jperello001

jperello001
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  • All Aboard! The Bottom In MLPs Is In  [View article]
    The banks just can't force banks to cut dividends, unless PAA's credit facility covenants are breached. PAA is not even close to this.
    Feb 13, 2016. 11:41 AM | Likes Like |Link to Comment
  • Williams to serve two Gulf Coast LNG export facilities  [View news story]
    I think all of these issues have been priced in. It's amazing so many posters on Seeking Alpha are so short sighted, but WMB at $12 is a great buy. If ETE merger occurs, I'm getting $8 cash back in March!
    Feb 11, 2016. 06:42 AM | 2 Likes Like |Link to Comment
  • Chesapeake Energy's end isn't so near, WSJ's Jakab writes  [View news story]
    How do you go bankrupt w/ $1.7 B in cash and no major bond maturities due?
    Feb 8, 2016. 05:10 PM | 15 Likes Like |Link to Comment
  • MPLX -22% on plans to slow pace of dividend hikes  [View news story]
    I'm good with a pay raise...just need more cash to buy more!
    Feb 3, 2016. 01:24 PM | 2 Likes Like |Link to Comment
  • Azure Midstream Partners' Big Yield: Is It Worth It?  [View article]
    Even if they cut the distribution by 50%, it's still pays a hell of a yield. I might gamble on some shares Monday, but I wonder why they have not announced the distribution next month??
    Jan 30, 2016. 11:34 AM | Likes Like |Link to Comment
  • What Lies Beneath Williams' 65% Drop?  [View article]
    Tampajoe- I appreciate and understand the concern of ETF's impact on individual securities, but I'd like to turn it into an opportunity. I love that WPZ and WMB are down 60%. I can buy it cheaper and the income is phenomenal! Cheers
    Jan 28, 2016. 05:55 AM | 8 Likes Like |Link to Comment
  • MPLX LP declares $0.50 distribution  [View news story]
    MPLX to me is a bargain! Strong sponsor (MPC) and 4-5 yrs of 20-25% growth in distribution.
    Jan 25, 2016. 09:28 PM | 2 Likes Like |Link to Comment
  • Cone Midstream Partners declares $0.2362 dividend  [View news story]
    I thought all of the midstream MLPS were going to cut their distributions? So far most are paying!
    Jan 25, 2016. 07:16 PM | Likes Like |Link to Comment
  • Is Williams Partners Oversold?  [View article]
    I understand the concerns with Natural gas volumes on the supply side, but WPZ also has long-term contracts on the demand side that are very strong. Distribution might get cut, but only to fund CAPEX. I say a 30% chance distribution is cut.
    Jan 17, 2016. 08:07 PM | Likes Like |Link to Comment
  • Ignore Oppenheimer; Weatherford's Bonds Scream 'Bankruptcy!'  [View article]
    Doesn't WFT have a BBB- rating on their debt? That doesn't make sense, if true.
    Jan 16, 2016. 10:21 AM | Likes Like |Link to Comment
  • Williams companies suffer credit downgrades from Fitch  [View news story]
    My reasoning is that CHK needs cash! They have to use Williams pipeline and if they don't, then how does the creditors get paid back? What's your thoughts?
    Jan 12, 2016. 12:03 PM | Likes Like |Link to Comment
  • Williams companies suffer credit downgrades from Fitch  [View news story]
    Even IF CHK goes bankrupt, WMB has the upper hand in any negotiations. Also, WMB will become ETC in March, which reduces the CHK exposure. WMB is a buy.
    Jan 11, 2016. 06:48 PM | 1 Like Like |Link to Comment
  • Kinder Morgan does not meet conditions for pipeline expansion, B.C. says  [View news story]
    What exactly is "sharing of benefits"? They actually get a cut?
    Jan 11, 2016. 03:21 PM | 4 Likes Like |Link to Comment
  • MPLX Energy Logistics Swallows Mark West - Wait For Gas And NGL Pricing To Firm Before Jumping In  [View article]
    Michael - A couple of follow up questions.
    1) What would be a good price to buy MPLX?
    2) What is their current DCF?
    3) what is their EBITDA/Debt ratio?

    Thanks for the great articles and have a prosperous 2016
    Jan 1, 2016. 02:35 PM | Likes Like |Link to Comment
  • MPLX Energy Logistics Swallows Mark West - Wait For Gas And NGL Pricing To Firm Before Jumping In  [View article]
    MPC wants to creat the Mont Belvieu of the Northeast. Agree this is a big risk, but if executed correctly will reward MPLX and MPC shareholders for years to come. Long MPLX and waiting for another sell-off to buy more.
    Cheers

    * MPLX/MWE expects to generate Northeast in-basin demand for NGL derivatives through the construction of a butylation facility that will produce refinery blendstocks for use in the Midwest, East Coast and at Marathon Petroleum Corp.-owned refineries, and from completion of ethane steam crackers that will produce ethylene and propylene feedstocks for regional and international markets.
    Jan 1, 2016. 10:30 AM | 1 Like Like |Link to Comment
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