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Tim Plaehn  

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  • Which Way Are Shipping Stocks Headed? [View article]
    Thanks for the comments. I have been thinking seriously about starting a blog/website just about shipping stocks. Research into these companies is sometimes hard to dig out and I believe many analysts do not understand what they are reporting on. Let me know if a site like that would be of interest.
    Jan 23, 2009. 09:42 AM | 23 Likes Like |Link to Comment
  • Housing: 'We're About to Have a Big Problem' [View article]
    As most of the country and especially commenters on this site are married to the paradigm that home prices will continue to fall. What if prices start to increase? How will the mindset of buyers, homeowners, construction companies change? Will someone with good credit walk away from his home if he starts to see the value increasing? Will homebuilders start to add jobs if they can sell more homes? Will real estate and economic "experts" be proven wrong once again? With Uncle Sam and the state of California giving buyers up to $18,000 to buy a home will sellers start to realize they can hold out for more money?
    Think about how things would change if prices started to increase. I have already seen bumps in median prices in diverse locations such as San Diego, Sacramento and on this site today, Northern Virginia.
    May 26, 2009. 09:13 AM | 15 Likes Like |Link to Comment
  • Linn Energy Acknowledges Production And Cash Flow Issues, But Reaffirms Dividend Rate [View article]
    I look at it this way. It has been a really bad 4 months for a company with an excellent long term record. Unless something has fundamentally changed about the oil and gas business in 2013, LINE should get things turned around.
    Aug 12, 2013. 04:56 PM | 10 Likes Like |Link to Comment
  • Have The Short Sellers Taken Down Linn Energy? [View article]
    LINE and LNCO switched to monthly dividends, with the first payment for the second quarter starting this month. Might make it tougher for short sellers to hang in and pay the distributions.
    Jul 2, 2013. 11:00 AM | 10 Likes Like |Link to Comment
  • Linn Energy Inks Another Co-Development Deal - Will The Strategy Pay Off? [View article]
    I'm not sure a double digit yield qualifies as dead money. The real potential with Linn and any of the upstream MLPs is to have them stabilize at current energy prices and then be able to generate more distributable cash if/when energy prices rise significantly.
    Mar 24, 2015. 03:15 PM | 9 Likes Like |Link to Comment
  • I Hope The Exit Doors Are Wide Enough [View article]
    I like how you get to the meat of the mREIT interest rate risks. The value of hedging is overrated when it comes to sustaining dividends in this group.
    Jan 22, 2015. 01:56 PM | 9 Likes Like |Link to Comment
  • Linn Energy: 2014 Asset Restructuring To Pay 'Dividends' In 2015 And Beyond [View article]
    I always appreciate rlp's comments, he raises valid points. The Torrance refinery issue could really be a serious short term hurdle.
    Feb 19, 2015. 04:14 PM | 8 Likes Like |Link to Comment
  • Between The Lines: Will Linn Energy Make Merger Announcement Soon? [View article]
    Phil, very good point. I did not think to look at the exchange ratio. Something has got to give. The BRY price seems to point to a sweetened deal from LNCO. BRY was in the low $30's before the merger was announced. Wouldn't the shares drop back to that range if the deal was off?

    Another thought. What would happen to the LINE & LNCO share prices if an announcement was made that the merger has been approved by BRY? That discount would probably immediately disappear.
    Oct 28, 2013. 07:42 PM | 8 Likes Like |Link to Comment
  • Buy MPLX Today For Dividend Growth [View article]
    Bit of a pump for a new MLP that has yet to pay its first distribution, let alone shown and distribution growth.
    Dec 9, 2012. 11:34 AM | 7 Likes Like |Link to Comment
  • The Future of Housing, Near and Far [View article]
    You stated: "but the majority will eventually have to pay rent. So, when that happens we can assume that at least 4 million families will have about $600 or more per month less to spend than they current have. Now I realize that this only takes about $3.6 billion out of the economy each month, but hey, it is still a negative."

    I am pretty sure that landlords will be happy to circulate that money into the economy.
    Jun 29, 2010. 09:30 AM | 7 Likes Like |Link to Comment
  • Case-Shiller Still Predicts Massive 45% Fall from Today’s Values [View article]
    Unfortunately for this hypothesis, home prices have been rising for 6 straight months. Also, what makes the 1987 to 1997 trend line valid in 2009 and 2010? How about comparing mortgage payments and affordability to trend lines where the current numbers are well below any trend.
    Nov 26, 2009. 08:34 AM | 7 Likes Like |Link to Comment
  • High-Yield New Residential Investment Boosts Shareholder Value (A Lot) With Acquisition [View article]
    At my presentation at the Orlando MoneyShow earlier this month I asked for a show of hands for those that owned NRZ. Not one hand raised in a packed room. This stock has room to increase.
    Feb 24, 2015. 07:52 PM | 6 Likes Like |Link to Comment
  • Can Legacy Reserves Avoid The Upstream MLP Distribution Cut Trend? [View article]
    Find me a single investment firm that predicted this stuff 6 months ago and I will take them seriously.
    Jan 15, 2015. 05:57 PM | 6 Likes Like |Link to Comment
  • January Will Be Big With Upstream MLP Distribution Announcements [View article]
    The upstream MLPs hedge 80% to 90% of their expected production for the upcoming year and lesser amounts for up to 4 years in the future.
    Dec 31, 2014. 07:06 PM | 6 Likes Like |Link to Comment
  • After A Rough Quarter, Northern Tier Energy Moves To The Top Of The Refinery MLPs [View article]
    H-108, a merger is unlikely, since each is controlled by a larger company. Here is another scenario. Western Refining and NTI merge into a single refinery MLP and spin off their retail units into a corporation.
    Nov 15, 2013. 05:19 PM | 6 Likes Like |Link to Comment