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Saint Mark

Saint Mark
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  • Linn Energy: Are The Accounting Issues Much Ado About Nothing? [View article]
    I appreciate the deep financial analysis contained above, but I must confess that some of the discussion eludes me. Here is what I know; I invested in LINE shortly after it came public and have held my position ever since. They have accounted for their hedging activities the same way since their IPO. In the ensuing years they have undergone countless audits and every time they do an acquisition their financials are carefully scrutinized by some of the smartest people in the business. To date thre has been nothing untoward in the results........and the dividends keep flowing. My position is fully filled so I did not add shares yesterday morning. Congratulations to those who did. It's been a terrific investment.
    Feb 20, 2013. 01:02 PM | Likes Like |Link to Comment
  • Team Alpha Portfolio: Selling A Stock When Serious Questions Arise [View article]
    So help me understand...........I bought Line shortly after they went public (think it was '06). They have used the same hedging strategy and the same accounting rules since day one. They produce audited financials each year and are the subject of intense research by a bevy of skilled analysts. Their distributions and price have grown handsomely over the past seven years and they are clearly no Enron or Worldcom. David Linn is one of the savviest guys in the oil patch and, to my knowledge, is widely respected and trusted.

    My question is, Why Now? None of this is new..........
    Feb 18, 2013. 02:17 AM | 4 Likes Like |Link to Comment
  • Evaluating Buffett's Decision To Buy Heinz At That Price [View article]
    My main complaint about this deal is that it removed a highly consistent dividend payer from the market. I've been long HNZ for several years and have appreciated the steady income stream and consistent growth. The 20% premium helps to ease the pain of loss......
    Feb 15, 2013. 10:37 PM | Likes Like |Link to Comment
  • Why You Should Consider International Dividend Stocks [View article]
    SDIV carries some very risky holdings. A lower yielding ETF that is much higher rated by Morningstar is DEM. I've owned it for just over a year and am delighted with the results.
    Feb 5, 2013. 10:12 PM | Likes Like |Link to Comment
  • My First Quarter Income Stream Watchlist [View article]
    Bob,

    Nice article, as usual. The one thing that stands out to me is that you have a few high beta stocks in the mix. As I near retirement I am looking to reduce the volatility of my portfolio while keeping (and adding) high DG stocks. That said, I held PNNT for over three years and was certainly pleased with the income stream.

    Long MCD, PM, BIP, BP, HQL, SBRA, PAA, KRFT, HNZ, BCE, LNCO, and DEM.
    Jan 29, 2013. 06:14 PM | Likes Like |Link to Comment
  • 8 Reasons To Buy Shares Of Starbucks Going Forward [View article]
    Bought a Verismo three weeks ago........love it. Have visited a SBUX store almost every day since. Buying pattern didn't change, coffee consumption has doubled.
    Jan 25, 2013. 07:28 AM | Likes Like |Link to Comment
  • Top 20 Dividend Growth Stocks For 2013 [View article]
    What are the tax considerations in owning Canadian dividend stocks (RCI)?
    Jan 16, 2013. 01:45 PM | Likes Like |Link to Comment
  • Stocks Are Overbought: It's Time To Raise Cash And Wait For A Pullback [View article]
    With all due respect to the naysayers, when I consider the fear generated by the "crises" of 2012, then look at my returns for the year (in which I stayed fully invested), trying to time the market just doesn't make sense. Good balance sheets, wide moats, returning capital to shareholders, sound management - the market always comes back and companies with these characteristics lead the way. I'll stay the course.
    Jan 13, 2013. 08:34 PM | Likes Like |Link to Comment
  • 2 High Yielders Heading Higher On Positive Catalysts [View article]
    I asked my accountant the same thing and was told no. The different structures are not "like kind".
    Jan 8, 2013. 09:31 PM | 3 Likes Like |Link to Comment
  • Now Taking Bets On The AT&T Vs. Verizon 2013 Battle [View article]
    Without getting into the foodfight I will say that U-verse is terrific.
    Jan 8, 2013. 05:08 PM | 2 Likes Like |Link to Comment
  • A Retirement Income Portfolio [View article]
    Long pm, mcd, hql, bip, bp, lnco, sbra, bce, paa, dem, hnz, krft. Yields aprox 5% with about 7% growth in annual dividends and lets me sleep well. Enjoyed your article.
    Jan 2, 2013. 12:11 AM | Likes Like |Link to Comment
  • The Better Burger Threat To McDonald's [View article]
    Different customer bases. Mickey D owns the kids.........Five Guys will never compete. No one even mentions Johnny Rockets; it's better by half than all the other "better" burgers.
    Jan 1, 2013. 09:53 PM | 3 Likes Like |Link to Comment
  • This Undervalued High Dividend Stock Should Pop In 2013 [View article]
    I have owned MLPs in my rollover for many years and generate UBTI every year. I take my K1s to Schwab, who files them with the IRS. Within thirty days I receive a demand letter for the tax, along with the date it will be extracted from my account. It's my reponsibility to ensure there is cash available to cover the tax. My tax preparer is not involved in the reporting of any of the activity.
    Dec 30, 2012. 05:59 PM | 1 Like Like |Link to Comment
  • 2 Great Dividend Stocks To Replace The Risky mREIT Sector Stocks [View article]
    I have invested profitably for three years in MAIN, PSEC, and FSC. Got out of MAIN after it doubled and dividend dropped below 6%. Looking for a re-entry point below $25. I love monthly dividends!
    Dec 29, 2012. 08:06 PM | Likes Like |Link to Comment
  • Your Long-Term Risk Vs. Reward Investment For 2013 [View article]
    Not being able to foresee the future, Floating Rate funds make more sense to me. They offer excellent current yields and protection against rising rates.
    Dec 29, 2012. 02:53 PM | Likes Like |Link to Comment
COMMENTS STATS
93 Comments
138 Likes