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freebra

freebra
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  • Buy Verizon: Significant Upside And Dividend Growth [View article]
    Or will it ever be ! That's why I'm long on AT&T (more quality diversified).
    Dec 12 11:09 AM | 1 Like Like |Link to Comment
  • Buy Shares Of AT&T [View article]
    Long on AT&T for 15 years and U-Verse is definately a positive.
    Dec 12 11:05 AM | 1 Like Like |Link to Comment
  • Understanding Seadrill And Future Dividends [View article]
    I'd rather pay the taxes for year 2012 (extra quarter) dividends at the known tax rate than speculate on the tax rate for 2013, thanks to the pending Obamy Fiscal Cliff.
    Dec 10 11:24 PM | 2 Likes Like |Link to Comment
  • Boeing's (BA) engineers union appears to be preparing workers for a strike, as both sides remain far apart on terms and called in the Federal Mediation and Conciliation Service, a Washington, D.C., agency that facilitate labor talks. 23K engineers held picket-line training this week, while union representatives call the likelihood of a strike "very high." A walkout however, is not likely to take place until January. [View news story]
    Bring on the businesses ! South Carolina knows how to treat the non-union employees. BMW, Boeing, General Electric Gas Turbine, Amazon Distribution, Walmart Distribution, Michelin Tires, Westinghouse Nuclear Fuel Re-Processing are but a few 'major' industries and more are being negotiated. Excellent climate, skilled workers, infrastructure and large sea port. The State of 'Beautiful Places and Smiling Faces'.
    Dec 10 10:54 PM | Likes Like |Link to Comment
  • Seadrill: A Deeper Look At Its Dividend Ability [View article]
    Is not the past data reflective of the fundamentals ? All forward 'projections' are purely subjective, if that is what you are referring too (?).
    Dec 9 07:11 PM | Likes Like |Link to Comment
  • Improve Your Dividend Growth Portfolio By Lowering Your Risk [View article]
    Bob> I commend you on such a knowledgeable and well presented article. You now have another 'follower' and looking forward to your next contribution.
    Dec 7 06:50 AM | 2 Likes Like |Link to Comment
  • Mind The Momentum On Cheniere Energy, Clean Energy Fuels And The Russell 2000 [View article]
    Agree..Seems to be a 'no-brainer', but a Government 'Mandate' ? Don't think so with our Gov't. and the oil company Lobbyists.
    Dec 6 05:53 PM | Likes Like |Link to Comment
  • Linn Energy: Inside The Numbers [View article]
    Sorry. CORRECTION : $36-37
    Dec 6 01:36 PM | Likes Like |Link to Comment
  • Linn Energy: Inside The Numbers [View article]
    I plan to add if Line dips to the $66-67 level.
    Dec 6 01:11 PM | Likes Like |Link to Comment
  • The New Politics Of Energy Abundance [View article]
    Four stage compressor ? How much psi are we talking about to 'fill' the tank of a 3000 lb (including payload) CNG vehicle, assuming a 200bhp @ 4500 rpm, and a distance of 100-200 miles (commuting) ?
    Dec 5 05:55 PM | Likes Like |Link to Comment
  • Clean Energy Fuels (CLNE) says it concluded the first stage of America's Natural Gas Highway network of liquefied natural gas fueling stations for long-haul, heavy-duty freight trucking. CLNE expects to complete 70 new LNG fuel stations along major U.S. highways by year's end, mostly at existing Pilot-Flying J truck stops; in 2013, CLNE plans to build 70-80 additional LNG fuel stations. [View news story]
    Is this not what they're doing ? Seems like the right approach, since LNG active storage volume require a smaller footprint.
    Dec 5 05:24 PM | Likes Like |Link to Comment
  • Duke Energy: A Low-Risk, High-Return Utility Stock To Buy [View article]
    <gators>Thanks for your comments, very knowledgeable and well stated. Additionally, I am in complete agreement with you. I look forward to seeing a prompt and smooth transition in management. I'm quite aware of the advantages of the utilities sector with reference to "cost of capital", as well as other large industries. Pay off long term debt at lower rates. Duke will be going through some very costly events in the next few years, and may be facing some difficult times when they request customer rate increases. On the plus side, they will have to operate/manage more efficiently.

    I must only address your statement of a "monopoly". Electric Utilities, are a quasi-monopoly. True they are assigned a defined 'service area', but their ROE is audited and approved by their respective PUC/PSA with an oversight from the Federal Energy Regulatory Commission (FERC). They are a service provider and a business, just as you. The only difference is that they are restricted to a ROE of approximately 10% (variable from state-to-state). Rate Requests are publicly heard and the 'commission(s)' rarely grant the full request, sometimes not at all. There are other procedures and requirements, but is probably pointless at this juncture.

    Long on Duke........Bought (again) at $61.50. I am strong on Utilities, also. You may want to check out NGG. UK home office and service area to include US (no foreign taxes). Great dividends, but do your research.
    Dec 3 11:46 PM | Likes Like |Link to Comment
  • North Carolina's utility regulator gives full approval to the settlement with Duke Energy (DUK +0.7%) over the company's leadership plans. Barclays upgrades shares to Overweight, seeing a material reduction in political and regulatory risk after the settlement. The firm raises its estimates, reflecting its view of management's ability to post earnings growth next year. [View news story]
    "Rate increase........" as in Dividend or consumer cost (rate) increase ? I'm confused by your statement. I'm not sure there will be any consumer cost (rate) increase approval in the near future by the Commission(s), especially in NC, SC or Fla. Too much public opposition resulting from the merger fiasco and demonstration of poor management and Board of Directors.

    Any increase in dividend is also questionable due to Margin (FCF). Excessive cost over-run and delays related to their Bio project in Indiana and questionable action of Crystal River #3 Nuclear Unit (formally, Progress Energy's albatross) in Florida.

    Sure hope I'm wrong, though. Bought @ $61.50. Long, Long on DUK.
    Dec 3 10:10 PM | Likes Like |Link to Comment
  • Duke Energy: A Low-Risk, High-Return Utility Stock To Buy [View article]
    <gators> Thanks for the partial agreement, Duke 'claims' that Rogers' retirement was already scheduled for end of year (2013). At the "end of his contract period". Never aware of the CEO 'contract', but rather at the discretion of the person or vote of the Directors/stockholders. Hopefully, a transition can be made before the end of 2013 and move on.

    Read recent news (today) with reference to NC Commission and NC Attorney General Office's investigations.
    Dec 3 06:54 PM | Likes Like |Link to Comment
  • Mind The Momentum On Cheniere Energy, Clean Energy Fuels And The Russell 2000 [View article]
    Great Article, again. Thanks
    Dec 3 04:37 PM | Likes Like |Link to Comment
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