Seeking Alpha

gorgo

gorgo
Send Message
View as an RSS Feed
View gorgo's Comments BY TICKER:
Latest  |  Highest rated
  • Making Sense Of Year To Date Price Changes In Midstream Master Limited Partnerships [View article]
    Long only kmi and etp for now, brought pipeline exposure down to 4 % of portfolio from 12 % or so about 3-9 months ago. Recently sold ngls, wpz. I was able to sell kmi at 41 and buy back at 34 and sell etp at 61 and buy back at 54 or so, so I feel more comfortable with holding these 2. Thank you for your article. Which pipers do you think have the most upside going forward?
    Aug 30, 2015. 06:49 PM | Likes Like |Link to Comment
  • Fear Not: Why The Royal Dutch Shell Dividend Won't Be Cut [View article]
    long rdsb and xom. etp kmi vlo. psx in the enegy space.
    Aug 28, 2015. 05:54 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Did You Freak This Week? [View article]
    Added to jnj. and T. Hopped back into hd and low. Before crash sold wmt. after bad quarter again.
    Aug 28, 2015. 12:56 PM | 5 Likes Like |Link to Comment
  • Emotion Vs. Reason: Sell, Buy Or Hold - Recent Examples To Consider [View article]
    Never had an issue with buying and selling mlps. I just give the k1 to my cpa. Kmi is not a mlp any longer. The issue is cutting your loss or preserving your gains when things are tanking on you. Nothing wrong with selling and buying better quality co. that you think will perform better in the future. Of course if you think the co. is a high quality co. than you can hold or buy more.
    Aug 15, 2015. 08:50 PM | 1 Like Like |Link to Comment
  • Emotion Vs. Reason: Sell, Buy Or Hold - Recent Examples To Consider [View article]
    Go with quality, I just checked my recent 4 yr. history of full time portfolio managing. Here is my list of reaching for high yield co. where I got burnt. I sold all at much higher prices a while back, live and learn. small oil and gas co. bbep. line. evep. pgh. qre. cvrr. Now for telecom. cell. ctl. win. Now for mortgage reits. nly. agnc. mtge. I also stay away from copper miners, gold and silver miners. Very recently I sold wpz. ngls. I do not hang around for more pain with these type of co. Now these small mlp oil and gas e& p co. are worth 10 % of what they once were. What I am doing is reducing my energy as I sought of hedge as I sold off some and I hold the higher quality. So I am holding xom. rdsb. kmi and etp. I do also sell at times and come back in as I sold kmi at 41 and I am back in at 34. etp I sold at 61 and am back in at 54. We need to keep our eye on the ball. I am going for quality co with lower yield but higher div. growth and better quality co. I am also making sure I am well diversify in different sectors. We need to learn from our mistakes, not dig a deeper hole. I hedge for example I took my lost in gm. and I am staying long in ford. I sold cop at 58. and cvx at 108 and 125 but I am long xom. rdsb. If we are waiting and reading and learning there are moves we can make to help our course. Just my 2 cents and recent experience. I hope it is valuable to someone in seeking alpha land. Happy hunting to all.
    Aug 15, 2015. 07:09 PM | 2 Likes Like |Link to Comment
  • Boosting Dividend Income Thanks To Predictably Disappointing Earnings [View article]
    Just did the same with disney, sold at 122 and bought back in at 107. As they needed a perfect quarter to keep going up. It is nice when moves we make work out. I also find jumping in at good forward guidance after reporting can reap benefits as well. I did this with hd. low. Only with quality co. that we are comfortable with holding for the medium to long term.
    Aug 15, 2015. 06:31 PM | Likes Like |Link to Comment
  • 2015 Exposes Shaky MLP Fundamentals [View article]
    I think Jim Cramer is as good as a portfolio manager as many others. You can learn a lot from his show and he has winners and losers just like the next guy. His interviews with ceos are also very good. Like with any other analyst if you pick the quality co. you can do well. I have done well with the pipers over the last 3-4 years. I did reduce recently a heavy exposure at the mid point. Now I am back in on kmi at 34 after selling at 41. and etp at 54 after selling at 61. I sold paa. wpz. ngls recently and got burnt on those as I gave back what I made on them in the past. As of now pipers are only 3 % of my portfolio down from the high of 15 %. Also long xom. rdsb. vlo and psx in the energy space. Happy hunting to all.
    Aug 15, 2015. 12:37 PM | 1 Like Like |Link to Comment
  • Kinder Morgan's Debt Level Should Scare You [View article]
    Morningstar, S&P, Merrill all have buys and $45 price target. It is one of Merrills top picks. Sold at $41 and I am back in at $35. Long ete. etp. pa. ngls and wpz. xom. rdsb. cop vlo psx in the energy sector.
    Aug 3, 2015. 05:51 PM | 2 Likes Like |Link to Comment
  • Avoiding The Endowment Effect: Should Mike Sell? [View article]
    I sold kmi at $41 and recently bought some back at $35. It is a good co. with good div. and good div. growth. All pipers have been over sold and they make good long term investments to have some in your portfolio. Long ete. etp. kmi. ngls. wpz. and pa. as well as xom. rdsb and just bought back in to cop.
    Jul 30, 2015. 04:51 PM | 3 Likes Like |Link to Comment
  • Omega Healthcare Investors: A Healthcare REIT That Under Promised And Over Delivered In The Last Decade [View article]
    reply for Shasha.
    Jul 11, 2015. 11:23 AM | Likes Like |Link to Comment
  • Omega Healthcare Investors: A Healthcare REIT That Under Promised And Over Delivered In The Last Decade [View article]
    Ventas made a deal in England if I remember correctly. I sold ohi. after a 35 % gain at 37.5. I am long ventas only now as far as reits go. Ohi has just received a slew of recent downgrades. The risk reward does not seem all that good.
    Jul 11, 2015. 11:21 AM | Likes Like |Link to Comment
  • ConocoPhillips: This 5% Yielder Is On Sale, And Here's Why You Should Care [View article]
    Sold off a little cop. and oxy. 3-4 weeks ago and and bought psx. Recently bought rdsb. and xom. Long all 4 that is good for now as with the 4 pipeline co. I own I will collect my divs. and dist. Thank you for your article. Thinking about vlo. for a little added fun.
    Jul 10, 2015. 06:03 PM | 3 Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    long ngg. ppl. ngg big div. soon as they pay semi annually.
    May 30, 2015. 04:59 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    I like ngg. and ppl. Big div. coming from ngg. soon as they pay semi annually. Both have USA and British business for geographical diversity. I only have small positions now as I am concern if taper tantrum happens they will come down so than I can add to them. Then again this dip in reits and util. might have all ready happened, that is why I am hedging a little. Also long ventas and ohi. Any opinions on this taper tantrum if we ill see more or was it done already?
    May 30, 2015. 04:54 PM | Likes Like |Link to Comment
  • Omega Healthcare Investors Inc: It's All Different From Here [View article]
    I enjoyed your article, I also sold ohi at a 35% gain do to risk/reward not so great for all that you mentioned in your fine article. The negative news with hcp's investigation and all those downgrades, not to mention the taper tantrum. If I go back in to reits I think ventas is the better play, better rated from morningstar, s&p and merrill. I bought back into etp and ete oil and gas pipelines going forward and wfc.
    May 8, 2015. 06:13 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
243 Comments
235 Likes