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Albert Alfonso

 
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  • Linn Energy: Is The Market Pricing In A Distribution Cut? [View article]
    bobdbus,

    ...Or more likely your comment contained a personal attack. SA is not Yahoo Finance. Let us keep things civil.

    As to your question: The firms ares Raymond James, Credit Suisse, RBC Capital Markets, and Howard Weil.

    You'll need to go back to October and November as these firms updated their estimates due to LINE's asset swaps. The consensus was that they would boost DCF in 2015.
    Dec 3, 2014. 07:10 PM | 1 Like Like |Link to Comment
  • Prospect's Distribution Is Not Sustainable [View article]
    damie225,

    I read that and noted that it was a totally new disclosure in a recent article. Hopefully, PSEC continues to report NII alongside taxable earnings in the future.
    Dec 3, 2014. 02:16 PM | Likes Like |Link to Comment
  • Prospect's Distribution Is Not Sustainable [View article]
    William,

    Your point regarding leverage is so true. The mREITs saw extreme volatility in 2013 and still have not recovered. Many are trading way below book value.

    As for PSEC, it disclosed that taxable earnings are more important than NII for the dividend. A factor that inflated taxable earnings were the CLOs. Those generated cash flows greater than what is shown via NII.
    Dec 3, 2014. 02:13 PM | 4 Likes Like |Link to Comment
  • General Electric: Are Lower Oil Prices Going To Cripple Growth Going Forward? [View article]
    Richjoy,

    The title was a tad strong. However, the Barron's blog and related JPM note were equally as ominous. A 3% decline was an overreaction by the market, way too big a move for a company of GE's size.
    Dec 3, 2014. 01:39 PM | 1 Like Like |Link to Comment
  • Linn Energy: Is The Market Pricing In A Distribution Cut? [View article]
    bobdbus,

    Analysts estimates have DCF growing in 2015 compared to Q4 2014. Look it up.
    Dec 3, 2014. 01:23 PM | 1 Like Like |Link to Comment
  • Linn Energy: Is The Market Pricing In A Distribution Cut? [View article]
    aretailguy,

    I am not long LINE, but am long BBEP, VNR, and MEMP. At current prices, I like MEMP the most, followed by BBEP. VNR has been spared the beatdown seen in the others. I am thinking of starting a position in LNCO.

    As for other E&P's, I'm been buying the Canadian oil stocks like mad. PGH, BTE, may start a position in SU.

    AS for midstreams, OKE is a steal. So is PBA. KMI was in the bargain bin for ages. I would add at $38.
    Dec 3, 2014. 12:09 AM | 1 Like Like |Link to Comment
  • Linn Energy: Is The Market Pricing In A Distribution Cut? [View article]
    Bryce,

    I probably should have worded that paragraph differently. LINE hedged at the top and was able to keep paying dividends when oil fell to below $40. On the other hand, BBEP was forced to totally stop its dividend payments. LINE was smart, conservative, and came out ahead during a very difficult period.
    Dec 2, 2014. 11:39 PM | 3 Likes Like |Link to Comment
  • Linn Energy: Is The Market Pricing In A Distribution Cut? [View article]
    hhmcdon,

    I hope you are right. However, if we see a full year with oil at $65 per BBL then a cut is very likely. I think LINE is in the clear at or above $80 WTI.
    Dec 2, 2014. 11:36 PM | 1 Like Like |Link to Comment
  • ONEOK: A Pair Of Dividend Growth Midstreams Now On Sale [View article]
    OKE is a leveraged play on OKS. Hardly surprising.
    Dec 2, 2014. 04:06 PM | Likes Like |Link to Comment
  • ONEOK: A Pair Of Dividend Growth Midstreams Now On Sale [View article]
    Kefia,

    The market is trading based on fear. OKE/OKS are not impacted by lower oil prices.
    Dec 2, 2014. 04:05 PM | 1 Like Like |Link to Comment
  • ONEOK: A Pair Of Dividend Growth Midstreams Now On Sale [View article]
    Galicia,

    OKE all the way.
    Dec 2, 2014. 04:04 PM | Likes Like |Link to Comment
  • Textainer: A 5.4% Yield Plus A Play On Chinese Growth [View article]
    Hard to say. The company leases containers to the shippers and is not involved in trade directly. Utilization was very high in Q3, though Q4 started off weak according to the CC.
    Dec 2, 2014. 03:26 PM | Likes Like |Link to Comment
  • AT&T Backtracks On Fiber Threat [View article]
    They did not really cave, only that their earlier threats were empty.
    Dec 2, 2014. 04:38 AM | 1 Like Like |Link to Comment
  • Textainer: A 5.4% Yield Plus A Play On Chinese Growth [View article]
    TGH is tied to global trade and GDP growth. The engine for that growth has long been China.
    Dec 1, 2014. 03:09 PM | 1 Like Like |Link to Comment
  • AT&T To 'Pause' Its Fiber Build Out? [View article]
    Update to this article:

    In a letter to the FCC, ATT just backtracked from these remarks.
    Dec 1, 2014. 09:55 AM | Likes Like |Link to Comment
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