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Albert Alfonso  

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  • CVR Refining Is Firing On All Cylinders [View article]
    giofls,

    CVRR's distribution can vary greatly Q/Q. The yield could be 5% or 20%, so the stock price will react. However, since its IPO, CVRR has averaged ~15% yield.

    If you don't like the volatility, a name like VLO or PSX might be better options.
    May 28, 2015. 08:08 AM | 1 Like Like |Link to Comment
  • CVR Refining Is Firing On All Cylinders [View article]
    giofls,

    I am looking at operational metrics more than the distribution. Both of CVRR's refineries have been doing well. The stock is up 40% from its YTD lows and the outlook is strong for Q2.
    May 28, 2015. 03:29 AM | 2 Likes Like |Link to Comment
  • CVR Refining Is Firing On All Cylinders [View article]
    The RIN market is completely out of CVRR's control. There were some whispers about certain hedge funds speculatively buying them in 2013/2014, so the prices have been volatile.
    May 28, 2015. 03:27 AM | 1 Like Like |Link to Comment
  • CVR Refining Is Firing On All Cylinders [View article]
    aircon,

    It is a risk, but very unlikely to get passed. Even if crude oil is allowed to be exported overseas, the net impact for refiners would be modest. They are already selling refined products with no restrictions and demand for those is extremely strong.
    May 28, 2015. 03:25 AM | Likes Like |Link to Comment
  • Activision Blizzard: Q1 Was Not That Strong [View article]
    Don't count out ATVI so quickly. They've just devolved two major hits in Hearthstone and Heroes of the Storm, both of which are in segments where they had limited past experience. This is the AAA stock in the sector and deserves a premium to the likes of EA.
    May 27, 2015. 03:35 PM | 1 Like Like |Link to Comment
  • MLP conference marred by notable no-shows, analyst says [View news story]
    Maybe its because KMI/WMB are no longer MLPs? The GP/MLP structure is going the way of the dodo.
    May 27, 2015. 12:57 PM | 19 Likes Like |Link to Comment
  • Northern Tier Energy Is Performing Well, Despite Lower Oil Prices [View article]
    Gary,

    CVRR has a more "lumpy" distribution. They were on sale earlier in the year, though have recovered. Not sure on why they trade at a discount.
    May 27, 2015. 11:04 AM | 1 Like Like |Link to Comment
  • Atlas Resource Partners: Don't Buy The Dip [View article]
    ARP is not "dying". They are just suffering from the general decline in E&P stocks due to the strong dollar and putting out too much equity out there. I'll repeat that I like ARP-D and ARP-E more than the common, I'll gladly trade some yield away from less risk. A 12% return on debt like equity is compelling enough.
    May 27, 2015. 10:42 AM | 1 Like Like |Link to Comment
  • Northern Tier Energy Is Performing Well, Despite Lower Oil Prices [View article]
    petergo007,

    They have insurance. However, a even a small fire would result in a drop in distributions. This happened in 2013 which resulted in the $0.31/$0.41 distributions in Q3/Q4.
    May 27, 2015. 07:37 AM | Likes Like |Link to Comment
  • Northern Tier Energy Is Performing Well, Despite Lower Oil Prices [View article]
    Yup, the single refinery has me worried. A fire, which happens frequently in refineries, could result in no distribution for many quarters. As a result, this is a high-risk, high-reward, investment.
    May 27, 2015. 12:59 AM | Likes Like |Link to Comment
  • Northern Tier Energy Is Performing Well, Despite Lower Oil Prices [View article]
    Anasazi101,

    The WNR ownership is a wildcard. I think we'll see either them dropdown assets or buyout NTI.
    May 26, 2015. 11:46 PM | 2 Likes Like |Link to Comment
  • Northern Tier Energy Is Performing Well, Despite Lower Oil Prices [View article]
    dhdhoora,

    I am sandbagging a bit. NTI should return at least 10%, though ~15% returns have been the norm.
    May 26, 2015. 11:43 PM | Likes Like |Link to Comment
  • A Few Thoughts On Textainer Group Holdings [View article]
    Random Logic,

    Is that data adjusted for the Chinese new year? That is the large spike and fall in the charts. Container traffic growth is usually inline with global GDP.
    May 26, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Ellington Financial: On The Road To Recovery [View article]
    mikelp,

    IRAs and UBTI do not mix well. Not sure on what happens if you exceed the limit. I hold EFC in a taxable account. No issues there.
    May 26, 2015. 11:41 AM | Likes Like |Link to Comment
  • Plains GP Holdings: Waiting For A Pullback [View article]
    BAC219,

    Depends on how the buyout is structured. With KMI/WMB, it was a taxable event.
    May 26, 2015. 10:09 AM | Likes Like |Link to Comment
COMMENTS STATS
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