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dratheal

dratheal
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  • Eastman Chemical beats by $0.24, misses on revenue [View news story]
    Beautiful
    Apr 30, 2015. 06:17 PM | Likes Like |Link to Comment
  • Martin Midstream Partners beats by $0.01, misses on revenue [View news story]
    These guys are primed for acquisition. Above 1 distribution coverage, but high seasonality. Being absorbed by a mid to large cap mlp, and paying out the gen partner would be beautifully accretive and promote distribution increases while stabilizing the smaller company
    Apr 30, 2015. 12:40 AM | 1 Like Like |Link to Comment
  • Warren Buffett And Losing Billions Of Dollars [View article]
    What's funny about this article is that it calls out misguiding headlines only to repeat the same action.
    Apr 22, 2015. 03:33 PM | 13 Likes Like |Link to Comment
  • A Closer Look At Magellan Midstream Partners' Distributable Cash Flow As Of Q4 2014 [View article]
    Any gulf or mid west refinery company can be assumed by their asset map, although exact names are not given. Pipeline's safety and cost advantages are significant when compared to trucking. It is most common for the products to be piped to a local rack where it is put into trucks for distribution. The impact on storage increasing is a bit hard to read. MMP provides storage with tankage all over the midwest. However, these tanks are built with long term leases drawn up. If MMP builds/acquires more tanks in the short term, they will see modest profit increases. Like the tanks, pipeline contracts are also long term so the storage of crude would likely require years to affect MMP. We know that the storage market is approaching capacity. When that occurs, it will all have to be moved to refineries. Hope this helps
    Mar 29, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Amnesty International: Shell, Eni making no progress on Nigeria oil spills [View news story]
    A man will steal a loaf of bread to feed his family if he isn't allowed to earn it.
    Mar 19, 2015. 05:17 PM | 2 Likes Like |Link to Comment
  • Amnesty International: Shell, Eni making no progress on Nigeria oil spills [View news story]
    I think he was saying that Africa doesn't have the regualtion we do on pipeline safety and monitoring. Probably doesn't have any that is enforced. He is very correct about the government corruption. These companies come in offering help to the communities they are working in and the governments tell this to the people. Instead, the money is slipped into various official pockets instead of into the community that so desperately needed it.
    Mar 19, 2015. 05:15 PM | Likes Like |Link to Comment
  • Kinder Morgan: Don't Be Fooled By The Nattering Nabobs Of Negativism [View article]
    @ephud

    Objective media is not funded by some of the richest in the world using it as an outlet to push their own interests.
    Mar 6, 2015. 01:39 PM | 5 Likes Like |Link to Comment
  • Where To Put My Money: Another Look At My Core Holdings [View article]
    SLB's EPS is going to grow 10% in 2015? Great co but services are likely to continue suffering for at least 1H15. That will certainly weigh on earnings as much as oil prices...

    BBL with 25% est eps growth? You have been watching metals prices tumble in this supply glut right? Their earnings are expected to fall by about that much, I believe. Actual this year was 5 and 2015 est is in the low 3's.

    I could very well be wrong (and I hope I am). You've got some fine holdings but your expectations seem pretty high. Best of luck.
    Mar 5, 2015. 05:20 PM | Likes Like |Link to Comment
  • MBA Mortgage Applications [View news story]
    very original
    Feb 18, 2015. 09:55 AM | 1 Like Like |Link to Comment
  • Saudis raise oil price in U.S., cut it for Asia [View news story]
    and we all know countries respond well to having a nuclear bomb held over their head...
    Feb 9, 2015. 01:34 PM | Likes Like |Link to Comment
  • Job cuts highest in two years due to falling oil price [View news story]
    that's absolutely not the real question
    Feb 5, 2015. 12:05 PM | Likes Like |Link to Comment
  • Millennials have the steering wheel now [View news story]
    Love the enthusiasm! Trust me when I tell you that plenty of us want to work hard and be successful.
    Jan 31, 2015. 01:16 PM | 8 Likes Like |Link to Comment
  • Millennials have the steering wheel now [View news story]
    pretty sure every age segment of our country would like to pay less in taxes...
    Jan 31, 2015. 01:14 PM | 5 Likes Like |Link to Comment
  • Millennials have the steering wheel now [View news story]
    but like totally sweet how deeply insightful you are AD
    Jan 31, 2015. 01:11 PM | 5 Likes Like |Link to Comment
  • Paris on high terrorism alert after 11 killed at magazine [View news story]
    betpharm - Can you read? What about that comment seemed to justify murder?
    Jan 7, 2015. 01:21 PM | Likes Like |Link to Comment
COMMENTS STATS
24 Comments
52 Likes