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gcmagone

gcmagone
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  • 3 Leading Companies in the Bakken [View article]
    No one writing about the Williston Basin ever mention merger probabilities. It seems to me that a consolidation among the several operators would make economic sense. There must be duplications of operational investments as well as acreage strategies to be had by combining staff and equipment usage. Size has its advantages.
    Jul 7, 2011. 06:34 AM | 1 Like Like |Link to Comment
  • Thinking About ETFs, Sector Weightings and Portfolio Exposure [View article]
    I am looking for an ETF that gives coverage to the HEALTHCARE sector, something like what MOO does for agriculture. Any suggestions?
    Jul 6, 2011. 01:44 PM | Likes Like |Link to Comment
  • Chesapeake Energy: The Set-Up for the Next Buying Opportunity [View article]
    Sure, CHK is big on gas acreage but, the present and near future is in oil. While CHK has some decent acreage in oil shale areas, it is not well represented in the Williston Basin where the oil is. I own some CHK but also own EOG and BEXP fot their oil.
    Jul 6, 2011. 01:34 PM | 2 Likes Like |Link to Comment
  • An Introduction to Investing in the Bakken [View article]
    TO Chuck. You are correct. EOG should definitely be mentioned. They have very large quality acreage in the Bakken plus, are a major player in the Eagle Ford. Their total acreage probably ranks just behind CLR and WLL. Also not mentioned is a little guy named Sampson (SSN) for those looking for an inexpensive stock with a partnership with Halliburton to hold their hand.
    Jul 6, 2011. 01:06 PM | 1 Like Like |Link to Comment
  • Double Your Dividend Yield: A Covered Call Strategy for Income Investors [View article]
    Get them all in the Blackrock fund : BOE
    Jul 5, 2011. 11:33 AM | 3 Likes Like |Link to Comment
  • Dividend Champions Smackdown XV [View article]
    tweedn, if you are looking for more yield, I suggest you explore the Eaton Vance, Nuveen, and Blackrock funds. Examples: EOS, JLA, & BOE .
    Jul 5, 2011. 08:06 AM | Likes Like |Link to Comment
  • Why to Buy This Bakken Pullback? Production and Recovery, Part 4 [View article]
    Michael you were once long on SSN. Have you given up on them?
    Jul 4, 2011. 07:57 PM | 1 Like Like |Link to Comment
  • Desperately Seeking Yield Through Equities: Part 8 - Master Limited Partnerships [View article]
    FEN does not issue K-1s. Neither does SRV (not on list) but very good MLP coverage. I am going to check on CEM. If it also does not issue K-1s, and has a good portfolio, I will buy it.
    Jul 4, 2011. 08:25 AM | 2 Likes Like |Link to Comment
  • Three of the Best Dividend Investments in the World [View article]
    knobby, BOE is a CEF that writes options. Having a ROC as a component in a distribution is normal for this type fund. It is an accounting for options outstanding and/or not settled. Regarding the NAV, all CEFs established just prior to the 2008-2009 crash have taken a haircut compared to inception NAV.
    Jul 4, 2011. 08:08 AM | Likes Like |Link to Comment
  • Why to Buy This Bakken Pullback? Production and Recovery, Part 3 [View article]
    The above comment from Chuckxx gets at the heart of investing...return on your investment. For example, is a $30/share investment in BEXP better or worse than a $103/share in EOG? Why?
    Jul 3, 2011. 02:40 PM | 1 Like Like |Link to Comment
  • Equity CEFs: 6 Month NAV and Market Performance Results [View article]
    Douglas, you have done a lot of work here, all good info. I look forward to a follow-up, especially on why you are long on the ten you chose. I own four of them, perhaps I would be interested in the other six.
    Jul 3, 2011. 02:16 PM | Likes Like |Link to Comment
  • A Utilities 6-Pack to Keep Your Stock Portfolio Cool This Summer [View article]
    For those interested in a fund with global coverage of utility companies that pays a very good yield, check out EOD.
    Jul 2, 2011. 08:46 AM | 1 Like Like |Link to Comment
  • Why to Buy This Bakken Pull Back? Production and Recovery Part 2 [View article]
    Since I can't afford to buy all those mentioned in previous comments, I decided to buy 50 EOG, 100 BEXP, 200 SSN, and 100 CHK. I would like to buy CLR some day.
    Jul 1, 2011. 12:48 PM | 1 Like Like |Link to Comment
  • Three of the Best Dividend Investments in the World [View article]
    For global coverage with much higher yields than the ones you listed, try EOD and BOE.
    Jul 1, 2011. 09:26 AM | Likes Like |Link to Comment
  • Why to Buy This Bakken Pull Back? Production and Recovery Part 2 [View article]
    Does Brigham have a good bit of acreage around this well? I am trying to decide to buy ether BEXP or EOG. I like both of them but, am leaning to EOG because they are big down in the Eagle Ford in Texas.
    Jun 30, 2011. 08:58 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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