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smurf

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Latest  |  Highest rated
  • Venezuela appeals again to World Bank panel in ConocoPhillips dispute [View news story]
    Doesn't matter what the appeal outcome is, they will never pay anyway.

    It's only a matter of time until the army kicks out Maduro and the rest of his Chavez-Lite gang.
    Aug 11, 2015. 08:04 PM | 10 Likes Like |Link to Comment
  • Kinder Morgan: 2 Reasons Why Shares Of This 6% Yielder Are Still Languishing [View article]
    Pie,

    I think you have a little tiny typo in your second sentence, first paragraph, where you talk about SE's market cap and then state that "....and earned $930 BILLION (caps mine)."

    Millions, Billions, what the heck. LOL.
    Aug 10, 2015. 08:09 PM | 16 Likes Like |Link to Comment
  • Kinder Morgan to boost U.S. Jones Act tanker fleet [View news story]
    Hampton,

    The Jones Act is anti-advantageous to foreign flagged fleets like DLNG's. Kinder's move has absolutely no benefit to DLNG.
    Aug 10, 2015. 11:25 AM | 4 Likes Like |Link to Comment
  • Kinder Morgan to boost U.S. Jones Act tanker fleet [View news story]
    Leave it to Kinder to exploit every law and regulation, no matter how archaic (and the Jones Act is one of most), to their advantage.

    Love it! Long KMI.
    Aug 10, 2015. 11:22 AM | 16 Likes Like |Link to Comment
  • Vanguard Natural Resources - Is The Distribution Safe? [View article]
    Don't believe mgmt. VNR is the next LINE. Their business models are virtually the same........hedge, borrow, hedge, borrow.
    Aug 10, 2015. 10:58 AM | 3 Likes Like |Link to Comment
  • The O'Shares FTSE U.S. Quality Dividend ETF: You're Dead To Me [View article]
    O'Leary already had a mutual fund house, which he and somebody named Connor O'Brien founded in 2008, and is headquartered in Montreal. There are 21 mutual funds (7 offer a hedged variety), and 4 CEFs in it.

    I think it's only open to Canadian investors.

    http://bit.ly/1IxsyHb
    Aug 10, 2015. 02:37 AM | 1 Like Like |Link to Comment
  • The mREIT Roundup: A Quick Take On Several Of The mREITs [View article]
    Colorado,

    What's your buy price target for WMC? It's already scraping a 52 week low. And, Morningstar pegs price/book at .9

    I like that FCF exceeds the dividend and that the payout ratio is not upside down, as it is with many of these mREITs.

    Thanks.
    Aug 8, 2015. 10:53 AM | Likes Like |Link to Comment
  • My 4% Dividend Yield Portfolio: Why I Exchanged Universal For Main Street [View article]
    Ron,

    Considering that UVV fell $7.54 on Friday, I'd say that selling it was very timely, to say the least. Hope you got out early Friday and didn't shed too much blood.

    You went from tobacco to a BDC. I will have to re-read your November article to discern your investment strategy.
    Aug 8, 2015. 10:36 AM | 2 Likes Like |Link to Comment
  • Reuters: Shell eyes billions in new Brazilian assets ahead of BG deal [View news story]
    fsoriano,

    The whole continent goes on holiday in August.
    Aug 7, 2015. 03:35 PM | 2 Likes Like |Link to Comment
  • Ensco - Credit Position Analysis For The First Half Of 2015 [View article]
    Yes, ESV is a very solid company, however I don't think it's odd that they've declined so sharply. So has NE, with fundamentals just as good as Ensco's. It's the whole sector.

    Thanks for the informative article. Very patiently long ESV & NE.
    Aug 7, 2015. 02:56 PM | 2 Likes Like |Link to Comment
  • The Art Of Owning A Blue Chip Healthcare REIT [View article]
    The Donald must have a couple of hundred of those red power ties. He wears them a lot.
    Aug 7, 2015. 01:32 PM | Likes Like |Link to Comment
  • Prospect Capital: The Price Is Right [View article]
    "The Price Is Right"

    That may be so, but is the timing?

    I'm not at all confident about PSEC's prospects going forward, at least in the forseeable future. Too many loose planks in that boardwalk.
    Aug 7, 2015. 01:31 PM | Likes Like |Link to Comment
  • The Art Of Owning A Blue Chip Healthcare REIT [View article]
    Dunk,

    What was Brad supposed to do, scowl in the picture?

    You're letting personal/political feelings get in the way of rationality.
    Aug 7, 2015. 01:27 PM | 9 Likes Like |Link to Comment
  • Tactical Dividend Growth Workshop: Adding 2 New Names To The Portfolio [View article]
    Adam,

    I bought CSCO in the low 20's and pretty happy with it so far. At that cb, the dividend's well above 3%, which I'm DRIPing presently.

    I think they're going to be relevant for a long time.
    Aug 7, 2015. 01:09 PM | Likes Like |Link to Comment
  • The Trace Of Wisdom Analysis For STORE Capital [View article]
    So, Brad, stock's down to 21.25 now. Projected dividend at that price is 4.75%. You a buyer yet? Any updated articles forthcoming from you on this company?
    Aug 7, 2015. 01:06 PM | 1 Like Like |Link to Comment
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