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smurf

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Latest  |  Highest rated
  • Abbott Laboratories: The Future Is As Bright As The Past [View article]
    I kept both ABT and ABBV post spinoff. Eventually sold ABT at a profit because of lower dividend and pps growth. OTC and consumer products are subject to capricious buying. On the other hand, people will always get ill and need prescription medication.

    Prefer ABBV, the Humira thing and patent expiration issues nothwithstanding.
    May 22, 2015. 09:58 AM | Likes Like |Link to Comment
  • Abbott Laboratories: The Future Is As Bright As The Past [View article]
    joanpete,

    Curious. Why would you buy at a 52 week high, particularly with a puny dividend at this price of 1.95%? Doesn't seem like a sound long term investment strategy to me. Or, are you a trader doing the momentum thing?
    May 22, 2015. 09:54 AM | 1 Like Like |Link to Comment
  • Climb This Ladder With A Margin Of Safety [View article]
    Not long enough business history for me. Dividend has been spotty.....according to Morningstar 'Key Ratios', didn't pay one at all in 2013.

    Think I'll pass on this one.
    May 22, 2015. 09:50 AM | 2 Likes Like |Link to Comment
  • Linn Effectively Admits To Misleading Investors And Announces Key Accounting Changes [View article]
    Bryce,

    Amen. What I've been railing about all along.

    No matter which way you look at it, LINE's business model is unsustainable. Period.

    Ponzi? Not intentionally, but constantly moving funds around to cover the latest shortfall in certainly a sign of desperate measures.
    May 22, 2015. 12:02 AM | 1 Like Like |Link to Comment
  • 8.25% Yields With DynaGas LNG Bonds, Maturing October 2019 [View article]
    Thanks, Dirk, I didn't know about the no K-1 thing. This makes the stock itself a lot more interesting to me.
    May 21, 2015. 07:10 PM | Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Judicious,

    What's your net worth compared to Icahn's? He didn't get there by being wrong. As far as impressing, he probably doesn't feel he needs your approval.
    May 20, 2015. 12:03 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Deutsche Bank Is A Fan [View article]
    I'm a fan, too....long KMI....as long as Rich Kinder's running the show.

    Anyone smart enough to get out Enron with an intact reputation must be one heck of a businessman, imo. 'Course he left for two reasons: Ken Lay gave Skilling the big job, and he began to see that Enron was building a trading house of cards.

    Must read.... "The Smartest Guys In The Room".
    May 20, 2015. 11:58 AM | 5 Likes Like |Link to Comment
  • Linn Energy: Don't Freak Out About The Secondary, Be Smart And Buy When Others Panic [View article]
    Author,

    The secondary is the least of LINE's issues from an investor's point of view.

    This company is a house of cards relying entirely on hedges and debt to continue to stay in business. Neither the dividend, nor, for that matter, the business model, is sustainable.
    May 20, 2015. 11:53 AM | 2 Likes Like |Link to Comment
  • Linn Energy Plummets 12% On Secondary: Line Up To Buy LINE [View article]
    Mc,

    You obviously haven't been following LINE very closely for very long. Years of underperformance and drama, even BEFORE the oil patch tanked.
    May 20, 2015. 11:47 AM | 3 Likes Like |Link to Comment
  • BlackRock Kelso Capital: What Comes Next? [View article]
    Thanks, Buzz. Appreciate that insight.

    I held PSEC for a while, then based on performance, and your data, dumped it. MAIN is my one and only.

    I continue to learn from your contributions.

    Thanks,
    May 20, 2015. 11:34 AM | 1 Like Like |Link to Comment
  • Shell joins BP in calls against excessive oil trading regulation [View news story]
    I'm not sure if I'd want to team up with BP complaining about regulations.
    May 20, 2015. 11:30 AM | 2 Likes Like |Link to Comment
  • Recent court ruling could prove beneficial for MLP investors [View news story]
    I wondered the same thing. Confusing.

    Follow the money, they say.....easier said than done.
    May 19, 2015. 08:37 PM | 7 Likes Like |Link to Comment
  • BlackRock Kelso Capital: What Comes Next? [View article]
    Thanks, Buzz.

    As always you have given us some baseline data, so that we may proceed with dd and draw our own conclusions.

    At a quick glance, this one looks pretty good. I especially like the payout ratio of ~50%. 8.77% yield is not too shabby, either. I like the current conservative approach, also.

    One to consider on a pullback.

    Thanks again.
    May 19, 2015. 08:19 PM | Likes Like |Link to Comment
  • Environmentalists score a little discussed big win in Arctic drilling plans [View news story]
    Yes, looks that way. Then, when they get what they want, they'll walk and freeze (or sweat-depends on geography) in the dark. Their solar panels won't work because they won't be available from the electrically dependent factories. Hydroelectric won't work because no electricity for the generators.
    May 19, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • Ensco declares $0.15 dividend [View news story]
    15 cents? Wow! I'll try not so spend it all in one place. This stocks in my Hall of Shame, and when I pass by it, I hit myself in the head with a broomstick six times.

    Wonder why keyboards no longer have a cents key?
    May 19, 2015. 01:39 PM | Likes Like |Link to Comment
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