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ATrautmann

ATrautmann
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  • 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
  • Select Income-CCIT Merger: A Match Made In Heaven (For Management) [View article]
    I have held SIR for 4 years . all I hear is noise that it's mis managed and worth a lot more if it were to change its Portnoy management team . In the meantime I am collecting close to 7% and FFO is better than its peers . NAV is also better than average . yield on cost is better than any REITS I own . Tell me again why I should sell ?
    Feb 12, 2015. 10:54 AM | Likes Like |Link to Comment
  • Kinder Morgan: A Highly Strategic And Accretive Silver Lining Materializes [View article]
    Lots of optimism here . However, If oil drops to $40 and gas stays under $3 then production will be shut in . No need for pipes or storage because production would decline and that does affect midstream MLP prospects . Hence, the underperformance of MLP's over the past year. If oil stays under $50 I would be very cautious on adding anything oil related to my portfolio including MLP's. If oil goes to $25 I would be a buyer of KMI, ETE, PAGP and MMP.
    Feb 10, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • Linn Energy Looks Better Now Than It Did A Few Weeks Ago [View article]
    Linn will be $8 before it is $13 . I have my limit order at $8 . I hope it plummets after Febuary 19 . Either way oil moves lower before it moves higher and nat gas is just plain dead in the water . General 5 year thesis is oil/gas will move higher but not by a lot .
    Feb 8, 2015. 04:37 PM | 2 Likes Like |Link to Comment
  • Time to go bargain hunting in energy sector but safety first, analyst says [View news story]
    OPEC is history . Oil demand in N America will be supplied in N America . HAL, PAA, KMI SLB will all benefit . If oil settles in above $65 then stability returns and efficient markets will take over from there not OPEC . Saudi's can pump all the oil they want unfortunately there is way too much competition and it's coming from all over the planet especially N America . Never mind Russia , Libya or Venezuela .
    Feb 4, 2015. 12:36 AM | Likes Like |Link to Comment
  • Abercrombie & Fitch - Not At Inflection Point Yet [View article]
    ANF is hardly a dead brand . Nothing is further from the truth . Have you been in any of their stores lately . Their comps are static and margins are still highest in the group of its peers . At $23 it's a buy . Great article
    Feb 3, 2015. 08:52 PM | Likes Like |Link to Comment
  • Bank Of America - I'm Pounding The Table After The Fed Catalyst [View article]
    Everyone hates Bank Of America . The public, the government , sell side analysts and all of it's regulators to boot . Moynihan has cut and slashed overhead and fat wherever he sees excess. So I should wait until it runs back to $18 before I buy ? . No thanks ...I have been buying the A warrants in BAC religiously on pull backs for 2 years and will continue . I look at this bank as a 5 year annuity . Imagine what just Merrill Lynch will be worth in 5 years (certainly $15) ?
    Jan 31, 2015. 01:08 AM | 1 Like Like |Link to Comment
  • Energy Transfer deal could pave the way for more sector M&A [View news story]
    It really all hangs now on how low crude goes and how long it stays low . In a 2 year duration scenario of crude under $50 then midstream operators will be forced to reduce costs and curtail capex and ultimately reduce distributions . Kinder Morgan was brilliant in its thesis and execution . Now ETE will have to consolidate to compete
    Jan 30, 2015. 12:12 AM | Likes Like |Link to Comment
  • Enterprise Products +3% as Q4 results hold up well amid lower energy prices [View news story]
    This management is best in the business . There are going to be some real shocks in the midstream business and I will expect EPD to make additional acquisitions . If the unit price makes it back to $40 in 2015 I will be happy .
    Jan 30, 2015. 12:06 AM | 1 Like Like |Link to Comment
  • Linn Energy declares $0.10 dividend [View news story]
    I will wait until Sept to look at Linn. If crude trends to $30 and it appears it will then I will acquire more Linn at $5 . At $30 crude and $2.85 gas when those hedges roll off it is going to be a sea off pain and lots of red ink ... Linn is certainly not immune . Unfortunately I have learned that as a unit holder for the last 5 years
    Jan 29, 2015. 11:58 PM | Likes Like |Link to Comment
  • Is Pembina Pipeline A Company Still Worthy Of Being In Your Portfolio? [View article]
    OPEC is history . Costs will come down , capex will be cut , field services will be cut , technology will evolve but the oil will still flow . Look at natural gas . Everyone said gas was uneconomical below $6 . Well it's under $3 and they are still pumping gas as fast as they can find it . Oil will be same thing . Farmers still grow crops even when prices are low - often they look to improve yields not cut production .
    Same applies to oil - We will export crude oil before the end of 2015 - as soon as we double our strategic petroleum reserves just like China is doing right now . Chaos has broken out all over the middle east and oil continues to plunge - the era of OPEC is over Thank God !
    Jan 27, 2015. 01:19 AM | 1 Like Like |Link to Comment
  • Energy Transfer Partners to buy Regency Energy Partners in $18B deal [View news story]
    ETE is the place to be . It's all about feeding the parent those IDR'S . I am long ETE and SXL only .
    Jan 27, 2015. 12:36 AM | 1 Like Like |Link to Comment
  • KMI Reported Solid Results, But Is The 'Reiterated' Dividend Outlook Flawed? [View article]
    The elephant in the room is OPEC . Not KMI and its dividend projections . We just witnessed Continental sell its midstream resources folks . Supply destruction is OPEC's stated objective and its working rather well . What amazes me is analysyts think midstream oil and gas services are somehow immune from shrinking income and margins in the oil patch . That is simply not true . Ultimately supply will shrink and tariffs will be REDUCED and throughput will decline . We will have pipelines operating at reduced capacity and at lower tariffs . Defaulted junk debt from excessive lending into oil E&P speculation using $100 bbl oil as COLLATERAL is going to be a disaster . Those letter of credits and gauranteed payments to midstream oil service firms will also go into default . The only salvation for the N American energy resurgence is if Oil miraculously returns to $80 . I personally wouldn't hold my breath . There is virtual kaos in the Middle East and all the players in that region are selling as much oil as fast as they can . Long positions held for years in NY and London are still just beginning to unwind . We will see $30 oil before we see $80 . KMI will survive but they may want to walk back their dividend guidance for the next couple years anyway .
    Jan 22, 2015. 03:56 PM | 1 Like Like |Link to Comment
COMMENTS STATS
523 Comments
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