Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

November 5 + November 9

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Chatboard Highlights: Latest news on stocks & securities we hold in our Portfolio

Below is a listing of the latest news on stocks and securities we hold in our portfolio, in addition to some key economic news, which were shared on our Chatboard by HDO Members. I wish to thank all HDO members who are contributing, and special thanks to members dannyp52, Couch, Phil in OKC, Head Wrench, Governor19, BzNews, BrainRain1, Sassey, Dean 500, darrylawe, Jozsef Pengel, JFCoffey, Buddha1010, Isaac Z, Risk Reward, JoeRetired, GlennDawsonsodd, annel1, saruehle, Theodore Savas, testrelka, see44h, ZEPPRO, James BF, PapaAlan, Corsair Capital, HopeAlpha and others who contribute to our Chatboard.

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Posts from November 2nd till November 9th


seekingalpha.com

Daily State Of The Markets: What A 'Blow-Off' Looks/Feels Like

Some folks are suggesting we are in the midst of a blow-off stage. So, let's explore what these moves look/feel like.


seekingalpha.com

Daily State Of The Markets: What A 'Blow-Off' Looks/Feels Like

Some folks are suggesting we are in the midst of a blow-off stage. So, let's explore what these moves look/feel like.


Value Jumps per Event


marketbeat.com

Trump nominates Jerome Powell to be next Fed chairman | MarketBeat.com

marketbeat.com

The Latest: Trump optimistic about tax cuts by end of year | MarketBeat.com


www.washingtonpost.com

Trump announces semiconductor company's return to US

A $100 billion semiconductor company based in Singapore will legally relocate its home address to the United States, President Donald Trump announced Thursday.


World Economy


bloom.bg

House Tax Bill Trims Wind Tax Credit, Extends Nuclear Provision

Tax credits cherished by the wind and solar industry remain under a rewrite of the tax code revealed by House Republicans, but the measure would trim the wind energy’s production tax credit by more than a third.


November Market Trading Performance


seekingalpha.com

Crude Oil Heads For A New High In 2017

Higher lows and higher highs since June 21. Brent breaks above $60 per barrel, and the market tightens. Oil products and inventories continue to provide support..



VIDEO

YouTube 
CiovaccoCapital 
The Long-Term Outlook For Stocks 

Optimism among consumers in Europe


www.barrons.com

Energy’s Big Thaw

Energy, the second-worst-performing sector in the S&P 500, with an 8.4% decline this year, has been rallying.

And don’t forget: The energy sector had the opportunity to tumble if it wanted to—and didn’t take it. After the recent rally, the sector was severely overbought, with nearly 100% of the energy stocks in the S&P 1500 trading above their 50-day moving averages, observes Wolfe Research technical analyst Rob Ginsberg, creating the perfect opportunity for a selloff.

Instead, the pullback has been minimal, even as the overbought condition was worked off—with fewer than 60% of energy stocks trading above their 50-day moving average in recent weeks. That’s set energy up for a push through its recent highs. “Energy’s ability to reaccelerate through that level would go a long way toward healing shorter-term wounds,” Ginsberg says. “It looks to me like it wants to.”           


November Facts


edition.cnn.com

Saudi Arabia intercepts ballistic missile over capital

Yemen's air force targeted King Khalid International Airport in the Saudi capital of Riyadh on Saturday with a ballistic missile, according to Yemen's Houthi-controlled Defense Ministry.


money.cnn.com

Papa John's says NFL protests are hurting sales

Papa John's is slicing its sales estimates.


www.bloomberg.com

Oil Majors Find Their Way Back to Normality as Earnings Surge


ARAMCO

www.cnbc.com

Trump pitches Saudi Aramco to list IPO stock on the NYSE, calling it 'important' to the US

Saudi Aramco's upcoming IPO just got a high-profile pitch from President Trump.


$ISM

www.cnbc.com

ISM non-manufacturing index hits highest reading since index debuted in 2008

Economists polled by Reuters expected non-manufacturing economic activity to shrink slightly in October.


New Fed Chair Equals Lower Inflation


RED HOT JOB MARKET

www.cnbc.com

Forget the numbers, this job market is 'red hot,' says Moody's chief economist

With such a tight labor market, big tax cuts could have dangerous consequences for the economy, says Moody's Chief Economist Mark Zandi.


HAVEN'T YOU "HERD"?

www.marketwatch.com

Five important reasons why a stampede into stocks may be just getting started - MarketWatch

Strong fundamentals, positive sentiment and favorable seasonality are likely to keep an already pumped-up stock market on a steady adrenaline rush.


The World's Richest Person Just Sold $1.1 Billion In Stock

www.forbes.com

$1.1 Billion sold by 1 person

Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.


US Leads


$AHP

seekingalpha.com

Ashford Hospitality Prime's (AHP) CEO Richard Stockton on Q3 2017 Results - Earnings Call Transcript

Ashford Hospitality Prime, Inc. (NYSE:AHP) Q3 2017 Earnings Conference Call November 2, 2017 11:00 ET Executives Joe Calabrese - Financial Relations Board Richa..


New Global Record


$T

www.simplysafedividends.com

AT&T (T): Is The Highest-Yielding Dividend Aristocrat A Value Trap Or A Bargain? - Simply Safe Dividends

When it comes to safe and consistent dividend growth, few companies have done it better than the dividend aristocrats, S&P 500 companies with 25+ consecutive years of payout increases under their belt.   Of these impressive dividend growers, AT&T (T) stands tall above all the rest with a 5.9% dividend yield. When combined with the …


About DRIPs

juniorminingnews.com

Take Your Pick: $10,000 or $57,435?

By Nilus Mattive This post Take Your Pick: $10,000 or $57,435? appeared first on Daily Reckoning. Looking to get rich quick? Well, today’s roadmap isn’t going to help. But if you’…


VIDEO:

www.cnbc.com

Why the market is in ‘middle innings of a healthy bull market’

On the heels of fresh new highs for the Dow, S&P and Nasdaq, Ari Wald of Oppenheimer and Bill Baruch of Blue Line Futures discuss stocks with Brian Sullivan.


www.sl-advisors.com

Downside Risks for MLPs - SL-Advisors

The Shale Revolution is a powerful recent example of why America’s system of capitalism is so enduring. We’re not just leaders in shale oil and gas, the U.S. is pretty much the only game in town (see America Is Great!). One day it will probably be the basis for college courses across the country to …


seekingalpha.com

Weekly Oil Markets Recap - WTI Closes At 2-Year High

WTI finished the week up 3.23% and closed at a 2-year high. Last week, we noted that it was just a matter of time. US crude storage is about to accelerate to the downside, are you ready?

Sentiment follows price, watch more and more people get bullish AFTER prices have gone up.


Higher interest rates (over 3%) and Fed tightening are the makings for Recession

www.bloomberg.com

The Age of Easy Money Is Nearly Over

Central banks are finally ready to ease off the stimulus.


Saudi Arabia

dailypost.ng

Why we're resuming 'operation no mercy' on oil facilities - Niger Delta militants - Daily Post Nigeria

The Coalition of Niger Delta Militants has vowed to resume its "operation show no mercy" on oil installations in the region.


www.zerohedge.com

Saudi Helicopter Carrying 8 High-Ranking Officials & Prince Bin-Muqrin Crashed Near Yemen Border - All Dead

The shocking latest twists in what has been a chaotic weekend in Saudi Arabia is news that a helicopter transporting 8 high-ranking Saudi officials has crashed in the south of the Kingdom.


www.zerohedge.com

"We’ll See Some Initial Panic": World Reacts To Billionaire Alwaleed's Stunning Purge

A shocked world is gradually responding to the stunning news of the Saudi "countercoup" purge that took place overnight - the second in six months -  which led to the arrest of 11 princes, 38 current and former senior officials on corruption charges and which most notably resulted in the detention of Prince Alwaleed bin Talal, the billionaire Clinton Foundation donor with significant stakes in Citigroup and Twitter.


www.reuters.com

Saudi stocks rebound after initial drop on corruption probe

The Saudi stock market reboundedinto positive territory on Sunday after initially droppingsharply in response to a corruption inquiry that led to a stringof detentions of prominent political and business figures.


Oil Jumps To $56, Highest Since July 2015 Following Saudi Turmoil


Richest person on every continent


$FUN

Buy These 7 Dividend Hikes Before They're Announced

Buy These 7 Dividend Hikes Before They're Announced - Forbes

Cedar Fair is among the beneficiaries of the growing “experience economy,” in which Americans have become more interested in going out and experiencing the world than simply accumulating stuff. Between continued growth and a considerable distribution, FUN shares have actually outpaced the S&P 500’s total return over the past five years.


$BX (and Saudi Arabia)

www.reuters.com

BlackRock, Blackstone to open offices in Saudi Arabia: Crown Prince

Fund manager BlackRock Inc (BLK.N) and private equity firm Blackstone Group (BX.N) are planning to open offices in Saudi Arabia, encouraged by the investment opportunities offered by the kingdom, Crown Prince Mohammed bin Salman told Reuters.


Germany's factory orders unexpectedly rise for a second month 


NICKEL ($NINI)

www.bloomberg.com

One Metal Will Be Transformed by the Electric Car Boom

Glencore Plc and Trafigura Group Pte are often at loggerheads, but one thing they agree on: the nickel market will be transformed by the rise of electric cars.


SAUDI PURGE

www.bloomberg.com

Oil Trades Near 2-Year High After Saudi Prince Purges Officials

Oil traded near the highest level in two years after Saudi Arabia’s Crown Prince, Mohammed bin Salman, ousted officials during an anti-graft probe in the world’s biggest crude exporter.


oilprice.com

The Geopolitical Implications Of Renewable Energy | OilPrice.com

While governments worldwide race to adopt renewable energy solutions, the geopolitical implications may be more far reaching than expected..


Oil is making fresh multi year highs on tensions in Saudi Arabia

Saudi purge bolsters pro-OPEC cut Crown Prince.


TOP ETFS (excludes inversed and geared)



MLPs

www.sl-advisors.com

The Tumult in MLPs - SL-Advisors

If the recent violent sell-off in energy infrastructure stocks has you puzzled, you have plenty of company. That’s why Sunday’s blog is going out early, because we’ve been discussing it with so many people. We enjoy a regular dialogue with many of our investors and last week was the busiest we can recall in responding …



www.fool.com

Will Energy Transfer Partners LP Continue Its Turnaround in the 3rd Quarter?

The pipeline and processing company finally turned around its declining cash flow last quarter.


www.businesswire.com

NGL Energy Partners LP Announces Agreement to Sell Certain Retail Propane Businesses to DCC LPG

NGL Energy Partners LP Announces Agreement to Sell Certain Retail Propane Businesses to DCC LPG.

“I believe this is a very positive transaction for both NGL and DCC. Shawn Coady and his team have built a tremendous business, providing DCC with a highly respected, experienced management team and a turnkey platform through which to build their U.S. retail propane operations,” stated NGL’s CEO Mike Krimbill. “The sale reflects a big step towards achieving our target compliance leverage of 3.25x or better. The terms of the transaction provide for a $20 million cash deposit on announcement that we can immediately deploy towards debt repayment. The remaining $180 million in cash proceeds, combined with the retained cash flows from the business generated through this heating season, provide significant cash for leverage reduction and allows us to maintain our earnings targets for this fiscal year.”     


$HCN Welltower

seekingalpha.com

Welltower tops estimates, ups guidance

Q3 normalized FFO per share of $1.08 vs. $1.06 earned in Q2.Seniors housing operating same-store NOI up 4.1%; same-store RevPOR up 3.9%.Full-year SSNOI guidance upped to 2.5%-3% from 2.25%-3%, with no..


www.investing.com

5 Reasons Oil Is Climbing (Hint: It's Not The Saudi Crackdown)

Commodities Analysis by Ellen R. Wald, Ph.D. covering: Natural Gas Futures, Crude Oil WTI Futures, Brent Oil Futures. Read Ellen R. Wald, Ph.D.'s latest article..


$SKT

www.nasdaq.com

Tanger Reports Third Quarter 2017 Results - NASDAQ.com


US oil futures trading soars as shale drillers seem not to trust the recent price rally and hedge their future output


@DavidInglesTV Nov 6 - Well, that was escalated quickly. Oil curve (Dec 18 - Dec 19 contracts) most bullish in 6 years. #OOTT



seekingalpha.com

Are Buybacks Becoming Mainstream For Midstream?

By Stacey Morris When you hear MLPs and buybacks, chances are that you don't think of dynamic combinations like peanut butter and jelly or Hall and Oates. For s..


$EPR
Increases Earnings Guidance for 2017 and Introduces Guidance for 2018

www.businesswire.com

EPR Properties Reports Third Quarter 2017 Results

EPR Properties (NYSE:EPR) today announced operating results for the third quarter and nine months ended September 30, 2017. Three Months Ended Septemb..


seekingalpha.com

Energy Transfer sees Permian Express volumes coming online near year-end

Energy Transfer Partners (ETP -3.1%) says in its earnings conference call that additional volumes for its Permian Express 3 crude pipeline will come online near the end of this year. ETP also said construction on the Bayou Bridge crude oil pipeline project will start this quarter, with operations to begin in H2 2018; it previously expected to start the segment in Q1 of next year.

The company said the FERC has approved the resumption of the remaining horizontal directional drilling on the Rover natural gas pipeline, and it expects the entire line to be in service by the end of Q1 2018.



China Oil

www.bloomberg.com

As Oil Booms, World's Top Importer Signals Demand Will Boom Too

Oil investors discouraged by Wednesday’s data showing a retreat in Chinese crude imports can find cheer in another figure released in the world’s top buyer on the same day.


$PFLT

www.msn.com

Recent Equity Offering Could Be A Buying Opportunity For This 8.2%-Yielding BDC

Shares of PFLT have been trading lower since announcing its recent equity offering and could be a buying opportunity. Included in the SEC filings for the offering, the company disclosed preliminary estimates for the Sep.30 quarter. PFLT is expected to grow its spillover income in calendar Q3 2017. Subsequent to quarter-end, PFLT was awarded approximately $0.14 per share in a litigation settlement..


$KBWY $VNQ $RQI

seekingalpha.com

Mall names move higher on GGP going-private talks; shopping centers up too

There was loose chatter earlier this morning, and now Bloomberg is reporting GGP and Brookfield Asset Management as being in talks to take the mall operator private. GGP is up 17.5%.Mall and shop..


OIL

www.marketwatch.com

Oil prices steady near 2-year high as geopolitics stir supply concerns

Oil prices steadied near two-year highs Thursday, with investors eyeing geopolitical tensions in major oil producing countries which have sent prices soaring in recent weeks.


A chronicle of the markets since Trump's election win


Mobile phones have become commonplace even in sub-Saharan Africa's poorest countries


$IDE

finance.yahoo.com

Sky-high stock market has investors looking to commodities

A growing number of investors are plowing money into commodities, seeking to diversify their holdings on gnawing concerns about a stock market correction as equities scale new highs almost daily. By contrast the bellwether S&P Goldman Sachs Commodity Index (GSCI) (.SPGSCI) gained 7 percent in that same...


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