metal27's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/88600/comments http://seekingalpha.com/article/170426-on-eps-and-mlps?source=feed#comment-764801 764801
What a relief to find a writer on SA who actually knows what they are talking about! ]]> Wed, 18 Nov 2009 01:01:27 -0500
What a relief to find a writer on SA who actually knows what they are talking about! ]]> http://seekingalpha.com/article/172698-suburban-propane-s-future-looks-bright?source=feed#comment-763139 763139 MLP) and pays what are called distributions, some of which may be returns of capital. This difference can complicate your tax return, especially if you trade iin and out of it! There are also potential problems with putting it in an IRA.

Anyone considering SPH should first learn about MLPs, since they are rather different animals and a decent analysis of SPH should compare it with other similar MLPs. Start with AmeriGas, then look at ETP since they are partially a propane business.

SPH has been one of my core holdings for years. ]]> Tue, 17 Nov 2009 02:46:40 -0500 MLP) and pays what are called distributions, some of which may be returns of capital. This difference can complicate your tax return, especially if you trade iin and out of it! There are also potential problems with putting it in an IRA.

Anyone considering SPH should first learn about MLPs, since they are rather different animals and a decent analysis of SPH should compare it with other similar MLPs. Start with AmeriGas, then look at ETP since they are partially a propane business.

SPH has been one of my core holdings for years. ]]> http://seekingalpha.com/article/171139-the-hartford-only-paper-profits?source=feed#comment-745595 745595 Thu, 05 Nov 2009 00:37:02 -0500 http://seekingalpha.com/article/98268-portfolio-recovery-associates-apropo-of-bailouts?source=feed#comment-272878 272878
The keys in this business are the price paid for the debt and the skill of the collection people--PRAA gets high marks in both categories from TMF, which has followed and recommended this stock for years. ]]> Fri, 03 Oct 2008 14:14:59 -0400
The keys in this business are the price paid for the debt and the skill of the collection people--PRAA gets high marks in both categories from TMF, which has followed and recommended this stock for years. ]]> http://seekingalpha.com/article/98427-turnabout-wells-fargo-s-better-deal-for-wachovia?source=feed#comment-272864 272864 Fri, 03 Oct 2008 14:05:18 -0400 http://seekingalpha.com/article/98060-does-warren-buffett-think-goldman-is-more-creditworthy-than-ge?source=feed#comment-270706 270706 Wed, 01 Oct 2008 15:20:01 -0400 http://seekingalpha.com/article/98060-does-warren-buffett-think-goldman-is-more-creditworthy-than-ge?source=feed#comment-270696 270696
Maybe it's time to buy BRK again.

]]> Wed, 01 Oct 2008 15:10:55 -0400
Maybe it's time to buy BRK again.

]]> http://seekingalpha.com/article/97683-buffett-s-big-bet-the-real-value-of-the-berkshire-investment-in-goldman-sachs?source=feed#comment-270642 270642 Wed, 01 Oct 2008 14:27:50 -0400 http://seekingalpha.com/article/98010-ge-capital-default-risk-soars?source=feed#comment-270618 270618 Wed, 01 Oct 2008 14:06:59 -0400 http://seekingalpha.com/article/98010-ge-capital-default-risk-soars?source=feed#comment-270615 270615
Buffet says deal similar to GS deal, GE approached him. ]]> Wed, 01 Oct 2008 14:04:16 -0400
Buffet says deal similar to GS deal, GE approached him. ]]> http://seekingalpha.com/article/98010-ge-capital-default-risk-soars?source=feed#comment-270612 270612 Wed, 01 Oct 2008 14:00:48 -0400 http://seekingalpha.com/article/97835-the-lowdown-on-citi-wachovia?source=feed#comment-270602 270602 Wed, 01 Oct 2008 13:54:11 -0400 http://seekingalpha.com/article/79655-petrobras-extremely-overvalued?source=feed#comment-178910 178910
I sold my shares and am more comfortable having reduced my downside risk. Yes, the rewards may be great, but there is simply too much risk now, and there's plenty of time to re-enter if and when more is known about what is really down there.

]]> Wed, 04 Jun 2008 01:22:10 -0400
I sold my shares and am more comfortable having reduced my downside risk. Yes, the rewards may be great, but there is simply too much risk now, and there's plenty of time to re-enter if and when more is known about what is really down there.

]]> http://seekingalpha.com/article/79655-petrobras-extremely-overvalued?source=feed#comment-177742 177742 Mon, 02 Jun 2008 03:12:05 -0400 http://seekingalpha.com/article/79238-yahoo-s-jerry-yang-we-re-done?source=feed#comment-175723 175723 Thu, 29 May 2008 01:27:12 -0400 http://seekingalpha.com/article/78153-kinder-morgan-energy-partners-dividend-analysis?source=feed#comment-170873 170873
Otherwise, the article is a nice recital of easily available financial information, but it does not touch on the nature of the pipeline business or KMP's future. With the recent completion of the Rockies Express pipeline and other major capital projects, distributions should increase more rapidly than in recent years.

And there is a nice irony for people who remember Enron--Rich Kinder founded his dynasty of pipeline MLPs after being passed over for the CEO job at Enron in favor of Jeff Skilling. Kinder then bought Enron's pipelines from then and went on to succeed where they could not. ]]> Wed, 21 May 2008 02:29:39 -0400
Otherwise, the article is a nice recital of easily available financial information, but it does not touch on the nature of the pipeline business or KMP's future. With the recent completion of the Rockies Express pipeline and other major capital projects, distributions should increase more rapidly than in recent years.

And there is a nice irony for people who remember Enron--Rich Kinder founded his dynasty of pipeline MLPs after being passed over for the CEO job at Enron in favor of Jeff Skilling. Kinder then bought Enron's pipelines from then and went on to succeed where they could not. ]]> http://seekingalpha.com/article/72624-superreit-capitalsource-swoops-up-fremont-s-branches?source=feed#comment-153295 153295 Sat, 19 Apr 2008 02:42:14 -0400 http://seekingalpha.com/article/71669-35-stocks-that-ben-graham-would-like-here?source=feed#comment-147936 147936 Wed, 09 Apr 2008 18:35:05 -0400 http://seekingalpha.com/article/71656-devon-energy-raging-forward?source=feed#comment-147816 147816 Wed, 09 Apr 2008 14:44:28 -0400 http://seekingalpha.com/article/71124-opening-foreign-brokerage-accounts-is-a-silly-idea?source=feed#comment-136350 136350 Fri, 04 Apr 2008 02:26:25 -0400