Featured Articles
Reviewing the 2014 Model – Blended Income
Tim McPartland | January 2, 2015
As we head into 2015 we would like to take a moment to review the 2014 Blended Income Model Portfolio. Remember that we construct and run these models for a learning experience (for ourselves and anyone who would also like to learn). While we don't personally invest like any given model we do use the learnings for our personal choices--and…
Big Upstream LLCs LinnCo and Linn Energy Slash Distributions
Tim McPartland | January 2, 2015
As we had been warning the upstream MLP's and LLC's would cut distributions in the 1st half of 2015 and LinnCo (ticker:LNCO) and Linn Energy (ticker:LINE) have kicked it off with a doozy--almost 60%. These cuts are a positive from our point of view. The companies also announced a reduction in capex of 53%.It is our opinion that the wise MLP…
Delaying 2015 Model Until Monday
Tim McPartland | January 1, 2015
We have decided to delay our 2015 model launch until Monday (January 5). We have been trying to wrap it up today, but Google Quotes have not worked for a good portion of today and it is very difficult to get any spreadsheets finished when there are just sporadic quotes.All other models continue to run as always -- the 2014 Model, the…
Does it Make Sense to Hold Preferred Stock Closed End Funds at This Time?
Tim McPartland | December 31, 2014
Just sitting here daydreaming for a minute it struck us that holding preferred stocks CEF's (Closed End Funds) at this time is maybe not smart. Given that we have a decent potential for increasing interest rates next year maybe we should do the obvious.We see that the preferred stocks CEF's and ETF's remain a couple percent off of their…
