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rdy4trvl

rdy4trvl
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  • Abbott to buy Russian pharma company [View news story]
    "The acquisition establishes a manufacturing presence for Abbott in Russia ......" AND access to select parts of Ukraine.
    Jun 23 04:25 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Vast Untapped Opportunity Looms [View article]
    rfclayton - I rarely find answers to my Qs - thanks for posting.
    Jun 18 11:42 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: The Good, The Bad And The Ugly Truth [View article]
    I was just about to post the same sentence.
    May 21 10:39 AM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's The MLPs For Total Return [View article]
    Where are the "Forecast annual distributions" are coming from. I'm not challenging in any way, just curious. I know Kinder discloses this to a certain extent (and it's encouraging they have the confidence to do this). Thanks
    Sep 6 03:47 PM | Likes Like |Link to Comment
  • "Pigs" not always smart enough to spot pipeline cracks [View news story]
    As the cost of these spills and cleanup increase, the inspection methods and tools will improve. It's important to keep in mind the alternatives (rail, truck) certainly don't have nearly the safety record of pipelines on a per unit basis. The tragic train accident in Lac-Megantic, Quebec had 70+/- tankers of oil and killed 47.
    Aug 18 01:51 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan (KMI): Q2 EPS of $0.27 misses by $0.06. Revenue of $3.38B beats by $0.24B. (PR[View news story]
    Misses but they're buying another $350m of KMI stock or warrants.
    Jul 17 06:18 PM | Likes Like |Link to Comment
  • As the controversy intensifies over whether or not the U.S. approves the Keystone XL pipeline, it seems that the oil will continue to flow across North America. At least 37 other pipeline projects are now planned or underway in the U.S. [View news story]
    Thanks Jack!! I didn't realize this until you pointed it out - it's the distribution mode (XL pipeline) that pollutes! Better to send it by inefficient rail and tanker trucks that use more of this dirty fuel before it gets to the end customer. Or better yet, ship it half way around the world to Asia because it's cleaner when it burns there. This is what happens when we have a well thought out, cohesive long-term national energy plan.
    Jun 27 02:01 PM | 5 Likes Like |Link to Comment
  • Canada's energy regulator says the 307K bbl/day Trans Mountain pipeline, operated by Kinder Morgan Partners (KMP -0.6%), has spilled an unspecified amount of crude oil in southwestern British Columbia. The spill, no matter how small, could ratchet up scrutiny of KMP's plan to boost Trans Mountain's capacity and Enbridge's (ENB) proposed Northern Gateway pipeline. [View news story]
    Effect? What else - "unspecified"....until the amount is specified.
    Jun 13 01:24 PM | Likes Like |Link to Comment
  • Aircastle (AYR -9.12%) seems to have suffered from its downgrade by a Bank of America analyst from neutral to underperform, but the smart money appears to still be long AYR, according to the hedge fund trackers at Insider Monkey. The stock was held in 18 of the bigger funds tracked at the end of Q1, a 13% increase from the end of the year. However, BofA analyst Glenn Engel doesn't like AYR's exposure to air freight. [View news story]
    Just to remove any uncertainty (the "seems" above) the full story (http://goo.gl/VcD0s) "Bank of America Downgrades Aircastle Limited to Underperform on Multiple Risk Factors"

    "In a report published Wednesday, Bank of America analyst Glenn D. Engel downgraded the rating on Aircastle Limited (NYSE: AYR [FREE Stock Trend Analysis]) from Neutral to Underperform, but raised the price target from $13.50 to $14.75."
    Jun 5 08:26 PM | Likes Like |Link to Comment
  • Why Kinder Morgan Partners Shelved Its Freedom Pipeline Plans [View article]
    "Since crude from North Dakota is actually cheaper, the landed cost for refiners in California works out to be almost the same even after factoring in the higher rail transportation costs." (from WSJ) Makes sense...it's understandable but what doesn't make sense is, if this is true, how did KM miss this? Seems odd that KM wouldn't have a pretty good idea of the response rate BEFORE they even considered an "open season". Either there's more to this or it was a big miss.

    Disclosure - long KMI, KMI options
    Jun 4 02:41 PM | 2 Likes Like |Link to Comment
  • With the Liberals back in power in British Columbia, Canada’s three western provinces are working on a renewed push to make the proposed Northern Gateway (ENB) and TransMountain (KMP) pipeline projects work. B.C.’s environment minister says a meeting of premiers will happen soon, and he sees "a pathway to yes" to the projects, a more open-minded view than was stated in the recent election campaign[View news story]
    This would send a message to DC. But since we don't have a national energy plan, it will be dismissed.
    May 30 02:33 PM | Likes Like |Link to Comment
  • Northern Tier Energy LP Class A Reports Today - Here's Why You Should Take This Dividend [View article]
    Thanks for the article. Regarding the Additional Disclosure: As an owner of NTI, the opening disclosure would say, " I am long NTI and (select one) have/have no plans.....". Up front. No confusion. Referring to the ATT commercial, "It's not complicated". Just a suggestion.
    May 13 04:07 PM | 4 Likes Like |Link to Comment
  • Cramer's Mad Money - Why Analysts Were Wrong About Microsoft (4/25/13) [View article]
    Exactly.
    Apr 26 11:06 AM | Likes Like |Link to Comment
  • Lifetime Brands: Great Cookware Brands At A P/E Of 7 [View article]
    Seems reasonable regarding Buffett except there's no moat as Tim Ayles points out above. And market cap (before a premium) is the same as your continuing value.
    Apr 4 10:51 AM | 1 Like Like |Link to Comment
  • Lifetime Brands: Great Cookware Brands At A P/E Of 7 [View article]
    Given it's cash flow and valuation, is LCUT a takeover candidate?
    Apr 3 12:00 PM | Likes Like |Link to Comment
COMMENTS STATS
29 Comments
26 Likes