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Tom in Texas

Tom in Texas
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  • 3 Golf Lessons You Can Use For Your Portfolio [View article]
    Well done.
    Jun 6, 2013. 12:35 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: This Upstream MLP's Contrarian Strategy Could Pay Off [View article]
    Excellent article. Thanks. Long VNR (& LINE).

    The IRA $1000 limit does not apply to the distribution. It applies to UBIT, and all mine were negative the past 2 years, except for CLMT, which was well under $1000.
    Jun 3, 2013. 03:00 PM | 1 Like Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    And another SZYM JV: AkzoNobel (Netherlands): largest paint & coating company in the world.

    Google the phrase: "renewable tailored oil"
    The first page is all SZYM (didn't bother to check beyond the 1st pg.).

    Recently awarded their 13th patent (86 pending), and turning out 2 per month. I'd call that a "competitive edge".
    Jun 3, 2013. 02:04 PM | 4 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    And I forgot DOW (transformer oil).

    "...competitive edge..."
    How about tailored oil?
    Jun 3, 2013. 01:37 PM | 2 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    Those companies I listed are not competitors to SZYM, they are SZYM's JV partners.
    Jun 3, 2013. 01:33 PM | 4 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    SZYM: "Several well established companies have partnered with them and they have effectively migrated into higher margin oils."

    ADM (US), Bunge (in Brazil), Roquette (France), Unilever (UK), Matsui (Japan), etc.
    Jun 3, 2013. 11:29 AM | 4 Likes Like |Link to Comment
  • Embrace Corrections As Opportunities, Not Catastrophes [View article]
    Excellent article and I agree that corrections are a buying opportunity for DG investors. The one problem I see with your portfolio (as well as my own) right now, is you are almost fully invested, with only $3247 in cash to buy the dip.
    Jun 2, 2013. 02:11 PM | 1 Like Like |Link to Comment
  • Marcellus Update: EQT Increases EURs, Positive For EQT And Nearby Operators [View article]
    Thanks Josh. I was wondering why MHR was one of the few green stocks in my portfolio today.
    May 31, 2013. 11:34 PM | 2 Likes Like |Link to Comment
  • My Transition To Dividend Growth Investing: A Look Back To Last Summer When It All Began [View article]
    Author: "...we steer clear of investments in the fast-food industry, the energy industry, and defense contractors."

    Ruralist: " I like how you're taking your social-responsible values and are applying them to your portfolio."

    I would also hope that the author is applying his social-responsible values to his life, that is, in not using any energy.

    Since I am a realist (not a ruralist) and use gasoline, heat and a/c, plastics, etc. that come from oil & NG, just call me socially-irresponsible.

    The first stocks I purchased in my roll-over IRA (2.5 years ago) were CVX & RDS. I've since added EPD and SDRL collecting growing dividends in the real world that runs on energy (oil & NG).

    I've also added MCD since I like their fries, cooked in OIL.

    The only "green" social-responsible stocks that I bought, I have taken a beating on, i.e. AT & EXC, two pin-wheel & sun-beam utility companies.
    May 30, 2013. 04:56 PM | 7 Likes Like |Link to Comment
  • Mora County, N.M., a rural area where residents depend on wells for their water, is the first county in the U.S. to pass an ordinance banning fracking. More than a dozen cities in the eastern U.S. have passed such ordinances, and the movement is spreading west: Culver City, Calif., home to the largest U.S. urban oil field, is drafting anti-fracking regulations, and other cities are preparing ballot initiatives to outlaw the technique. [View news story]
    And they'll all be dependent on TX (& ND) for their gasoline.
    Or will they stop using gasoline?
    May 29, 2013. 04:30 PM | Likes Like |Link to Comment
  • The Bullish Case For Alon USA Energy [View article]
    Ex-Div was May 8 (22.8% distribution if bought on May 7).
    24.4% now, according to Yahoo.
    May 25, 2013. 04:20 PM | 2 Likes Like |Link to Comment
  • Northern Tier Energy LP Class A Reports Today - Here's Why You Should Take This Dividend [View article]
    "The Board of Directors of Northern Tier Energy GP LLC, the general partner of Northern Tier Energy LP, has approved a first quarter distribution of $1.23 per unit that will be paid in cash on May 30, 2013 to common unit holders of record as of the close of business on May 23, 2013."
    May 13, 2013. 05:01 PM | 1 Like Like |Link to Comment
  • 2 High Yielding Refiners To Buy Here [View article]
    "aldw after today's beating really looks like a buy"

    ALDW ex-div. today -$1.48

    1.48 x 4 / 23.54 = 25.15%
    May 8, 2013. 05:03 PM | Likes Like |Link to Comment
  • Will Natural Gas Continue To Fall? [View article]
    NG up another 0.16 today.
    Apr 29, 2013. 06:09 PM | Likes Like |Link to Comment
  • Will Natural Gas Continue To Fall? [View article]
    NG was +0.03 on Fri.
    Thanks for an informative article. I guess the price of NG will reach an equilibrium when both supply & demand stabilizes (& we get average winters).
    Apr 28, 2013. 10:35 PM | Likes Like |Link to Comment
COMMENTS STATS
358 Comments
627 Likes