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Tom in Texas

Tom in Texas
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  • The Math of the New Drilling Boom [View article]
    "Lately I have been looking for stats on uranium mining."

    Short term, nuclear energy is dead, thanks to 40 year old reactors suffering 2 major disasters in Japan. Long term, they are our only currently known energy answer. Sunbeams and pinwheels are greenie toys.
    Mar 30 06:01 PM | 2 Likes Like |Link to Comment
  • The Math of the New Drilling Boom [View article]
    Apparently the author hasn’t heard of the Barnett Shale, Fayetteville Shale, Haynesville Shale, Bakken Formation, Marcellus Shale, oil shales in the West, deep-water discoveries in the Gulf and Brazil, undeveloped prospects in Alaska, oil sands in Canada, huge coal deposits throughout the US, lignite deposits in the Ark-La-Tex, and this is just for starters.

    Add in Arctic exploration by Norway, Russia, and others (Canada?), and "Peak Oil" is still a big yawn and Hubbert is still a lunatic, 50 years later.

    Long SDRL (SeaDrill).
    Long BEXP, KOG, LINE, and ERF (all in Bakken E&P).
    Mar 30 05:51 PM | 1 Like Like |Link to Comment
  • 25 Dividend Stocks With Magic Formula Characteristics [View article]
    I believe that funny price spike was due to an early release of the report: "No evidence...blah, blah." So menthol will not be banned.
    Mar 18 04:48 PM | 1 Like Like |Link to Comment
  • 5 Dividend Champions That Work Hard for Your Money [View article]
    Excellent article. I own ABT and PG. Almost pulled the trigger today on KMB. Will now check out SYY.
    Mar 16 07:12 PM | 6 Likes Like |Link to Comment
  • The One Sector You Must Own for the Next 10 Years [View article]
    I recently picked up Enerplus (ERF), a Canadian oil company, currently paying 7.4% dividends.
    Mar 16 06:38 PM | Likes Like |Link to Comment
  • Dividend Graveyard: 4 High Yield Stocks That Could Cut Their Dividends This Year [View article]
    Thanks for this informative article.

    Do you have anywhere on your website a compilation of all the dividend red-flags you have covered?
    Mar 13 11:04 PM | Likes Like |Link to Comment
  • 6 Safe, Low-Beta Stocks to Anchor Your Portfolio During a Correction [View article]

    @ Peter Cooper: BTFD!!!
    Mar 13 11:00 PM | Likes Like |Link to Comment
  • 27 Energy Stocks Benjamin Graham Would Like [View article]
    Osman, Thanks for another interesting and informative article.
    "Benjamin Franklin"? - 3rd paragraph.

    @RRobertSmith: I hope SDRL is not going out of "bizzness".
    I just loaded up on the dip.

    @beststockpicker. Windmills and Sunbeams are pipe dreams.
    Expensive, heavily subsidized, requiring 100% conventional backup (for when the wind doesn't blow, or at night for example).
    Mar 13 10:08 PM | 2 Likes Like |Link to Comment
  • 5 Mid-Cap Energy Stocks With Great Dividend Records [View article]
    And thanks for the informative article. I've been watching SXL for a while.

    Long CVX, RDS, EPD, MMLP, SDRL, LINE, and ERF. All nice energy dividend payers.
    Also long BEXP and KOG, but zero dividends.
    Mar 13 09:44 PM | Likes Like |Link to Comment
  • 5 Mid-Cap Energy Stocks With Great Dividend Records [View article]
    CO2 is plant food. Global warming is a scam.

    Nevertheless, NG is cheap and plentiful.
    The Honda Civic GX runs on NG. Only $1.39/gal(equiv), but 2 problems with the GX: only an 8 gal tank and they charge $1.39/gal PLUS $10 for fill-up. My wife worries when the tank is less than 1/2 full, so getting a 6 gal fill-up costs $3.06/gal.
    2nd problem is I haven't found any place to fill-up in San Antonio.
    The EPA site map shows a location in downtown San Antonio, but the address is listed in Dallas. Typical EPA incompetence.
    Mar 13 09:30 PM | 1 Like Like |Link to Comment
  • Dividend Champions: Focus on Utilities [View article]

    PPL looks good in your chart:
    Dividend = 5.51%
    5 year DGR = 7.8%
    10 year DGR = 10.2%

    Recently however, its DGR trend looks less appealing:
    2006 to 2007 DGR = 10.9%
    2007 to 2008 DGR = 9.8%
    2008 to 2009 DGR = 3.0%
    2009 to 2010 DGR = 1.4%
    2010 to 2011 DGR = 0.0% (recently frozen @ $0.35)

    Thanks for this article (and previous ones).
    Using your info, I am long SO, CNP and AEP (all over 5% div.)
    Mar 4 05:05 PM | 1 Like Like |Link to Comment
  • The One Sector You Must Own for the Next 10 Years [View article]
    @ USER462153

    Wouldn't you have to subtract the opportunity cost from that 12%?
    The uncaptured dividends amount to almost 7.7%.
    Your net yield would be 4.3%.
    Feb 27 11:33 PM | 4 Likes Like |Link to Comment
  • 11 Dividend Paying Stocks Benefiting From Rising Commodity Prices [View article]
    I'm long MO, and smoke. I'm currently testing an electronic cigarette,
    which could damage US tobacco companies. World-wide (I'm also long PM), not so much. It's pricey to start, but less than a buck a pack after buying the initial kit (battery/atomizer/char...
    Feb 26 09:43 PM | Likes Like |Link to Comment
  • Brigham Exploration's Numbers Are Off the Charts [View article]
    "the only thing the stock has going for it is 8 hold analysts"

    Did you miss the 14 buy analysts?
    Feb 24 04:07 PM | 1 Like Like |Link to Comment
  • Brigham Exploration's Numbers Are Off the Charts [View article]

    "When all looks good, some are selling just hours before q4 results being published?"

    Perhaps because yesterday's +$1.70 was an over-reaction?
    Feb 24 02:59 PM | Likes Like |Link to Comment
COMMENTS STATS
287 Comments
447 Likes