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smurf

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Latest  |  Highest rated
  • Avoiding Portfolio Panic During A Sell-Off [View article]
    When asked what the stock market was going to do, J P Morgan replied, "It's going to fluctuate......."

    Well, it's flucuating.
    Aug 24, 2015. 09:36 AM | 6 Likes Like |Link to Comment
  • A Much Needed Ensco PLC Update [View article]
    Nicholas,

    Like you, my ESV cb is $39. I have no intention of selling, since the rising tide of oil prices, WHEN (no, it's not different this time) it happens, will raise all the boats. Besides, I have been thru and seen enough market corrections to at least know not to sell good companies during a rough stretch.

    I am holding NE at a more sensible cost basis of $17, and I like it even more than ESV. And, they have maintained their dividend. Cuts could be coming, however.
    Aug 23, 2015. 08:24 PM | Likes Like |Link to Comment
  • Chanos talks China, takes on Elon Musk [View news story]
    Seth Rogers,

    "SCTY is making money". Huh?

    Your idea of "making money" is quite novel.

    Net Income, Earnings Per Share, and Cash Flow have all been negative since the company's public inception in 2009.

    Profitability, as rated by M* is "F".

    They exist on govt. subsidies.
    Aug 21, 2015. 07:55 PM | 8 Likes Like |Link to Comment
  • The TDG Portfolio: Adding Kinder Morgan And Spectra [View article]
    Move to OH. Right next door. Kasich has got the state on a roll, and now they're talking about doing away with the state income tax.
    Aug 18, 2015. 04:10 PM | 1 Like Like |Link to Comment
  • Low Crude Prices Paying Off Huge For One MLP Sector [View article]
    Tim,

    Thanks for the article. I don't pay much attention to the downstream oil folks, and this was an eye opener.

    Their stock prices relfect their strength, as 2 of the 3 are pushing 52 week highs. Only CVRR has room yet.

    Any comments on what the recent deal with Mexico whereby they get our sweet light and we get their heavy crude, will mean to U.S. refiners? I've heard it's favorable for us. Hard to believe!
    Aug 18, 2015. 03:35 PM | 1 Like Like |Link to Comment
  • The Drinker's Dividend Stock Dissection [View article]
    Degenerate,

    Many yuks as I was scrolling down. Can't believe you don't have about 100 "Likes" by now. Maybe because it's Sunday, the teetotalers are offended, or nobody has my weird sense of humor. Or all of the above.

    Apparently the author wasn't amused, either.
    Aug 16, 2015. 02:28 PM | Likes Like |Link to Comment
  • Mispriced: Public Storage Preferred Series T And U [View article]
    William and Bruce....

    Referred to this thread by another SA acolyte and I just got a great refresher and learned a couple of new things about these somewhat murky investments.
    Following both of you now.

    Thanks!
    Aug 14, 2015. 04:17 PM | Likes Like |Link to Comment
  • Key Post-Earnings Observations And Opportunities: Alaska Air Group [View article]
    Ray,

    That answers my question!

    I'm holding RDS-B (cost basis ~$57) and think that this is a great time to add more. Your insight is very interesting and reinforces my view. The dividend is genuinely enticing.

    Trouble is, I'm cash poor! Would have to sell something to pull the trigger. Don't want to DRIP the shares, since they all go into the A stock if you do.

    Thanks again for your timely and eminently readable articles.
    Aug 14, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • Reuters: U.S. set to approve landmark crude oil export swaps with Mexico [View news story]
    Pinch me.

    This admn. is actually doing something non-frivolous which makes sense?
    Aug 14, 2015. 01:09 PM | 39 Likes Like |Link to Comment
  • Oil Producing Industry: When Will It Be Safe To Invest Again? [View article]
    "Safe"? Is it ever safe to invest in stocks, bonds, commodities, etc.? All market type investments carry risk.

    If one wants "safe", buy CDs.
    Aug 14, 2015. 10:52 AM | 6 Likes Like |Link to Comment
  • Kinder Morgan wins spot on Goldman's Conviction Buy List [View news story]
    I always like favorable news on stocks I own! Long KMI.
    Aug 14, 2015. 10:47 AM | 3 Likes Like |Link to Comment
  • Arctic drilling not consistent with Obama climate change fight, report says [View news story]
    More political science from Emperor Obama and his court. Gadzooks, still about 17 more months of this.
    Aug 14, 2015. 10:31 AM | 2 Likes Like |Link to Comment
  • Another disastrous day for oil stocks - is it capitulation time? [View news story]
    Nah, this is the time to buy, even though it may not be the absolute bottom. Unfortunately, nobody comes out and rings a bell when that happens.

    BULLET POINT #2
    Oppenheimer wrote "new normal" = "It's different this time". Baloney. It's never different. The same things happen....wash, rinse, repeat. Oil will recover. It always has. Enjoy the low pump prices while they're here.
    Aug 13, 2015. 08:45 PM | 17 Likes Like |Link to Comment
  • A Yield On Cost Analysis, Why Income Investors Should Favor Shell Over Exxon Mobil [View article]
    Being long RDS-B, this is the kind of article I like to read!

    Thanks,
    Aug 13, 2015. 08:41 PM | 2 Likes Like |Link to Comment
  • A Yield On Cost Analysis, Why Income Investors Should Favor Shell Over Exxon Mobil [View article]
    Mr. Dan,

    If you're talking about foreign withholding tax, RDS-B is not subject to that because they are domiciled in the U.K. RDS-A, on the other hand, is based in the Netherlands, so tax is withheld.
    Aug 13, 2015. 08:40 PM | 7 Likes Like |Link to Comment
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