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Albert Alfonso  

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  • Kinder Morgan Expands In Canada [View article]
    Uncle Pie,

    PBA and KEY are both pretty solid mid-streams which are basically unknown to most investors. I've been meaning to write an article on PBA for awhile.
    Apr 2, 2015. 09:58 AM | Likes Like |Link to Comment
  • Kinder Morgan Expands In Canada [View article]
    Jerry,

    That is the term used in the Canadian media which I have borrowed. I believe there is more opposition than just environmentalists. Homeowners do not want it built due to lowered properties values, First Nations groups are also opposed, likely wanting some sort of payout.
    Apr 2, 2015. 09:54 AM | 4 Likes Like |Link to Comment
  • Linn Energy: About The Latest Private Equity Deal [View article]
    rlp2451,

    On your Cuba point, many companies have looked (from Brazil, China, Norway, UK) and have never found anything profitable offshore. Cuba is actually struggling to sell new permits since the results have been so lousy.
    Apr 2, 2015. 09:47 AM | 4 Likes Like |Link to Comment
  • EIA Petroleum Inventories [View news story]
    Anyone who thinks Iran is not selling its oil is fooling themselves. They are either parking it offshore or getting it smuggled into India and China. Getting rid of sanctions would only allow them to get higher margins by selling to the EU.
    Apr 2, 2015. 09:43 AM | 1 Like Like |Link to Comment
  • AT&T: A Race To The Bottom? [View article]
    kingdad,

    That remains me of what Walmart has gone through in Mexico. Same thing with the auto manufacturers like VW. Some areas are essentially lawless. Anything goes.

    Speaking from experience, data plans in Mexico are extremely expensive due to the lack of competition. Before 2013, there was essentially only one real wireless provider (telcel) which engaged in truly monopolistic practices.

    ATT is essentially entering virgin territory. They have the resources to expand and integrate their services with those in the US. Imagine paying one bill in the US for TV/wireless and getting the Mexican service for free. Lots of untapped potential.
    Apr 1, 2015. 02:43 PM | 3 Likes Like |Link to Comment
  • AT&T: A Race To The Bottom? [View article]
    PVFederico,

    I should have transitioned better to the conclusion. The point is that ATT would be foolish competing on price. Instead, they are focusing on diversifying into other areas (explained in the article) to offset the possible commoditization of wireless services.

    As for the dividend, that is the primary rationale for buying/holding the stock. 75% to 80% of its FCF goes towards that end.
    Apr 1, 2015. 02:34 PM | 2 Likes Like |Link to Comment
  • AT&T: A Race To The Bottom? [View article]
    petethebeet,

    "dictatorial" rate plans? Come on now. You get what you pay for. ATT's service is more reliable for a reason.
    Apr 1, 2015. 02:22 PM | 5 Likes Like |Link to Comment
  • AT&T: A Race To The Bottom? [View article]
    T will do wise NOT to win the race. The pricing war is crippling Sprint and T-Mobile is barely FCF positive despite its success.
    Apr 1, 2015. 02:19 PM | 2 Likes Like |Link to Comment
  • AT&T: A Race To The Bottom? [View article]
    AnAvgJoe,

    If you read the paragraph above it, you'll see that ATT's dividend growth rate is 2 or 3% per year. I am not misleading anyone. Also, I had no input on the scale. Y-charts does that automatically.
    Apr 1, 2015. 02:16 PM | 15 Likes Like |Link to Comment
  • Linn Energy: About The Latest Private Equity Deal [View article]
    Casey,

    LINE is pretty savvy. This deal feels more like a partnership aimed to provide long-term value rather than some sort of desperate capital infusion (see the recent news on BBEP).

    However, I am with you with advising caution. LINE has a huge debt pile and other issues which make its distribution unsafe. I'll remain on the sidelines.
    Apr 1, 2015. 02:11 PM | 4 Likes Like |Link to Comment
  • EIA Petroleum Inventories [View news story]
    Q2 is the time when refiners start building inventories for the summer driving season. This is a seasonal cycle. Demand for crude will go up fast in coming weeks.
    Apr 1, 2015. 01:56 PM | 2 Likes Like |Link to Comment
  • BreitBurn Energy Partners: Short-Term Pain For Long-Term Gains [View article]
    Steve,

    Oil wont see 100. However, 60 to 70 for a few months would make BBEP a $10 stock. High risk, high reward.
    Apr 1, 2015. 09:48 AM | Likes Like |Link to Comment
  • BreitBurn Energy Partners: Short-Term Pain For Long-Term Gains [View article]
    DHL-2,

    Earlier this year I bought BBEPP at $19 and sold at $23. I think we'll get a similar opportunity short-term.
    Apr 1, 2015. 09:46 AM | Likes Like |Link to Comment
  • BreitBurn Energy Partners: Short-Term Pain For Long-Term Gains [View article]
    gawilley,

    QRE was better hedged compared to BBEP and had less of a debt problem. I did suggest selling the pre-merger spike higher. I only own BBEP since I held on to my QRE "winnings".

    As for BBEP, I understand that investors are bitter. However, I think the company was left with little choice in this whole affair.
    Apr 1, 2015. 09:45 AM | Likes Like |Link to Comment
  • Has General Electric Hit A Snag? [View article]
    1GreatCFA,

    The share price has been stagnant. However GE has made major moves towards its long-term goals. The SYF spin-off was started, Appliance division, sold, etc. Time is on GE's side.
    Mar 31, 2015. 01:18 PM | Likes Like |Link to Comment
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