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Albert Alfonso

 
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  • A Major Victory For Linn Energy [View article]
    Salty,

    Oil has been coming down, sending all E&P's lower. Natural gas is also trending lower.
    Jul 10 03:33 PM | 4 Likes Like |Link to Comment
  • Pengrowth Energy: There Is No Need To Worry [View article]
    dave,

    As noted below, FFO is funds from operations. It is a widely used metric for high income securities. It is a much better gauge than say EPS, which often is impacted by non-cash items.
    Jul 10 03:22 PM | 1 Like Like |Link to Comment
  • General Electric: Who Said That The Growth Story Was Dead? [View article]
    Indio,

    The S4 has been filed with the SEC and the bankers are already lined up. Analysts think its for the second half of 2014 with Q4 more likely that Q3. It
    Jul 8 10:56 PM | Likes Like |Link to Comment
  • Pengrowth Energy: Firing On All Cylinders [View article]
    isuavecito,

    Not sure what kind of vendetta you have with PGH.

    Look at the charts, the stock has pullback after failing to break out higher. It has repeated this pattern before numerous times (Dec, March, May). Each time has been a buying opportunity.
    Jul 8 02:13 PM | Likes Like |Link to Comment
  • General Electric: Who Said That The Growth Story Was Dead? [View article]
    Felix,

    I heard a few rumors regarding a new CEO and sucession planning earlier in the year. Mr. Immelt has hinted that the Alstom purchase will be his last major move.
    Jul 8 12:49 PM | Likes Like |Link to Comment
  • General Electric: Who Said That The Growth Story Was Dead? [View article]
    erncs,

    Regarding "well compensated",

    For being a low-risk investment, GE's 3%+ yield sure beats treasuries.

    Regarding the "depreciating" share price,

    What are you talking about? GE is up 14% over the past year and is up 125% in 5 years. This does not factor in dividends received.
    Jul 8 12:47 PM | 4 Likes Like |Link to Comment
  • Pengrowth Energy: Firing On All Cylinders [View article]
    Galicia,

    It looks like a technical pullback.

    PGH reached the top of its range ($7.20) and failed to breakout above it. A pullback all the way to $6.75 may occur short-term. In addition, energy stocks are in turmoil due to a few news pieces.

    As to how to take advantage: buy some calls. I will be doing so.
    Jul 8 12:24 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Good And The Bad Of Condensate Exports [View article]
    Mapodga,

    Very interesting read, thank you for the link.

    I might actually do a write up on VLO. Stock seems cheap due to the 15% pullback since May.
    Jul 8 02:10 AM | Likes Like |Link to Comment
  • Kinder Morgan: The Good And The Bad Of Condensate Exports [View article]
    hhmcdon,

    I hope you are right and I am wrong. However, unless a major E&P guarantees volumes, I doubt a new splitter project will be in the cards. Too much risk and uncertainty.
    Jul 7 02:58 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Good And The Bad Of Condensate Exports [View article]
    R. Fitz,

    I believe the partnership which initially formed the "core" of KMP in Enron is from the late 80s, early 90s.
    Jul 7 02:27 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Good And The Bad Of Condensate Exports [View article]
    Frac,

    I was actually thinking of Texas (and the Eagle Ford) specifically when I wrote that. Will be corrected soon.
    Jul 7 01:23 PM | Likes Like |Link to Comment
  • Linn Energy: Who Got The Better Deal? [View article]
    NYC,

    Hopefully my readers picked up on the desperation coming from Hedgeye.

    They made the wrong call and are trying to justify their short. The market seems to disagree with them with LINE/LNCO up over 10% over the past few weeks.
    Jul 3 11:03 AM | 5 Likes Like |Link to Comment
  • Linn Energy: Who Got The Better Deal? [View article]
    RIP,

    I agree on your point in regards to the Granite Wash assets.

    I really hope that the company does not need to do any equity/debt offerings to fund this purchase. The unit price, while mostly recovered, is still down from its 2013 highs. Lots of unitholders are still underwater.
    Jul 3 10:49 AM | 1 Like Like |Link to Comment
  • Prospect Capital: Can The Rally Continue? [View article]
    Bekster,

    Regarding the ATM:

    The company stated so publicly via a recent webcast.
    Jul 2 03:49 PM | 2 Likes Like |Link to Comment
  • Philip Morris: Buy The Dip? [View article]
    Buy and hold,

    Long-term investing is a sound strategy. Much like you, I tend to never sell my core holdings. However, why not buy dips when they occur? You get to lower your cost basis and reap the benefits of market inefficiencies.
    Jul 2 10:43 AM | Likes Like |Link to Comment
COMMENTS STATS
1,358 Comments
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