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ATrautmann

ATrautmann
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  • 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 !
    http://1.usa.gov/wcMN0r
    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
  • Bank Of America: The Frustration Mounts For Shareholders [View article]
    Just own it and put it away ...in 5 years you will be glad you did . Bank of America will be the best capitalized most profitable money center bank in N America . This company has been scrutinized and beaten to death . The stock has performed dreadfully in 2015 compared to almost any other sector besides energy in the S&P . I am buying the A warrants. Each time they get creamed I buy more . By 2019 I will be rewarded . Complete no brainer . Long BAC A Warrants .
    Mar 23, 2015. 09:59 PM | 1 Like Like |Link to Comment
  • Linn Energy - Does Mr. Market Expect A Second Distribution Cut For This 11% Yielder? [View article]
    They should just eliminate the dividend completely. Nobody knows when oil will start rising again. Saudis are now hiring U.S. Fracking firms away from domestic E&P. If sanctions are lifted against Iran that puts another 1 million bbl a day into the world market . $50 oil may be around for a long time
    Mar 17, 2015. 10:05 AM | 2 Likes Like |Link to Comment
  • Bank Of America - An Ironic Opportunity For Superior Appreciation [View article]
    There are now many of the largest metro areas in the United States overbuilt with apartment properties . Massively Overbuilt would be more accurate . Many of those new units have high rents and will require high occupancy to cash flow . GE sold its portfolio of multi family properties in N America because they anticipated the onslaught of new apartment units . The tectonic fact is that there will be more renters and less home buyers in most American cities . High end home builders will do well but middle class Americans are not interested in new mortgages or another home . Car loans and credit cards and lots of service fees are all that is working at Bank of America . Home loans are structurally suppressed . Appraisals and underwriting regulation is burdensome . Merrill Lynch is where all the value is at BOA and is why I stay invested . Mega Banking will never return to its formal glory no matter how many value equations are overlayed onto book value or FED policy . I will be thrilled with 9% real appreciation in the BOA shares I own but will not hold my breath ...
    Mar 16, 2015. 10:42 PM | Likes Like |Link to Comment
  • Beware Of Sangamo: 20-Year History Of Failures, Misadventures In HIV, And Flawed Approach In B-Thalassemia [View article]
    Sangamo approved by FDA to go ahead with PH 1 :
    http://bit.ly/18DQY3D
    Mar 12, 2015. 12:23 PM | Likes Like |Link to Comment
  • Beware Of Sangamo: 20-Year History Of Failures, Misadventures In HIV, And Flawed Approach In B-Thalassemia [View article]
    HIV will no doubt be cured . Biogen obviously sees value in its relationship with SGMO. Nevermind Toxcity with HAART over decades of treatment leaves much to be desired. Natural mutations exists in humans which prove them to be immune from HIV infection. SGMO has identified that curative mutation. They are headed down the right path ...I have been in the stock from $4 to $24 and back to $17. I have always added more on significant pullbacks and have done very well . My investment is a "call on science beating disease" . I have done it with Gilead and ISIS and hope my small contribution at Sagamo will prove beneficial to easing human suffering yet again . Biotech is advancing by leaps and bounds and Alpha Exposure will be on the wrong side of this trade . Get shorty !
    Mar 12, 2015. 12:37 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: A Smart Move [View article]
    All the large MLP are accessing ATM equity . The shares are being penalized . Across the oil patch MLPs included . More equity , more dilution , lower unit value . Stand in line while shareholders get soaked with more and more dilution . In a year with $60 oil the capital markets will be shut off completely. So I guess they figure they will sell more equity while they can . The MLP bull run has ended , just pray the distributions can hold up .
    Mar 11, 2015. 07:14 PM | Likes Like |Link to Comment
  • Oil glut's latest dilemma: where to store it all [View news story]
    Rex Tillersom at Exxon says we are oversupplied and oil could drop to $30 . I think he knows more than most and he didn't sugar coat the reasons why . Straight talk - too much supply too little demand . Could be 2016 before oil returns to $70 . Bad for oil companies great for consumers and refiners .
    Mar 5, 2015. 11:25 PM | 2 Likes Like |Link to Comment
  • MarkWest Energy Partners Is A Perfect Income Growth Play [View article]
    I am long term MWE owner . Have been in gas business 25 years . The problem is that NAT gas is in secular price collapse . $3 gas is not economically viable long term . AS production drops then throughput and gas processing will become less and less profitable . Same applies to crude oil . Profitable output will continue and marginal output will be shelved . Many believe LNG exports will be our salvation . Consider that there are large scale LNG export facilities , and trans global gas pipelines under construction across the globe . Australia, Russia , UAE, New Guinea, Quatar, Canada , and the United States . Excess supply is going to be around for decades . If you notice MWE unit prices are not making lower highs but are making higher lows . Same for EPD, PAA , GEL . I hope unit prices rise when oil increases but am certain the easy money has already been made . DCF Is all that matters now and the price of nat gas is all that is relevant
    Mar 1, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • MarkWest Energy Partners Is A Perfect Income Growth Play [View article]
    L
    Mar 1, 2015. 01:32 PM | 1 Like Like |Link to Comment
  • Plains All American launches 21M-unit public offering [View news story]
    The sky is falling ....
    Feb 26, 2015. 12:02 AM | Likes Like |Link to Comment
  • Inter Pipeline Delivers A 44% Total Return In 2014; Look For 25-30% In 2015 On Back Of Transport Mega Projects And Contango In Bulk Storage [View article]
    Pembina is selling at a EBITA discount to Inter - Pipeline . They both are oversold due to the crash in crude plus the devalued Canadian dollar . I dare say they both are compelling investments down here but I have selected PEMBINA because I follow the company more closely and have held the shares since Provident Energy days
    Feb 22, 2015. 12:22 PM | 3 Likes Like |Link to Comment
  • Linn Energy: An Abysmal Quarter To End 2014 [View article]
    What are your investment returns from Linn if oil stays at $50 and Nat gas at $3 ? Very real possibility and very bad for us Linn unit owners . Layoffs in the oil service economy are over 20,000 now . $100 oil is history and Linn may never see $20 this decade .
    Feb 20, 2015. 10:27 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
535 Comments
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