Natural Resource Stocks Message Board

STOCKTALK

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 : Natural Resource Stocks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

isopatch

roguedolphin

To: Logain Ablar who wrote (96956)	2/22/2020 12:46:42 PM
From: DinoNavarre	2 Recommendations of 108906

Hi LA.... I'm with you....IMO....Still more gas/oil than the world knows what to do with....When I start seeing Funds/Institutions pick up the buying pace in the upstream guys....I'll start buying....Even if it means that I'm a quarter or two behind them.....For now, AFA long term energy investments go....give me the toll-booth guys that move the BTU's down the line + their dividends... Have recently taken more in depth looks at the MLP/Pipeline/Energy Infrastructure CEF's.... Hoping to find one or two of them that don't rely to heavily on leverage + Current nice discount to NAV + Low fee's would be nice + Monthly distribution above 7.5% would also be nice + If its not to much to ask....within five years...reversion to mean / closing of discount gap happens + I live happily ever after!!! Not sure how good leverage will work / or is achieved by fund managers in this short & long term low interest / low return environment that we are in..??? Wish I understood more about that aspect of the whole CEF "deploy leverage" strategy.... Currently the NAV's of most are on the low end....So probably good entry point / time-frame....I would like to sort of treat a small investment in a couple of these CEF's as nothing more than a bank account that actually pays me income/interest every month/quarter.... I need to get busy reading.... A good place to start.... ==================================== I already hold plenty of shares in these companies that have their hands in moving gas/oil down the pipelines/terminals..... CVX EPD Insiders doing their job.... HEP CORR USAC USDP Recently I have taken a closer look at: HESM More oil wells going gassy quickly in their AO....Like what I see.... SRLP I have a cousin that is in upper management....He has been pushing me to buy again....No insider info....Just his take...Wonder how low some of these will go as we get into spring/summer...??? CELP Like these guys... RTLR And these guys to.... BWLPG.OL Hopefully they make it down into the "Cheap Seats" for me.... FLNG.OL "Ditto" Here is a good resource for the MLP stuff Hoping that we see more base-load NG power generation this summer....If I were a betting man....NG prices stay low in much of lower 48 this summer....NG fired CC units displace more base-load coal than usual this summer.....Need to start seeing more gas burned.... My girlfriend just informed me that I need to beat feet to her house....New clothes dryer belt arrived...Time to live up to my recently achieved "Go to Guy" status!!! Anyway hopefully we all find our way through this investment maze and come out clean on the other side!!! Sorry for more rambling....Just throwing out thoughts... dmv

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next