Davidesand

Davidesand
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  • Enterprise Products says current prices do not support crude oil exports  [View news story]
    Saudi production costs are significantly lower than the U.S. do volume increase makes up net profit. plus our supposed allies seek to shut our production via fracking and deep water drilling to bring back market control to OPEC. In the long run, this will fail. Why? We will continue to improve the efficiencies of transportation vehicles that use petroleum for fuel. Oil will continue to remain in surplus in the long run. But EPD is primarily in pipelines transportation, so the low commodity pricing of oil really does not impact their profitability. Oil is fungible, so transportation is the money maker. EPD's long term risk comes from technology changes, like significant improvement in nano tech silicon batteries that will yield cost and performance of electric vehicles.
    Feb 1, 2016. 10:22 AM | 1 Like Like |Link to Comment
  • Prospect Capital: Fear-Mongering Doesn't Help, Consider The Facts  [View article]
    There are only 3 concrete inputs that value a stock. They are fear. greed. and hope. The driver right now is fear, based almost solely on crude oil prices. So the sheep run to the slaughter pens and sell. Smart money stays long on Prospect.
    Jan 13, 2016. 02:20 PM | 2 Likes Like |Link to Comment
  • Enterprise Products to export first U.S. crude after export ban lifted  [View news story]
    Saudi Arabia's oil is trash compared to Texas Intermediate. Great for EDP.
    Dec 24, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • No crude oil export ban, no problem for U.S. refiners winning tax break  [View news story]
    Not gonna happen. Big AG. makes a ton on ethanol production and they would pressure the Congress.
    Dec 16, 2015. 03:19 PM | 1 Like Like |Link to Comment
  • Dozens of California governments sue the wireless carriers  [View news story]
    typical b.s. governmental bidding language that puts the vendor in the monetary gunsights.
    Dec 8, 2015. 04:02 PM | 4 Likes Like |Link to Comment
  • Crude oil closes below $40, no relief in sight for oil industry pain  [View news story]
    EPD is primarily a well run transportation, I.e. pipelines, company. The oil and natural gas keep moving no matter the commodity price. EPD will continue to make money and pay dividends. so I stay long on EPD.
    Dec 4, 2015. 05:26 PM | 3 Likes Like |Link to Comment
  • Report: AT&T to raise price on grandfathered unlimited-data plans  [View news story]
    there ain't no such thing as a "free" lunch. same with internet.
    Nov 30, 2015. 08:52 PM | 5 Likes Like |Link to Comment
  • Prospect Capital: It's About Stability  [View article]
    From my perspective, PSEC is a long play with great dividends. like any other investment, one should monitor for major changes. However a single quarter's performance is nothing to get your pants in a was one way or the other.
    Nov 18, 2015. 02:16 PM | 1 Like Like |Link to Comment
  • Gladstone Capital to pay lower management fee  [View news story]
    Great news
    Oct 19, 2015. 10:19 PM | Likes Like |Link to Comment
  • Many MLPs will need to delay or scrap capital spending plans, analyst says  [View news story]
    until the general economy of the world picks up everyone will have to be careful with capex. file midstream energy companies rely upon transportation and are not truly affected by the price of oil the demand, for energy products will affect their throughput revenue. they're still in the long run a good investment.
    Oct 7, 2015. 12:36 PM | 4 Likes Like |Link to Comment
  • Enterprise Products declares $0.385 dividend  [View news story]
    Excellent commentary on EPD. Crude pricing has nothing to do with pipelines and operations thereof.
    Oct 1, 2015. 09:41 PM | 1 Like Like |Link to Comment
  • Enterprise Products Partners: This 6.5% Yield Is A Steal For Income Investors  [View article]
    It's wonderful to see the herd run to the sidelines. They have no understanding of EDP'S business model and strong leadership.
    Sep 28, 2015. 08:13 PM | 1 Like Like |Link to Comment
  • No bid for BDCs  [View news story]
    way too late. hopefully, the dividends stay strong with good leadership. now it's a long play.
    Sep 28, 2015. 05:01 PM | 7 Likes Like |Link to Comment
  • 10 largest corporate layoffs of the past two decades  [View news story]
    this is ancient info, not forward looking.
    Sep 20, 2015. 09:31 PM | Likes Like |Link to Comment
  • CVR Refining Is Hatching Its Next Spectacular Dividend  [View article]
    I chose CVRR almost strictly for the dividends as opposed to trading on the swings in pricing ( which if you're not worth a ton of money and have the ability to high speed trading ) is a recipe for disaster. There is some risk to crack spread degredation, but with the technologies used today to recover crude, I don't think that there will be a significant rise in crude, plus CVRR has some transportation capability to source crude from a number of independent wells. Also, keep in mind that if crude rises, refiners pass the cost downstream, maintaining their margins.

    While any investor should feel obligated to monitor the business environment that their investments operate in, I think that CVRR is a good hold and if your DRIP your dividendends the returns are awesome over time.

    Yep I'm long on CVRR
    Sep 10, 2015. 01:45 PM | 3 Likes Like |Link to Comment
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