The oil price drop is definitely a "disruptor"..... Good in so many ways -- terrible in so many ways... We can't even imagine all the ways good and bad. If you're buying oil to make a product etc -- you're a happy guy! If you're a driller - or in that "supply" side of things -- we've yet to see all the fallout. For me -- I'm just holding what I have... KMI -- ETP -- BPT.... These three in the oil "space". They pay me good dividends --- and that's the take away here. They pay me to wait and see. I'll only get killed if it's so disruptive that they cut or suspend the dividend.
My "oil / pipes / infrastructure" dividends at risk are 124K per year.... so there's some risk there.
Now --- Per my earlier discussion about maniac (ma nye ick) swings in prices.... WOW --- AMAZON reports and the shares jump $40 in aftermarket trading... Alibaba (BABA) doesn't make as good of a growth number as people expect and it drops 8 or 9 bucks...
It's so fun to be on the sidelines and watch this stuff.... and man I wished I owned AMZN and got that $40 pop!! But it's those pops and drops that just cut a guy to pieces! For every POP up you get --- if you're into these kinds of high fliers -- they CUT just as easily on the way down. That's the old "risk / reward" of the market.
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