Clayton Rulli
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Atlantic Power: A Tale Of Misinformation [View article]
It's "death bells" for commodities, says Citigroup, calling 2013 the year in which it's realized the commodity supercycle is over and a new era in which the relative performance of how "stuff" performs against each other and other assets is what matters. Specifically on oil, Citi calls Q1's move higher without merit and expects the recent downtick in prices to continue. [View news story]
Long Call Grand Slam [View article]
Well Hedged, 9.44% Dividend Payer BreitBurn Energy Partners Is A Safe Haven [View article]
http://bit.ly/WqYH88
Why Value And Dividend Investors Should Love BP [View article]
Refiners are hit in reaction to a WSJ story calling attention to the squeeze they face from the rising costs of complying with a federal mandate to use corn ethanol in fuel. An EPA proposal, which could be made final as soon as next month, could force refiners and fuel importers to use more than 14B gallons of ethanol, up from 13.3B in 2012. VLO -4%, MPC -1.7%, TSO -2.5%, HFC -2.7%, WNR -3%, PSX -1.4%. [View news story]
Cash Hoards On The Sidelines And The Great Rotation: Old Myths Meet A New Reality [View article]
The Jig Is Up For The CEO Of Sandridge Energy [View article]
YES! According to TGP's presentation, WCT's business address happened to be SD's Corp headquarters!!!! are you serious!!! WCT has been skimming off the top of SD's deals! It's so blatent you'd have to be both blind and stupid not to see it.
The Jig Is Up For The CEO Of Sandridge Energy [View article]
The good news is SD's assets hold promise if Ward can get ousted!!!!
Vanguard Natural Resources: An Impressive MLP With Monthly Distributions [View article]
The breakdown of Apple's (AAPL) iOS Maps partnership with Google (GOOG) centered around turn-by-turn navigation, sources (possibly within Apple) tell AllThingsD's John Paczkowski. Apple pushed Google to provide data that would enable turn-by-turn, but Google was unwilling, at least without in-app branding and/or support for other Google features. One source suggests Apple execs have been taken aback by the Maps uproar. "I think they felt they were farther along than they actually are." (more) [View news story]
Intel: There's Certainly A Bull Case [View article]
Long Call Grand Slam [View article]
Long Call Grand Slam [View article]
Is An Oil Shock Coming This Summer? [View article]