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June 2009

Recs

1

Picked Intel in CAPS

June 26, 2009 – Comments (3) | RELATED TICKERS: INTC

I just opened a pick in Intel. I would like the stock to get a bit cheaper before buying it with real money, but I think it's a good buy at today's price.  [more]

Recs

2

Comments on Teppco Partners, another MLP

June 24, 2009 – Comments (0) | RELATED TICKERS: TPP.DL2

I used to own Teppco Partners (TPP), another energy master limited partnership. I was attracted by the income stream and I felt its gas transport assets had a wide moat.  [more]

Recs

6

Kinder Morgan LP vs Kinder Morgan Management LLC

June 21, 2009 – Comments (3) | RELATED TICKERS: KMR , KMP

Kinder Morgan is the grandfather of all energy Master Limited Partnerships. They run pipelines that carry natural gas. Due to regulatory constraints, once you have a pipeline in a region, competition is unlikely. Although Kinder Morgan isn't going to grow very rapidly from here on, it pays a hefty distribution. It also is one of the only MLPs with the scale and financial resources available to take advantage of mega-projects like the Rockies Express. Domestic natural gas reserves are large and growing, and natural gas is a relatively low-carbon fuel. Natural gas requires pipelines to transport it to regions where it is used - pipelines like Kinder Morgan owns. This is easily an investment that could be held for decades.  [more]

Recs

7

Turner Investments says the rally is junk

June 20, 2009 – Comments (2)

Morningstar has a nice synopsis of Turner Investments' shareholder letter saying that the lowest quality stocks are rallying the most. Turner is a quant shop. They believe that this rally is a "statistical anomaly". It seems that the stocks rallying the most are junk stocks under $1. Turner's full piece is available on their website.  [more]

Recs

3

Intuitive Surgical - likely to survive health reform

June 18, 2009 – Comments (2) | RELATED TICKERS: ISRG

I do health policy for a living. If you've been listening to the Congressional debates, you've heard some interesting statistics. The US spends the most among all OECD countries per capita on health care but gets no better results - often poorer results.   [more]

Recs

5

Businessweek: Companies with safest dividends

June 10, 2009 – Comments (1) | RELATED TICKERS: JNJ , PAYX , PG

Businessweek has provided a list of companies that they judge to have the safest dividends using S&P data.  [more]

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