ATrautmann

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  • Energy Transfer Equity -26% on news of CFO replacement  [View news story]
    Er
    Feb 9, 2016. 12:31 AM | Likes Like |Link to Comment
  • Pembina Pipeline - Low Leverage Provides Margin Of Safety, But Dividend Might Not Be Secure  [View article]
    Pembina has the lowest debt/EBita in the space . It's assets are irreplaceable and the company is so cheap that any number of larger logistics players would pay $50 a share to purchase the company . I will stay on board this pony . Selling now would be stupidity x10 buying more is what I have done .
    Jan 22, 2016. 11:13 AM | 1 Like Like |Link to Comment
  • OPEC, Except For Iran, Has Peaked  [View article]
    Iran is just now selling into Europe at $25bbl.. Nobody knows what is going to happen. Nobody in the world including any statistics you choose to put out . Only thing that is certain is less downside from here than upside. N American onshore production will most likely displace Brazilian and European offshore production. Storage is maxing out in refined products as well
    Jan 21, 2016. 11:22 AM | 1 Like Like |Link to Comment
  • Energy Transfer slumps to five-year low as Williams deal doubts persist  [View news story]
    Insanity ...sell sell sell
    Jan 20, 2016. 11:52 PM | Likes Like |Link to Comment
  • Is Williams Partners Oversold?  [View article]
    All the tight oil and gas in the U.S. Is now "not economic" . News flash : Chesapeake won't last throughout 2016 . Gas and oil are going to be in for an aweful restructuring of debt , capex and production . The $64,000 question is what does that mean for midstream ? Well Kinder Morgan has already imploded and ETE is at the very edge of the abyss . Bigger means nothing in this game , obviously as yields March higher and higher as institutions abandon the MLP business model altogether . Williams and Energy Transfer will either bring in lots of fresh capital in a unique and original fashion or they will collapse under all that debt irregardless of their 100,000 miles of pipe . I am staying long ETE only because their management is the most creative in the industry , http://bit.ly/1P9g3b1
    Jan 17, 2016. 01:14 PM | 2 Likes Like |Link to Comment
  • Plains All American - Is The 14% Yield Too Good To Be True?  [View article]
    PAGP is going to be the sacrificial lamb. If we get $15 per unit i would be thrilled and make a small profit including dividends. PAGP went public over $20 and many larger owners like Occidental immediately cashed out . Should have learned from that tell tale sign. GP model is always inversely leveraged to MLP when things get bad . BPL, MMP EPD have held up much better since they mergedhttp://http://bit.ly/17ut1Md
    Jan 14, 2016. 01:28 PM | 1 Like Like |Link to Comment
  • After Hours Gainers / Losers  [View news story]
    R
    Jan 12, 2016. 11:53 PM | Likes Like |Link to Comment
  • Williams Partners To Follow Kinder Morgan And Cut Distribution?  [View article]
    Bridge too far ! ETE needs to walk away from Williams before it destroys the equity value of ETE . CHK is the problem . Williams biggest customer which is breaking down weekly . Williams is a problem child . Short sellers are in control and expect a train wreck by June and ETE trading at $5.00 . Bigger does not mean more profitable !!! Ask Rich Kinder . Run don't walk away from this deal ...
    Jan 10, 2016. 06:27 PM | Likes Like |Link to Comment
  • Moody’s downgrades Williams, cuts outlook for Energy Transfer  [View news story]
    If management does not get this merger right it is going to be a train wreck . If they don't close or sell assets or bring in more equity it's another KMI . Just because your big doesn't mean you can't fail . Remember ENRON
    Jan 10, 2016. 11:39 AM | 1 Like Like |Link to Comment
  • Oil Is Extremely Cheap  [View article]
    dumb
    Jan 8, 2016. 11:59 AM | 1 Like Like |Link to Comment
  • That's The Bottom In The Oil Market  [View article]
    The struggle between OPEC and non OPEC is now at loggerheads . If the U.S. banks backstop our producers which they have done so far then oil will go lower again. Nigeria, Russia, Venezuela , currencies are crashing . The mid east is in a race to the bottom . Iran and Saudis will under sell each other until they deplete reserves . So how do you mark to market oil without OPEC . Supply exceeds demand by 1 million bbls a day . Once that inverts oil will start to increase in price . Slowly returning to $50 . New normal in a world without OPEC . So much for cartels !
    Jan 7, 2016. 12:46 PM | 1 Like Like |Link to Comment
  • MLPs: The Perils Of Building On Quicksand  [View article]
    Subscribe to MLP Profits . Good advice and well worth it for new investors into MLP space .
    Jan 6, 2016. 11:17 PM | Likes Like |Link to Comment
  • FERC extends comment timeline on proposed Kinder Morgan pipeline  [View news story]
    Lelel
    Jan 5, 2016. 11:58 PM | Likes Like |Link to Comment
  • Oilprice.com's four big energy stocks to watch in 2016: XOM, DVN, RIG, KMI  [View news story]
    Global warming is real and renewable energy is booming all over the globe . Texas supplies 25% of U.S. Wind power . If you don't see the renewable macro "freight train" then you are blind . Exxon and BP are already investing in renewable energy . My MLP thesis sees nat gas used for base load power generation for 30 years . Coal is dead and oil isn't far behind . It doesn't take much imagination to see the Saudi "dumping" as an attempt to maintain parity with wind and solar and little to do with U.S. shale . In 20 years the world will be far less dependent on oil . $30 oil will just delay the inevitable demise of oil and the emergence of renewable energy technology .
    Jan 5, 2016. 11:55 PM | 2 Likes Like |Link to Comment
  • The Value Portfolio - SunEdison Is My Top Pick For The Next 5 Years  [View article]
    Counter thesis : fossil fuels are on the way out . Coal , oil and gas are all on borrowed time . Kinda like tobacco . However, They will pay juicy dividends to keep investors on board just like big tobacco. . No dividends then forget it , they will be out of business in a flash . Kinder Morgan shows the velocity and capital destruction that comes from bad managagement in the oil patch. CVX, XOM , MMP and EPD will thrive because they will protect their equity owners at all costs . SUNE is a new animal developing the future technologies that will impact global warming in a positive way. SUNE is a steal at $5 . All upside into a brave new world . The price has been driven into the gutters so the David Teppers of the world can scoop up big chunks of the business dirt cheep ! Certainly SUNE has more upside than downside from here . Owns real assets that generate gobs of "renewable cash flow"
    Jan 3, 2016. 12:31 PM | 1 Like Like |Link to Comment
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