Featured Articles
2015 Investing Year Starts in Earnest
Tim McPartland | January 4, 2015
With Monday just hours away the 2015 investing season gets underway in earnest--last week didn't count of much as everyone was still focused on the holiday season.It is good to remember that investing is a 'marathon' and not a 'sprint' and when we talk about the 2015 investing season we really mean that no matter how good or bad you…
Our 2015 Model Portfolio – Blended Income
Tim McPartland | January 4, 2015
We have now settled on our 2015 Model Portfolio - Blended Income.It is noted that this is new portfolio contains many of the same issues as our 2014 Model Portfolio - Blended Income. This makes a fair level of sense as we tend to stick with what we know (or with what we think we know). Additionally, we really believe that…
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…
