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Akaralph  

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  • Memorial Production Partners: A Well-Hedged, High Yield Speculation On The Recovery Of Energy Prices [View article]
    It is not about DCF or MEMP's distribution - it is all about debt. The author misses this.

    MEMP, along with the other E&P MLP's will be reducing the distribution - you can count on that. It is just a question of how much?
    Jan 21, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    wdchil-

    Articles like this one that use the word "Buy" in their titles, yet the author does not have a financial commitment should be taken with a grain of salt (or less).

    Had the author instead have used the words "Consider the following ..." the article would have had a bit more credibility, but as it stands probably not worth the time I spent perusing it.
    Jan 20, 2015. 05:59 PM | 20 Likes Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    Hidden-

    Let us know when you are ready to commit your own funds to these stocks.
    Jan 20, 2015. 09:28 AM | 35 Likes Like |Link to Comment
  • Another Distribution Increase For ONEOK Partners, Now Yields ~8% [View article]
    Albert -

    OKS has a significant exposure to commodity prices. Their debt/EBITDA ratio is also around 5.00X. PAA probably the better play even with a lower yield.
    Jan 16, 2015. 03:32 PM | 2 Likes Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    Dave -

    You may be right about that - thanks.
    Jan 16, 2015. 12:25 PM | 1 Like Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    zgb-

    I would guess that further distribution cuts are in the offing - perhaps even elimination altogether. Where do you think the price will go if (when) that happens?
    Jan 16, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Avoid This, Too? [View article]
    27706913 -

    "Cream of the crap" perhaps.
    Jan 15, 2015. 06:17 PM | 4 Likes Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    zgb952-

    Stay clear of LINE, LNCO and all other E&P MLP's. Additional distribution cuts or elimination completely on the horizon.
    Jan 15, 2015. 04:06 PM | 4 Likes Like |Link to Comment
  • Breitburn Energy Partners: A Sickening Decline [View article]
    jgrever-

    Noticed that BBEP got close to $5.40 today - I hope that you were able to get out.
    Jan 15, 2015. 04:04 PM | 1 Like Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    Chuck -

    Did you purposely omit mid stream MLP's from your analysis?
    Jan 15, 2015. 03:39 PM | 4 Likes Like |Link to Comment
  • SandRidge Permian Trust: Avoid This, Too? [View article]
    Casey -

    In 2031 the residual interest will likely be a dollar or so per share.
    Jan 15, 2015. 02:09 PM | 2 Likes Like |Link to Comment
  • SandRidge Permian Trust: Avoid This, Too? [View article]
    Casey-

    For four quarters after the drilling obligations have been completed (which has probably occurred last quarter) the subordinated thresholds will remain in place, insuring minimum distributions in accord with their initial filings. After this period the distributions will be tied directly to the commodity price - and probably will decline significantly.
    Jan 15, 2015. 02:08 PM | 6 Likes Like |Link to Comment
  • Breitburn Energy Partners: A Sickening Decline [View article]
    Darren-

    No, debt/EBITDA above 4.00X last time I checked. Otherwise I like CPLP.
    Jan 14, 2015. 03:31 PM | 1 Like Like |Link to Comment
  • Breitburn Energy Partners: A Sickening Decline [View article]
    Thanks - will look at it further.
    Jan 14, 2015. 01:43 PM | Likes Like |Link to Comment
  • Breitburn Energy Partners: A Sickening Decline [View article]
    billinsd-

    Hope the pain eases up - on both fronts.
    Jan 14, 2015. 12:54 PM | 2 Likes Like |Link to Comment
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