SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Mattyice
To: robert b furman who wrote (54607)12/16/2014 10:08:35 AM
From: E_K_S1 Recommendation  Read Replies (1) of 78748
 
For those I mentioned, it's their common stock dividend except WPZ. WPZ is the MLP for WMB and 8% distribution is ok as they have expected growth of 5.5% that may be a bit less in the future. coverage is 0.91x.

OKS is another but an MLP.

The only senior debt I am look at now is SFY but that is not that liquid and you probably will have to hold it to maturity or until it is called.

I am passing on all of the E&P preferreds as I already have my allocation and these have even less liquidity as the bonds.

Buying the large integrated oils probably the safest: COP, CVX and XOM are all safe. I own all of them buy have not bought shares in those for years. Could be good buys there in 6 months if this oil price drop is sustained.

No rush to buy but try to have a strategy on what you buy; oil/ng exposure and/or pipeline and storage and/or oil services. I am trying to have exposure in all areas but small buys. Dividends important in the value analysis.

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext