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Thomas Wilson  

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  • Thomas Wilson
    $ACMP beats on revenue and EPS. Good news as always from my favorite pipeline company. Best in class Marcellus and Utica player.
    2/18/14
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      • Thomas Wilson
        $GTE 1P discovery in Peru doubles 2012 reserve count. I see huge upside for this LatAm E&P. Beautiful BS. Lets see them put Capital to work!
        1/21/14
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          • Thomas Wilson
            $ACMP getting good press on string fundamentals. http://bit.ly/1aOT5Q3
            11/1/13
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              • Thomas Wilson
                $ACMP. Great earnings. Off to the races this morning.
                10/30/13
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                  • Thomas Wilson
                    Liking the price action on $NLY. Probably due to Summers step down. $INTC had good conf. it seems.
                    9/16/13
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                      • Thomas Wilson
                        $ACMP Good bounce today. Will be revisiting $NOV soon. It is time to close position or will the rally continue?
                        9/4/13
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                        • Energysystems: Stice increased stake, 400M offering of senior notes. I think between the two, there will a nice catalyst.
                          9/4/13
                        • Energysystems: We've hit 50! No catalysts yet, other than good business.
                          10/21/13
                          • Thomas Wilson
                            http://alj.am/17cOy8a Good news for $GTE and other upstream oil in Colombia.
                            8/28/13
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                              • Thomas Wilson
                                Love my DRIP on $ACMP as well.
                                8/20/13
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                                  • Thomas Wilson
                                    $NOV & $HFC up today. Good to hear for my portfolio.
                                    8/20/13
                                    Reply (2)
                                    • gdevone: Happy to see the wti-brent spread finally widen. Long $HFC
                                      8/20/13
                                    • Thomas Wilson: Indeed. I disagree with valuing $HFC based on WTI-Brent, but I'll take the appreciation anyway I can.
                                      8/20/13
                                      • Thomas Wilson
                                        New article on HFC as dividend and long play here:http://bit.ly/16DQ1pz Enjoy!
                                        8/19/13
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                                          • Thomas Wilson
                                            Liking the run for $ANR. Getting back what I lost on my entry.
                                            8/9/13
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                                              • Thomas Wilson
                                                New article on $NOV. I see growth in the future. http://bit.ly/1chEDCU
                                                8/8/13
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                                                  • Thomas Wilson
                                                    $ACMP has had an off week. Oh well, I'll keep buying if it dips much lower.
                                                    8/8/13
                                                    Reply (1)
                                                    • Energysystems: I think folks concentrated too much on the headline numbers, not the underlying operational numbers, like throughput or yoy growth.
                                                      8/8/13
                                                      • Thomas Wilson
                                                        Positive earnings for $ACMP. Increase in DCF of 67.2% Y-o-Y. Coverage ratio of 1.56.
                                                        7/30/13
                                                        Reply (2)
                                                        • Energysystems: Yep, the story is much better than the eps/rev headline numbers. Incredible growth, and that coverage ratio put a big grin on my face!
                                                          7/30/13
                                                        • Thomas Wilson: Yeah, you can't really value MLPs by the top and bottom lines. They don't play well with GAAP. Love the coverage ratio.
                                                          7/30/13
                                                          • Thomas Wilson
                                                            $ACMP 49% interest in Utica Facility comes online today. Responsible for all gathering, transport and compression. 800 Mmcfe/d processing.
                                                            7/29/13
                                                            Reply (5)
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                                                            • Thomas Wilson: It's not KMP, EPD, or MMP. Sadly, most investors in the space just buy name brand. It's a safe investment that generates income.
                                                              7/29/13
                                                            • Thomas Wilson: Most retail investors don't have the time/knowledge to invest in finding the next & best MLPs
                                                              7/29/13
                                                              • Thomas Wilson
                                                                $ACMP declares dividend. $.485 per unit. Increase of 15.5% y-o-y. Love the growth. It will DRIP in nicely.
                                                                7/26/13
                                                                Reply (5)
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                                                                • Thomas Wilson: 5.2x LTM. Beats the median of comps, which allays some of my worry. Good to know, thanks!
                                                                  7/26/13
                                                                • Energysystems: Quarterly release will be on 7/30, but this increase makes me think it'll be a good one.
                                                                  7/26/13
                                                                  • Thomas Wilson
                                                                    One of my top performers $ACMP is at it again! Good rebound from market lows of past week.
                                                                    6/26/13
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                                                                      • Thomas Wilson
                                                                        Liking ACMP (up 7.9% since buy), but questioning GP (GIP). What is their intention for future? CHK sells 6.9 bil in assets to ACMP today.
                                                                        9/12/12
                                                                        Reply (10)
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                                                                        • Thomas Wilson: The question should be: Which set of LP's? GIP has two: The LP's of ACMP-portfolio company- and LP's of the fund they run.
                                                                          9/13/12
                                                                        • Thomas Wilson: Two completely diff investors. Ultimately, GIP has to honor the LPA they signed when they made their fund to invest in ACMP.
                                                                          9/13/12