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Linn Energy, LLC (LINE) Message Board

staggman99 303 posts  |  Last Activity: May 1, 2015 3:22 PM Member since: Nov 1, 2006
  • Reply to

    OT: interesting morning thus far

    by dividendhunter Apr 30, 2015 11:24 AM
    staggman99 staggman99 May 1, 2015 3:22 PM Flag

    board members...'bob is correct again' on the MLP's, MLPL (yield about 11.1%) and LMLP (yield about 17.7%) have both been making a decent run upward in share price...! Stagg...!

  • staggman99 staggman99 May 1, 2015 8:39 AM Flag

    sarge...its true, all ETRACKS re-balance on the 30th of the month and MLPL re-balanced higher by nine cents after the close yesterday; i.e BDCL re-balanced down one cent (the yield will also increase by the same amount of shares that were purchased by/on MLPL)...! Have a great day...! Stagg...!

  • staggman99 staggman99 May 1, 2015 8:19 AM Flag

    update...it looks to me like MLPL (yield about 11%) re-balanced higher by .09 cents a share after the close yesterday on 04/30/15...! Stagg...!

  • Board members...ETRACKS (2X ETN's) that are double leveraged have to increase their holdings in certain stocks as those stocks increase in value...and because of this, the 'yields on that ETRACK also increase' as their holdings increase...! I was surprised when I read that...they re-balance on the 30th of the month and if their holdings have done well, then the dividend increases on the re-balance (I am also sure it could go the other way on a price drop on their holdings)...! Stagg...!

  • Board members...investors that like high yields may want to take a look at....

    WMC (yield about 17.9%)...WMC is rated a 48% buy on the short, medium and long term indicators that I use...EPS this year are 324.4%, ROA is 2%, ROE is 15.9%, ROI is 2.2%, gross margin is 77.5%, operating margin is 71%, and profit margin is 64.2%....support is $14.91, pivot is $14.86 and resistance is $15.11...the RSI is 56.6 (a Hold)....

    BDCL (yield about 18.3%) is a basket of BDC's and is double leveraged (2x) with twice the profit or loss with the same amount of invested funds...BDCL is now up 10.6% YTD in Total Returns and pays its yield quarterly...BDCL is rated a 16% sell on the short, medium and long term indicators that I use...

    LMLP (yield about 17.7% and pays variable yield monthly)...LMLP is a double leverage (2X) basket of ex-energy MLP's and has twice the profit of loss with the same amount of invested funds...LMLP is now up 15.8% YTD in Total Returns and is rated a 88% buy on the short, medium and long term technical indicators that I use...

    Investors that favor high yields may want to take a look at some of these as I am 'in the money' on all of them in Total Returns...! That said, a wildcard to look at is CEFL (yield about 15.6%) and it is rated 64% buy on the technical indicators that I use (at least 12 different and sometimes more)...! Just something else to think else to think about...! Stagg...!

  • Reply to

    OT: AI

    by palestone Apr 28, 2015 8:01 PM
    staggman99 staggman99 Apr 28, 2015 10:12 PM Flag

    palestone...AI (yield about 15.8%, if they can keep paying it) posted a huge loss of $1.84 a share as earning of $1.20 a share were expected...also the color looks very bad i.e. ROA .20%, ROE is .90%, ROI is .90% (all less than 1%), EPS this year -90%, EPS past 5 year -56%, 'EPS next year is 10.3%', EPS Q/Q -160%, p/e is 76 (very, very high), 'the forward p/e looks better at 4.7' (???)...charts an everything else looks pretty bad...! My opinion is, that I would not mess with it (I did own it in the past and sold it after some bad forward guidance)...! Stagg...!

  • Reply to

    TWTR

    by sarge198502 Apr 28, 2015 3:52 PM
    staggman99 staggman99 Apr 28, 2015 7:22 PM Flag

    sarge...I wonder if that sector is getting a bit crowed (???)...! Stagg...!

  • Board members...SFL is also on the uptick...I sold some of my SFL holdings and will re-direct those funds into more NRZ and maybe some KCAP (SFL is still a core holding as I sold some for portfolio balance)... that said, it looks like the investment street likes the recent news on SFL....! I also added more LMLP (a variable 2X yield of about 17.7% and pays monthly)...! Stagg...!

  • Reply to

    20 interesting stock picks

    by sarge198502 Apr 27, 2015 7:57 AM
    staggman99 staggman99 Apr 28, 2015 11:22 AM Flag

    update...I just sold some more SFL for a nice profit, on the surge (SFL is still a core holding) and I will now add more NRZ and KCAP...! My investment life is wonderful (at this time)...! Stagg...!

  • Reply to

    20 interesting stock picks

    by sarge198502 Apr 27, 2015 7:57 AM
    staggman99 staggman99 Apr 28, 2015 10:24 AM Flag

    sarge..while MLPL is one of my key stocks, LMLP is about the opposite of MLPL in that it is ex-energy (2X), however, both are bull market plays...I am adding more shares to my current LMPL holdings today (I cannot help myself because of the high yield, lol)...

    LMPL (yield about 17.7% and pays monthly) is a key holding (but still not core)...the yields are variable and will probably be lower next month...note: all of the ETN's re-balance at the end of the month...! I also plan to add more KCAP (dollar cost average more shares) and I will also add more NRZ in the future when I have available funds...! Stagg...!

  • Board members...Boone Pickens was just on CNBC and he says oil will be $70 a barrel by the end of this year and between $80 and $100 a barrel in 18 months...I don't know if he is right or wrong, but I do know that he knows 'a lot more' about the oil markets than most of us...! Just something else to think about...! Stagg...!

  • Reply to

    This should help a bit (4/27 news)

    by justarook04 Apr 27, 2015 7:02 AM
    staggman99 staggman99 Apr 27, 2015 3:06 PM Flag

    Board members...SFL has been one of my leading stock gainers for several years...SFL is the stock that 'just keeps giving' and a lot of people keep saying that they are doing everything wrong and will go broke...SFL has paid out a lot more over the years in dividends than the current share price...i.e. SFL (yield about 11.4%) is up about 113% in Total Returns over the last 10 years to current date and 'compound returns always win' (we cannot reinvest profit, if we do not have some profit)....! I recently took some profit on some of my SFL holdings, but it is still a core holding...! Stagg...!

  • Reply to

    20 interesting stock picks

    by sarge198502 Apr 27, 2015 7:57 AM
    staggman99 staggman99 Apr 27, 2015 1:52 PM Flag

    sarge...I took 'some profit' today on F (yield about 3.8%, and it is still a core holding) and I plan to buy more LMLP (yield about 17.7% and pays monthly)...its always nice to take some capital gains and then move those funds into a higher yielding stock...! I still plan to add more NRZ and KCAP in the future...! Stagg...!

  • Reply to

    news on SFL---Buys 8 Capsize dry bulk carriers

    by sarge198502 Apr 27, 2015 7:45 AM
    staggman99 staggman99 Apr 27, 2015 12:07 PM Flag

    Board members...the deal with SFL acquiring eight Capsize dry bulk carriers 'does not' look like a block buster to me...however, it does 'help secure' their long term business model and nail down the current yield even more (not great news, but indeed, it is still good news)...! Good news always better than no news...! Stagg...!

  • Reply to

    O/T MEP

    by williamlebotschy Apr 25, 2015 10:30 AM
    staggman99 staggman99 Apr 26, 2015 7:23 PM Flag

    william...I am burned out on MLP's that send out a K-1, so I am holding MLPL and others that do the K-1 work for me...that said, MEP (yield about 9.2%) is rated a buy on the short, medium and long term technical indicators that I use (it is rated a 56% buy on the over-all average with a price target of $15.44)...

    The current color is 'on the weak side' (earnings this year -89.6%, EPS next year-14.9%, sales -74% however sales quarter over quarter are now up 52%; and MEP has 'just had some revisions' and the forward guidance is now a lot stronger...! Good luck on your selections...! Stagg...!

  • Reply to

    Dividends

    by bayman667 Apr 25, 2015 7:40 AM
    staggman99 staggman99 Apr 25, 2015 10:50 AM Flag

    bayman...our investment life is fine as I am now up 6.8% YTD in Total Returns...NYMT is my leading holding in common returns, followed in order by NRZ, SFL and NMM...with current and forward yields (one year) added back, I am 'in the money' on all of my holdings...I added more KCAP yesterday and I plan to add more in the future (I also plan to add more NRZ and maybe some more LMLP)...

    In the future, I also plan to reduce 'some' of my holdings in PSEC, F, SFL and maybe BDCL...I am getting tired of waiting on F and PSEC to show more force and I need to correct my portfolio balance...the only reason that I am in the money on PSEC is because it is a long term high yield holding (but the principal is weak)...

    However, the interview with Michael Cimini (investor relations with PSEC) was very interesting, note the part about making more profit as interest rates increase in the future 'by more than 100 basis point' movement...! Stagg...!

  • Reply to

    DIVIDEND SEASON IS THE REASON...!

    by staggman99 Apr 22, 2015 9:30 AM
    staggman99 staggman99 Apr 24, 2015 2:54 PM Flag

    sarge...yes, I think we get the KCAP shares automatically unless we tell our broker different...I also think that palestone has it right on FB, a strong dollar has hurt it some, but FB will be fine longer term...

    My arm is better (the Jim beam Black helped a lot, lol), but I think my ex-wife has something to do with it (she is very wicked and know how to play all the dirty tricks)...! That said, I am doing so good in the markets, at this time, that I am afraid to change anything (also, NRZ is still running hot on the latest upgrades)...! Stagg...!

  • Reply to

    DIVIDEND SEASON IS THE REASON...!

    by staggman99 Apr 22, 2015 9:30 AM
    staggman99 staggman99 Apr 24, 2015 12:59 PM Flag

    sarge...I think the shares will auto reinvest unless we tell out broker not to....and because KCAP is probably oversold, at this level, I plan to let it ride for a while (I also plan to add more shares in the future)...I am now up 6.8% YTD in Total Returns in my current investments (my ETN's have been doing wonderful)...! Stagg...!

  • staggman99 by staggman99 Apr 23, 2015 10:34 AM Flag

    Board members...SMHD (average variable yield of about 16.8% and pays monthly) is a fairly new ENT that is double leverage (2X) and is a basket of small cap high yield holdings...the chart (price) is all over the place but it could reward well if the share price is dollar cost averaged on the dips (we can get twice the profit or loss for the same amount of invested funds)...

    GASFX is another that is on my radar (it is one of my oldest son's favorite holding)...the Total Returns on GASFX is one year 10.5%, three year 63% and five year is 116%...GASFX almost always has 'a nice special dividend' near the end of the year in December...GASFX is a five star mutual fund that is invested in natural gas distribution and transmission operations...! Neither SMHD or GASFX are in my current holdings, but it is something else to think about...! Stagg...!

  • Reply to

    MLPL Green

    by sarge198502 Apr 21, 2015 10:31 AM
    staggman99 staggman99 Apr 22, 2015 11:06 AM Flag

    sarge...I am now in the money on KCAP (as I added more a while ago)...I always dollar cost average into a new holding and that give me a price point to work off of...I now have 1,700 shares of KCAP and it is 'not near' a core holding yet...

    KCAP (yield now about 15%) also pays in stock...as new shares are added, 'at market', it should help push the share price upward in the future...I still feel that KCAP is a buy at this price level and plan to add more in the future (more dollar cost averaging)...! That said, never trust my judgement, lol...! Stagg...!

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