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ATrautmann

ATrautmann
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  • Linn Energy And Navios Maritime Partners: 2 High-Yielders Worth Buying [View article]
    Glad I waited . LINN is under $22 and NMM is under $13 . I think I would buy LINCO anyway the yield is better and it will be $18 by Christmas . Hedge the position with DTO which I have held for 2 years now .
    Nov 17 11:47 AM | Likes Like |Link to Comment
  • Timmins Gold: A Sharp Rise In The Share Price And Sentry Investments' Involvement Make This Stock A 'Sell' [View article]
    My .94cent limit orders keep getting filled . It seems small miners want to bounce . I think TGD is one which will do fine
    Nov 14 11:09 PM | Likes Like |Link to Comment
  • Top 10 MLPs Flaunt Yield, Upside, And Net Gains For November [View article]
    Nat gas dropped 40% in the last decade and producers are still making profits on more volume as the infrastructure is built out . OPEC a is finished and oil will be priced lower but volumes will increase as the price drops. Bottom line , the best managed producers will still make profits . I prefer LNCO , LINN
    Nov 8 11:24 AM | Likes Like |Link to Comment
  • Magnum Hunter Resources' (MHR) CEO Gary Evans on Q3 2014 Results - Earnings Call Transcript [View article]
    $75 oil changes everything . That's what I am hearing in all the cc within the whole industry . How long it stays at $75 is the $64000 question . Otherwise , I wouldn't expect MHR stock price to do much , irregardless of the MLP IPO. MLP's will suffer right along with the rest of the industry . Eventually oil and gas infrastructure is going to become overbuilt . Once capital and credit evaporates in the oil patch there is going to be excess capacity . These MHR guys made some smart moves out of oil acreage at great prices , now we will see how natural gas holds up in the marketplace . Staying long MHR but most profitable oil investment this year is DTO (double short crude) . I expect it will continue for sometime .
    Nov 8 12:18 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: A Golden Dividend Growth Opportunity Is Never Offered Twice [View article]
    I am long KMI but have no illusions. Rising interest rates will hurt the stock . Lower oil prices will also impact their earnings in the long run . On the bright side , when smaller MLP's start failing it will be KMI that has access to capital to acquire them on the cheap. I think $80 oil is here for a long time . The warrants outstanding on KMI will also keep the stock under $40 until 2016 . The short interest will always be there , it's just part of the investment profile.
    Nov 6 10:42 AM | Likes Like |Link to Comment
  • Predictions For November - Part I [View article]
    Bret : How do you get the oil price break even price for various middle eastern producers ? I would think that would be rather difficult to estimate given the nature of their closed society. I know persons working for Saudi Aramco and the all in cost per bbl is less than $5. Perhaps what we are witnessing is the end of OPEC . Over supply and decreasing demand . Saudi's will sell more and drive the U.S. producers back onto the sidelines . There "cash flow" stays the same , they simply sell more at a lower profit per bbl .
    Nov 4 02:01 PM | Likes Like |Link to Comment
  • Linn Energy: Transformation To A Decline Rate Of 15% Or Below In 6 Short Months [View article]
    LINN unit prices will stay flat or drift up a few penny's on a high coverage ratio and good forward guidance , anything else is going to be a highway to hell ! If CVX , CLR , and COP can't hold up in this oil market then Linn certainly doesn't have a chance . My hedge was going long DTO ( double short oil ) which is soaring higher every week . $70 bbl is not unreasonable . OPEC is finished , oil is plentiful , good for the economy bad for E&P oil sector . That includes Linn , sorry to say . I have been with Linn from beginning .
    Nov 3 09:37 PM | 3 Likes Like |Link to Comment
  • Update: Eagle Rock Energy Partners Restarts Distribution Payments [View article]
    Linn yields 11% . Need i say more. EROC has not even budged on the news . Most likely all of their long term owners bailing out of a bad situation and taking their tax losses now.
    Oct 29 12:31 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Is Prepared To Control The Oil Industry For Its Own Good [View article]
    Once Kinder is consolidated and smaller midstream operators get over built and overextended I expect KMI will be "dancing through the bone yard" picking up assets on the cheap ! I am not buying KMI because we have a good energy market now . I am buying KMI for when the energy market crashes , which I believe we are seeing unfold before our eyes . Long KMI and DTO . Short oil and long Kinder Morgan
    Oct 23 09:53 PM | 3 Likes Like |Link to Comment
  • Himax: Overreaction To Google News Has Resulted In Another Buying Opportunity [View article]
    I will go play craps in Las Vegas ... The odds are better
    Oct 23 12:18 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Earnings Confirm Bullish Thesis [View article]
    The KMI warrants are an excellent leverage play on KMI "post"consolidation . Have been buying right along on any pullbacks .
    Oct 20 11:17 PM | Likes Like |Link to Comment
  • Linn Energy At $80 Oil [View article]
    Cramer has been all over the map with Linn . He also opines on Kinder Morgan lately but only after every firm on Wall Street upgraded the shares . Linn is getting creamed right now along with all energy producers in N America MLP or not . Trans Ocean has been destroyed . IMHO a they are going to bottom fairly soon and regain favor .
    Oct 18 09:18 PM | 2 Likes Like |Link to Comment
  • Buy Bank Of America Like Buffett: Warrants Offer Tremendous Value [View article]
    The "A" Warrants tanked today after earnings . The warrants dropped to $6.65 . I loaded up 12000 warrants@ $6.65 It was a wish list limit order I thought would never get filled . Often times it's about doing the right thing at the wrong time . By 2019 I expect to be happy with this investment
    Oct 15 11:01 PM | 1 Like Like |Link to Comment
  • Linn Energy: Portfolio Upgrades Bring A Distribution Increase Closer To Reality [View article]
    I have 6000 shares . It's going to be painful no matter what management says . Oil is going lower and fast . You can hedge all you want but after 2 years of $70 oil Linn will be crushed right along with all the domestic and deep water drillers . The crash is already underway . Wish I would have sold last month but if they can maintain the $2.90 I will be ecstatic
    Oct 14 11:33 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc. In A Low Oil Price Environment [View article]
    the market is pricing in $70 crude. That will slow drilling dramatically. Midstream services will be curtailed substantially. Access to capital for E&P will dry up. The only silver lining is that KMI will be able to pick up other midstream assets on the cheap.
    Long the large caps. MMP, PAA, KMI, ETE and unfortunately LINE as well
    Oct 14 11:22 AM | Likes Like |Link to Comment
COMMENTS STATS
483 Comments
536 Likes