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mizzou2020

mizzou2020
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  • ZIV Versus The Volatility ETP Competition [View article]
    Thank you for covering ZIV. As noted above, some of your comments about ZIV are misleading and/or misguided. Can ZIV crash? Yes; however, getting out at pre-set times along with some hedging can really cut the risk. I also disagree that the ZIV return last year was not substantial. Using a simple system, monitoring the vixcentral.com chart and making just one pair trade, the ZIV would have returned +13% in 2011 (vs -9.2% for buy/hold). 2012-2014 has been a buy/hold time with no sell signals. Returns were +90.8% in 2012 and +62.8% in 2013. For ZIV, the YTD return is +24.2%. For more information, logical-invest.com is an excellent source and goes into a lot more detail on the advantages of using ZIV (over other choices) and timing/hedging options. Again, thanks for covering ZIV. Even negative articles can provide information and prompt discussion.
    Jul 17 08:51 AM | Likes Like |Link to Comment
  • Targa Resources Corp declares $0.69 dividend [View news story]
    The 2014 projected dividend increase was 25 per cent plus. After two quarters, the rate has been running at just over 29 per cent. Price looks to be ahead of the dividend increase. Price rise from here should slow; however, downsize risk is reasonable with more 6-7 per cent quarterly dividend increases in the future. Two ideas: (1) Just buy (on even small pullbacks) and hold or (2) Keep half your position as a core holding and half as a trading position. Only time will tell which plan would work best, but one thing seems probable: Targa Resources (assuming it stays independent) could continue to be a big winner over the intermediate to longer term.
    Jul 16 08:36 AM | 2 Likes Like |Link to Comment
  • Preliminary Review Of Plains All American Pipeline's Q4 2013 Results [View article]
    What do you think of the GP (PAGP) which has been on fire since declaring its first dividend?
    Feb 11 06:50 PM | Likes Like |Link to Comment
  • Recent Buy - Kinder Morgan Inc. [View article]
    Can't fault buying KMI; however, TRGP is growing much faster. TRGP is the GP for NGLS and is indicating a 25%+ dividend increase for 2014 (after a 30%+ increase was forecasted for 2013...which will come in closer to 35%).
    Jan 13 08:29 PM | Likes Like |Link to Comment
  • An Uptrend In Fractionation Spreads Could Improve The Profits Of Targa Resource Partners [View article]
    Good article. I'd like to see you also follow the twin, TRGP. I like TRGP, the general partner, because of its superior growth potential.
    Aug 5 10:32 PM | Likes Like |Link to Comment
  • Sandstorm Gold: Where Will The Growth Come From? [View article]
    One glaring error in the report: The current 60K plus gold production for 2016 is AFTER deleting the Mutiny deal from the projection. With Mutiny, the prior projection had been 70K for 2016. Otherwise, very good read. In addition, Nolan Watson said that the current price of gold is not the problem in not adding moderate to large projects...rather it is rather that "The capital markets have gone missing." With ~$94 million in cash and a$100 million bank line, SAND is in fine shape and should report record gold sales and cash flow for Q3.
    Aug 1 02:39 PM | 2 Likes Like |Link to Comment
  • 8 Dividend Stocks Raising Their Yield On Cost [View article]
    Good try on KMI. As noted KMI is not an MLP. In addition, the $1.32 distribution is for KMP, not KMI. The KMI dividend was increased by .02 to .40 for Q2. The annual rate is now $1.60, or about 4% as reported.
    Jul 19 11:16 PM | Likes Like |Link to Comment
  • The Colossus Is Twitching [View article]
    Major error in the article: Sandstorm Gold has the right to buy 1.5% of the gold, not the stated 15%. To verify, please check the Sandstorm Gold web site and click on projects.
    Jun 24 08:23 AM | Likes Like |Link to Comment
  • Don't Buy Sandstorm Gold - Yet [View article]
    As a shareholder of SAND, I disagree with the tone and conclusions of the article. This gives no credence to the facts that frequently these projects expand significantly beyond the early projected returns and Nolan Watson will not just sit on the cash but will use it wisely with a multiplier effect. When you buy SAND, you are not buying just a stock, you are buying a share of a dynamic and growing company lead by a terrific CEO with a small, but highly talented team.
    Nov 22 07:20 AM | 9 Likes Like |Link to Comment
  • Sandstorm Gold 24% Off Sale [View instapost]
    Cramer never said "sell"; however, he did put up a caution flag noting that the streamer would not react well if the was a significant downturn in the price of gold. Of course, he could also have said that Sandstorm Gold might skyrocket if the price of gold advanced into the mid-2000s and beyond. This was very unprofessional of him to make these comments when there had been zero negative news about the company and underlying commodity price has not had a large directional move in over a year. As a shareholder, I just too the opportunity to buy more shares.
    Nov 22 05:51 AM | Likes Like |Link to Comment
  • How Sandstorm Makes You A Private Equity Investor [View article]
    What is that about Sandstorm Metals and Energy going fro, $6 to $3? It was more like $.80 to about $.27. Both stocks can be hard to buy in the US because some brokers will not allow the trading of foreign companies (5 letter symbols) ending in F. Sandstorm Gold should be US listed by the end of Q3. Trading in the 8.50-9.50 range and US listed (probably in September) should make Sandstorm Gold very easy to buy...and lockup for years to come. Disclosure: I am long both Sandstorms.
    Aug 5 02:14 PM | Likes Like |Link to Comment
  • Can You Beat An 8-Year-Old's Stock Portfolio? [View article]
    Recommend your daughter look at two natural resource plays: Sandstorm Gold (SNDXF) and Sandstorm Metals & Energy (STTYF). Both are very young companies; however, they have excellent management, currently no debt, have steaming deals with other companies, have limited risk but unlimited potential, and are on a path similar to highly successful Silver Wheaton (SLW). They are run by the same management team. CEO Nolan Watson was the first employee and former CFO of Silver Wheaton. SNDXF is already profitable and STTYF should be not later than 2013.
    Apr 4 07:02 AM | Likes Like |Link to Comment
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