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Albert Alfonso

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  • Pengrowth Energy: Buy The Dip [View article]
    Jaycooke,

    Along with currencies issues, PGH is suffering from the "trend" which has turned against it recently. The stock failed to breakout so HFT sent it down to the 200 MA.
    Mar 17 12:32 PM | Likes Like |Link to Comment
  • Jim Cramer Sells Linn Energy, Tells Investors To Buy Kinder Morgan [View article]
    Value Doc,

    Now you know why I dislike basing my articles on analyst opinions. They often try to justify the trend by distorting the fundamentals.

    Nothing has changed with Kinder Morgan. The company has actually REAFFIRMED its 2014 guidance.
    Mar 17 12:30 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Some Good News And Some Bad News [View article]
    Marek,

    Dividends from Canada do pay a 15% withholding tax. However you can claim this back on your tax return. In addition, many brokers will not withhold these funds if you ask them to.
    Mar 17 11:33 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Some Good News And Some Bad News [View article]
    I would trust the Loonie much more than other forex such as the Euro or the Yen.

    Canadian stocks often offer diversification with attractive income and valuations.
    Mar 17 11:31 AM | 2 Likes Like |Link to Comment
  • Linn Energy: NGLs Are The Key To Higher Distributions [View article]
    The asset impairments are just an artifact from old SEC rules. Basically, E&P companies need to maintain certain assets on the book for many years even if the pricing environment changes. You'll be seeing tons of write-downs through 2017-2018 that reflects today's prices.

    As for the Permian, I think the answer is no. Even if they get it to market, whose going to buy it at par with WTI? We have an oil glut in parts of the country yet California and the East Coast are still importing large amounts of Brent price crude.
    Mar 17 12:56 AM | Likes Like |Link to Comment
  • Linn Energy: NGLs Are The Key To Higher Distributions [View article]
    I think I mentioned the midland divestment in an earlier article. LINE is trying to sell and or exchange them for more cash flow rich properties. This is a wildcard that may be worth exploring more in-depth.

    However, I still stand by my article and the point that NGLs are the most likely avenue for the company to improve its DCF. If prices can stay at current levels throughout the year LINE will easily beat its projections.
    Mar 16 09:22 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: The Best E&P MLP Just Keeps Getting Better [View article]
    RLP,

    VNR seems to be setting a trend with its preferred units. The recent acquisition will be funded via both this offering and its ATM offerings. Very smart play IMO as it has little impact on the stock price.
    Mar 16 04:07 PM | 3 Likes Like |Link to Comment
  • Vanguard Natural Resources: The Best E&P MLP Just Keeps Getting Better [View article]
    Adam,

    Thanks for the link. I believe VNR got really lucky with its timing here. Gas futures are finally showing some life and are trending higher. Theses assets will also provide some upside due to the growth capex component.
    Mar 16 01:41 PM | 2 Likes Like |Link to Comment
  • General Electric: Get Ready For The 'Synchrony Financial' IPO [View article]
    George,

    It should have little to no impact. GE will exchange its 20% interest for about $4B in cash.

    However, what the IPO will give us is a better picture as to how the market values GE Capital as a standalone business.
    Mar 14 12:56 PM | 2 Likes Like |Link to Comment
  • General Electric: Get Ready For The 'Synchrony Financial' IPO [View article]
    sfz,

    I have read conflicting information regarding the plans for the divestment of the remaining 80%. GE is looking at various options, including a tax free share dividend, an outright sale of the unit, or exchanging it for GE common stock.
    Mar 14 09:19 AM | 2 Likes Like |Link to Comment
  • General Electric: Get Ready For The 'Synchrony Financial' IPO [View article]
    z28,

    I believe GE will be accelerating its share buybacks this year.
    Mar 14 09:17 AM | Likes Like |Link to Comment
  • General Electric: Get Ready For The 'Synchrony Financial' IPO [View article]
    GE will be getting around $4B for the 20% of (SYF). There is no change in the overall intrinsic value of the company. However, EPS may fall short-term as GE capital is a cash cow.
    Mar 14 09:15 AM | 1 Like Like |Link to Comment
  • Jim Cramer Sells Linn Energy, Tells Investors To Buy Kinder Morgan [View article]
    elliot,

    I feel the same way. LINE and KMP are not really comparable.
    Mar 13 11:14 AM | 1 Like Like |Link to Comment
  • Jim Cramer Sells Linn Energy, Tells Investors To Buy Kinder Morgan [View article]
    Cramer does sometimes get them right. Last year he suggested selling mREITs right before they started falling due to taper. He also has been right in regards to avoiding coal stocks and utilities.
    Mar 13 11:09 AM | 2 Likes Like |Link to Comment
  • Jim Cramer Sells Linn Energy, Tells Investors To Buy Kinder Morgan [View article]
    "Swapping out" involves selling LINE to then buy KMP.
    Mar 13 11:05 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
1,098 Comments
1,171 Likes