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  • RPC, MOCON Have Limited Downside [View article]
    I do not know why they split the stock. However, they have done the same 3/2 split multiple times in the past 15 years. I'm sure it makes sense to someone.
    Mar 29 11:50 PM | Likes Like |Link to Comment
  • Sandridge Permian Trust: My Favorite Dividend Play [View article]
    These new royalty trusts are very narrowly targeted. They are wellbore limited, depth limited, and formation limited.

    They are not like SBR. SBR pays royalties on all of the acreage that they own, so if a new, deeper or shallower zone starts producing or if a field is infill drilled all shareholders participate.

    The newer royalty trusts like PER, SDT, and CHKR are specifically designed to retain any upside potential to the operator.
    Mar 29 01:39 AM | 2 Likes Like |Link to Comment
  • You Don't Have To Be Brilliant To Do Well In The Stock Market, Just Don't Be Stupid [View article]

    Thank you, thoughtful comment.

    At times, it is difficult to avoid the high yields on sin stocks.

    Per your advice I will "compartmentalize" and concentrate on stocks that I believe will be good for the humans as well as my.porrfolio.
    Mar 29 01:09 AM | Likes Like |Link to Comment
  • You Don't Have To Be Brilliant To Do Well In The Stock Market, Just Don't Be Stupid [View article]
    Loved your analysis but:

    If you are right about being long only in sugar drinks and credit cards, then the real world is about to be in serious trouble.
    Mar 27 01:18 AM | Likes Like |Link to Comment
  • Low Beta Stocks To Weather The Coming Correction [View article]

    You're getting pretty racy in your old age.

    Got rid of that old Chevy and bought a new Ford yet?
    Mar 21 09:56 PM | Likes Like |Link to Comment
  • Evaluating Risk: Why I Sleep Better With 50% Of My Money In Precious Metals [View article]

    Texas does have a Rainy Day Fund. Last year it had about $9 billion in it, mostly funded by the oil and gas industry.

    So guess what, when we needed it last year the politicians wouldn't spend it. They cut school funding but only spent maybe $4 billion out of the emergency fund. I suppose they thought it would be worse this year.

    Oil and gas and the Texas economy are doing well and we will fill the fund back up soon. Seems silly to have an emergency fund that you are afraid to spend.
    Mar 21 09:14 PM | 2 Likes Like |Link to Comment
  • Recent Performance Update On 5 Offshore Drilling Stocks [View article]
    SeaDrill was on a tear in Jan and Feb rising from $32 to $42. On Feb 29 John Fredriksen ( owns 28% of stock) announced a deal to sell 5% of stock, reducing his interest to 23%. The terms of the deal are somewhat confusing. My guess is that investors are put off by the possibility that a big chunk of stock could suddenly show up on the market.

    Shouldn't be a problem in the long run, but showed poorly in the 10 day time frame that you evaluated.

    Might be a good time to buy.
    Mar 20 12:58 AM | 3 Likes Like |Link to Comment
  • Natural Gas: Possibly The Best Trade Of 2012 Fast Approaching [View article]
    Plus, adding to your many good observations, many gas producers are trying to move into liquids rich plays, most of which produce with a fairly high gas-oil ratio. Therefore, even more gas enters the equation, and in this case gas price does not matter.
    Mar 14 11:09 PM | Likes Like |Link to Comment
  • Stay Far Away From YPF And Its High Dividend Yield [View article]

    We are so glad that you are THERE, and we are HERE.

    And never the twain shall meet.
    Mar 13 02:56 AM | Likes Like |Link to Comment
  • Stay Far Away From YPF And Its High Dividend Yield [View article]
    Argentina got itself in a crack recently when domestic natgas production rates dropped below consumption. They have had to import expensive natgas to make up the difference. The government can and does control the price of domestic gas at what would be considered to be low levels but it cannot control the price of imports.

    Also, refined products were imported, also at prices that could not be controlled.

    The expensive imports caused a drain in financial reserves. The government became alarmed at this drain.

    YPF no doubt produces gas, but most of the recent news relates to potential shale oil assets. Argentina is still a net exporter of oil so no apparent problem here.

    This looks to me like a clear case of a government with misguided pricing policies trying to lay the blame on somebody else.
    Mar 12 11:17 PM | 1 Like Like |Link to Comment
  • Working With Your Retirement Number [View article]
    My best guess is that many potential retirees that have built some assets and savings still plan to rely on Social Security for 25-35% of their retirement income. The so called three legged stool approach.

    There is some talk from the genius bureaucrats about "means testing" for Social Security recipients. I sure hope that "means testing" does not mean that if you planned and saved sensibly that the government will not cut off one leg of your stool in order to pay those that never saved a dime.
    Mar 12 12:55 AM | Likes Like |Link to Comment
  • A Cheap Energy Stock With A Solid Dividend Yield [View article]
    RES is redeploying their service assets out of shale gas basins and into liquids rich areas. The ride might be bumpy until they are more at home in the new areas with a new customer base and other logistics lined out.

    Not to worry though, there is plenty of demand for their services.
    Mar 10 01:29 AM | Likes Like |Link to Comment
  • How Good Can Ford Get? [View article]

    It's the Focus that is electric, not the Fusion - yet.
    Mar 8 02:35 PM | Likes Like |Link to Comment
  • Dividend Portfolio Playoffs - Energy Stocks Abound [View article]
    When GS buys a billion dollar block of SDRL at over $42 I have to assume they know more than I do.

    Either that or they get the special rebate deal.
    Mar 4 11:37 PM | Likes Like |Link to Comment
  • Identifying Worthwhile Investments In Oil [View article]

    Calm yourself. I missed your addressee also.

    Plus you had a typo. It should be 867046.
    Mar 4 10:57 PM | Likes Like |Link to Comment