Northern Tier Energy LP Class A Reports Today - Here's Why You Should Take This Dividend [View article]
aldw seems to be well run also... i own nti, cvrr, and aldw. All are in diff parts of the midwest nti probably benefits most from bakkan crude... cvrr is icahn controlled and aldw is in texas... the reason i hold all 3 is due to each owning smaller refineries subject to shutdowns etc...ie spread the risk around as these are not like owning the "big guys".... aldw had as good a report as cvrr and nti last quarter...probably the recent weakness in all the names is the spreads have been coming in... but i see 24 months of great distributions in all these names!
Bond guru Jeff Gundlach warns that risk of rising interest rates extends beyond bond markets, citing MLPs in particular: "People are moving away from bond investments for obvious reasons but are going into things that are like going from the frying pan into the fire. Look at MLPs: If interest rates rise, you are going to get killed on a lot of these vehicles because they have a lot of leverage and a lot of interest rate risk." [View news story]
so....................... what to do??? where to go????.... dont totally disagree with this..but should we all just crawl in our holes?
C.H. Robinson: The Stock I Love To Hate [View article]
margin compression is continuing... revenue growth was solid...17% yoy.... management must figure out how to spped up the economic cycle"... balanced supply/demand..does not help chrw... they need either a shortage of trucks or alot of goods that need to be delivered yesterday!..... the worm will turn for them...but the question is when?
2 High Yielding Refiners To Buy Here [View article]
i like aldw and cvrr better than nti... one reason is private equity owns a big chunk of nti and will be big sellers anytime the stock jumps... aldw after today's beating really looks like a buy
thanks for your analysis..... well written!... while i think the comps to msft and intc are somewhat valid...i would still bet more on aapl coming up with "the next blockbuster product" than the other two... so i am much more interested in buying (adding) to my aapl postion
According to CME reports, J.P. Morgan accounted for nearly all of the physical gold sales at Comex in the last three months, writes blogger Mark McHugh. The sales, representing nearly 2M ounces, is 74% more gold than the U.S. Mint delivered through its American Eagle program in all of 2012. The very idea of "broad-based" selling is a farce, says McHugh. “One thing’s very clear: When it comes to selling physical gold, J.P. Morgan is acting alone.” [View news story]
A High-Yielding MLP? Look Closer [View article]
Northern Tier Energy LP Class A Reports Today - Here's Why You Should Take This Dividend [View article]
Rumored WSJ Piece 'Fed Maps Exit From Stimulus' No Joke After All [View article]
The Apple You Don't Know [View article]
Barron's chief columnist Alan Abelson has passed away at the age of 87. [View news story]
Bond guru Jeff Gundlach warns that risk of rising interest rates extends beyond bond markets, citing MLPs in particular: "People are moving away from bond investments for obvious reasons but are going into things that are like going from the frying pan into the fire. Look at MLPs: If interest rates rise, you are going to get killed on a lot of these vehicles because they have a lot of leverage and a lot of interest rate risk." [View news story]
C.H. Robinson: The Stock I Love To Hate [View article]
2 High Yielding Refiners To Buy Here [View article]
2 High Yielding Refiners To Buy Here [View article]
Pioneer Southwest Energy Partners L.P. Receives Buyout Proposal from Pioneer Natural Resources Company [View article]
Apple: Too Far, Too Fast? [View article]
20% Dividend Potential With Northern Tier [View article]
The Risky Truth About Apple's Dividend [View article]
Dividend Cuts: The Pin That Could Pop The Stock Market Bubble [View article]
According to CME reports, J.P. Morgan accounted for nearly all of the physical gold sales at Comex in the last three months, writes blogger Mark McHugh. The sales, representing nearly 2M ounces, is 74% more gold than the U.S. Mint delivered through its American Eagle program in all of 2012. The very idea of "broad-based" selling is a farce, says McHugh. “One thing’s very clear: When it comes to selling physical gold, J.P. Morgan is acting alone.” [View news story]