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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (58358)11/3/2016 10:13:53 AM
From: Paul Senior  Respond to of 78957
 
Very sobering response to my picks (adds). Could be true that past favorable business conditions no longer hold true or are not valid for these companies. And maybe that would not totally be reflected yet in the stocks of these companies, so more downside to come possibly. For me, at this point, I'll bet on a continuation of their revenue streams and/or distributions.



To: Spekulatius who wrote (58358)11/3/2016 12:39:55 PM
From: Graham Osborn  Respond to of 78957
 
Nice comments. MMP I looked at seriously. CACC doesn't look pretty under the hood.



To: Spekulatius who wrote (58358)12/8/2016 2:13:03 PM
From: Paul Senior  Read Replies (2) | Respond to of 78957
 
MMP. Thanks for MLP opinions. I'll close my MMP position -- I don't want to be holding MLP's with less than 6% yield going into the new year. Also, I've now trimmed my EPD shares too.

ca.finance.yahoo.com

I'm unwilling or unable to deploy cash decisively into stocks, so my cash position continues to build.