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Akaralph  

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  • Linn Energy - Does Mr. Market Expect A Second Distribution Cut For This 11% Yielder? [View article]
    154% ??
    Mar 17, 2015. 01:13 PM | 1 Like Like |Link to Comment
  • Linn Energy - Does Mr. Market Expect A Second Distribution Cut For This 11% Yielder? [View article]
    Let's wait and see what happens to their borrowing base and if the banks make revisions to their ability to secure favorable rates in the future. This is far, far more important than hedges.

    My guess is there will be more distribution cuts.

    Just to clarify, I am not short any stock, and have sold my positions in LINE and LNCO some time ago.
    Mar 16, 2015. 10:56 AM | 3 Likes Like |Link to Comment
  • BreitBurn Energy Partners - Should You Buy Into The Boom And Bust Analogy? [View article]
    22023171-

    You have hit the nail on the head! BBEP's borrowing base will be revised in April. This will probably necessitate a further cut (or elimination) of the distribution. LINE, LNCO and VNR face similar problems.

    The entire E&P MLP sector should be avoided like the plague at this point.

    I note that the author does not own BBEP.
    Mar 16, 2015. 10:52 AM | 7 Likes Like |Link to Comment
  • YUMA Preferred Stock: A Safe 11.4% Yield With An Excellent Balance Sheet [View article]
    bobo-

    I see nothing in the article addressing either earnings, debt/equity or hedges. Nor is there any info on their website addressing recent earnings reports.
    Mar 10, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • YUMA Preferred Stock: A Safe 11.4% Yield With An Excellent Balance Sheet [View article]
    YUMA's financials aren't looking too good. When is the last time they released earnings?

    According to Yahoo, YUMA's TTM earnings are -$31.68 and their debt/equity ratio is 43.31.

    No info on hedges to be found.

    They do not look very sound.
    Mar 10, 2015. 12:20 PM | 1 Like Like |Link to Comment
  • YUMA Preferred Stock: A Safe 11.4% Yield With An Excellent Balance Sheet [View article]
    If the company goes bankrupt the preferred will be close to worthless.
    Mar 10, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • Algonquin Power: Tale Of 2 Countries [View article]
    Yeorgo-

    Getting hammered again this morning - down $1.03.
    Mar 9, 2015. 09:35 AM | 1 Like Like |Link to Comment
  • Algonquin Power: Tale Of 2 Countries [View article]
    What's up with it this morning?
    Mar 6, 2015. 10:06 AM | 1 Like Like |Link to Comment
  • Sandridge Energy Preferred Convertible: A 17.2% Yield With The Potential For A 60% Capital Gain [View article]
    With this morning's downgrade of SD to a target price of zero, do you still like the convertible?
    Mar 3, 2015. 09:14 AM | 4 Likes Like |Link to Comment
  • MarkWest Energy Partners Is A Perfect Income Growth Play [View article]
    MWE is 60% fee-based.

    When are you going to buy MWE?
    Feb 28, 2015. 11:08 AM | 2 Likes Like |Link to Comment
  • Ecopetrol Could Be The Hidden Bull Of Big Oil [View article]
    Austin-

    Being truthful is good, and appreciated.

    When I was an active SA writer I presented the facts on various companies, the idea being to stimulate folks to do their own research and not act on the whims of what SA authors publish. Therefore, I never recommended buying a stock, nor did I put a target price on one either.

    You have presented some very good information but then set a target of $22 by 3/31 and $60 for the long term. Being located in Columbia, EC is a very risky investment since the country is a known location for drug cartels and terrorists (FARC). One incident could easily tank EC.

    If you are going to set targets, at least present the financial data necessary to establish such prices.
    Feb 27, 2015. 04:10 PM | 4 Likes Like |Link to Comment
  • Ecopetrol Could Be The Hidden Bull Of Big Oil [View article]
    Once again I will ask - why do you not own it?
    Feb 27, 2015. 12:21 PM | 6 Likes Like |Link to Comment
  • ONEOK Partners: 2015 Will Prove To Be A Challenging Year [View article]
    Albert-

    I have a small position in OKS, one which I entered primarily because they are 77% fee-based and an investment quality midstream MLP.

    While I see that most are trimming CAPEX and reducing forecasts, I am willing to accept a distribution increase that will be in the range of $.09 - $.16 in 2015.

    Will consider adding a bit to my position if the price drops much below $40.
    Feb 26, 2015. 11:19 AM | 1 Like Like |Link to Comment
  • American Midstream Partners LP: Be Cautious, Yield Moths! [View article]
    richandmer-

    Some of us have been investing in individual MLP's for over a decade and prefer to make our own choices.

    You might want to look at some of the closed-end fund MLP options also.
    Feb 24, 2015. 04:23 PM | 2 Likes Like |Link to Comment
  • American Midstream Partners LP: Be Cautious, Yield Moths! [View article]
    With the exception of Q2 of 2014, AMID's coverage ratio has been well above 1.00X. Their debt/EBITDA ratio is about 1.90X - excellent for a midstream.

    http://bit.ly/17U3uMa
    Feb 24, 2015. 02:55 PM | 2 Likes Like |Link to Comment
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