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Albert Alfonso  

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  • Kinder Morgan Did Not Disappoint [View article]
    BAC,

    What can I say. I obviously disagree. The author is repeating the same tired talking points made by Hedgeye a few years back.
    Jul 16, 2015. 08:02 PM | 9 Likes Like |Link to Comment
  • Kinder Morgan Did Not Disappoint [View article]
    Good thing that demand for oil and gas is extremely high and is slated to grow considerably. KMI makes money by moving the product, not by selling.
    Jul 16, 2015. 01:43 PM | 6 Likes Like |Link to Comment
  • Kinder Morgan Did Not Disappoint [View article]
    PSX and SE control the fate of DCP. They should support it through this period of low NGLs. I do not see them being bought out.
    Jul 16, 2015. 01:39 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan Did Not Disappoint [View article]
    KG,

    Why would KMI fall to that level? Are there any fundamental reasons?
    Jul 16, 2015. 01:37 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan Did Not Disappoint [View article]
    Yup, that was a typo. Should be fixed soon.
    Jul 16, 2015. 01:36 PM | 1 Like Like |Link to Comment
  • Is MarkWest Energy Partners Throwing In The Towel? [View article]
    Hi MLPData,

    It appears MPLX is going to rely more on MWE assets for organic growth after 2017. I agree that MPC is the big winner here. BTW, you have a great website. I use it all the time.
    Jul 14, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • Is MarkWest Energy Partners Throwing In The Towel? [View article]
    richjoy403,

    I think ETE is going to make a revised and improved offer for WMB. We are still in the early innings in that game.
    Jul 14, 2015. 11:34 AM | 1 Like Like |Link to Comment
  • MPLX to buy MarkWest Energy in ~$20B deal [View news story]
    After reading more into this, I am not sure why MWE is doing this. MPLX has a GP and will need to payout increasing IDRs to MPC up to the 50% cap. MWE currently does not have this structure in place. Seems like step backwards.
    Jul 13, 2015. 09:53 PM | 1 Like Like |Link to Comment
  • MPLX to buy MarkWest Energy in ~$20B deal [View news story]
    Last year there were rumors that MWE was on sale and this news just confirms that speculation. This is a really incredible deal for MWE unitholders. Short-term, income will be lower. However, they are getting 25%+ distribution growth and a much stronger asset base.
    Jul 13, 2015. 11:28 AM | Likes Like |Link to Comment
  • Legacy Reserves LP - A Shift To Natural Gas [View article]
    PawnPower,

    What I wrote in March happened. LGCY was forced to cut.

    As to the price action, they are down alongside others in the sector. This deal will help shore up cash flows for now. However, they have one of the weaker hedge books out there.
    Jul 9, 2015. 02:18 PM | 1 Like Like |Link to Comment
  • Legacy Reserves LP - A Shift To Natural Gas [View article]
    OrangeElvis,

    With such a large transaction you would think there would be more upside for the distribution. However, this deal was done more to secure the current payout. LGCY has really weak hedges after 2015 which was the number one cause of the prior 18% yield.
    Jul 9, 2015. 01:38 PM | 1 Like Like |Link to Comment
  • Williams: Energy Transfer Equity Is Going Hostile [View article]
    That is from the Bloomberg piece.

    "Williams has reached out to more than 15 potential buyers since then, including other pipeline operators, integrated oil companies and utilities, according to the people familiar with the situation. At least two other suitors have signed confidentiality agreements, and Energy Transfer is the only party balking at the standstill, the people said."

    http://bloom.bg/1JCSW2m

    So it could be a pipeline operator, integrated oil company or a utility. My guess would be that its one of the other pipeline companies.
    Jul 9, 2015. 12:52 PM | 2 Likes Like |Link to Comment
  • Apple iPhone: Why Slightly Bigger Means Much Better [View article]
    Crazy to think that the next generation of the iPhone is already being produced and is expected to smash the records again. Apple has outperformed the S&P by 25% over the past year and should continue this trend going forward.
    Jul 9, 2015. 12:07 PM | 7 Likes Like |Link to Comment
  • Microsoft cutting up to 7,800 jobs, taking $7.6B charge on Nokia deal [View news story]
    MSFT threw tons of good money after bad. What a value destructive acquisition.
    Jul 8, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • Williams: Energy Transfer Equity Is Going Hostile [View article]
    MLP Tax Guy,

    I'll have to disagree. Most think WPZ and ETP will merge post merger. Having two large MLPs under one GP is messy, just ask KMI with EPB and KMP.
    Jul 8, 2015. 01:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
2,518 Comments
3,806 Likes