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: Elroy who wrote (59853)	9/21/2017 9:59:40 AM
From: E_K_S	Read Replies (1) \| Respond to of 78748

Not really but you do have a tax event for the K1 that may/could require a payment of taxes on the deferred distribution income. In my case, the loss from the high cost shares s/d off set the gain from the deferred distribution income. Long term the value is in the future income stream from the distributions as you are buying below BV (@ $5.38/share). I still keep position small (as a % of portfolio) but can finally see (out 2 years) the variable dividend income stream beginning to take shape like before. We will have a better idea how distributions look during Q2 2018 and beyond if urea prices continue to rise. Good Investing EKS