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  • Current Income Sweet Spot For MLPs: Natural Gas Liquids [View article]
    "Amazing money machines". Thanks for the confirmation of the thesis, professor. The NatGas liquids MLPs listed above were intended as an "entry point" for folks looking to get the good yields currently offered in a sub sector that is becoming more stable financially. Do you have any other recommendations?
    Feb 5 07:44 AM | 0 Likes Like |Link to Comment
  • Current Income Sweet Spot For MLPs: Natural Gas Liquids [View article]
    Bill Gross lost a lot of money last year betting against the dollar and the Treasury, didn't he? Or am I confusing him with some other broken clock famous fund manager?

    Long story short: even if demand drops for energy commodities, 25% of the electricity in the US is from natgas, (50% from coal, btw, but thats another blog post).

    if natgas is cheap, natgas will be used. natgas liquids are a by-product of natgas production, and these natgas liquids need to be transported, stored, processed. these facilities are in demand as domestic natgas production goes up, and that increase in natgas production is driven by the need for domestic sources of energy, growth or no growth.
    Feb 3 10:00 AM | 1 Like Like |Link to Comment
  • Current Income Sweet Spot For MLPs: Natural Gas Liquids [View article]
    There are some closed end MLP funds that issue a single 1099 AND trade at a discount to Net Asset Value but that's the topic for another blog post...
    Feb 1 05:36 PM | 0 Likes Like |Link to Comment
  • Current Income Sweet Spot For MLPs: Natural Gas Liquids [View article]
    I think you mean resilient not resistant.
    Feb 1 05:35 PM | 0 Likes Like |Link to Comment
  • Current Income Sweet Spot For MLPs: Natural Gas Liquids [View article]
    The K-1s should not be too much of a chore but of course who needs more paperwork? The first link in the article is the National Association of Publicly Traded Partnerships and the right hand column on that page has a tremendous amount of basic information on the ways to participate in not only midstream MLPs but all the variables. I like the Wells Fargo and SteelPath primers in particular,
    Feb 1 02:01 PM | 0 Likes Like |Link to Comment
  • Analysts Pick Gold Stocks With Price-Linked Dividends [View article]
    What is your factual evidence for this argument? The Federal Reserve has indeed printed over the last few years, but inflation has remained low -- demand for labor is so low that wage inflation is negative over that time. Instead of inflation, there is a serious risk of deflation as the velocity of money in the US has fallen to all time lows. This is why the dividends on the gold stocks make for a good hedge against both possibilities of inflation or deflation.

    As for your "intentionally manipulate" claim, do you have any evidence? Or are you just repeating claims heard elsewhere without fully appreciating what you are writing?

    And if the path to "easy profits" is so easy for you to discover in the trading strategies of "banks and funds" please let all of us know, as I think the readers of Seeking Alpha and The Wall Street Transcript would like to get in on some of these "easy profits" themselves.
    Jan 22 09:50 AM | 1 Like Like |Link to Comment
  • U.S. Independent Oil And Gas Small Caps Accessing China And India Demand [View article]
    I think we're in violent agreement, but perhaps the language used was not precise. The point of the quote from the CEO of Field Point was that this was a new field with a first new well. It was the idea of having a vast new field with new wells of which this was the first, so very much what you mean.
    Jan 9 07:23 PM | 0 Likes Like |Link to Comment
  • Business Development Company Dividends Far Outshine S&P 500 Yield [View article]
    seems like a pretty high expense ratio for an ETF: 2.58%
    Jan 6 11:28 PM | 0 Likes Like |Link to Comment
  • Business Development Company Dividends Far Outshine S&P 500 Yield [View article]
    how does concentration in a portfolio of "64 private equity companies" reduce risk? The stocks in the index are all highly idiosyncratic companies with a wide disparity of capital structures. Do you know what the criteria are for adding/subtracting from the portfolio? who manages? what are the fees?

    the concentration in a single asset class increases risk, or are you saying once you've made the decision to invest in one BDC this type of fund reduces risk through portfolio diversification and is therefore better than any single BDC?

    I would urge you to read more on the value of diversification and measures of risk reduction and review the literature on mathematical measures of financial risk before making the assumption that you state.
    Jan 6 12:31 AM | 1 Like Like |Link to Comment
  • Business Development Company Dividends Far Outshine S&P 500 Yield [View article]
    have to keep the chart at a reasonable size or it starts to look ungainly. the ones in there are referenced in the story...
    Jan 5 04:04 PM | 0 Likes Like |Link to Comment
  • Business Development Company Dividends Far Outshine S&P 500 Yield [View article]
    I wasn't familiar with this one. It's definitely an interesting index fund, and the exposure to ONEX and 3i is rare, hard for a US based investor to get exposure to those names. How are the stocks added or subtracted to the index?
    Jan 5 07:39 AM | 1 Like Like |Link to Comment
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