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Clayton Rulli

 
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  • Crude now -7.6% on OPEC rollover [View news story]
    reminds me of what amazon did to retail years ago. Make prices so low so NOONE makes money, including AMZN itself. LOL
    Nov 28, 2014. 10:44 AM | Likes Like |Link to Comment
  • Futures slide as oil plummets [View news story]
    Right... and the Earth hasn't been warming since the Ice Age. Good one.
    Nov 28, 2014. 08:32 AM | 1 Like Like |Link to Comment
  • GlaxoSmithKline: Why I Bought Shares Of This High-Yield Health Care Stock [View article]
    bribery happens in every country in my opinion. Some call it campaign contributions, others call it taking a senator out to a steak dinner. whatever.
    Nov 28, 2014. 08:16 AM | Likes Like |Link to Comment
  • Seadrill EPS of $0.31 [View news story]
    SDRL cut the divy and I dont see one headline announcement on SA. lets go!
    Nov 26, 2014. 07:45 AM | 3 Likes Like |Link to Comment
  • Kinder's Trans Mountain: The Lowdown On Aboriginal Uprisings [View article]
    288


    Honestly I think they do not wish to divulge that information because the estimated life of a said pipeline has great impact on the entire business model, hundreds of SEC filings, depreciation write offs, and the controversal "maintenance cap ex" on the balance sheet. Investors only hope KMI's projections of pipeline life expectancy is coincides with the numbers posted on the 10-k every year!
    Nov 25, 2014. 08:35 AM | 2 Likes Like |Link to Comment
  • Simple Math At Genesis Energy: Gulf Tailwinds Plus Distribution Increases Equals Buy [View article]
    some of what you say is true, but GEL is an outperformer in the MLP space. If you compared GEL's over all return or the rate of distribution increases over the last say 10 years, GEL has done remarkably well versus many competitors. GEL has veen increased the distribution versus EPD, for example. That's not to say GEL is risk free however :-)
    Nov 24, 2014. 02:18 PM | Likes Like |Link to Comment
  • Kinder's Trans Mountain: The Lowdown On Aboriginal Uprisings [View article]
    Denis,
    I would think KMI would be responsible for the spill(s) no?
    Nov 24, 2014. 09:49 AM | Likes Like |Link to Comment
  • BreitBurn Energy Partners: Trend Points To A Break For Energy MLPs [View article]
    Hey Phil,

    Good to see you around. I know you had a reasonable position in QRE a while back. May I ask your thoughts on the merger for QRE holders? Also, BBEP is yielding quite high right now, Any thoughts? I suppose a lot rides oni where oil prices settle, right?
    Nov 24, 2014. 08:40 AM | Likes Like |Link to Comment
  • Why Kinder Morgan Is Safe To Buy Despite Low Oil Prices [View article]
    Chubby,

    They own numerous storage facilities all over the country, including many near shipping terminals and refineries. These locations store petroleum products but also Coal and other dry resources so they can be shipped/processed. If you would like, private message me and I can send you a bunch of links showing pictures so you can see what they look like. In total the kinder network is very vast and these facilities are quite large.
    Nov 23, 2014. 03:28 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Calm Before The Storm? [View article]
    The cost of capital was too high because the market did not appreciate the company how it was, thus the yield was extremely high. When the yield is high the cost of capital is high as a result. If combining the entities makes Kinder more appealing to the investing world then the yield will be lower, making cost of capital (issuing shares) more accretive.
    Nov 23, 2014. 01:12 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: The Calm Before The Storm? [View article]
    1-its safely averaging 1.1x with 2 B left over by 2020 even after increasing dividend 10% each year from a $2.00 payout starting point for full year 2015
    2-yes
    3-For now KMI is highly leveraged because of the buyout premiums paid, but it will be stronger in time because of the synergies from operations and tax savings of the combined entities. Also, I believe the market will have less negativity towards Kinder because of absense of the GP and IDR's post merger, therefore more investors and funds will buy KMI than before

    SOurce: http://bit.ly/1zf51Es
    Nov 23, 2014. 12:55 PM | 3 Likes Like |Link to Comment
  • DealBook: When activist investors aim at strong companies, America loses [View news story]
    Sometimes there is a disconnect between share price increasing and company strength increasing, I agree with that one.
    Nov 23, 2014. 10:37 AM | Likes Like |Link to Comment
  • Is The GE Transformation Moving Fast Enough? [View article]
    ED. I too love capitalism and the USA...where is the relevance? ::scratching head::

    If you truely think GE has performed well when compared to other companies you're worse than naive ( as you called me) you're either delusional, or you're blinded by emotional love for GE. Even the indexes have performed much better, not to mention comparable companies. Care to refute? No you can't, cause I am correct.

    Ed, you keep attacking me personally cause you can't win a debate. Your comments on GE are laughable, as they fail to refute with substance anything I have written. Please write another for me, it really is entertaining.
    Nov 22, 2014. 10:53 AM | Likes Like |Link to Comment
  • Why Kinder Morgan Is Safe To Buy Despite Low Oil Prices [View article]
    I hear your point, but gas will still be produced regardless. Demand stemming from power plants usage, manufacturing, and Mexican demand will provide volumes through KMI's pipeline. In fact, some argue lower prices creates more demand, cause it's cheaper to stock up on gas and throw them it in storage. Remember much of KMI's revenue is take or pay based contracts, so it's not like a producer can simply close the pipe and say sorry. KMI makes $ regardless
    Nov 22, 2014. 10:38 AM | 3 Likes Like |Link to Comment
  • Is The GE Transformation Moving Fast Enough? [View article]
    writing caps does not override your extensive use of your opinion unsupported by factual information. When I read your comments my eyes get hazy and I get sleepy. Can you provide some substance please? Or you gonna call me names again?
    Nov 22, 2014. 05:58 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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