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Latest  |  Highest rated
  • Linn Energy, A Perfect Cash Burner [View article]
    hhm,

    Ah, you and at least 33 others are still sipping the Kool-Aid, while whistling past the graveyard. Oh, forgot, it's all those evil short sellers. Well, if it is them, they're a lot more savvy than you lemmings.

    LINE hasn't reported an operating profit in 8 of the last 11 years. They exist on leverage and hedging. They've cut their dividend. The pps has tanked. Their business model is unsustainable.

    Don't any of you LINE culties know how to read a p & l statement?

    Not short LINE or any other equity.
    May 2, 2015. 12:27 PM | 9 Likes Like |Link to Comment
  • REITs: Look Out Below? [View article]
    Adam,

    You always write informational, lively and concise articles. I particularly appreciate the latter!

    O is my only eREIT, and I bought it around the Jan 14 price you listed, primarily for the nice monthly dividend. That's not to say that I haven't enjoyed the capital appreciation since then!

    So, I'm not too concerned about the price fluctuations, whatever the reason, because I'm in it for the long haul. If the pps dropped to around what I paid for it, I'd buy more. Plus, I'm DRIPing, which is an advantage when the price falls.

    Thanks,
    May 2, 2015. 12:15 PM | 2 Likes Like |Link to Comment
  • Just 4 Words To Describe American Capital Agency [View article]
    Wow. Not so long ago, Kain was a small god. Nothing tarnishes a reputation like plunging eps and dividends!
    May 1, 2015. 08:08 PM | 1 Like Like |Link to Comment
  • California gasoline prices jump due to refinery problems [View news story]
    Left coast seems to have a myriad of problems, mostly caused by idiotic liberal "governance". They never met a regulation they didn't like.
    May 1, 2015. 04:34 PM | 5 Likes Like |Link to Comment
  • Mr. Market Has Ignored This Healthcare REIT, Maybe You Shouldn't [View article]
    Brad,

    I wasn't disparaging NHI's quality. I just like buying quality at the best price I can, regardless of the product. Right now, I just think NHI, along with the whole sector, has further to fall.

    Thanks.
    May 1, 2015. 12:27 PM | Likes Like |Link to Comment
  • Mid-Con Energy Partners - A Good Alternative To Linn Energy [View article]
    Comparing MCEP to LINE is like night and day.

    LINE
    EPS $-1.37
    DIST 1.25

    MCEP
    EPS $.98
    DIST .50

    What? MCEP's Earnings exceeding payout? Or, earnings at all!? What novel concepts! Oh, forgot, MLPs are different.. who needs earnings when they can hedge?

    Some Morningstar data:
    LINE
    P/E--Nil
    Growth--B
    Profitability--F
    D/E--2.5

    MCEP
    P/E--22.5
    Growth--A
    Profitability--A
    D/E--.9

    Get the idea? Which one is the better investment, if one must invest in upstream o/g MLPs at all?

    Short neither LINE nor any other equity.
    May 1, 2015. 12:14 PM | 4 Likes Like |Link to Comment
  • Linn Energy - Weak Cash Flows Remain A Concern [View article]
    No hedges, no LINE. They lose their shirt on operations. The business is not sustainable for the long term.
    May 1, 2015. 12:43 AM | 1 Like Like |Link to Comment
  • Linn Energy - Weak Cash Flows Remain A Concern [View article]
    Jav,

    Better lean back and take a Rip Van Winkle nap. I think you have a long wait for the capital gains. Hope you're young and patient.
    May 1, 2015. 12:40 AM | Likes Like |Link to Comment
  • This Healthcare REIT Is Cheap, But It May Be Coming Down With The Flu [View article]
    Port...

    You write..."better options in the space are available." Who are those options, and why? ONTOH, maybe fodder for another article?
    Apr 30, 2015. 01:21 PM | Likes Like |Link to Comment
  • Should Noble Corporation Follow Its Peers In Cutting The Dividend? [View article]
    NE recent forward guidance on dividends indicates it staying where it is. Yay.

    I do realize that this could change.

    Long NE @<$17. Thing it's great for the long term regardless of the div. Up big time today on stronger than expected earnings. ESV, too.
    Apr 30, 2015. 12:51 PM | 1 Like Like |Link to Comment
  • How To Pick The Best Dividend Stocks (Part 1): Setting Up The Initial Screen [View article]
    rhiannion,

    Yes, I understand the REIT thing whereby FFO/AFFO are most important. I am pretty light on REITs; On the equity side I own O, on the mortgage side DX.
    Apr 30, 2015. 12:47 PM | Likes Like |Link to Comment
  • Kinder Morgan And 'Missing The Boat' [View article]
    I don't buy the hard core DGI argument that cost basis doesn't matter as long at the dividend keeps rising.

    Besides, "dividend expectations" are just that, expectations. Unforeseen events can turn those expectations into dismal reality very quickly. Doubt if GE had "expectations" of lowering their dividend back in 08-09, but it happened anyway

    Buffett talks about buying quality at a lower rather than a higher price. Think I'll stick with him on that one.
    Apr 28, 2015. 08:36 PM | 7 Likes Like |Link to Comment
  • Kinder Morgan And 'Missing The Boat' [View article]
    Pack,

    I'm jealous. Thought I was doing well at a $31.75 cb. Good job.
    Apr 28, 2015. 08:31 PM | 6 Likes Like |Link to Comment
  • Omega Healthcare Investors downgraded to Underperform from Neutral at BofA/ML [View news story]
    Dividend's too low right now to buy.
    Apr 27, 2015. 02:08 PM | Likes Like |Link to Comment
  • Mr. Market Has Ignored This Healthcare REIT, Maybe You Shouldn't [View article]
    Brad,

    Not quite sure how you can say that Mr. Market's ignored NHI, considering that it's scraping a 52 week high. Looks to me like they're going steady at the moment.
    Apr 27, 2015. 02:03 PM | 1 Like Like |Link to Comment
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