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Clayton Rulli

 
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  • Morgan Stanley takes stake in Magnum Hunter pipeline asset [View news story]
    Mike-- last I checked MHR had a 60% equity ownership. Back out this 6.5%, MHR still owns 53.5%?
    Sep 16 01:10 PM | Likes Like |Link to Comment
  • A Discontinuity That's Not In The Market [View article]
    if the export capacity is enough to replace the widespread flaring so prevelant in US shale the price shouldnt change at all! All kidding aside, I believe the price Of US gas will hardly change relative to the price of Asian gas. I believe Asian gas will drop significantly while US gas price will only rise slightly by comparison. Down the line as more and more LNG export plants come online, the prices will continue to converge, however again I believe Asian prices will move more than Us prices
    Sep 16 01:00 PM | 2 Likes Like |Link to Comment
  • Morgan Stanley takes stake in Magnum Hunter pipeline asset [View news story]
    TY TY IOSUM
    Sep 16 12:42 PM | Likes Like |Link to Comment
  • Fighting the last war? BofA promises restraint on mortgages [View news story]
    buckoux-- when you can get the money in which to borrow for basically 0%, why not?
    Sep 16 11:22 AM | Likes Like |Link to Comment
  • Morgan Stanley takes stake in Magnum Hunter pipeline asset [View news story]
    wow yeah pretty simple math. 6.5% for 65M, that makes it worth $1 B in total. Mike whats MHR total EV at now with preferreds and all that jazz
    Sep 16 10:15 AM | Likes Like |Link to Comment
  • Seadrill: Should You Double Down Now And Go All In Close To Seadrill's 52-Week Low? [View article]
    the decline in day rates should tell us the place to be right now is Onshore. check out EMES and SLCA. that says it all
    Sep 16 10:00 AM | 4 Likes Like |Link to Comment
  • Is Tesla Actually A Value Stock? [View article]
    answer: no
    Sep 15 05:47 PM | Likes Like |Link to Comment
  • Troubles at Transocean, Noble prompt analyst Sell ratings [View news story]
    ask about $ESV you will hear crickets. best balance sheet in the biz
    Sep 15 03:28 PM | 3 Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    so when you say the US is slower... are you comparing ALL the miles of network to the little baby network in Hong Kong? How bout comparing somethign more fair, like NYC only versus Hong Kong or something like that?
    Sep 15 03:06 PM | 2 Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    LOL i cant believe he's still short
    Sep 15 03:05 PM | 6 Likes Like |Link to Comment
  • Microsoft to acquire Mojang for $2.5B [View news story]
    what a joke. Id rather see them buy gopro out even at these valuations
    Sep 15 10:34 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Making Sense Of The Trans Mountain Debate [View article]
    i'd take 20 railroad explosions over 1 transmountain explosion anyday! Have you seen the country that pipe travels through?
    Sep 12 06:40 PM | Likes Like |Link to Comment
  • Alibaba closing books early on IPO [View news story]
    umm and they are finally realizing how the IPO system works?
    Sep 12 08:23 AM | 3 Likes Like |Link to Comment
  • PVH tapped for gains [View news story]
    hilgiger
    Sep 12 08:18 AM | Likes Like |Link to Comment
  • Kinder Morgan: Making Sense Of The Trans Mountain Debate [View article]
    if it doesn't go through, $5.2 is a lot of dough for acquisitions of smaller MLPs!
    Sep 12 08:03 AM | 4 Likes Like |Link to Comment
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