Good Dividend Payer BreitBurn Energy Partners Brightens Its Future With New Oil Asset Purchases [View article]
I think David has been over-reacted to. I appreciate the tax implication clarifications, but let the tax-wise peanut gallery '' " write their own articles instead passively sopping up the ops of "experts" they so readily discredit as if someone dashed their God book on the floor. Point out the problems--politely if you can muster it--and may you all live long and prosper, with or without BBEP.
ConocoPhillips: Deeply Undervalued At $52 [View article]
The disclaimer is required by law, and you hear it in interviews on TV also. I suggest that you consider, notwithstanding your well-writ and careful post, extracting any info in these articles you think is or may be of value, follow up and cross-reference if possible with other sources, other hypes, other "news"--but leave be the motives of the writer, and any cynical subtexts in yours that divert your attention. In other words, Live Long and Prosper \ //
Buy This Oil Stock Now While The Price Is Low [View article]
Thanks much for the article, I appreciate the facts laid out. Makes me wonder if Exxon knows something others don't, about the price/use of natgas. We all know Winter is going to make a comeback, but I mean Exxon knows about some demand, other than winter, in the wings not yet public.
Transocean's Value Proposition: Leading Driller Stays Afloat By Going Deepwater [View article]
Excellent article, very good writing thanks much.
I'm long ESV, and I usually hesitate to buy competitors as anti-redundancy measure. it doesn't seem like real diversification. Tho the special beaten-downness of RIG is maybe a rare chance.
Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
The author wants to see the future, and me too: Apple will expand into, producing, and not merely purveying, content, and also, into medical technology--the single most important hi-tech field there is.
Don't Fall for the 'Defensive Portfolio' Hype [View article]
No need to call him "maniacal". Criticize away, but it's "logical" not to doubt you could not do his impossible job.
Meanwhile, I think the May sell off, like some hurricane all the "experts" around SA are preparing for with their puny sand-bag tradings, levered shorts, and other "hype" (advice), will likely become the self-fulfilling prophecy we have, and will, create. That QE happens not to return in this period, Spring 2011, will seal the deal. And next year the experts can roll out the told-you-so charts of the May sell off, 2011.
The Active Quest for Alpha: A Loser's Game [View article]
Indexing is just another form of market timing. When do you buy an index, when do you sell? Do you wait for a brutal "correction" before you buy (or sell), or do you blunder into it any old time, and hope your buying an index that is crazy high will somehow not ride the tide of "regression to the mean" ? Active trading is trying to "beat the market", and "passive" investing is an attempt to avoid being beaten by the market. "Active", "passive" it's still all about timing the market.
Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
Excellent article, and very different from the usual at SA. It's no secret the reactionaries are "against" global warming, cough, I mean, climate change, but not one of "them", nor any of "us", will fail to benefit from ANY measure in slowing this geo-shift--resulting in cleaner air, water, soil, water. As always with "investing", Main Street and Wall Street are as polarized as the Tea Party and the Tree Huggers, poles which can be only incidentally reconciled, for never the twain shall meet.
Larry Swedroe Positions For 2013: Resist The Temptation To Stretch For Yield [View article]
Thanks much for the interview. I also thank Larry for spending the time to carefully respond to any peep directly addressing him here. I consider him a teacher. Having sworn off seeking alpha, so to speak, and despite having found it more than once, I'm gradually entering new positions only in indexes, due in part to his comments in other articles.
TICC Capital: An Oversold High Dividend Stock Selling Below Book Value [View article]
Long TICC. The "lesson" owning this company gave me is : Buy Low. My cost basis is @ 10.69, and my holding has been down in value for years now. TICC came back briefly a few months ago, but that didn't hold. Don't know the future, but whoever you are don't buy this company until you at least think--if "knowing is not possible--you will buy with a "margin of safety" . IMO, that price would be lower than ~ 8.50. Of course, the reason the price might be that low is crucial. Otherwise this is a "swing" trade.
On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
Thanks much for this perspective, Eric, which I needed to help sort things out. I think there's a hierarchy of "values" which introduce complications; for example, if someone jobless expects, rite or rong, that the prospects of a job are good, or noticeably improving, they will not be bothered so much, much less politically offended, by gasoline prices. In a hopeless state however, gasoline prices, among other issues, exacerbate a feeling of helplessness for it's virtually impossible to fite prices at the pump--except, for what it may be worth, to vote for the other guy .
This Gold Slam Is A Massive Wealth Transfer From Our Pockets To The Banks [View article]
Good Dividend Payer BreitBurn Energy Partners Brightens Its Future With New Oil Asset Purchases [View article]
Taking The Market Out Of The Market [View article]
Antidote: Buy LOW, collect dividends.
ConocoPhillips: Deeply Undervalued At $52 [View article]
Buy This Oil Stock Now While The Price Is Low [View article]
Transocean's Value Proposition: Leading Driller Stays Afloat By Going Deepwater [View article]
I'm long ESV, and I usually hesitate to buy competitors as anti-redundancy measure. it doesn't seem like real diversification. Tho the special beaten-downness of RIG is maybe a rare chance.
Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
Don't Fall for the 'Defensive Portfolio' Hype [View article]
Meanwhile, I think the May sell off, like some hurricane all the "experts" around SA are preparing for with their puny sand-bag tradings, levered shorts, and other "hype" (advice), will likely become the self-fulfilling prophecy we have, and will, create. That QE happens not to return in this period, Spring 2011, will seal the deal. And next year the experts can roll out the told-you-so charts of the May sell off, 2011.
The Active Quest for Alpha: A Loser's Game [View article]
Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
Larry Swedroe Positions For 2013: Resist The Temptation To Stretch For Yield [View article]
TICC Capital: An Oversold High Dividend Stock Selling Below Book Value [View article]
~ 8.50. Of course, the reason the price might be that low is crucial. Otherwise this is a "swing" trade.
Yield Trap: The PIMCO High Income Fund Is Too Good To Be True [View article]
Then And Now: How Can We Profit From The 2010 Version Of The Fiscal Cliff? [View article]
On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]