Natural Gas Transportation: Who Will Win And Who Will Lose [View article]
Additionally you might have included Travel Centers of America (TA) another operator of truck stops which is profitable and has a arrangement with Shell to install natural gas at many of its centers at Shell's expense.
There is an etf that invests in companies that deliver on the promise that buy backs imply--TTFS. The name of this etf is descriptive: Trim Tabs Float Shrink. In other words TTFS invests in companies who actually reduce their share count over time, not just buy shares for purposes of executive compensation.
Time For A BDC Swap: One Stock To Sell And Another To Buy [View article]
Another way to participate while mitigating the risk of owning only a single BDC or a couple and without having to do extensive due diligence is the new etf BIZD which holds about twenty-five BDC companies in varying proportions.
Your Portfolio Can Get Fat On Fast Food In Brazil [View article]
A more interesting comparison for BOBS would be ARCO, McDonald's franchisee in Latin America with almost 1900 restaurants in twenty countries including those in Brazil.
Is WisdomTree's Emerging Markets Equity Income ETF Getting Riskier? [View article]
I believe HILO is as good an better option or better than any of those referenced: low vol stocks with dividends and country concentrations not in Russia and China but in Turkey, South Africa and India.
Time For A BDC Swap: One Stock To Sell And Another To Buy [View article]
To me one critical issue is how any BDC values its investments. If FSC values its investments conservatively and PSEC, which I am long, less so, that makes any comparison less valid. From that perspective management's track record is paramount. I am also concerned with how concentrated a BDC's portfolio is both by number of investments and by industry.
Analyzing 4 Dividend Stocks For Growth Potential [View article]
Richard,
Are you aware of any class action suit against BP by shareholders based on management actions related to the gulf oil spill and if so, the implications for the share price going forward?
Many thanks to a commentator who from afar is able to see things more clearly than many of those who look from up close. As a result I always enjoy and respect your postings.
After The Election Buy These Stocks And Watch Clean Energy [View article]
Marc,
As an alternative to CLNE you might want to take a look at TA. It trades at a PE of 4, an EV/EBITDA of 1.33 as per Yahoo Finance, and has a deal in place with one of your picks, Shell, to provide natural gas fueling at its truck stops. I also see it as a potential buyout by its privately-held competitor Pilot.
Natural Gas Transportation: Who Will Win And Who Will Lose [View article]
Long RDS.B and TA
More Bad News For Stock Buybacks [View article]
There is an etf that invests in companies that deliver on the promise that buy backs imply--TTFS. The name of this etf is descriptive: Trim Tabs Float Shrink. In other words TTFS invests in companies who actually reduce their share count over time, not just buy shares for purposes of executive compensation.
Check it out.
Steve
Long TTFS
General Electric Shareholders Should Revolt [View article]
Searching For Alphas [View article]
Are you aware of any EVA etfs?
The Small Cap Stock Index For You [View article]
Do you have any opinion about the relative utility in a diversified portfolio of a low volatility versus an equal weight etf of small cap stocks?
Steve
Time For A BDC Swap: One Stock To Sell And Another To Buy [View article]
The Small Cap Stock Index For You [View article]
Every time I read one of your articles I learn something. Many thanks for providing insight rather than hype!
Steve
Your Portfolio Can Get Fat On Fast Food In Brazil [View article]
Long ARCO.
Is WisdomTree's Emerging Markets Equity Income ETF Getting Riskier? [View article]
Long EEMV and HILO
3 Reasons TravelCenters Of America Could Triple [View article]
1. Any chance of a take-out of TA by Pilot?
2. I believe TA has a deal with Shell to install CNG or LNG at its truck stops.
Long TA
Time For A BDC Swap: One Stock To Sell And Another To Buy [View article]
Brandtastic Portfolio Cleans Up Against The Market [View article]
Do you have any insight into companies with up and coming brands, kind of like dividend growth companies?
Steve
Analyzing 4 Dividend Stocks For Growth Potential [View article]
Are you aware of any class action suit against BP by shareholders based on management actions related to the gulf oil spill and if so, the implications for the share price going forward?
Best,
Steve
5 Pipeline And Refining Companies Gushing Free Cash Flow [View article]
After The Election Buy These Stocks And Watch Clean Energy [View article]
As an alternative to CLNE you might want to take a look at TA. It trades at a PE of 4, an EV/EBITDA of 1.33 as per Yahoo Finance, and has a deal in place with one of your picks, Shell, to provide natural gas fueling at its truck stops. I also see it as a potential buyout by its privately-held competitor Pilot.
Steve