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Tom in Texas

Tom in Texas
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  • MLPs For Yield Seeking Investors [View article]
    mns, sure they are. You lose their tax deferred advantage since your IRA is already tax deferred, but so what? Long EPD in my IRA, and no K-1's to mess with.
    Feb 19 06:46 PM | Likes Like |Link to Comment
  • Greece's Debt: Maturity Dates, Amounts Due, And Top Holders [View article]
    Looks like 3/20/12 will be the big day.
    Feb 12 01:30 PM | 1 Like Like |Link to Comment
  • 5 Stocks For A Balanced High-Yield Dividend Portfolio [View article]
    Long PM instead of RAI, SO instead of EXC, long x2 SDRL, long x2 T, but no banks (but I've read that there are some decent CND ones).
    Feb 2 10:45 PM | Likes Like |Link to Comment
  • IPO Preview: U.S. Silica Holdings [View article]
    Closed at 16.00
    Will watch for awhile.
    Feb 1 04:50 PM | Likes Like |Link to Comment
  • IPO Preview: U.S. Silica Holdings [View article]
    Thanks for your reply. I'm pretty new to IPOs, although I've had
    good luck with UAN & CHKR so far. That $8m (20% of IPO) sounded like some sort of backdoor payoff.
    Jan 31 12:15 PM | Likes Like |Link to Comment
  • IPO Preview: U.S. Silica Holdings [View article]
    Thanks for this excellent and informative article.

    I disagree that fracking demand will decline with the decrease in gas fracking. As you mentioned, CHK will switch to NGL and oil fracking. Capex will be spent, but the focus will change.

    One question: What is this all about?

    "SLCA intends to make an $8.0 million payment to terminate the Advisory Agreement entered into in connection with the Golden Gate (equity sponsor)."
    Jan 30 10:58 PM | Likes Like |Link to Comment
  • 10 Gas Utility Stocks That Offer Good Dividend Yield [View article]
    axvc84: My thoughts exactly. NRGY was down 23.6% on Fri. 1/27 due to mngmt stating they were going to look at their divy. Earnings are down due to the mild NE winter.
    Jan 29 06:04 PM | Likes Like |Link to Comment
  • 5 Stocks That May Benefit From Oil Over $100 [View article]
    RE KOG: "However, the volume has been low and the stock is trading near an all-time high."

    KOG has recently declined 12.6% from its high of 10.34, to close at 9.04 on Fri. 1/27.
    Jan 29 05:55 PM | Likes Like |Link to Comment
  • 4 Overvalued Tobacco Stocks To Avoid Today [View article]
    tchap1: I don't believe China allows any competition to their national cigarette company.
    Dec 25 02:15 PM | 1 Like Like |Link to Comment
  • Bakken Update: How Good Is Kodiak's New Acreage? Part IV [View article]
    hh77, I believe it was a different Samson that was bought out, not Samson Oil & Gas (SSN).

    Thanks Michael for this informative series on KOG.

    Long KOG (and AXAS).
    Nov 25 07:50 PM | Likes Like |Link to Comment
  • Positioning Your Equity Portfolio For High Yield With Moderate Risk, Part II [View article]
    Me too. Nice dividend tho.
    Nov 18 02:21 PM | Likes Like |Link to Comment
  • Positioning Your Equity Portfolio For High Yield With Moderate Risk, Part II [View article]
    "... are taxable at 15%."

    Unless they are in an IRA acct.
    Nov 18 02:19 PM | 1 Like Like |Link to Comment
  • IPO Preview: Chesapeake Granite Wash Trust [View article]
    Thank you for this excellent analysis of CHKR.

    I don't care for the declining distribution tho.
    Kind'a the opposite of a dividend growth stock.
    Nov 11 11:43 PM | Likes Like |Link to Comment
  • Rentech Nitrogen Partners: A New Fertilizer MLP [View article]
    Chris, thanks for the additional info.
    Nov 4 03:00 PM | Likes Like |Link to Comment
  • Rentech Nitrogen Partners: A New Fertilizer MLP [View article]
    CVR 12 month payout is 1.92, but not in equal quarterly increments.
    Q2 was 0.407 and Q3 was 0.572.
    4 x 0.572 = 2.288, but not correct.
    Nov 4 02:13 PM | Likes Like |Link to Comment
COMMENTS STATS
348 Comments
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