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smurf

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  • 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
  • New York Mortgage Trust: Are You Sure You Want Coverage? [View article]
    alukro,

    Yes, that was my take on it also. I have to read REIT analyses thoroughly and often; otherwise I miss things.
    Aug 13, 2015. 03:40 PM | 1 Like Like |Link to Comment
  • Key Post-Earnings Observations And Opportunities: Alaska Air Group [View article]
    Ray,

    I agree with your quality assessment on ALK, but I think it's fairly valued at this time, probably because of the nice low fuel costs.

    Speaking of which, are you adding to your RDS-A holdings during this dip? And, why the A shares?
    Aug 13, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • Why I Bought Cisco After Earnings [View article]
    On the basis of a 3 month earnings report you decided that CSCO was a good company and bought the stock? What will you do if the next quarter's lousy-write a sell article?

    It was a much better buy back around $21, when it was unloved, than now.
    Aug 13, 2015. 03:27 PM | 5 Likes Like |Link to Comment
  • Barclays sees trouble for offshore drillers, downgrades Atwood Oceanics [View news story]
    Just emphasizes what lemmings these ratings services are.

    "Barclays Sees Trouble For Offshore Drillers"

    Wow! Ya think? What a revelation! Glad they just announced it....silly me, I thought there had been "....trouble...." for the better part of a year already.
    Aug 13, 2015. 03:19 PM | 4 Likes Like |Link to Comment
  • 20 Strong Dividend Growth Stocks - Rock Solid Ranking Free Report [View article]
    NT,

    Thanks for the shout out on TGH. A cursory check of the stock looks promising and worthy of some serious dd.

    Thanks.
    Aug 12, 2015. 07:41 PM | Likes Like |Link to Comment
  • 20 Strong Dividend Growth Stocks - Rock Solid Ranking Free Report [View article]
    218.....

    You could say that anything in the oil patch is a "risky speculative play" right now.

    On the contrary, I think that now is the time to buy GOOD companies in that beaten down sector, as the worm always turns. Oil won't be under $50. forever, it's just a matter of time.

    Those who selectively bought in the "risky speculative" years of 09 and into '10 were rewarded with nice capital gains and high percentage dividends on cost.

    This current oil price crater is a catharsis in a way; it will winnow out the marginal players and the strong will survive. Same thing happened during the recent Big Recession to the financial industry.
    Aug 12, 2015. 07:36 PM | 1 Like Like |Link to Comment
  • Credit Suisse lifts view of MLPs, sees 40% upside on revision to mean yield [View news story]
    KMI was never an MLP. It was the managing company and a C Corp.
    Aug 11, 2015. 08:42 PM | Likes Like |Link to Comment
  • Credit Suisse lifts view of MLPs, sees 40% upside on revision to mean yield [View news story]
    Bleed,

    Wrong. KMI was always the managing company and a C Corp.
    Aug 11, 2015. 08:41 PM | 1 Like Like |Link to Comment
  • Chevron Won't Be At $80 Levels For Long [View article]
    oilman, you are not one with a statement like that. CVX and XOM will be the last ones leaving the room and switching off the lights, but that won't happen in our lifetimes.
    Aug 11, 2015. 08:39 PM | 9 Likes Like |Link to Comment
  • Kinder Morgan to boost U.S. Jones Act tanker fleet [View news story]
    Well, anything is possible, but it's doubtful if Kinder wants to get into managing an entire fleet of ships.

    Besides, there may be some kind of protective Greek restrictions to prevent this from happening.
    Aug 11, 2015. 08:35 PM | Likes Like |Link to Comment
  • Avoid ConocoPhillips As Cash Flow Issues Persist [View article]
    Javelina,

    So, what facts do you present to back up your rather definitive statement?
    Aug 11, 2015. 08:27 PM | 1 Like Like |Link to Comment
  • Southern Company: 4.8% Yield And Decades Of Dividends [View article]
    Despite Fanning and Co.'s confident predictions that all would be well, many (including me) worried about regulatory delays and cost overruns when the Vogtle thing was announced. A couple of years later, turns out those takes were right.

    And, coal gasification when the coal industry is dead and the EPA Nazis have totally excluded natgas from their long term energy plans? In other words, no carbon based fuels.

    Don't know; seems like maybe a toxic mix for investors, imo.
    Aug 11, 2015. 08:22 PM | 2 Likes Like |Link to Comment
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