Silicon Investor (SI) -- The First Internet Community

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (52929)	12/4/2013 1:56:36 PM
From: Paul Senior	Respond to of 78717

KMI ... this quality MLP You misspoke. ... or the written equivalent, -g-. Benefit to me is that KMI is not an MLP, so if I want, I can load up, with no k-1, ubti issues.

To: E_K_S who wrote (52929)	12/4/2013 11:24:01 PM
From: Spekulatius	Respond to of 78717

KMI -i added ~35% to my position today at 33.1$. The dividend growth rate is less than expected for next year and that what brought the stock down. The shortfall seems to be coming mostly from the EPB side, which is why EPB is down almost 10% while KMP/KMR are flat. At 5%+ yield, KMI has been an excellent buy in the past and bet that it's the same this time.

To: E_K_S who wrote (52929)	12/16/2013 4:11:19 PM
From: E_K_S	Read Replies (2) \| Respond to of 78717

Kinder Morgan, Inc. (NYSE: KMI) - Doubled up position w/ buys today at $32.61/share CVR Partners, LP (NYSE: UAN) - upped position by 30% w/ buy @ $15.57/share Cedar Realty Trust, Inc. 7.25% (NYSE: CDR-PB) - Sold 60% of shares for small loss to fund buys. Hennessy Gas Utility Index Investor (Nasdaq: GASFX) - Sold 50% of this fund after receiving annual distributions. - YTD Return +21.46% KMI still is in value Buy territory for me. The recent sell off was over done and current selling may be 2013 end of year tax loss sell. Stock is selling near 52 low so I continue to add to my current shares. This is a 1.9% portfolio position. Will do one more buy at lower prices to bring up to a 3% portfolio position. I continue to add to the nitrogen fertilizer manufacturer UAN. Company is selling at all time lows w/ tax loss selling IMO. This is a 2014 play as I expect revenues will be higher due to greater demand for fertilizer selling at higher prices. This one should benefit from higher NG prices so if/when the fertilizer sector moves higher, UAN should be one of the low cost producers. Sold some CDRpB preferred. Not sure w/ future Fed "tapering" this one will hold up and/or CDR is too leveraged. I own EXL also a REIT that specializes in shopping malls and their preferreds are doing better. I decided to take a small loss on the CDRpB shares and move on. I did receive the latest dividend so it was not that bad. Hennessy Gas Utility Index Investor (Nasdaq: GASFX) w/ my sell today I continue to hold a small position that I will probably close Q1 2014. I am moving the proceeds into specific undervalued MLP's which should perform better in 2014. EKS