justbill

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    • Thu Aug 21st 12:44 PM | Rating: 0 0
      Commented on:
      Energy Transfer Partners Looks Increasingly Interesting
      I live in the middle of the Barnett Shale where ETP is building the mother of all compressor stations. I saw the sign on the fence at the start and began research in 2006 and eventually bought in low $40 range, saw it rise, then fall, bought little more at $50 and plan to hold, liking the yield/distribution. What's not to like? Debt. Main positive IMHO is a hunch that ETP has capability to hike what they charge gradually and nobody except maybe government can stop them. BTW, I pay them a cut of my royalty-I'm just buying into a supplier, sort of. Anyway, hard to find a much better place for new investment.
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    • Fri Jul 4th 15:52 PM | Rating: 0 0
      Commented on:
      Three Ways to Cash In on Record Meat and Dairy Prices
      I sold my dairy herd in Oct. 2006 after 27 years in operation. From the school of hard knocks, I can tell anybody who'll listen that 65-75 per cent of sales for feed won't work long for a milk producer. These costs should be around 50 per cent. I sold because I was tired, but it now looks like a perfectly timed stock or commodity trade. I had expected negative input cost impact from our foolish ethanol policy sooner than when it actually came about, was fearful a short crop would result in hell to pay. Kraft might merit a nibble here-nice yield and Buffet's approval. If any company can find a way to pass through their increased costs, it would be Kraft. I also like Pfizer-haven't bought yet (been watching a long time) but will next week. Have used their animal medicines, always liked their capable field people, really like their yield and low debt.
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