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smurf

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Latest comments  |  Highest rated
  • Ensco Has Become A Great Value Play [View article]
    Possibly good value for investors with strong stomachs and patience.

    Long ESV, gonna just wait for a resurge in oil and hopefully, in time, restoration of the dividend back to what it was.
    Aug 28, 2015. 05:29 PM | 2 Likes Like |Link to Comment
  • Dynex Capital: Still A Solid Buy At Sale Prices [View article]
    Everyone keeps writing positives about DX, yet the stock keeps falling. Off 25%+ in the last couple of months.

    C'mon everyone, buy, buy, buy!

    Long DX
    Aug 28, 2015. 05:21 PM | 1 Like Like |Link to Comment
  • Fear Not: Why The Royal Dutch Shell Dividend Won't Be Cut [View article]
    Good article, Ray.

    I'm long RDS-B and plan to add.
    Aug 28, 2015. 05:18 PM | 3 Likes Like |Link to Comment
  • Addressing The Royal Dutch Shell Dividend Concerns [View article]
    Christopher,

    I see you read the Bloomberg article, too. That's where I saw the no Shell dividend cut since 1945.
    Aug 28, 2015. 12:01 AM | 1 Like Like |Link to Comment
  • Conversation With Kinder Morgan's Management Re: Distributable Cash Flow [View article]
    Packer

    Don't get too excited....Most everything was up big time, even the offshore drillers, who themselves have been getting drilled the past severl months.
    Aug 27, 2015. 04:44 PM | 7 Likes Like |Link to Comment
  • Dynagas LNG Partners' (DLNG) CEO Tony Lauritzen on Q2 2015 Results - Earnings Call Transcript [View article]
    Interesting.

    DLNG is on my watch list.
    Aug 27, 2015. 11:37 AM | Likes Like |Link to Comment
  • Is Linn Energy The Right Oil Play? [View article]
    "short sellers are having a field day".

    What's left to short?
    Aug 27, 2015. 08:49 AM | 2 Likes Like |Link to Comment
  • ConocoPhillips - A Durable Oil Company With Upside [View article]
    I only have an opinion, but I can't see COP, or any of the other majors suspending their dividends. Cutting maybe, but not totally wiping them out.
    Aug 26, 2015. 11:49 AM | 3 Likes Like |Link to Comment
  • Transocean opens lower after junking dividend [View news story]
    Unless there's a quick turnaround in oil pricing, all the remaining full dividend payers in this sector are going to have to either suspend or cut their payouts, IMO.
    Aug 26, 2015. 11:13 AM | 7 Likes Like |Link to Comment
  • Energy Transfer Partners: The 8.8% Yield Isn't Too Good To Be True [View article]
    gas...

    What do you consider calmed down? When it goes back up again and everything is at 52 week highs?

    Or, are you waiting for someone to come out and ring a bell at the bottom?

    Now is the time to be greedy, when everyone is fearful. (Buffett)
    Aug 26, 2015. 11:10 AM | 2 Likes Like |Link to Comment
  • AstraZeneca: A High-Yield Play In The Burgeoning Oncology Field [View article]
    AZN needs a boost from some new drugs coming thru the pipeline.

    Payout ratio is upside down TTM and all of '14.

    Dividend hasn't been raised for the last 3 years, which followed a $.03 cut the year prior to that period.

    Good news is that FCF covers the dividend.
    Aug 26, 2015. 11:04 AM | Likes Like |Link to Comment
  • Why I Shorted Ensco [View article]
    Shock,

    Like the reference to yourself in the third person. Refreshing.

    Seems you made the right move a few months ago on ESV. Being long ESV, I wish you bad luck in the future, tho! LOL.
    Aug 25, 2015. 09:35 PM | 1 Like Like |Link to Comment
  • Prospect Capital: Rising Interest Rates Could Drive Lower Earnings And NAV [View article]
    All this makes me glad I own MAIN.
    Aug 25, 2015. 09:32 PM | 3 Likes Like |Link to Comment
  • Baytex Energy - A Bitter Pill To Swallow [View article]
    A catharsis going on in this business. By the time the bbl oil price improves, the weak sisters will be gone. Feel badly for their shareholders, though.
    Aug 25, 2015. 09:29 PM | 1 Like Like |Link to Comment
  • Dividend Investors, Don't Ignore The Citigroup Warning [View article]
    At risk?

    Last couple of weeks DJIA over 1000 pts. down.

    I think the risk has arrived--with a vengance.
    Aug 25, 2015. 09:19 PM | Likes Like |Link to Comment
COMMENTS STATS
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