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Linn Energy, LLC (LINE) Message Board

staggman99 347 posts  |  Last Activity: 10 hours ago Member since: Nov 1, 2006
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  • Reply to

    bgr

    by albajack53 Jan 16, 2014 12:17 AM
    staggman99 staggman99 Jan 16, 2014 10:54 AM Flag

    bob...you ask a good question, and I did the 'Total Returns' which included all dividends including the specials that they 'both paid'....BGR has a special dividend of $2.50 and BME had a special dividend of $1.91 a share...BGR had a total in dividends of $4.12 a share and BME had a total in dividends of $4.12 a share in 2013...however, the Total Returns (yield and share price appreciation) of BME are a lot higher than BGR...

    More, if you run a one year compare chart on BME and BGR on Yahoo you will see what I am talking about (the yahoo chart does not do Total Returns)...I use three different sites for my Total Return calculations (Buyupside, Dividend Investor and Morninstar)...fact is, BME has done almost twice as good has BGR (over the short and long term)...even if we go to three years 'Total Returns', BME has returned 58% and BGR has only returned 8%..! Board members, please run some 'simple compare charts' on Yahoo...bob made some very good points, but we need to dig a bit deeper...! $tagg...!

  • Reply to

    bgr

    by albajack53 Jan 16, 2014 12:17 AM
    staggman99 staggman99 Jan 16, 2014 11:11 AM Flag

    correction...BME had total dividends of $3.49 a share and BGR had total dividends of $4.12 a share in 2013 (I must need new glasses, my typo errors are getting terrible)...that said, after rechecking all of my other data, it seems to be correct and BME still has the best over-all short and long term color (by far)...! More, if I knew the future on investments, I would not be on this message board (lol)....! $tagg...!

  • Reply to

    SFL...one weak sister looking strong today!!!

    by rbgambler99 Jan 16, 2014 10:46 AM
    staggman99 staggman99 Jan 16, 2014 11:22 AM Flag

    gambler...bob re-posted a message and a message by tankerat on 01/13/14 titled 'SFL Cash Projections Part 2', pretty much 'tells the whole story' on what is going on with SFL (and the future of SDRL)...! $tagg...!

  • Board members...STAG (yield a very poor 6.2% and pays monthly) is now on the fast track and something is giving it a lot of upward push...there has been a lot of insider buying and earnings will be released on 02/12/14...the only reason I bought it was because I liked the name (lol)...however, it has really taken off in the last few days...! That said, I bought more AWLCF (yield about 22%) and and I am waiting for a pull-back in the European Index's to buy some AEPGX for some short term profit (poor yield just guts)...! $tagg...!

  • Reply to

    OT: STAG...ON THE FASTRACK..

    by staggman99 Jan 17, 2014 9:59 AM
    staggman99 staggman99 Jan 17, 2014 11:03 AM Flag

    d-burg...STAG has a new target price of $24.00 a share...to be honest already I have a large holding in it, but 'it is not a core holding' in my portfolio...STAG seems to have a 'very safe' business model and is growing very fast...that said, because I already have a large holding in it , my next purchase will probably be in Europe (AEPGX, a mutual fund)...I also strongly suggest NCT (yield about 6.9%) because of a future spin-off of the 'Great Media' holdings...

    To answer your question on STAG, I suggest that you 'dollar cost average' some of your funds into it...however, there 'is a reason' that it is on a run at this time (is there a leak going into earnings, ???)....! Good luck on your selections...! $tagg...!

  • Reply to

    BOBBYBECK GETTING CRUSHED EVERY DAY BUT

    by shrimponbarbie Jan 16, 2014 12:34 PM
    staggman99 staggman99 Jan 18, 2014 9:02 AM Flag

    Board members...I am starting to wonder if anybody ever does any real research (???).... NCT (yield about 6.9%) is up 35.9% in the last 12 months and 208% in the last two years in "Total Returns'...it looks to me like bob has been 'on top' of the game...! $tagg...!

  • Reply to

    Your opinion welcomed

    by mr_space_man1951 Jan 18, 2014 12:59 PM
    staggman99 staggman99 Jan 18, 2014 4:24 PM Flag

    My opinion is...that PSEC (yield about 11.8% and pays monthly) is a nice holding for 'steady income', SFL (yield about 9.7%) is a good holding for 'future income and growth' and BDCL (yield about 14%) is a real good holding for 'higher income and growth' if an investor 'don't mine the risk' of a major market sell-off (disclosure, all three are 'core holdings' of mine)...! $tagg...!

  • staggman99 by staggman99 Jan 19, 2014 11:25 AM Flag

    Board members...in my opinion, off-shore drilling is sill hot and will continue to be hot for some time in the future...I currently have three stocks that benefit from off-shore drilling:

    SDRL (yield about 9.5%) is pretty much a basket of leased out off-shore drilling companies and has a fine long term record...SDRL is up 692% over the last five years and 11% in the last 12 months in Total Returns...the current share price is reflecting investor concerns about their outstanding debt (I feel that all debt is good if it is income and growth producing)...

    SFL (yield about 9.3%) is a leased out shipping company that can also benefit from profit sharing with their associates...SFL is leasing out some off-shore drilling rigs and their net profits should show a 'strong increase' due to another leased out drilling rig in mid 2014...SFL is up 140% over the last five years and is up 2.6% in the last 12 months in Total Returns...SFL has other drivers that will help push over-all net earning forward in later 2014 (more ships and etc.)...

    AWLCF (yield about 22%) is another leased out off-shore drilling company with only two drilling rigs...while there 'is higher risk with only two rigs' the company is very profitable with increasing revenue and could be a target for a buyout in the future...AWLCF is up 44.8% in the last 12 months in Total Returns...

    That all being said, while SDRL and SFL are core holdings (and not AWLCF), all three total out about 31% of my current portfolio holdings...therefore, it is obvious that I currently believe in the 'value of and benefit' in the future of off-shore drilling companies...! There are other 'very fine' off-shore drilling companies, but these are the ones that I favor...! $tagg...!

  • Reply to

    OFF SHORE DRILLING...!

    by staggman99 Jan 19, 2014 11:25 AM
    staggman99 staggman99 Jan 21, 2014 11:23 AM Flag

    sarge...PSP (yield about 13.6%, at this time) has good color (look at the P/E/ ratio), strong drivers and a OK forward outlook...however, at this time I am 'not buying or selling anything' because I am 'well pleased' with all of my current holdings as my portfolio is making new 'all time highs' with a lot more dividends on the way (very soon)...! Good luck investing...! $tagg...!

  • staggman99 by staggman99 Jan 21, 2014 11:52 AM Flag

    Board members...there are many good stocks, but these are mine, at this time:

    CORE HOLDINGS

    WMC (yield about 21.7% or more)....TWO (yield about 10.6%)...NYMT (yield about 15.7%)...AI (yield about 13.3%)...NCT (yield about 6.9%)...PSEC (yield about 11.8%)...BDCL (yield about 13.7%)...HTGC (yield about 7.7%)...SFL (yield about 9.3%)...SDRL (yield about 9.5%)...STAG (yield about 5.9%)...

    NON CORE HOLDINGS

    MLPL...(yield about 10%)....AWLCF...(yield about 21% or more)...

    That said, my current average weighted yield is about 12% a year on a total of 13 holdings...I am now 'at a new all time high' and I have a lot more dividends on the way by the end of this month (compound returns always win)...I have a sharp eye on WMC (???) and I may make some future changes on NCT 'after they have the spin-off' of the 'New Media stock'...! Good luck to all...! $tagg...!

  • Reply to

    SDRL

    by helmetguru123 Jan 23, 2014 10:08 AM
    staggman99 staggman99 Jan 23, 2014 10:43 AM Flag

    guru...we had a nice Santa Clause Rally and then the market 'up beat' kept going into January, we cannot have those type of gains without some amount of market pull-back....my holdings are at all time highs and I have a lot more dividends on the way (very soon)....

    However, the price action of SDRL is very strange (???)...SDRL has great color, strong drivers and a outstanding forward outlook (with more drilling rigs on the way and a huge back log of business)...I am very heavy into off-shore drilling and will add more shares on future weakness...the price action of SFL has been very strong, but color of SDRL is just as good good or better than SFL...

    It is my opinion, that investors are afraid of the outstanding debt of SDRL....the fact is, that SDRL is not like the U.S. government because its debt is 'income and growth producing'...that said, SDRL (and SFL) are both on the fast track to current and future profits and I will stay the course (I may even add more shares, very soon)...! Maybe, I should take some profit on SFL and add those funds to my SDRL holdings (???)...! $tagg...!

  • Reply to

    SDRL

    by helmetguru123 Jan 23, 2014 10:08 AM
    staggman99 staggman99 Jan 23, 2014 12:52 PM Flag

    sarge...the markets have had a outstanding run over the last five weeks and now some investors are upset about a market pull-back...6 of my 13 holdings are up today and the rest are moving sideways (except for SDRL)...I think that most investors should 'stop looking for new investments' and 'stop day trading' (thirty days or less)...they should just do some more dollar cost averaging...! Keep the faith, the best is yet to come (look at WMC and STAG today)...! $tagg...!

  • Reply to

    The Return of the Reits

    by helmetguru123 Jan 23, 2014 1:34 PM
    staggman99 staggman99 Jan 23, 2014 1:52 PM Flag

    guru...you are correct and the reason that the REIT's are up is because they 'keep producing solid income'...if history has proved only one thing, everybody (governments, companies people and etc.) 'always keeps borrowing money' (all the time) and it will not stop...also, homes sales are up a small percent (which is also good for REITs)...

    More, a few weeks ago a lot of people were saying that SFL would retreat back to the $15.00 a share price range, I think that they have been proven wrong...now SDRL is very over-sold but a lot of investors fail to look at the real numbers and forward outlook....! SDRL and a lot of the REITs are strong buys, right here and now...! $tagg...!

  • Reply to

    The Return of the Reits

    by helmetguru123 Jan 23, 2014 1:34 PM
    staggman99 staggman99 Jan 23, 2014 4:00 PM Flag

    jk...Thunder Horse and the Atlantis Deep Water off-shore drilling platforms both produce about 6.5% of the U.S. oil production (about 450,000 barrels of oil a day with a production life of about 15 years) and about 480 million cubic feet of natural gas a day...they are not owned by SDRL, but without them and 'all other off-shore drilling production' the U.S and the rest of the world would would be in deep trouble...! $tagg...!

  • Reply to

    The Return of the Reits

    by helmetguru123 Jan 23, 2014 1:34 PM
    staggman99 staggman99 Jan 24, 2014 4:44 AM Flag

    mark...all REITs are not equal...AGNC, MTGE, ARR and HTS all went down a lot 'after I sold them'...however, IVR, CMO and NRF have gone up since I sold them, NRF (yield about 6%) has gone up over 255% since I sold it (my bad mistake)...

    I know about the 10 year interest rate and the LIBOR (they are on CNBC all day long)...I strongly suggest that you 'start a watch list' and start checking out the Total Returns on different investments...REITs are just like any other investments, some are good and some are not...

    That said, at this time I am in the money on all of my investments (including the REITs that I am holding) and hitting new highs in my portfolio...plus, I am reaping the benefit of very high yields which I reinvest and dollar cost average.for compound returns...

    More, Book Value 'don't make me a profit', if it did I would buy ESEA (yield about 4.4%), ESEA is selling for $1.37 a share and the Book Value is $4.19 a share...! $tagg...!

  • Reply to

    SDRL

    by helmetguru123 Jan 23, 2014 10:08 AM
    staggman99 staggman99 Jan 24, 2014 9:46 AM Flag

    Board members...it now looks like SDRL and other off-shore drillers are being pulled down by Nobel (NE)...Noble, which has very old and out of date drilling rigs is having a bit of trouble leasing them out...off shore drilling is a 'very dangerous business' and oil companies want the best and safest rigs they can get (and will pay more for them)...

    Noble has 'not-so-good earnings' and gave 'a poor forward outlook' in the drilling business...I feel that this is a buying opportunity to get SDRL a lot cheaper...SDRL has the most modern drilling rigs in the industry and they all have 'Double Blow Out Preventers'...I think that Noble is 'passing the buck' because they doing a poor job of running their business...! $tagg...!

  • Reply to

    MLP to buy?

    by keebon Jan 24, 2014 12:02 PM
    staggman99 staggman99 Jan 24, 2014 1:40 PM Flag

    sarge...you know me pretty good (lol), yes, I favor MLPL as 'pure play in' the MLP investments...MLPL has yield of about 9%, is a basket of MLP's and today is a good entry point...! $tagg...!

  • staggman99 by staggman99 Jan 24, 2014 3:36 PM Flag

    Board members...I 'bought more' SDRL today, it is weak because of a poor forward outlook by Noble (NE) and it is also caught in the 'general market downdraft'....regardless of Noble, SDRL still has good color, strong drivers and a favorable forward outlook ...it may go lower in the future, but $37.34 a share and a dividend of about 10% looks very good to me...! $tagg...!

  • Reply to

    o/t WTR

    by madmax19471952 Nov 24, 2013 4:08 PM
    staggman99 staggman99 Jan 25, 2014 12:31 AM Flag

    hunter...I am not trying to be disagreeable, but Boeing (BA) is a lot better short and long term investment than WTR...if you run 'a five year chart compare on yahoo' you will see what I am taking about...the 4 year Total Returns on BA are up 159% and the 4 year Total Returns on WTR are up 91%...water does have a great future and so does the current and the next Dreamliner...the fact is, that even Ford (F) has done a lot better than WTR, Ford is up 751% over the 'last five years' in Total Returns (I made a nice 'short term profit' on Ford in 2013)...! If we do not need or want high yields 'for income or safety' there are a lot of good investments available...! Good luck investing...! $tagg...!

  • Reply to

    o/t WTR

    by madmax19471952 Nov 24, 2013 4:08 PM
    staggman99 staggman99 Jan 25, 2014 11:25 AM Flag

    k-bon...I never said that WTR was a bad stock, I just pointed out two others, 'with about the same yield', that were better (it my opinion)...it is not about apples or oranges, it is about 'profit or more profit'...again I am not trying to 'rain on any investors parade', but numbers do not lie...

    Some times I feel that I am one of the few investors that run different charts or checks out Total Returns (just run some compare charts over the last five years, try SDRL vs WTR)...

    I thought that you had Total Returns of about 18% in 2013 (which is great)...however, WTR had Total Returns of about 12% in 2013 and would have pulled your average down (it you owned it then)..! Disclosure, I added more SDRL yesterday...! Good luck with your WTR holdings, if you own them....! $tagg...!

LINE
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