By: sur non

sur non — Thu, 13 Feb 2020 06:13:31 +0000

Again Randy, Thank You for that long look at the industry/sector. You may be my 2nd most admired person after Rayland Givens. IBD – “37% of performance tied to industry group, 12% to sector”. That adds up to 50%. As you say, it all hinges on the USO chart. Although will say the corona virus may be much bigger than being reported. No free press in China or Russia (who reported 100 casualties after Chernobyl), There is an ETF for MLP’s – AMZA 18% Y. Want to mention MLP CEF’s with no K-1’s – BGR, KYN, FEI, CEN (managed by BAM), FPL, MIE, FEN, JMLP, JFM (cash flow distribution), etc. It is possible to go blind looking at this stuff. No K-1’s. AMLP is often used as the benchmark but there may be better options. Looks to me that the downside has been wrung out of GLOP and GLOP.PA. No K-1’s w/ shippers. There is also KMI. There seems to be a similar(?) pattern playing out in the Uranium sector (which you pointed out recently). Even RQI looks similar…I don’t understand it. If time permits would you take a quick look at RQI? Many thanks. P.S. growth and income – people like myself looking to establish L.T. core holdings…am beginning to wonder if there is any such thing? Do you think that way? I mean, you could in theory buy BAM and just forget it I guess…but maybe no such thing exists.

Comments on: AMLP Growth & Income Trade Idea

By: sur non