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smurf

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Latest  |  Highest rated
  • Kinder Morgan: Has The Worm Turned Once Again? [View article]
    How many times are you going to post this inane comment?
    Mar 4, 2015. 09:44 AM | 25 Likes Like |Link to Comment
  • Environmentalists challenge Shell's Arctic port plan [View news story]
    As usual, the anti-fossil fuel zealots and wingnuts are doing everything they can to obstruct the energy business, aided and abetted by a few activist courts. Then, get into their Priuses (which, btw, still use gasoline) and drive to their solar homes, which of course, are backed up by a utility company's power.

    Wish they'd all go into the woods, pitch tents and leave the rest of us alone.

    What hypocrites.
    Mar 3, 2015. 07:31 PM | 6 Likes Like |Link to Comment
  • Shell to launch new scrip dividend program [View news story]
    Actually, received A shares whether on mainland Europe or not. Pain in the butt, having to wait so sell them so commissions didn't kill you.
    Mar 3, 2015. 07:11 PM | Likes Like |Link to Comment
  • Vanguard Income Mutual Funds Deliver High Income At Very Low Risk [View article]
    papa,

    Aha! You have the Admiral shares! I'm holding the Investor, wish I had more. It's been a nice mix of yield and some growth the last few years.

    You think it would be wise to invest more now, or wait for a pullback?
    Mar 3, 2015. 03:39 PM | Likes Like |Link to Comment
  • Maintaining My Positive View On Ensco [View article]
    cka,

    Thanks! Actually found this out just a few minutes ago, when Casey Hoerth explained it in his ESV article.

    Lot of offshore driller jargon to master.
    Mar 3, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • Beware of offshore drillers with exposure to state-run oil giants, analyst says [View news story]
    Long NE and ESV. Glad to see NE's affiliation with Shell. Not so happy with ESV's with the nationalized oil companies. NE seems to be the most stable of all the drillers right now....so far.
    Mar 3, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • Ensco's Conservative 'Midwestern' Values Should Calm Seasick Investors [View article]
    Rude...

    Me too. "Against" for all nominees! Our massive combined holdings should make them look up and take notice! We'll show 'em.
    Mar 3, 2015. 03:20 PM | 3 Likes Like |Link to Comment
  • Maintaining My Positive View On Ensco [View article]
    What does "cold stacking" mean exactly? I know it means idling them, but that's about it.
    Mar 3, 2015. 03:17 PM | Likes Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    Unfortunately NE was off -4.21% today.
    Mar 2, 2015. 10:00 PM | Likes Like |Link to Comment
  • Evaluating Ensco's Dividend Cut [View article]
    If you look at how European corporations pay their dividends, you will note that in many cases they fluctuate yearly. In other words, the dividend is conmensurate with business conditions and company profits. So, what Ensco did is not unusual, necessarily.

    What IS unusual is the severity of the cut. Management laid an egg on that one, for sure. At the very least, they're tone deaf to investor sentiments.

    Still, look at the rest of the sector, RIG, SDRL, all European domiciled. They're just as bad. First thing that goes south under financial duress is the dividend.

    Long ESV, NE. Latter is maintaining their payout, FOR NOW. Keeping ESV..the sector will bounce back with oil prices, which always do.
    Mar 2, 2015. 10:58 AM | 2 Likes Like |Link to Comment
  • BDC Results Q4 2014: Part 1 [View article]
    Hi Buzz,

    Yes, NII is the way to go when evaluating these guys. Cuts right to the REAL earnings.

    DATA also reinforces my position in MAIN, to which I added this week. TSLX doesn't look too shabby, either.

    As always, thanks for the informative articles and updates.
    Mar 2, 2015. 10:51 AM | 2 Likes Like |Link to Comment
  • Dividend Champions For March 2015 [View article]
    You provide an invaluable service, David. Thanks for all the hard work you put into this.
    Mar 1, 2015. 08:59 PM | 1 Like Like |Link to Comment
  • Just How Different Are These Healthcare ETFs? [View article]
    Boom,

    Addendum

    In checking the distributions since Oct, I notice 3 returns of capital. Was this from sales of holdings, or inability to cover the payouts?
    Mar 1, 2015. 04:57 PM | Likes Like |Link to Comment
  • I Could Do With Less Transparency [View article]
    George,

    You're back to your old form. Great! I was getting worried...you have been so businesslike lately.

    Hey, no wonder we're unused to transparency...we've gotten used to an opaque (to put it politely) government (and it's not-so-independent independent agencies) since 1/09. Which, of course, surprised everyone since we, the unwashed proles, were promised otherwise.

    But, how could one tell that Yellen was being transparent? After Greenspan, she's the best antidote for insomnia.

    Cheers.
    Mar 1, 2015. 04:45 PM | Likes Like |Link to Comment
  • Just How Different Are These Healthcare ETFs? [View article]
    Boom,

    Good info. Thanks. BME definitely is one to consider on a sector pullback. I like that it has zero leverage, so it's not relying on debt to goose or sustain an artificially high distribution.
    Mar 1, 2015. 04:36 PM | Likes Like |Link to Comment
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