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  • 6 Mid-Cap Electric Utilities For An Income Portfolio [View article]
    This is true, but SCG also is in the NG pipeline transportation.
    May 30, 2013. 09:54 AM | 1 Like Like |Link to Comment
  • Dangers Of Utility Investing: An Unappreciated Risk Is Growing Bigger Every Day [View article]
    @J*H*P> Please provide your source of information with reference to Georgia Power blocking SolarCity from "competing". I believe that the Department of Commerce, DOJ, DOE, etc. would have Georgia Power in the Federal Courts within days. Besides the Federal Energy Regulatory Commission (FERC) would definitely prevent this from occurring.

    SolarCity (SCTY) is working with (not competing with) numerous other Electric Utilities and don't believe Georgia Power (and certainly not Southern Energy) is any different.

    Does SolarCity even have the capability to compete ? It is my understanding that they design, engineer, fabricate, market, install and provide maintenance of their solar panels. SolarCity, to my knowledge and research, does not have the capability to 'retail' electricity on the open market.

    Awaiting your information source(s).

    Freedom Bravo
    May 29, 2013. 03:02 PM | Likes Like |Link to Comment
  • Dangers Of Utility Investing: An Unappreciated Risk Is Growing Bigger Every Day [View article]
    @Arthur11 > Suggest using Solar Flux Density in lieu of Insolation. Much less confusing and easier units to work with when doing the calculations. Germany vs. U.S. is like comparing the solar radiation inclination of Maine to that of Florida. Yes, Latitude is definitely one of many important unmentioned variables.

    Under the best of conditions (location, clear skies, etc.) and at (or near) sea level, the absolute most efficient "Solar Flux Density" will last only 4-5 hours (max.) of a 24 hour day. One-eighth of a day which is not totally inclusive of the high electrical demand (usage) time of the day in any area. Furthermore, seasons also will impact efficiency (again, Solar Radiation Inclination). Do you know how many days of 365 have clear skies with no pollution/smog, fog, overcast, rain/snow ? This naturally depends on the area where solar panels are most applicable (cost affective).

    There are many other factors to consider, but understand I am not against solar energy at all. I am for any and all renewable energy, but we Americans are spoiled and wasteful.

    Do you know of another industry that encourages their customers to NOT use their product other than the electric generating utilities ? I just received a $200 Rebate from my utility for replacing my 4 ton HVAC with a newer more efficient (SEER) unit. Insulation rebates, lighting credits, elec. to nat. gas hot water heater upgrades, electric usage discounts, etc. are available and encouraged by all electric utes. Energy Conservation is always encouraged by the electric utilities.

    Arthur11, I don't mean to direct this to only you, but there just seems to be too many "Solar Experts" that think solar panels on your roof will solve the environmental and elec. service costs issues. Solar will contribute, but not replace your reliable service.

    Freedom Bravo
    May 29, 2013. 01:47 AM | Likes Like |Link to Comment
  • Stay On The REIT Track And Sleep Well At Night [View article]
    @Bucknfl > Thanks for the information and reference. GOV dividend is tempting, but obviously the quality and style of management (RMR) is highly questionable based on CWH 'results' (external management).

    Thanks again,

    Freedom Bravo
    May 28, 2013. 04:21 PM | Likes Like |Link to Comment
  • Stay On The REIT Track And Sleep Well At Night [View article]
    Brad- Thanks for the quick response. Just thinking that the govnt sector would at least be 'stable' (tenants) with potential growth, but with recent events, nothing is certain.

    Wishing your daughter well at UNC, great U. Visited the campus many times, but decided on CU. Many fond memories of the Beacon, so long ago.

    Freedom Bravo
    May 27, 2013. 11:52 PM | Likes Like |Link to Comment
  • Stay On The REIT Track And Sleep Well At Night [View article]
    I have been a follower of yours on SA for about a year and have had excellent investment returns, especially in the health care sector, by following your opinions. I wonder if you have any 'comments' with reference to GOV (REIT). It appears to be within my criteria (SWAN), but don't ever recall an article by you even mentioning it. Any comments about GOV ?

    When was the last time you visited the Beacon Restaurant ?

    Keep up the good work !

    Freedom Bravo
    May 27, 2013. 10:41 PM | 1 Like Like |Link to Comment
  • 6 Mid-Cap Electric Utilities For An Income Portfolio [View article]
    SCG (SCANA) is the best positioned utility of those mentioned, IMO. There is a tremendous population and industrial growth in the state due to the beautiful beaches, excellent weather and a strong 'right to work' environment. Many industries have located in SC and the expected future annual electrical growth is 2%-4%. Currently constructing 2 nuclear plants (1000Mw each) to meet the expected demand as the economy slowly recovers and growth continues (industrial, commercial and residential). SCG also has a large network of natural gas pipelines (transportation and retail) in SC, NC and Georgia.

    SCG is a well managed company, and a potential M/A candidate, since they are bordered by Duke and Southern.

    Long on SCG>>

    Freedom Bravo
    May 23, 2013. 06:12 PM | Likes Like |Link to Comment
  • Can Windstream Maintain Its Ample Dividend Yield? [View article]
    @Sunset> I don't know what you got 'in' at, but "got out at $11.25" appears to me to be an excellent time to re-enter ! If not, don't look back.

    Long on WIN. Cut the dividend 50%.

    Freedom Bravo
    May 21, 2013. 05:19 PM | Likes Like |Link to Comment
  • Why AT&T Is An Income And No Growth Story [View article]
    An analogy for your thoughts: "The second mouse always gets the cheese".

    Long on T and VOD>
    May 21, 2013. 05:05 PM | Likes Like |Link to Comment
  • It's Now Trading At $50, So Is There Any Oxygen Left In O? [View article]
    Brad, Always enjoy your Articles and value your analyses. Could you give us your website address, if allowed under SA ? Profile ? If not, then how can we find it ? Will you still contribute to SA ?

    Thanks for the GREAT Articles........have profited very pleasantly.

    Freedom Bravo

    May 17, 2013. 05:22 PM | Likes Like |Link to Comment
  • Verizon Wireless distributions will be "more lean" going forward than they have been thus far as the carrier pays down debt and bids in upcoming spectrum auctions, says Verizon (VZ) CFO Frank Shammo in the wake of a $7B payout. The comments suggest Verizon might still use the distributions as a bargaining chip (previous) to get Vodafone (VOD) to sell its stake. Shammo also states 1/3 of Big Red's postpaid subs are now on its costly shared data plans; that's up from 13% last November. (earlier[View news story]
    OK by me. Buyout of VOD (45%) 'ain't gonna' get no cheaper.

    Long on VOD.

    Freedom Bravo
    May 14, 2013. 11:00 PM | 1 Like Like |Link to Comment
  • Seadrill: An 8.5% Dividend Yield With A Growing Fleet [View article]
    Agreed ! Well stated.

    Freedom Bravo
    May 14, 2013. 05:56 PM | Likes Like |Link to Comment
  • Seadrill: An 8.5% Dividend Yield With A Growing Fleet [View article]
    Apparently, not current with the news, investment newbies or just too lazy to do some 'minor' research. Perhaps a different hobby would be appropriate.
    May 13, 2013. 05:09 PM | Likes Like |Link to Comment
  • Duke Energy - As Interest Rates Keep Falling, Investors Keep Looking For Yield [View article]
    Most Utilities are currently overvalued due to Dividend Hunters. Best investments during these uncertain times.

    Long on DUK

    Freedom Bravo (Investor not Trader)
    May 11, 2013. 11:40 PM | Likes Like |Link to Comment
  • Linn Energy: Don't Believe The (Negative) Hype [View article]
    @rip> Great point, but too many assumptions omitted. If the merger is consummated, Bery's "net" operating cash will differ from past cash return. When companies merge, there are considerable operating cost savings, rather than operating as two separate and independent companies. Then there's the 'C' Corp to a MLP issue which should also be considered, as well as the merger costs and other resultant savings and earnings. Demand will be the greatest influence of all.

    These are some of the more simplistic issues that I am sure LINN/LNCO have reviewed.

    There certainly will not be an immediate "recoup", which no one should expect. IMHO, 6 to 8 years would be more reasonable, as an absolute maximum time-line.

    Been Long on LINN and continue to add, thanks to Barron.

    Freedom Bravo
    May 11, 2013. 11:16 PM | 2 Likes Like |Link to Comment