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Linn Co, LLC Message Board

uhadmeatdividend 40 posts  |  Last Activity: Mar 30, 2014 8:23 PM Member since: Dec 18, 2012
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  • Reply to

    taxes on dividends

    by suncor11 Mar 20, 2014 12:45 PM
    uhadmeatdividend uhadmeatdividend Mar 30, 2014 8:23 PM Flag

    If you prefer more tax simplicity, sell EEP and buy EEQ. "Sister" company to EEP but pays dividends in the form of additional shares. No K-1's, no 1099's until you sell and after 1 year, it is Long Term Capital Gain.
    No tax reporting until you sell, it accrues tax free until sold, same 8% dividend. Go to the Company website for info.

  • Reply to

    Iowa Wind Generation

    by plat46 Mar 6, 2014 8:40 PM
    uhadmeatdividend uhadmeatdividend Mar 27, 2014 9:01 AM Flag

    The Commy/Pinko argument you pose is tired. Nuclear has some merits, however the deferal of the waste issue will come to roost someday, notwithstanding the dangers of accidents being so catastrophic. The transition to more sustainable sources acts to reduce those risks while reducing impacts with all current energy fuels. Take a good look at the oil majors who are investigating these alternatives. Exxon is not a card carrying member of the 'Liberal Progressive Green' movement. Its bigger than any political perspective or slanted news prostitution. Step back look at the larger picture, its complicated for sure and no simple phrases or answers are going to solve it. It will be a long transition. I'll be selling into any strength of EXC for financial reasons since I don't believe management is top notch. Other opportunities exist to fill this portion of my portfolio. GLTA

    Sentiment: Sell

  • Reply to

    Iowa Wind Generation

    by plat46 Mar 6, 2014 8:40 PM
    uhadmeatdividend uhadmeatdividend Mar 25, 2014 8:49 AM Flag

    Don't mean to get all "hippie" on you but those coal ash ponds of DUK that spilled into the water causing severe pollution is but one small example of the "myriad "accidents that fossil fuels cause. If the windmills stop or fall; its a small consequence. In FL Wind & Sun are producing huge amounts of electricity. While these 'Green' alternatives won't replace all fossil fuel feedstock, it will provide a % of the power we consume. It ain't the 1950's anymore. And this is a message board of a utility and not a very profitable one at that. We can think bigger.

    Sentiment: Sell

  • Reply to

    Trust but verify

    by fountain123_45 Mar 17, 2014 10:06 AM
    uhadmeatdividend uhadmeatdividend Mar 17, 2014 7:11 PM Flag

    Maybe I'm simplistic but Nat Gas is high because of demand. High demand = much product thru pipes. Much product thru pipes = high revenues.

    Didn't read Barron's article, their cred is down.

    I'm adding here.

  • KMR at $70 yields 8%. With pipelines criss-crossing the country full of oil & gas. Which one do you believe is a better investment?

    Sentiment: Strong Buy

  • uhadmeatdividend by uhadmeatdividend Mar 11, 2014 7:53 AM Flag

    At $70 pps that equates to an 8% yield.

    Sentiment: Strong Buy

  • Reply to

    company in breakdown...on debt..

    by listen_jockers Mar 4, 2014 12:17 PM
    uhadmeatdividend uhadmeatdividend Mar 6, 2014 11:01 AM Flag

    Enron's hard assets became the feedstock for Kinder's plan.
    KMP pushes oil & gas thru tubes at a fee. No scam here.

    Sentiment: Strong Buy

  • Reply to

    Slowly but surely catching up with Line PPS

    by hrbart Feb 5, 2014 9:56 AM
    uhadmeatdividend uhadmeatdividend Feb 9, 2014 9:27 AM Flag

    LNCO & LINE may never trade in tandem. KMP & KMR never has, EEP & EEQ never has.
    Both have sort of similar structures with Partnerships v. Corperations.
    Its just the way it is. Years of reasoning has never solved the differences.
    With the higher div yield favoring the discounted pps, it beomes somewhat immaterial, albeit an academic discussion.

    Sentiment: Strong Buy

  • Reply to

    pairs trade

    by bluedreamdreamer Nov 27, 2013 5:24 PM
    uhadmeatdividend uhadmeatdividend Nov 28, 2013 11:09 AM Flag

    I have held KMR for years, it is a LLC like LNCO. KMP unitholders swear by KMP; KMR shareholders swear by KMR. KMP issues K-1's at tax time and KMR issues nothing. KMR is simpler re taxes.
    KMP prices at a premium to KMR, or KMR is discounted to KMP depending on your view. That spread has widened and narrowed many, many times over the years. Discussion about it is evergoing with no conclusive reason or rationale.
    I suppose it boils down to the Vanilla or Chocolate argument.
    I realize LNCO sends 1099 's for taxable accounts but shareholders are aware of that at buy so I doubt that weighs heavy on the spread. The discount caused by the difference equates to a slightly higher yield.
    Therefore an inducement.

    JMHO

    Sentiment: Buy

  • Reply to

    VOTE VOTE VOTE!!!

    by crankybuzrd777 Nov 26, 2013 3:44 PM
    uhadmeatdividend uhadmeatdividend Nov 27, 2013 11:32 AM Flag

    Voted yes for all 50 of my LNCO shares!

  • Reply to

    GAB-prH (preferred)

    by uhadmeatdividend Nov 24, 2013 8:01 AM
    uhadmeatdividend uhadmeatdividend Nov 24, 2013 8:07 AM Flag

    That is a similar distribution to the common issue but without the level of risk!
    The preferreds provide the capital for the leverage applied to the common issue.

    Sentiment: Buy

  • uhadmeatdividend by uhadmeatdividend Nov 24, 2013 8:01 AM Flag

    Please excuse me for distracting anyone from the stimulating, well reasoned political arguments below with boring investment discussion. But I wanted to share some information with anyone who might still happen by this board, despite its current usage.

    GAB-H is a AAA rated (S&P) preferred with a coupon of 5% and an x-div date of Dec 16 or so. Currently it is priced at $21.19 and has a call date of 9/28/17 (15 dividends remaining) with an annual div of $1.25/ .3125 p/qtr. That is $4.69 in dividend and with a discount to par of $3.81 totals $8.50 return at maturity for an investment of $21.20 in 3.75 years. That is a 40% return or 10.6% annualized.

    These preferreds have been knocked down with the Taper scares of the recent months, which leaves a discounted price opportunity yielding a 6% dividend and $3.50+ in price ($25 at call). I don't expect Treasury rates to rise to near these levels in that time frame, however if they do it will be so close to maturity as to restore the par value, perhaps even a premium to it.

    I am a buyer here. GLTA

    Please resume the stirring discussion of national politics.

  • Reply to

    MEP spinoff

    by lizahuang54321 Oct 15, 2013 6:39 PM
    uhadmeatdividend uhadmeatdividend Nov 12, 2013 7:27 AM Flag

    I don't understand how or when EEP gets compensated for contributing assets to the venture.
    Not much information available which is unsettling.
    I hold EEQ which I believe holds 19% of EEP.
    In other words, what do I get in exchange for giving the assets to MEP?
    Why was this never explained?
    Once the IPO is complete, does EEP get the cash raised for the assets contributed?
    Communication very poor here, or did I miss something?
    Any help appreciated.

  • Reply to

    NNN-PD

    by uhadmeatdividend Sep 30, 2013 11:47 AM
    uhadmeatdividend uhadmeatdividend Oct 12, 2013 9:51 AM Flag

    These are rather young issues relative to maturity (call date). The low prices are an opportunity. They all start out at $25. If you buy for less (discount) you will get the discount back at maturity plus all the dividends promised. More mature preferreds tend to have less of a discount because they will hit the call and the $25 investment will be returned. More buyers have settled in awaiting the call.
    Read my two posts NNN-PD & NNN-PE, do the math, the E issue is a bargain that will return well for 5 years. I sold the common and bought the E preferred.
    I already have some of the D and I am just collecting the div's until call. D was selling at a premium before the Taper scare. Always buy at a discount, can't get hurt unless bankruptcy. Doubt that will happen w/ NNN.
    GLTA

    Sentiment: Strong Buy

  • Reply to

    what are the two best things about KMR ?

    by richbonilla Oct 10, 2013 10:23 AM
    uhadmeatdividend uhadmeatdividend Oct 12, 2013 9:38 AM Flag

    Oil & Gas run thru the pipes 24 hrs/day,365 days/yr.
    KMR is a dividend machine with sound capital returns.

    Sentiment: Buy

  • Reply to

    Trinity

    by davelocey Sep 9, 2013 11:14 AM
    uhadmeatdividend uhadmeatdividend Oct 10, 2013 2:15 PM Flag

    Probably some subsidiary type company. ACF was symbol for American Car & Foundry of Berwick, PA.
    They go back to 1906. ARII is the current form of that company. I am assuming the new ACF has a strong kinship to ARII and they are reigniting some assets to work off backlog. Just a hunch.

    Sentiment: Buy

  • Reply to

    NNN-PD

    by uhadmeatdividend Sep 30, 2013 11:47 AM
    uhadmeatdividend uhadmeatdividend Oct 10, 2013 7:56 AM Flag

    NNN cannot call until call date but may not callat that time and will continue paying dividends until they call. They will pay your $25 back when called. Usually, these preferreds get closer to par as they get closer to call date (maturity). NNN-PD and NNN-PE are fairly recent issues.
    NNN-PE is a strong buy. These preferreds got beaten up with the taper scare as did NNN.
    GLTA

    Sentiment: Strong Buy

  • uhadmeatdividend by uhadmeatdividend Sep 30, 2013 11:47 AM Flag

    Preferred w/coupon of 6.625%. Baa3 Rating. Call date 2/23/17. Pays $1.656 per annum.
    At today's price of $23 = 7.2% yield. If held to call, $5.80 div + $2 current discount to par = $7.80 total return.
    31% return over 4.5 years = 6.8% annualized.

    NNN-PE is a better return.

    Sentiment: Hold

  • uhadmeatdividend by uhadmeatdividend Sep 30, 2013 11:25 AM Flag

    This Preferred at today's price of 19.80 yields 7.2% or $1.425 per annum. Coupon of 5.70%. Callable date is 5/30/18. rated Baa3. If held to call, $7.125 total div. Add $5 for current discount to par = $12.12 return on a $20 investment.
    Or 60% return over 5 years = 12% annualized on a preferred. That's a buy for me.

    Sentiment: Strong Buy

  • Reply to

    Down 4.95% today

    by uhadmeatdividend Sep 10, 2013 11:16 AM
    uhadmeatdividend uhadmeatdividend Sep 12, 2013 12:17 PM Flag

    Forbes article today saye price of SPO was $29.
    Perhaps, if EEQ made an announcement it would not have sold off so strongly.
    Communication to investors could be better.

LNCO
27.91-0.11(-0.39%)1:15 PMEDT

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