook, incl price targets over time, future distributions, etc.

    Thanks for the article btw.
    Oct 2, 2013. 10:55 PM | Likes Like |Link to Comment
  • Philip Morris: A Compelling Buy At These Levels [View article]
    True. But if you look over Occamsrazor's posts, particularly those that include specific info re the amount and frequency of purchases of stock(s), he sounds like he's already retired, living large in fact. Definitely not saying he didn't work hard for it, but I am saying that if what he's saying is true, he can afford "an unforseen long term illness requiring constant care" and still find a way to live comfortably.

    My mother (68 y.o.) has a rare form of MS and has become a near vegetable over the last few years. It turns out a relative left her about $350k in stocks that have been reinvesting dividends over the last few decades (XOM and Campbell Soup are the only 2 that I was told about. I'm sure there were others.) My brother (single with no kids) thankfully opted to cash it out, buy a house (and convert the garage into a small apartment for my mom to live in). He has arranged for FT care for our mother while he is a working musician (and actually isn't a waiter or bartender-he is an A-list session (mostly jazz) musician). The down payment on the house was several hundred thousand dollars (to keep the monthly mortgage payment low) and the FT care for Mom is easily $25k a year. I don't know how long that $ will support our Mom.

    Now I could be selfish and just think about my part of the inheritance that I will never see or I can thank God that my brother is available and willing to do what he has done (I am 600 miles away, have 2 young children and an injured wife and work 50 hour weeks as a mgr at Trader Joe's) and offer him my love and support.

    Believe me when I say I understand very well about "Keep in mind an unforseen long term illness requiring constant care can eat through a nest egg very quickly."
    Oct 2, 2013. 10:15 PM | Likes Like |Link to Comment
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