Seeking Alpha


Send Message
View as an RSS Feed
View keeladog's Comments BY TICKER:
Latest comments  |  Highest rated
  • Potash And The Fertilizer And Agriculture Companies: Don't Panic Is Rule # 1 [View article]
    You are a smart cookie, Author. I bought 1,000 shares of POT on Friday around 28.75. I don't usually put so much on one stock, but the "opportunity" here is deafeningly loud.
    Aug 3, 2013. 07:27 PM | 1 Like Like |Link to Comment
  • Reasons To Avoid CAT [View article]
    CAT's cheerleaders have been wrong, wrong, wrong. Yes it's a good company but it's a dead stock and will be for quite some time to come.
    Jul 30, 2013. 10:01 AM | 1 Like Like |Link to Comment
  • Caterpillar: It May Be Time To Go Short [View article]
    I don't agree with shorting CAT, but I wouldn't buy it, either. The impact of the collapse of mining (coal, gold, etc.) is far from fully priced into the stock. I also feel that the recent decision to raise the dividend was unwise, given the company's high debt levels.

    A good choice for an industrial stock to buy (not short!) right now is Cummins. That company is far more in synch with the times.
    Jun 27, 2013. 10:33 AM | 1 Like Like |Link to Comment
  • Snap On: A Fair Priced Investment To Buy And Keep Forever [View article]
    How is the cost of replacing a car going down?? There has been absolutely no trend in that direction. Are you suggesting that the regulations will be dispensed with and that car prices will fall accordingly?

    Cars are getting better and less vulnerable to breakdowns, but this is offset by people keeping them longer, or buying used cars. Even good cars need repairs as they age.
    Jun 24, 2013. 01:02 PM | 1 Like Like |Link to Comment
  • Royal Dutch Shell: A Royal But Risky Opportunity To Reap Rich Rewards [View article]
    The low debt is remarkable considering all the development projects. That's a sign of great management.

    This stock is also remarkably cheap.
    Jun 14, 2013. 10:28 AM | 1 Like Like |Link to Comment
  • CVR Refining: A 20% Yield Backed By Increasing Margins [View article]
    I've bought, sold, and held MLPs in a regular IRA since 1998. Not a huge amount, maybe $30,000 worth at any given time. Never had ANY tax consequences.
    Jun 8, 2013. 09:07 AM | 1 Like Like |Link to Comment
  • ConocoPhillips Announces A Significant Gulf Of Mexico Discovery [View article]
    This has the potential to be a giant-class oil field, one the very few being discovered in recent years. It's very big news indeed, and I'm surprised COP didn't pop more than it did today.
    Mar 20, 2013. 07:32 PM | 1 Like Like |Link to Comment
  • Top 10 MoPay Dividend Dogs Tracked July To January [View article]
    I don't see the point of this article. Yes, some performance numbers are cranked but nothing is said about the risks of actually holding any of these stocks. That's where the rubber meets the road.
    Mar 15, 2013. 08:41 AM | 1 Like Like |Link to Comment
  • If You Like Oil Stocks And Yields Up To 9%, These Picks Are For You [View article]
    Other than Seadrill, perhaps, big-oil stocks are so delicious. I've owned them for years and grown fat on them. The feast is likely to continue for a long, long time.
    Mar 14, 2013. 12:52 PM | 1 Like Like |Link to Comment
  • Lessons Learned: A High-Income, Low-Risk Portfolio - 2012 Review [View article]
    BoomBoom: I was an editor for major publications for 27 years, and I can assure you that "first" and "second" are vastly preferable to "firstly" and "secondly."
    Jan 28, 2013. 09:35 AM | 1 Like Like |Link to Comment
  • 5 Stocks With Payout Ratios Over 100 Percent [View article]
    I feel that authors of articles on SA should have to demonstrate some sort of competence or expertise in their subject matter before being published. As many other commentators have observed, the author has no understanding of the MLP business model. Articles like this one do readers a disservice or are actually dangerous, in the sense that others may act on such misinformation. In the past, trained professionals known as editors performed critical filtering and analysis before publication---or sent such material to expert reviewers. This absurd although probably well-meant article would have been rejected and returned to the author with a polite note and possibly a detailed explanation. Not in this day and age. Everybody is an "expert."

    I myself am not an expert on MLPs, and would never presume to publish an article either critical of or positive about them. I do own two MLPs, based in part on the opinions of people qualified to offer them.
    Dec 24, 2012. 10:45 AM | 1 Like Like |Link to Comment
  • A High Dividend Stock That's Ready To Rise [View article]
    Lots of bad drops in this stock in the past. This has been a bad one, but it's nothing new and the stock always recovered.
    Nov 23, 2012. 10:56 AM | 1 Like Like |Link to Comment
  • Altria Will Slash Its 6% Dividend And Here's The Reason Why [View article]
    I see a lot of young people taking up smoking and chewing tobacco . . .
    Nov 20, 2012. 12:39 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Juicy Dividends With Significant Upside Potential [View article]
    I think the discount of KMR relative to KMP is largely psychological in origin. Many people prefer cash dividends to share dividends. Some people need the cash to spend; even though the distribution units could be sold to raise the cash, psychologically they're not viewed as the same as cash (and of course, there's a transaction cost to sell shares, and some minor bother). Many people trolling for dividend-earning stocks to invest in see that the listed dividend rate for KMR is zero and get turned off by that without looking any further. It's all pretty silly and dumb, of course, and as a result I view KMR as EXTREMELY attractive due to the discount and many other factors. It's one of my largest positions.
    Oct 18, 2012. 09:50 AM | 1 Like Like |Link to Comment
  • Valuing Big Tobacco, Part III [View article]
    Have you factored in the risk of plain-packing legislation? I feel that that bears directly on valuation.
    Sep 19, 2012. 10:31 AM | 1 Like Like |Link to Comment