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Tom in Texas

Tom in Texas
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  • Where To Invest For Yield In 2013 [View article]
    Today's a good day to pick up some EPD.
    Feb 5 12:53 PM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy: The Quest For Perfection [View article]
    Ralph, just did a quick check on MIN dividend. Looks like it has been declining (from 0.050 to 0.044) over the last 5 years. What has caused that & will it continue. Thanks for the article & I'll look further into MIN.

    Re NTI: I had the unfortunate luck to purchase this (@ 25.47) about 35 min. before the owners announced a sale of about 10% of their interest. I bought 113% more shares the next day @ 24.38
    and told my wife that if it was a buy @ 25.47, then it's a steal @ 24.38. As it continued to fall I asked her if we should buy more (she had read one of the SA articles about it): "NO!!" was her reply. Now that it closed Fri. at 25.84 she's having 2nd thoughts.

    Found out recently that NTI has a bakery.

    Relatively cheap Bakken (& CDN) oil via pipeline (17% ownership)
    to their refinery. Gasoline from their refinery to their gas station / convenience stores, which are also supplied by their bakery. Nice setup, and wouldn't be surprised if they buy a farm to supply their shops with produce & dairy products.
    Feb 2 11:37 PM | 1 Like Like |Link to Comment
  • Richards Packaging: The Safest Company In North America Gives You A 9% Dividend [View article]
    Interesting article & interesting company. Thanks.

    RPKIF.PK on Yahoo Finance shows: Avg Vol (3m): 815 shares.
    "thinly traded" is an understatement.

    I don't think Schwab lets me trade on the Toronto Stock Exchange, so I'm stuck with the pink sheet.
    Jan 30 04:00 PM | Likes Like |Link to Comment
  • Are Electronic Cigarettes The New Growth Market For Big Tobacco? [View article]
    Thanks for this interesting and informative article (long MO & PM).

    I've tried the "eluma" brand electronic cigarettes. Spent over a $100 on a package of cartridges and accessories, with different favors and strengths, but all gave me a severe cough. Others have told me the same thing, and they have gone back to tobacco, as have I. I initially liked the idea, since nicotine doesn't cause cancer, and you have the opportunity to gradually reduce the dosage, but couldn't handle the cough.

    Also some places have banned electronic cigarettes, though their reasons are weak, and probably wouldn't stand up in court.
    Jan 30 02:32 PM | Likes Like |Link to Comment
  • Another Day, Another Transaction Showing Petrobakken's Significant Undervaluation [View article]
    I think Chris is referring to NTI.
    Jan 28 03:19 PM | Likes Like |Link to Comment
  • 4 Ways To Become A Better Self-Directed Investor [View article]
    "...maybe too many MLPs in 2014 (a guess)."

    Hopefully a wrong guess since my PF is top heavy in MLPs.

    Good article though. Thanks.
    Jan 22 12:45 PM | Likes Like |Link to Comment
  • AT&T (T) -1.4% AH after disclosing its expects to record a $10B non-cash charge for Q4 related to pension/benefit plan losses. A $12B actuarial loss produced by a lower assumed discount rate is partly offset by a $1.9B asset gain. In October, the telco asked the Department of Labor to let it use $9.5B in preferred equity interest to help cover a pension shortfall that had reached $10.2B at the end of 2011. [View news story]
    4 billion here (T-Mobile), 10 billion there, pretty soon it adds up.
    Long T, but...
    Jan 18 03:19 AM | Likes Like |Link to Comment
  • U.S. Refiners Cash In On Cheap Canadian Crude [View article]
    Bought more today & now out of ammo.
    Jan 17 06:07 PM | 1 Like Like |Link to Comment
  • U.S. Refiners Cash In On Cheap Canadian Crude [View article]
    Sure glad I bought NTI right before the close today.

    "The Partnership will not receive any proceeds from the sale of the common units in the Offering."

    What does that mean? No expansion or aquisition or paying down debt? Into the pockets of the 80%?
    Jan 16 07:59 PM | 1 Like Like |Link to Comment
  • Anchor Stocks For An Income Portfolio [View article]
    Congratulations on your first article.
    Long INTC & CVX.
    Jan 16 03:28 PM | Likes Like |Link to Comment
  • Anchor Stocks For An Income Portfolio [View article]
    Sold WM due to slowing Dividend Growth.
    2010 - 8.6%
    2011 - 7.9%
    2012 - 4.4%
    2013 - 2.3%
    2014 - ???
    Dividend Payout = 38% in 2005, up to 75% in 2012.
    + Net Income decreasing.
    Jan 16 03:24 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Reallocation - Not Getting Any Easier [View article]
    No need to mess with K-1's in an IRA. Same with 401-K?
    Jan 13 07:18 PM | Likes Like |Link to Comment
  • Stagflation: Coming Soon To A Market Near You [View article]
    Thanks for the link. Have been watching Darden (DRI) and its 4.5% dividend.
    Jan 13 04:46 PM | 1 Like Like |Link to Comment
  • Stagflation: Coming Soon To A Market Near You [View article]
    Also long LINE, CLMT, and MMLP. Just checked ACMP: Div = only 5% and near 52 week high.
    Jan 13 02:52 PM | Likes Like |Link to Comment
  • Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
    For the the latest information on the IPCC:

    http://bit.ly/UI0TtG
    Jan 8 08:05 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
287 Comments
447 Likes