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firstinsnow

firstinsnow
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  • Long-Term Investors Should Consider Fastenal [View article]
    There is nothing like needing a machine part and being able to go to
    the Fastenal store and pick it up, NOW.
    The same goes for the innovation of the Fastenal vending equipment,
    as a supply point.
    If you are at a job site and some piece of equipment is broken and you need
    to complete the job, today, there is no substitute for a ready supply of the needed parts.
    Mar 28, 2015. 11:15 AM | Likes Like |Link to Comment
  • Kinder Morgan: The Cat Is Officially Out Of The Bag [View article]
    All this name calling, 'liberals', 'conservatives', 'reds', 'greens', 'commies', 'capitalists', 'yankees', 'rebels', on and on, so on and so forth.
    I'm really sick of it.
    The fact that oil and natural gas needs to be transported to the markets
    will remain even after all the name-calling.
    The most efficient way to transport these products is by pipeline.
    Sending rolling 'oil bombs' down the rails and on the highways is not as
    efficient and definitely not as safe, as using a well designed permanent structure
    as a pipeline to get the job completed.
    AND a aside, PLEASE stop with the personal attacks, they just take away from
    intelligent discussion.
    As for all the 'alternative' energy supplies, yes they are somewhat helpful and
    maybe in the future we will arrive at the point where we no longer will need to
    burn 'fossil fuels'.
    When that happens, maybe we will be able to retrofit the oil and gas pipelines,
    to transport clean water from areas of abundance to areas of drought, and that
    will give the earths multitudes, and its already explosive population growth a place to live and grow food.
    In the meantime, expanding our pipeline infrastructure, is to our mutual benefit.
    snow
    Mar 28, 2015. 11:07 AM | 1 Like Like |Link to Comment
  • Some Straight Talk On Linn Energy's Finances [View article]
    There is no good reason to own LNCO without a dividend.
    This new arrangement with Quantum, will help LINN Co and
    LINN Energy, get through the rough patch the 'oily' companies
    are experiencing.
    Change is constant, and this 'oil glut', will not persist indefinitely.
    LNCO will be able to pay a monthly dividend until this situation
    once again, changes.
    Mar 26, 2015. 08:29 AM | 2 Likes Like |Link to Comment
  • Linn Energy: A Bold Move [View article]
    Al, very interesting development.
    Mr. Market seems to agree.
    Mar 25, 2015. 11:25 AM | 7 Likes Like |Link to Comment
  • Retirement Strategy: The Reward Of More Income Is Worth The Risk With Starwood Property Trust [View article]
    The 'special dividend' is in reference to the 'spin-off' of SWAY,
    which resulted in an issuance of shares in SWAY for those STWD
    shareholders, at that time.
    It certainly was a nice windfall of sorts for those of us who held
    STWD shares.
    This is how STWD separated the residential mortgages from the
    commercial mortgages.
    snow
    Mar 23, 2015. 03:10 PM | 2 Likes Like |Link to Comment
  • The Financial Folly Lurking Beneath Yellen's Patient Lack Of Impatience [View article]
    Religion, Politics and the Federal Reserve.
    This comment section, has it all, except useful investment
    advice.
    Mar 22, 2015. 07:52 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: A $6.4 Billion Backlog Growth Opportunity Nears Fruition [View article]
    Still, natural gas instead of oil and coal, can, and does emit less
    hydrocarbons, when used as a fuel, and properly 'MINED'.
    Mar 20, 2015. 01:38 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan: A $6.4 Billion Backlog Growth Opportunity Nears Fruition [View article]
    jedrolfe, yes your point is well taken.
    I also was not pleased, when several years ago, a major pipeline was
    installed in my area.
    We were worried about the environmental impact, as many of your neighbors
    are expressing at present.
    It's been 30 years since the 'first' pipeline got installed and then, 15 years later,
    another pipeline was completed.
    Both these pipelines are within a mile of my residential property.
    I have watched closely for any signs of safety or environmental concerns.
    So far, so good, our mostly open country land is still clean and unaffected.
    The install included crossing two major rivers and several hundreds of feet
    of elevation changes.
    One pumping station is 1 mile from my house, another is 4 miles away.
    This is my experience, but I realize that things could have not gone so well,
    and past experience is no guarantee that a problem will not occur in the
    time ahead.
    I can attest that our more densely populated city and suburban areas just
    10 miles away from my country perch, have seen much cleaner air since the
    1950's, when coal and oil fired heating and power generation, was predominate.
    Natural gas and nuclear energy have benefited this once heavily darkened
    sky clear above the city and its suburbs.
    Sometimes the benefits do outweigh the negatives.
    snow
    Mar 19, 2015. 08:45 AM | 18 Likes Like |Link to Comment
  • Kinder Morgan - A U.S. Energy Infrastructure Play [View article]
    KMI for dividend growth, and value growth in an IRA, Roth or Traditional is
    a pretty nice way to build-up some good ole' retirement cash, and sleep well
    at night.
    Mar 19, 2015. 07:59 AM | 4 Likes Like |Link to Comment
  • Kinder Morgan: A $6.4 Billion Backlog Growth Opportunity Nears Fruition [View article]
    David, this series of articles on pipeline expansion has been very informative.
    The need for natural gas pipeline additions into the Northeastern markets,
    of Vermont, New Hampshire, and Maine, should be addressed in the coming
    years.
    This area would be helped by a regular natural gas availability.
    The residential properties alone, would benefit from lower heating costs,
    and lower emissions of hydrocarbons into the atmosphere of these communities.
    Kinder-Morgan is a quality company that will probably handle such an expansion,
    with public safety in mind and a reliable result.
    snow
    Mar 19, 2015. 07:47 AM | 10 Likes Like |Link to Comment
  • The Financial Folly Lurking Beneath Yellen's Patient Lack Of Impatience [View article]
    I guess it all depends on where an investor stakes out his/her claim,
    on whether or not low interest rates are good or bad.
    Mar 19, 2015. 07:29 AM | 1 Like Like |Link to Comment
  • Starwood Property Trust: This 8% Yielder Should Not Be Missing From Your Dividend Portfolio [View article]
    STWD, a solid CMBS.
    Mar 18, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • 4.47% Dividend Payer Ventas Has Great Fundamentals, And It Is Performing Well [View article]
    The HCT merger necessitated the partial dividend to be paid in
    January, to accommodate the HCT shareholders.
    You will also see that the balance of the quarterly went ex-div March 4th,
    [.5793 per share]
    The next time VTR goes ex-div it will be for a complete 3 month quarter,
    and the dividend will be [at least] .79 per share, which depending on the
    share price at that time, should be around 4.x%.
    Yahoo and several of the brokerages got confused by the partial divs,
    and that's why there seems to be a lower dividend rate.
    Ventas could have made a statement to clarify this misunderstanding
    and probably would've encouraged more investment to occur.
    But no biggy, just wait til the next ex-div and you will see all is well.
    Mar 17, 2015. 06:00 PM | Likes Like |Link to Comment
  • How To Profit From Rising Rates - This High Dividend Stock Yields 8% And Goes Ex-Dividend Soon [View article]
    I don't see any reason to sell this well run CMBS reit.
    I've added through the past several quarters and have been constantly
    rewarded with a very tasty dividend each quarter.
    As long as the country continues to be headed in a positive direction,
    STWD will also continue to be successful.
    Mar 17, 2015. 05:29 PM | 1 Like Like |Link to Comment
  • I'm Waiting Patiently For Mr. Market To Ignore This Wide-Moat REIT [View article]
    The healthcare REIT VTR is also getting some selling by the big fund
    managers and nervous individual investors, that are forgetting about
    good fundamentals.
    I've noticed that VTRB, the preferred Ventas offering has been hit slightly,
    but even today it has been recovering.
    VTRB offers a very nice 5.38% dividend of .34 per quarter, at the current $25.34.
    I am also on the wait and see list for O, but it's one of the few REITs making
    a gain today.
    It would be a nice buy in the mid-40 range, but it still is pretty good at 49.
    Mar 10, 2015. 02:36 PM | Likes Like |Link to Comment
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