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totalincome46

totalincome46
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  • China ban on low-grade coal set to hit global miners [View news story]
    It could be a great opportunity for such American coal miners as Arch Coal. On the other hand, there are some new technologies that gasify low-grade coal and reduce emissions. Expensive yes, but the Chinese have plenty of money and, if they are serious about their air pollution, they will look for alternatives.
    Sep 16 06:01 PM | Likes Like |Link to Comment
  • Ecopetrol Looks Attractive At Current Levels [View article]
    Own some EC and looking to add to my position if it drops further. If the dividend holds up, over the next 5 years it may be a good investment for me. There is some concern about cost escalation at their refinery project. The country overall is in much better shape than others in Latin America and seems to have established a good relationship with the U. S. government.
    Sep 16 08:58 AM | 1 Like Like |Link to Comment
  • TransCanada Shares Appear Overvalued By At Least 20% [View article]
    I hold TRP, Spectra, Kinder Morgan and others in this sector. Why not do a comparison of the so-called "pipeline" companies (but not the pipeline MLP's)? TRP aslo has other business lines beyond pipelines, as does Spectra and KMI. Hey, I can do that myself!
    Sep 16 08:47 AM | Likes Like |Link to Comment
  • Alaska LNG project moves forward with FERC ruling [View news story]
    Export of gas from Alaska North Slope has been discussed and studied for several decades. The Japanese are also investigating a privately funded LNG export project in Kenai, based on this resource. Actually, Russian gas shipped as LNG from Sakhalin Island may be closest to Korea and Japan.
    Sep 9 11:22 AM | Likes Like |Link to Comment
  • Porsche Continues To Shine In Volkswagen's Portfolio Of Vehicles [View article]
    Bought VLKAY in the high 20's a few years ago and will hold on. Dividends are good, but of course, the German taxes must be considered. What thoughts do others have on the impact of the tensions in Eastern Europe and Russia? Could it have a significant impact on sales in this region?
    Sep 8 11:06 AM | Likes Like |Link to Comment
  • Gazprom: High Dividend Yield + Some Upside Potential [View article]
    I knew this would explode into a geopolitical discussion. But I agree with many of the other contributors that investors should stay away from Russian investments for a while. If the EU and US could impose sanctions on Gazprom, they would. In the meantime, the EU should import more gas from North Africa and the Middle East by pipelines or by LNG, re-start their big coal and nuclear power plants, get more energy efficient, produce shale gas, and suck it up and cut back on home energy use this winter. And the EU should build gas interconnections. Put on those sweaters! Don't lift any sanctions until certain individuals no longer able to do mischief, if you get my drift.
    Sep 8 10:53 AM | 1 Like Like |Link to Comment
  • WorleyParsons - A True Free Cash Flow Generator [View article]
    Informative, however a comparison with WOR's peers would be helpful. This might include Fluor, Jacobs, AMEC, Wood Group, Petrofac, KBR, and others.
    Sep 3 04:52 PM | Likes Like |Link to Comment
  • Keystone XL replay haunts Trans Mountain as fight shifts to climate [View news story]
    Impact of paralleling an existing pipeline is not environmentally or socially significant when compared with a new route through highly sensitive land. There are parts of British Columbia that are much more sensitive for pipelines.
    Sep 3 03:39 PM | 4 Likes Like |Link to Comment
  • KBR Inc.: Deepening Pessimism And Increased Bidding Costs Point To Possible Bottom [View article]
    I agree with Warthog11. Suggest reading through the 2nd Qtr earnings call transcript and make your own opinion.
    Aug 18 03:35 PM | Likes Like |Link to Comment
  • KBR's (KBR) CEO Stuart J. B. Bradie on Q2 2014 Results - Earnings Call Transcript [View article]
    What does "I think" or "I mean" or "I guess" suggest? What about "sort of" and "I don't know"?

    Both sides are just dancing around, IMO.
    Aug 18 03:18 PM | Likes Like |Link to Comment
  • Philip Morris International Will Fall Like Ash [View article]
    No one talks about marijuana consumption and its health and safety effects when compared with cigarettes. It's OK for people in Colorado to have marijuana and drive around affected by the stuff. Not going skiing there until they stop their nonsense. And it's just fine for the drug cartels that bring the stuff in, hurting our Central American neighbors with their criminal activities. But those same folks will rant about cigarette smoking. Yeah, let's destroy another U.S. manufacturing industry! I'm sticking with PM.
    Jul 21 12:11 PM | 3 Likes Like |Link to Comment
  • Crisis In Ukraine: Path To Peace Or Disastrous Economic Confrontation... [View article]
    It really comes down to what Europe is willing to do, in my opinion. The U.S. has bailed out the "Eurowimps" again and again. Time for the Euros to suck up and play tough. Europeans need to boycott Russian oil and try to find gas alternatives and other energy options. Further, let's not sell stuff to the Russians, cut off their visas to the west, and kick out those that have come to the west since Putin took control, since most of them are secretly working for the FSB. Russia has really been a pain-in-the-neck for the last 100 years. Any Russian who has a real understanding of the outside world should be ashamed of his/her heritage and throw the bums in the Kremlin out. Thanks for reading my rant. Regarding stocks, I did make a nice gain on Gazpromneft a few years ago. The company had a good yield too. But these Russian state-run companies could cut off dividends in a flash. And I do hope that Siemens and Volkswagen will not be hurt if the stop exporting to Russia, which I wish they would buck up and do.
    Jul 21 11:16 AM | 2 Likes Like |Link to Comment
  • UPS A Great Stock For Dividend Growth Investors [View article]
    Bought initial block at a price around 102 and will add to that if there is a pull-back in the stock or the market. Agree it looks attractive as a company.
    Jul 21 10:29 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - 12 Things To Watch In The Week Ahead (7/11/14) [View article]
    So many nasty things going on in the world today that an investor cannot help but be cautious. Stay tuned to the news from the hot spots. One or two events can be expected before the end of the year.
    Jul 14 06:20 PM | Likes Like |Link to Comment
  • The iPhone 6 Makes Taiwan Semiconductor A Buy [View article]
    I agree with theo. I have sold some shares and may sell additional shares, then see where the stock goes before buying again. I had a target entry price of 16, but looking at their latest chart, it seems like 18 might be the next low, and 17 would be fine for me. And the dividend is not growing, which is not a good sign for me.
    Jul 14 05:49 PM | Likes Like |Link to Comment
COMMENTS STATS
113 Comments
90 Likes