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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Steve Felix who wrote (33431)	3/12/2021 9:22:57 PM
From: sense	2 Recommendations Recommended By E_K_S Machaon Respond to of 34328

Just whats in the prior post... And, awareness of market risks... buying low meaning "wait for it" in relation to chart bottoms... or waiting for the next market crash, rather than buying right before it... cash in an account better than cash evaporated in a market rout... buying more shares off a bottom. The "post 2020 crash" pop is over... but likely with a long inflation fueled slog ahead... in other venue, noted a post showing market history recently which shows oil outperforms every other asset under inflation... better than gold and silver, next on the list... Analysts of stocks always seem to miss that dividends can grow... not requiring the company to do or change anything... other than wait for the price of oil/gold/whatever to increase... and the faster underlying prices grow the more the divvie can grow... the faster the share price rises... so the same % dividend at a higher price isn't the same...and a dividend that stays the same $ value as prices rise... isn't a smaller %... depending on when you buy ? They just ignore that... Since that post, I think BP and Shell mid-streamers have moved... last out of the gates as suggested ? OMP has peaked and come back a bit with oil prices declining... after good news accelerated it the day after I posted... You can swing trade divivie payers... and grow the pile ? Just look for those divvie payers trading up in a channel... sell at the top of the channel, buy back at the bottom ? Tax considerations might alter the value, but more shares over time grows the divvie as much as the divvie growing. Buy ex-div as people won't sell but wait to get that $0.10... collect it... then sell for $2 a share less... as just happened in OMP... Amplify your own divvie that way... by selling for gains more than the divvie and buying back lower... ? Doesn't always work, though, so a bit of market awareness required... re how an issue trades and what the market is doing...

To: Steve Felix who wrote (33431)	3/13/2021 2:17:05 PM
From: sense	Respond to of 34328

Another answer re energy issues... Not my discovery in a pick, but the guy picking it seems solid, and perhaps a pick others here will appreciate: Devon Energy DVN yields only 2%... Was #9 on this list where I found it... only a 4X from March 2020, a 2X from post March plateau... recent moves might contain more value than it shows ? Also was noted here, along with Shell's focus that I also addressed, but has DVN as saying their plan means the divvie will grow. Appears to fit the bill in my prior description as one well suited for a swing trader to accumulate shares... assuming current chart patterns hold...

To: Steve Felix who wrote (33431)	6/4/2021 6:32:30 PM
From: sense	Respond to of 34328

Since I addressed it last... a couple of changes worth noting in the energy markets... OAS / OMP have improved their position... and been rewarded. Consolidation plays like BCEI have done well. Devon has not lagged... ET doing well... But, two new wrinkles... tied to the relative degree of "wokeness" management adopts... First, BPMP and SHLX... making very "woke" noises about converting oil companies into green energy companies. A lot of investors (and analysts, apparently) thought it probably just "going along to get along"... but, there appear to be a few issues now, that clearly differentiate them from the others mentioned. I found VTNR... who are buying the Mobile, Alabama refinery from Shell. Shell seems to be serious about getting out of the oil business. I note that, at a time when SHLX and BPBMP should be trading like ET and DVN, if not OAS/OMP... they're not. SHLX still sporting a yield over 12%... and the chart has recently "flattened". The last thing I want to own... is a business that the management doesn't want to own. I don't think you can count on Shell or BP to manage their businesses well, or properly... since they don't want to be in the business they are in. If they don't value it... why should I expect them to maximize the value ? I'd sell them now, before they sell them for you... Or, maybe, buy the parts they opt to get rid of ? I don't have a proper valuation meter to apply to VTNR... but, I'd rather own Shell's business, or parts of it, without Shell's management... than trust them to make rational business decisions. Second, there's an end game you might expect to see play out in those businesses who choose to go stupid and replace a proper focus on solid financial performance... with end goals focused on anything and everything else, but. Social Justice Warriors... clearly have a legitimate role in our society... where injustice is not uncommon, we need them as critics. But, that role is not legitimately located "in the corporate boardroom"... as board members... where the SJW's expectation that investors will (or, "should") gladly surrender their own financial interests, and company performance, to subsidize irrational whackjobs pursuit of social engineering projects... is an expectation that is obviously misplaced. Case in point... Just Energy... just went through a years long series of battles over all of that... Prior "overly Woke" management ended up destroying their financial performance... lenders balking led management to sign on to convertible note financing schemes.... also leading to a long running series of battles with shareholders... Rarely do you see a company survive that: Once the convertible note scam gets made the core of the finances... shareholders almost guaranteed to get nothing. But, it turns out, rational investors don't believe their investments should be expected to diminish over time to provide investment money as a subsidy to customers and convertible note scammers. And, at Just Energy, the shareholders actually WON the day... tossed out the old management... and got things, at least potentially, and apparently, even... headed back in the right direction, with new management... Re-financing eliminated the convertible note risks... making it just a matter of time before they'd grow out of the costs incurred in the restructuring. And, then, the Winter Freeze Event hit Texas... and energy providers went broke... as wholesale power rates soared from $20 KWh to $9,000 KWh... Just Energy's wholesale billing for the power they sold during the freeze... was equal to their market cap. So, they filed for protection. Texas just passed a bond issue to enable the companies to refinance their obligations, amortizing them over thirty years. So, Just Energy will survive... And, PIMCO, a now 30% holder as well as a primary lender... has proposed a debt/equity swap... which would come with additional board representation for the lenders... It just resumed trading in Canada today, after being suspended since March... I think most investors are still unaware of the proposed debt/equity swap at this point... The odds of Just Energy paying dividends in the future... a whole lot better now than it was in February ? Might take them a year or two, still... to get everything that was broken fixed... and optimized, again. But, far better to own it while repairs are underway... than while the SJW board Gremlins are still at play...