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  • Twitter: Still Further To Fall [View article]
    Doyle . I guess Tesla, Netflix and Amazon are headed to the grave yard as well ? Perhaps , you need a little latitude with your macro thesis regarding tangible earnings vs. Growth in the marketplace of ideas . Twitter is unique and widely embraced . Management may need to be changed but the product is groundbreaking technology unheard of a decade ago . It has real value and little competition . Tesla competes with 30 automotive brands with decades of manufacturing and marketing experience yet Tesla receives an excessive valuation by investors . Tesla : Great car , bad stock ! Twitter : Great product , good stock . . I have slotted Twitter as a spec in my portfolio. Long jan201637 call options . Seems very reasonable indeed . #twittermatters
    May 12, 2015. 11:38 PM | 2 Likes Like |Link to Comment
  • Plains All American Pipeline Could Be The Best Performing Large-Cap MLP Over The Next 2-3 Years [View article]
    It appears there is quite a lot of speculation that GP will be bough out . Plains, One Oke , Targa . I own PAGP and PAA . Owning both seems smartest way to hold MLP units . MLP sure have slowed down and new capital is drying up. I anticipate $70 oil is the new normal and MLP's will compete and profit very well .
    May 11, 2015. 11:15 PM | 1 Like Like |Link to Comment
  • Recent Buy: Energy Transfer Partners [View article]
    Why bother with ETP when you can own ETE ? All the cash is being pushed up the food chain . PAGP , ETE , KMI are all growing dividends at 20% or more per year ... Seems like a no brainer
    Apr 29, 2015. 11:15 PM | 2 Likes Like |Link to Comment
  • Pembina's (PBA) CEO Mick Dilger on Q4 2014 Results - Earnings Call Transcript [View article]
    These guys put on an excellent call . Honest and straight forward
    Apr 27, 2015. 11:10 PM | Likes Like |Link to Comment
  • Pembina: A Growth Midstream Now On Sale [View article]
    Now is the time to buy Pembina . $35 . For all the reasons outlined in your article . $70 oil will be the icing on the cake
    Apr 27, 2015. 11:04 PM | Likes Like |Link to Comment
  • Pembina Pipeline Corp.: Stock Analysis [View article]
    I have seen my Pembina investment drop 30% in 2014-15 . I have added more as I can . The Bottom line is that oil needs to rise back to $70 in order for throughput to grow at Pembina . Especially tar sands Canadian crude . Until that happens I will be content with the monthly dividend . All the pipes that handle crude are down ; the only exception is KMI which has a lock on nat gas logistics in many markets . Storage is great , contango is great but throughput is the real cash cow for pipes
    Apr 27, 2015. 10:56 PM | 1 Like Like |Link to Comment
  • Bank Of America - High Margin Of Safety, High Return Potential [View article]
    I got into the A warrants. And will ride them until expiration . Rates will rise, capital will rotate , and big banks will be the beneficiary . The rest of the S&P is relatively fair valued or even expensive today except for one sector . XLF . I hate Bank of America but love the stock . I love my Tesla but hate the stock . Poetic justice ... 10 years from now Bank of America stockholders will be glad they stayed long . Can't say the same for Tesla , Amazon , ...well you get the picture
    Apr 21, 2015. 11:25 PM | 1 Like Like |Link to Comment
  • My Take On Bank Of America [View article]
    Well - the bears are all over BAC now . Everyone hates this company : Shareholders, customers, employees, regulators , and most investors . Despised might be a better word . I think I will add more A warrants at a lower bid . Merrill Lynch was completely glossed over this quarter and I am a die hard contrarian over this Bank . And I hate banking there too ..maybe I am a masochist ... maybe I should bail and buy JPM or MS or WFC but book value keeps bringing me back to BAC . Time will tell ...warrants don't expire until 2019 ...I will wait
    Apr 16, 2015. 12:14 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan posts mixed quarter, hikes dividend [View news story]
    KMI is trading down after hours . Revenue was way off target . I am very surprised as a shareholder . CAGR is down and DCF is going to be below 1. The shares will come under pressure . From here out it's strictly "show me the money" for any MLP's . PAA has made that abundantly clear to their partners . I appreciate that honesty in their management . Kinder has now over promised and under delivered . I will keep my warrants but not if the shares head back to $40 which is very likely .
    Apr 15, 2015. 11:57 PM | 1 Like Like |Link to Comment
  • Notable earnings before Wednesday's open [View news story]
    BAC A Warrants . Have been ticking higher . Time is on your side with BAC . It would be silly to sell . If they disappoint I will buy more A Warrants . Steepening yield curve is coming sooner or later and banks will flourish again . Election is coming ...more good news for BAC. If it trades above $20 by 2016 I will be thrilled
    Apr 14, 2015. 11:46 PM | Likes Like |Link to Comment
  • Texas Hold 'Em In The Oil Patch [View article]
    IMO - Russia and China will be Iran's new best friends if this deal is killed by Congress . They call that a loose / loose deal . Russia is already transferring missile defense technology to Iran . The oil will flow from Iran with or without a deal . The only difference is that The U.S. will be out in the cold with no dialogue with Iran . Pure stupidity on the part of Congress . Morons . The only sanctions left will be American sanctions ...China and Russia will collapse and resume trade immediately ...
    Apr 14, 2015. 11:32 PM | 1 Like Like |Link to Comment
  • A Closer Look At Magellan Midstream Partners' Distributable Cash Flow As Of Q4 2014 [View article]
    When oil goes back to $80. MMP and PAA will benefit incrementally . Great article
    Mar 29, 2015. 10:38 AM | Likes Like |Link to Comment
  • The WTI Brent Spread Looks Like It Will Widen [View article]
    we import less than 1 million bbls from OPEC countries . We will be N America self sufficient by 2018. We will be exporting crude by 2016. OPEC is kaput !
    Mar 27, 2015. 12:09 PM | Likes Like |Link to Comment
  • Forget Yemen - Oil Is Abundant And Moving Toward Obsolescence [View article]
    The U.S. is not interested in any more conflicts in the mideast. Simple as that. Saudi Arabia , Kuwait, Iran etc will have to spill their own blood and treasure if they want to get their oil to world markets at much lower prices. Canada and The U.S. are
    are the big winners. Irregardless of renewable energy sources N America will be essentially self sufficient at $65 wti. The producers like Russia , Venezuela, Nigeria, Iran, Libya are all going to sell as much crude as they can at much lower prices . "Down the tubes".- their only salvation "geopolitical chaos" to spike oil prices . ie Saudi Arabia and Yemen . That will make N American unconventional oil even more attractive . OPEC is dead and the mid east will have to clean up its own "neighborhood"
    Mar 26, 2015. 11:12 AM | 5 Likes Like |Link to Comment
  • Kinder Morgan: Time To Get Bullish? [View article]
    Wait until war breaks out between Iran and Saudi Arabia . Think that's impossible , think again . Saudi Arabia has quadrupled military purchases since 2013 . The Middle East is heading to political chaos . You will be glad you own KMI then . Any N American E&P that's well capitalized as well . Dollar strengthens every month , more discourse in Mid East . Doesn't take a PHD to see how this story ends . Canada and The United States will be in the energy "cat bird seat" . Expect crude exports soon . More good news for KMI and EPD
    Mar 25, 2015. 12:06 AM | Likes Like |Link to Comment