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Saint Mark

Saint Mark
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  • Retirement Strategy: Every Dividend Growth Investor Should Own AT&T Right Now [View article]
    I am long T. In addition to being a nice, low-key income provider, U-verse is the best cable package around. The addition of the sports packages is superb!
    Aug 27 12:31 AM | 2 Likes Like |Link to Comment
  • Breitburn Energy Partners: A Hidden Small-Cap MLP Gem Offering A 9% Yield [View article]
    Largest E&P MLP? I thought it was LINE.
    Aug 24 11:31 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: Hunt Oil Asset Acquisition Will Boost Monthly Distributions [View article]
    Nice article, Heather. I've been long VNR for three years and picked up another 300 shares on Friday. It was a terrific sale on a terrific company!
    Aug 4 12:16 PM | 1 Like Like |Link to Comment
  • I'm Approaching Retirement And Simplifying My Portfolio [View article]
    I admire your effort to manage such a large portfolio, but I could never find the time. My portfolio currently consists of a dozen investments, none of them fixed income. In addition to the securities I hold about 12% cash. At one point I had about 40 stocks/ funds and I seriously underperformed the market. I pared back to the lower number after the dot.com bust and have outpaced the Dow and the S&P ever since. Less has definitely been more for me.
    Jul 31 11:55 PM | Likes Like |Link to Comment
  • Why Gilead Is My Next Apple [View article]
    Stocks at the top of their range have a interesting characteristic; every price below the top was, in itself, a top. I have bought many stocks trading at all time highs and done very well. Gilead at its top is a much better bet than, say, a Dendreon that is often available at all time lows.
    Jul 2 11:13 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: About To Pull A Rabbit Out Of Its Hat? [View article]
    Not a question for Kinder - just a request. Please thank him on behalf of myself and the countless other investors who have made (in my case) hundreds of thousands of dollars over the years thanks to his brilliant leadership. He has made fortunes for many, many investors and for this he deserves credit. His personal billions are meaningless to me - he has created wealth for many who could not do it on their own.
    May 31 12:01 AM | 2 Likes Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    I sold my ARCP some time ago. I also sold my DRI more than a year ago. The reason? The huge drag RL placed upon their earnings. Although no longer a shareholder in either company, has anyone looked at the credit quality of RL? If their new owners cannot effect a rapid turnaroundARCP may wind up holding a huge inventory of tenantless fish houses.
    May 24 11:16 PM | 3 Likes Like |Link to Comment
  • Is GE A Better Investment Than 3M? [View article]
    The irony of GE is that the guy who led the company into the financial services business is lauded as an American "hero" while the guy who shepherded the company through the worst recession since the Great Depression is considered by many to be a bum. I suspect that in the long run Immelt - and Ballmer at Microsoft - will be viewed more favorably. Neither is the greatest CEO, but neither are horrible. They will both be seen as competent managers who got their companies through hard times. Those looking for a quick ouster of Immelt may be sorry to see him gone a year or two down the road.

    Long GE and MMM
    May 4 11:27 AM | 2 Likes Like |Link to Comment
  • 8% To 10% Dividend Payers BreitBurn And Vanguard Will Benefit From Increasing NatGas Prices [View article]
    Is VNR's dividend on the Preferred paid monthly?
    Apr 28 09:47 AM | Likes Like |Link to Comment
  • IPO Of Plains GP Holdings Offers Mind-Blowing Tax-Free Dividend Math [View article]
    I am curious about something. If unit distributions are ROC what happens if the security is held in a 401K or IRA rollover? When MDRs are made isn't it simply taxed at the individual's current tax rate. My understanding was that the cost basis didn't matter.
    Apr 27 12:57 PM | Likes Like |Link to Comment
  • Don't Bet On Microsoft Hitting $50, Play Apple At $700 Instead [View article]
    What's wrong with holding both? They're both great companies. In terms of the success or failure of the Surface, MSFT has a huge proliferation of products; the device won't make or break the company.

    I own an I-pad and a Surface. The I-Pad is great for gaming and web surfing in general. But, when I really want to crunch numbers or do other work-related tasks I turn to the Surface hands down. Both are terrific devices.
    Apr 24 12:12 PM | 2 Likes Like |Link to Comment
  • Flamel Technologies: Great Buying Opportunity Before Earnings Inflection [View article]
    Nice article! Not familiar with Flamel before this. You have terrific knowledge about the company - are you an employee?
    Apr 20 03:38 PM | Likes Like |Link to Comment
  • An Important Lesson Microsoft Can Teach You About Growth [View article]
    Excellent article. Schwab shows the Total Return (stock price plus dividends) as 153% over the past five years. This is a metric I always check before pulling the trigger.
    Apr 2 11:04 AM | Likes Like |Link to Comment
  • Safety, Stability And High Income For The Retired Dividend Growth Investor [View article]
    Interesting article and subsequent discussions. How do taxes and currency risk affect the foreign stocks?
    Mar 26 12:50 AM | Likes Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    I spent many years long Linn and was richly rewarded. Two years ago I sold my position. Nothing had changed with the thesis - Linn has always been plagued by doubters - but at the mid-sixty mark my risk profile had to be adjusted. If you're young and have time to recoup, I'd stay long. At my age it was time to find a less risky income source.
    Mar 24 10:10 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
90 Comments
133 Likes