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  • Pipeline MLPs Are In Trouble - Here's Why [View article]
    Bought ETE at $18.50 . Enough said . WMB+ETE is compelling combination . Take or pay . Electricity consumers don't get to negotiate lower utility bills because they think their electric bill is too high . Its a regulated industry just like FERC.
    Oct 9, 2015. 12:08 PM | Likes Like |Link to Comment
  • Many MLPs will need to delay or scrap capital spending plans, analyst says [View news story]
    Much too late to sell. Yields are very high and capex is already discounted . If oil get back to $50 yields will start to drop and equity prices will rise .
    Oct 8, 2015. 11:50 PM | Likes Like |Link to Comment
  • Williams As An Exceptional Income Investment [View article]
    If oil gets back to $70 . This merger will be brilliant for shareholders of both companies . Downside risk is low and upside gain looks compelling . The distribution is solid . Why in the hell would you sell now ? I added ETE at $18 and am glad I did . Funny thing about MLP's ...every time they get ready to dole out those tax advantaged distributions investors start warming up to the business model and move up prices and shorts exit there positions . Shorts hate paying dividends on borrowed equity .
    Oct 6, 2015. 08:55 PM | Likes Like |Link to Comment
  • Is Enterprise Products Partners Dividend Sustainable? (Video) [View article]
    The vast majority of new units issued was for the Oiltanking Partners acquisition which you completely disregard in your analysis . That acquisition is now accretive and was well timed and just one more example of many excellent moves by EPD management . Other than that , I like your video analysis Format and enjoyed it very much . I do not agree with the sustainability of EPD and its dividend . Look at yields for EPD and KMI during 2008-2009 . They went through the roof . Neither cut their dividend , as a matter of fact they increased distributions . You would be foolish to sell EPD down here . The bid IS UP not down .
    Oct 6, 2015. 11:16 AM | 3 Likes Like |Link to Comment
  • Is Enterprise Products Partners Dividend Sustainable? (Video) [View article]
    you sell . I will buy . Where's the depreciation component in your analysis ?
    If we followed your analysis then there would be no reason to buy Exxon unless oil goes back to $100bbl. RIG would be insolvent. SLB would be a sinking ship. How in the hell can EPD sell 20 year bonds at 5% and keep their investment credit rating ?
    Oct 5, 2015. 12:07 PM | Likes Like |Link to Comment
  • Wildest Ride - A SunEdison Story [View article]
    SUNE has a lot of work to do. Cheap fossil fuels are here to stay . And that is serious competition irregaourdless of the environment . It's a capitalist shoot out and I will hold my shares in SUNE but I am not expecting any breathtaking cash flow anytime soon . Look at the drubbing oil/gas MLP's took during q3 . They are roaring back now as they start announcing increasing distributions . It's called "show me the money" and SUNE has yet to produce on that front . Once the cash flows I will increase my exposure .
    Oct 2, 2015. 11:06 PM | 1 Like Like |Link to Comment
  • No long-term future in tar sands, Alberta's premier says [View news story]
    Well take comfort folks the wind and solar stocks are getting killed too . And these nubians are really shut out of the debt markets and they can forgot about issuing any more equity anytime this decade . If oil stays below $75 bbl Teslas will obsolete and Wind and solar will have to drop cost dramatically to compete . I own Sun Edison and some renewable yieldco's and they are terrible performers . Thank God I kept my EPD and ETE . I believe that when the economics of renewables start making sense ETE and EPD and KMI will start acquiring those assets . We not there yet but it's a lot closer than it was when oil was $20bbl . Stay tuned ...
    Oct 2, 2015. 01:10 AM | 2 Likes Like |Link to Comment
  • Energy Transfer Equity To Acquire Williams [View article]
    If ETE has good numbers in q3 all will be happy . Onward and upward . If oil goes over $50 we will be back up to $30 ETE in short order . Not an unreasonable scenario. I am in . WMB + ETE
    Oct 2, 2015. 12:48 AM | 3 Likes Like |Link to Comment
  • How To Return To Oil Sector Investing [View article]
    If oil gets back over $50 things will get much better . Especially , of q3 numbers are good . It's all about cash flow and distributions from here out folks me the money or I am out the door ...long ETE, MMP, WMB and PAGP
    Oct 2, 2015. 12:23 AM | Likes Like |Link to Comment
  • Kinder Morgan - The Trans Mountain Pipeline Is The Last Great Hope For Canadian Oil [View article]
    if Canada doesn't want oil to be exported because of environmental concerns then they are a "ship of fools" . Pipelines are vastly safer and more economical than any other logistics solution . They will destroy the goose that laid the golden egg. They will export their oil - eventually . The lower price of crude will make the decision very easy for Canadian regulators. As soon as the election nonsense is over then expect quick approval . The real cost $$$ of not approving exports via western Canada is A LOSS to Canada's economy of more than a trillion Canadian dollars over the next 20 years .
    Oct 1, 2015. 12:05 PM | 6 Likes Like |Link to Comment
  • Williams As An Exceptional Income Investment [View article]
    Well folks . It ain't over until the fat lady sings . I was buying ETE at $18.65 yesterday . The whole MLP capitulation is upon us now and those wonderous distribution announcements are just around the corner. We know Williams already hiked its payout but just wait to hear from ETE . If they hike again then the appeal of this merger will have been way underrated . A by product of a bad market not a bad deal for either party . In 6 months you will be rewarded for staying invested as Energy Transfer creates a monstrous cash machine . Kinder Morgan will be the first to announce and I feel certain they will raise again. Magellan already preannounced better numbers . Even battered and left for dead Plains All American is rumored to absorb their GP . $43 could be cheap before this deal closes next year !
    Sep 30, 2015. 11:11 PM | 1 Like Like |Link to Comment
  • Energy Transfer Equity Won Williams, But Shareholders Lost [View article]
    Kelcy has integrated Sun Inc, Regency , Sunoco Logistics , Panhandle Eastern, Williams Partners and now Williams itself. Quite an impressive collection of assets .
    Should he sell them off ? The investment grade ratings was re stated with a positive bias . Williams was a bargain and a great fit for ETE. And I own both .
    Sep 30, 2015. 01:17 PM | 2 Likes Like |Link to Comment
  • We've Seen This Picture Before - Global Markets Down $13 Trillion Already [View article]
    Hey Dave : should I buy silver coins ? Or should I just buy a gun and end it all now ??? My sense is at the very least the U.S. Is doing much better than it was 7 years ago and much better then the rest of the planet . Can I at least keep my General Mills ?
    Sep 30, 2015. 09:43 AM | 1 Like Like |Link to Comment
  • MLP investors, worried over Williams deal, head for the exits [View news story]
    I think Armstrong started the ruckus when Plains guided to lower increases in DCF for the next 12 months. Next, came Williams renegotiating lower tolling fees for Chesapeake . Then, the next week Williams sells out on the cheap to Energy Transfer . Finally , this nonsense from Valueman and Barrons that MLP's are a "failed business model" . Add in the ETF redemptions and panicked sellers and it's a perfect storm for "The MLP Hindenburg Disaster" . Huge selling and giant volume ...down the tubes . Blood and guts everywhere ! So I thought I would re -listen to Energy Transfers Conf Call again . Sounded like a powerful combination and the rating agencies seem to agree . How can this be ? Next month the distributions will start being dolled out to the few of us left that were dumb enough to stay invested , or God forbid buy more more EPD, MMP, PAA, and ETE . If distributions rise then perhaps we were not so foolish after all .
    Sep 30, 2015. 12:02 AM | 5 Likes Like |Link to Comment
  • Energy Transfer's Mega Deal Creates A $150 Billion Global Player [View article]
    If this transaction had happened 1 year ago . The price for Williams would have been 30% higher . ETE would have had to issue even more equity and the market would have loved the deal . Most likely WMB would have soared and ETE would have looked like a genius for combining the 2 giants . Move to today and the assets involved and cash flows have not changed a bit and both companies were crushed .
    After listening to ETE conference call I went out and bought more ETE . The Market has mis priced this transaction . From your analysis ETE/ETC becomes the largest midstream natural gas logistics franchise in the U.S. . When the MLP community starts announcing their q3 distributions I expect bids will flood in .
    Sep 29, 2015. 11:19 AM | 3 Likes Like |Link to Comment