Seeking Alpha

Constellation Energy Partners, LLC (CEP)

()

Comments on CEP

  • Constellation Energy: A Good Trade for a Natural Gas Rebound [View article]
    NAV can be manipulated, so let's look at it from a different angle. say you are an investor and you are looking to buy certain... More »
    Comment by Pakiya
    Oct 30 16:24 pm |
    Rating: 0 0
  • MLPs Keep Roaring Ahead [View article]
    Avi, Appreciate your article on MLP's. It would be helpful if you would go into a little more detail about these two points: 1.... More »
    Comment by skyraider
    Oct 28 12:53 pm |
    Rating: +1 0
  • MLPs Keep Roaring Ahead [View article]
    MLP dividend, I understand, is not tax-free; it is tax-deferred. The taxes are due when the units are sold.
    Comment by RK
    Oct 27 20:24 pm |
    Rating: 0 0
  • MLPs Keep Roaring Ahead [View article]
    I believe that AMJ is an ETN rather than an ETF. Since it is JPM on the note, not too terribly risky, but still worth considering.
    Comment by Augustus
    Oct 27 16:37 pm |
    Rating: 0 0
  • Outrageous Opportunities in Upstream MLPs [View article]
    Even a year and half later there is still a ton of upside to the E&P MLP sector. The top 5 or so partnerships have since delivered... More »
    Comment by Becci Weiss
    Oct 27 12:54 pm |
    Rating: 0 0
  • The Hun's Top 12 Value Buys [View article]
    Nice recommendations. Thanks. I noticed you picked CONN on Motley Fool and it has since fallen 45%-- the credit they have extended to... More »
    Comment by seekingvalue
    Oct 26 14:22 pm |
    Rating: 0 0
  • Constellation Energy: A Good Trade for a Natural Gas Rebound [View article]
    Pakiya Interesting idea...my primary concern is that CEP's NAV is overstated as it is based on internal estimates regarding assumptions... More »
    Comment by CCMIP
    Oct 14 18:26 pm |
    Rating: 0 0
  • MLPs in Good Shape, Despite Credit Crisis [View article]
    It was by following Seth Klarman's moves that, as a fairly new investor, i became interested in Linn Energy (LINE) and Breitburn Energy... More »
    Comment by tc1
    Oct 10 15:02 pm |
    Rating: +1 0
  • MLPs in Good Shape, Despite Credit Crisis [View article]
    Ozarker, Seth Klarman is an under-the-radar value investment manager who runs Baupost Group, a mutual fund which has averaged 20%... More »
    Comment by tk77mann
    Oct 9 11:20 am |
    Rating: +2 0
  • MLPs in Good Shape, Despite Credit Crisis [View article]
    Who is Seth Klarman and why should I need to know?
    Comment by Ozarker
    Oct 9 10:23 am |
    Rating: 0 0
  • MLPs in Good Shape, Despite Credit Crisis [View article]
    A loss he's trying to recoup? BBEP hasn't traded at $14 since the fall 2008 crash. Besides, you can argue that $14 is a fair value in... More »
    Comment by zorro6204
    Oct 9 10:11 am |
    Rating: +2 0
  • MLPs in Good Shape, Despite Credit Crisis [View article]
    It looks like Seth Klarman owns well over 8 million units of BBEP at an average of about 14 dollars a share. I wonder what he sees in... More »
    Comment by Juliet
    Oct 9 00:21 am |
    Rating: +3 0
  • MLPs in Good Shape, Despite Credit Crisis [View article]
    You stated what seems to be a popular misconception concerning distributions by BBEP. This is what they said in the press release: "As... More »
    Comment by zorro6204
    Oct 8 19:09 pm |
    Rating: +2 0
  • MLPs in Good Shape, Despite Credit Crisis [View article]
    Distribution yields on the mid-stream segment have steadily dropped (due to their rising equity prices) to around 7%+. The G&Ps... More »
    Comment by MattZN
    Oct 8 18:42 pm |
    Rating: +2 0
  • The Hun's Top 12 Value Buys [View instapost]
    H.J. , I hae been following you work for several months and am very impressed. I manage a family office and would be interested in... More »
    Comment by EJT
    Sep 19 18:35 pm |
    Rating: 0 0