CVR Partners (UAN: US): Forecast dividend 2:15 to 2:45 and heading 26.06 usd gives 8-9% dividend. N

Describes my current investments primarily in Canadian resource companies. The goal is to mainly through our own research, own calculations, studies and company boscovs visits describe interesting companies. From time to time supplemented with interesting quotes from other sources. Everything below are my own opinions / interpretations and should not be construed as buy / sell recommendations. Read on yourself, make your own decisions, take responsibility.
CVR Partners (UAN: US): Forecast dividend 2:15 to 2:45 and heading 26.06 usd gives 8-9% dividend. Nitrogen-based boscovs fertilizer manufacturers in the United States who benefit from cheap energy (expensive imports phased out). Threat: falling prices for their products, it is hitting hardest. Tax Risks of US MLPs (ie, the current preferential tax deteriorate). Eagle Energy Trust (EGL: TSX) 1:05 dividend at the rate 7:45 gives 14.1% dividend for this small oil producer in the Southern United States. Threat: Small companies are always more vulnerable due to lack of diversification. Falling oil prices could threaten the dividend. Energy Transfer (ETE: US): Dividend 2:54 at the rate 54.05 gives 4.7% for the parent company and the leading companies in the US's energy revolution in the pipelines for both gas and oil. ETE is facing boom up from several subsidiary called IDR where these companies' other unit holders in the future only get to keep half of the additional profits and IDR owner (ETE) takes second half. Combine boscovs that with the rapidly growing creative group in the right industry ... Threat: If profitability is impaired in subsidiaries as it is in some cases also leverage down ETE but it's mostly a future problem when the IDR levels are only now close to be reached. Tax risk with the US MLPs. Many years ago now but accidents with oil by rail is not pretty Global Partners LP (GLP: US) Dividend 2.28 vs 33.17 course gives 6.9% for this exciting company which among others are working hard (and make money) to get cheap oil from the Bakken mm to the shores where Brent pricing prevails. It is no exaggeration that I was hugely disappointed when I discovered (companies should generally be ashamed of how difficult it is to find the info) that they have a full IDR Started Now where 50% of profits going forward disappear to IDR holder (private, ie not as ETE above investerbar unfortunately). I had been very heavy mail otherwise. Threat: The infrastructure boscovs is being expanded so that the oil can be transported on environmentally and economically best way. (But as long as retarding & appeals environmentalists are then truck and rail continue to be needed for many years. It is rumored correct intensely that Warren Buffett backed Obama as you may recall pre-election against Obama stopped the Keystone boscovs pipeline that heavy environmental groups demanded. One of Buffet's heaviest investments at the time of the meetings on-one with Obama was the railway lines between the Bakken and the East Coast and in the manufacture of wagons can transport oil and he has served incredibly good at Keystone stopped / slowed) Golar LNG (time: US): 1.70 utd with Course 38.64 annually provides 4.4% of a company that is far ahead in a real industry of the future. Threat: An accident in the freezing / gasification can stop the development of LNG and dump freight rates which affects boscovs the ships that are not on long contracts. boscovs Northern Tier Energy (NTI US): Last quarterly dividend 27.1 allows 17% year on year at 29.50 usd. Is a refinery that take advantage of cheap oil (lack of pipelines) from among others Bakken area in the United States. Threat: The infrastructure will catch up. Tax risk with the US MLPs. Petro Bakken (PBN: TSX): 96 cents and course 8:48 usd gives 11.3% dividend / year. Right major Canadian producer discounted boscovs to Canada boscovs having trouble getting its oil to the United States even less than the world market. PBN is, however, light oil and therefore most valuable, and so far this has tended to dissolve. boscovs The benefits of 85 usd oil vs the world market 112 usd (for less quality) are too large that it would not do it. It is also clear that PBN is a big winner when the infrastructure gets better and so is the gas field that it currently does not produce any appreciable extent. boscovs Threat: The infrastructure will not catch up, but rather loses against even faster rising fracking production. The equation leverage vs. lower compensation for their oil. Rentech boscovs (RTK US) shared last year out 19 cents and currently costs 2.72 which indicates 7%, but the situation is more complicated than that. RTK is 99% discounted play at the stake in RNF: US handing out 8.1%. The companies are like CVR Partners above nitrogen-based boscovs fertilizer producer but with the best possible geographical position which gives better paid. Threat: See the CVR. RTK is also a threat to the management decides to invest in something less fun and burn money on it instead of dividends. For RNG and indirect RTK is MLP tax situation relevant. Seadrill boscovs (SDRL: US): 3:40 usd dividend and price 37 usd gives just over 9% on an annualized basis for this norskättade (Fredriksen) leading drilling rig operator. Threat: A sharp fall in Brent oil prices, the high leverage. I now have about 50%