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Clayton Rulli  

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Latest  |  Highest rated
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    I agree with nvstor.. Shorting Disney this far in front of the star wars release is like a Ewok taking on Vador one on one. If anything I'd wait until after a huge bounce following the release?
    Jul 10, 2015. 09:13 AM | 3 Likes Like |Link to Comment
  • Silver Wheaton - Best-In-Class, Enviable Business Model, And Temporary Headwinds Make For A Compelling Long Case [View article]
    If the Canadian government wins the tax case, why would SLW not have to pay taxes in the country in which the mines are? Why are double taxes not on the table?
    Jul 10, 2015. 08:54 AM | Likes Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    the buybacks will enhance the premium price but only temporarily... they won't benefit anywhere near as much as regular share buybacks since they won't materially enhance EPS or DCF/unit etc
    Jul 9, 2015. 04:40 PM | 1 Like Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    Disney should spin off ESPN
    Jul 9, 2015. 04:35 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    the interesting addition to that is when Kinder adds more stock, it's often really less than a a reinvestment of the dividends since he owns so much!
    Jul 9, 2015. 10:29 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    WMB is an interesting play as ETE reiterates its push for buyout @ a 32% premium http://1.usa.gov/1TnMpNP
    Jul 9, 2015. 09:14 AM | 1 Like Like |Link to Comment
  • Does My 5.8% Yield Portfolio Have Ideas That You Should Steal? (A Portfolio Review) [View article]
    familiar with the stock as i watched it from the teens. Mgmt team cannot be trusted.
    Jul 8, 2015. 12:42 PM | 2 Likes Like |Link to Comment
  • Does My 5.8% Yield Portfolio Have Ideas That You Should Steal? (A Portfolio Review) [View article]
    why AT? dump that dog add NJR
    Jul 8, 2015. 12:29 PM | 2 Likes Like |Link to Comment
  • Williams: Energy Transfer Equity Is Going Hostile [View article]
    too bad WMB board doesnt want the 30% instant premium... what gives ?
    Jul 8, 2015. 09:57 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    KMI has faired much better than most others in energy, including XOM CVX EPD etc. I think this dip is a reasonable opportunity to make some money through earnings.
    Jul 8, 2015. 08:38 AM | Likes Like |Link to Comment
  • Banks give living wills another try [View news story]
    and the banking execs that got performance bonuses for cheating the system then having taxpayers and shareholders bail them out?
    Jul 7, 2015. 11:17 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    Gene I agree that is a risk but I think we have a long way to go before explorers call it quits. That is just my 2 cents
    Jul 7, 2015. 07:47 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    gary. if nat gas volumes appear to have been up according to many reports, including those I mentioned in article... why do you think KMI will miss for Q2 2015 April through June?
    Jul 7, 2015. 04:40 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    ernie-- not sure on that one. Another important figure is the deferred tax savings coming to KMI post roll up for years to come and how this plays a part in the big picture as well. Many articles I've seen seem to harp on metrics in the past or "TTM". Unfortunately many seem to ignore the benefits of the roll up in the future.
    Jul 7, 2015. 04:38 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc.: Buy Now For 10% Upside In 1 Month, And Possibly More [View article]
    The debate has been interesting.... RLP and others get you thinking which is a good thing. I still believe KMI @ sub 38 is a good entry point going into earnings, and I stand by the article and the title. There is money to be made here...
    Jul 7, 2015. 04:02 PM | 1 Like Like |Link to Comment
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