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Clayton Rulli  

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AAPL, ABCS, ACAS, ADEP, AERO, AFL, AGNC, AIG, AKAM, AMJ, AMLP, AMT, AMZN, ANGI, ANR, APA, APL, ARCP, ARMH, ARR, AT, ATHL, AUY, BA, BABA, BAC, BAM, BBEP, BBRY, BCEI, BIDU, BIP, BLMN, BNCC, BNS, BP, BPL, BPT, BRCM, BRG, BRK.A, BTU, BX, C, CAT, CBI, CCI, CEB, CELG, CERN, CHD, CHK, CHKR, CLF, CLR, CMO, COH, COLE, COP, CORR, COSWF, CP, CRC, CRZO, CSCO, CTB, CTL, CVX, CYNK, CYS, DD, DECK, DEO, DOW, DPS, DVY, EBAY, EEP, ELY, EMC, ENH, EOG, EPB, EPD, EPL, EPSEF, ESV, ETE, ETP, EWW, EXC, EXXI, F, FANG, FB, FCX, FISH, FOSL, FRBK, FTR, FXI, GCVRZ, GDP, GE, GEL, GLD, GLUU, GM, GMCR, GME, GOOG, GOOGL, GPL, GPRO, GPT, GS, GSK, GSVC, GTATQ, HCLP, HD, HEMP, HES, HK, HLF, HPQ, HTZ, IBM, IGNMF, INTC, IPO, IRBT, IVV, IXYS, JCP, JOEZ, JPM, JRCCQ, KMI, KMP, KMR, KO, KOG, KORS, KRNY, KWK, LIME, LINE, LNCO, LNG, LNREF, LOGI, LUFK, LUK, MCP, MDLZ, MGPHF, MHR, MNKD, MNST, MO, MONT, MORL, MPW, MSFT, MT, MTDR, MU, MVO, MWE, NADL, NCQ, NCT, NDRO, NFLX, NFX, NG, NHEGY, NHUR, NJR, NLY, NOK, NRF, NSC, NVAX, NVDA, NYLD, OAS, OIH, OUTR, OXY, P, PAA, PCXCQ, PDLI, PEG, PER, PG, PGLC, PII, PKY, PM, PRXI, PSX, PTAXF, PVA, PXD, QCOM, QQQ, QRE, RDS.A, RDS.B, REM, RIG, ROSE, RRMS, RSH, S, SAN, SAND, SBSI, SBUX, SCCO, SD, SDR, SDRL, SDS, SGOL, SHLD, SIRI, SLB, SLCA, SLRC, SLV, SLW, SN, SNH, SNY, SPP, SPU, SPY, STON, STRP, STXS, SVVC, SWHC, SYY, T, TD, TLM, TPCA, TPLM, TPX, TQQQ, TRLA, TRN, TRP, TSLA, TST, TWTR, UNG, UNP, UPL, UVXY, VALE, VFC, VICL, VNR, VOD, VXX, VZ, WEN, WFT, WHX, WHZ, WLL, WM, WPX, WTSL, WY, XES, XIV, YHOO, Z, ZAGG, ZARFF, ZERO, ZNGA
Latest  |  Highest rated
  • Announcing Seeking Alpha's First-Ever Investment Pitch Contest [View article]
    Is the thesis expected to play out by March 23rd? In other words is the winner the submission with the best result, or just the best unproven thesis?
    Feb 19, 2015. 11:37 AM | 2 Likes Like |Link to Comment
  • Williams Partners: An Undervalued Growth-Focused Midstream MLP [View article]
    thoughts on WMB versus the MLP? usually the GP has a lower yield but its much much faster growing. Is this the case?
    Feb 19, 2015. 09:26 AM | 1 Like Like |Link to Comment
  • GoPro down 7% on second post-lockup trading day [View news story]
    lock up expirations also provide shorts with an easier exit, and less chance of a short squeeze, since more shares are available to "buy to close"
    Feb 18, 2015. 12:13 PM | 4 Likes Like |Link to Comment
  • Fossil still bleeding after earnings call and Jefferies defense [View news story]
    When the Iwatch hoopla entered the news, FOSL management yawned and dismissed the wearables as nothing more than a niche. Now they are scrambling to be in it. Funny
    Feb 18, 2015. 11:15 AM | Likes Like |Link to Comment
  • Buy Plains GP Holdings For 21% Dividend Growth [View article]
    wdjax, how much did your IRA earn in k-1 distributions?
    Feb 18, 2015. 07:28 AM | 2 Likes Like |Link to Comment
  • Buy Plains GP Holdings For 21% Dividend Growth [View article]
    Bob, I think comparing BX to a midstream MLP or its GP is a bit hard. BX has many positives, but one negative is the distribution fluctuates radically as revenues are bit less reliable: http://bit.ly/1L9Acbp. However, like you said BX has radically outperformed PAGP since the summer, perhaps cause its not exposed to energy like PAGP is?


    PAGP has a lower dividend, but if you were to compare the two they are entirely different animals. PAGP doesnt have a K-1 which many investors prefer, and honest I think the GP of the MLP's are where its at right now. Because of the potential for share price increasing due to an increasing dividend, which the market will likely chase as it goes higher as I explained in the article, Id buy PAGP over PAA all day long
    Feb 17, 2015. 04:12 PM | 1 Like Like |Link to Comment
  • Buy Plains GP Holdings For 21% Dividend Growth [View article]
    PAGP has double the dividend growth versus KMI. KMI is safer but I believe theres more upside in PAGP. I am long KMI and KMI warrants
    Feb 17, 2015. 03:46 PM | Likes Like |Link to Comment
  • Buy Plains GP Holdings For 21% Dividend Growth [View article]
    Hardog... I believe share price apprecication will compensate for the higher yield of PAA, and PAGP will outperform as in the past. GL
    Feb 17, 2015. 03:40 PM | 1 Like Like |Link to Comment
  • Buy Plains GP Holdings For 21% Dividend Growth [View article]
    I see your point on renegotiating, but I dont see this happening, as most of these pipelines are the only game in town. If a said upstream company has other viable options, then sure it is likely, but the contracts they sign are very solid.
    Feb 17, 2015. 10:00 AM | 2 Likes Like |Link to Comment
  • Buy Plains GP Holdings For 21% Dividend Growth [View article]
    http://www.paalp.com
    Feb 16, 2015. 10:01 AM | Likes Like |Link to Comment
  • Buy Plains GP Holdings For 21% Dividend Growth [View article]
    1099 ! :-)
    Feb 16, 2015. 10:00 AM | Likes Like |Link to Comment
  • Will A Federal Minimum Wage Increase Go Into Effect In 2015? [View instapost]
    It seems the idea of minimum wage is to give everyone a more livable wage and to protect workers from the grips or corporate greed. It's obvious this noble idea is ineffective.

    A much more effective method would to place a max on top executive pay by capping their total compensation at some sort of multiple. For example, no employee can earn more than 100x another, or something of that nature.

    This idea could help reduce the growing disparity between top earners and lowest earners. Read this intriguing letter by a WFC employee who made it known he didnt earn the same % pay increase for reward for company success as the CEO. Why should top execs get higher raises in terms of % than other successful employees who are equally contributing to the company's success? http://bit.ly/1MqnpTk
    Feb 16, 2015. 09:32 AM | Likes Like |Link to Comment
  • Sanchez Energy: Eagle Ford Economics Are Still Improving [View article]
    Venture shadow, you are correctamundo! The tough fact is most every E&P based in the US does not fit your profile as of todays pricing
    Feb 12, 2015. 02:10 PM | Likes Like |Link to Comment
  • DuPont: A Short Seller's Dream [View article]
    i was looking at the chart... seems like a great moment to get short via technicals
    Feb 12, 2015. 10:09 AM | Likes Like |Link to Comment
  • CVRs – The Good, The Bad And The Ugly [View instapost]
    ah now i see the disclosure, ty
    Feb 10, 2015. 03:15 PM | Likes Like |Link to Comment
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