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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79268 1222 4
Emcee:  Paul Senior Type:  Moderated
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78215Looks like the big loss from 2023 was a $2/share tax hit, exaggerating the effecS. maltophilia-10/7/2025
78214<i> AdvanSix's granular ammonium sulfate production cost </i>Elroy-10/7/2025
78213Re ASIX - $/Ton for their fertilizer VS UAN well below the price charged for UAE_K_S-10/7/2025
78212I glanced at ASIX. Much more complex company than UAN, and it's a C Corp whElroy-10/7/2025
78211I have diversified into ASIX which shows a DCF valuation of $36.34/share. ThatE_K_S-10/7/2025
78210Agreed. The only thing I'm uncertain about with the preferreds and taxes isElroy-10/7/2025
78209NGL/preferreds. Thanks for more clarification. That the taxation for NGL prefPaul Senior-10/7/2025
78208Rather than sell out over years, why not buy more and increase your cost basis tElroy-10/7/2025
78207I also hold UAN w/ a depreciated cost basis at/near $9/share. I have to be careE_K_S-10/7/2025
78206<i> Sorry, not understanding this at all.</i> The day you buy anElroy-10/7/2025
78205<i>"Been following TROX for a while, but I'd like to see some earbruwin110/7/2025
78204mlp ET. I'm dismayed that I once bought this mlp. And I'm still with Paul Senior-10/7/2025
78203GOLD. I'm building a position as the stock moves up. Just a speculation thPaul Senior-10/7/2025
78202MLP. I recall having to adjust mlp reported on form 8949 from broker. Sorry, Paul Senior-10/7/2025
78201pays a 10.4% dividend They cut it a little while back: https://seekingalpha.coS. maltophilia110/6/2025
78200<i> Another thing I've come across with MLP's in taxable accounElroy-10/6/2025
78199Tronox Inc (TROX) pays a 10.4% dividend; My 3rd add as I build this position E_K_S-10/6/2025
78198More MLP: I've found two timing issues with MLP's: 1. MLP's are iPaul Senior-10/6/2025
78197re. MLP. Another thing I've come across with MLP's in taxable account, Paul Senior110/6/2025
78196I think there will always be good opportunities for the patient investor. especMadharry-10/6/2025
78195Paul- I unfortunately misclassified AAPL as a cyclical stock at the time and soFIFO_kid2310/6/2025
78194<i> I've not had enjoyable experiences with MLP's at tax time&lElroy-10/6/2025
78193UBTI is only with non-taxable accounts Yes, sale for capital gain generates UBTPaul Senior-10/6/2025
78192"If your investment is in a secular growth area it is best to sell your cosPaul Senior210/6/2025
78191The NGL preferreds are treated as MLPs, and produce a K-1. However, they do notElroy-10/6/2025
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