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ATrautmann

ATrautmann
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  • 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 | Likes 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 | Likes 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
  • 3 Fast Growing MLPs Yielding 4%+ [View article]
    Perhaps a more relevant analysis . EPD or CVX or XOM or COP . Less commodity exposure keeps me happy with EPD . KMI is my second choice in energy logistics . The smaller cap MLP's are all over the map. I Rode EMES from $70 to $145 now back to $100. LINE is another high yielded that can't seem to get its mojo back. MMP is great , ETP is worthwhile but I will not trade EPD thank you .
    Oct 6 11:15 PM | Likes Like |Link to Comment
  • Why MLP Investors Should Be Nervous About Enterprise Products' Acquisition [View article]
    I am keeping my OILT and staying long this transaction and will take the EPD units . Kept my KMP units as well and will be happy to stay long KMI . Would not be surprised to see ETP take out its GP next . Been long ETE and would be happy to take more ETP units
    Oct 4 12:53 AM | 3 Likes Like |Link to Comment
  • Why MLP Investors Should Be Nervous About Enterprise Products' Acquisition [View article]
    Crude oil continues to drop in price. Saudi Arabia will see to that. Natural gas is already very low. The OPEC game is to stop horizontal drilling in N America and to stop Canadian Tar Sands development. Expect oil to drop to $80 by 2105.However, If we agree to export crude then the market will force OPEC to compete in an open marketplace . That will be very good for EPD . If we don't agree to export crude then all bets are off and EPD will get crushed with excess capacity and falling commodity prices to boot. RIG, SDRL, CLR , MHR , etc are all going much lower. The MLP's will suffer the same fate unless export ban is lifted . OILT is a perfect fit for exporting crude
    Oct 3 11:08 AM | 3 Likes Like |Link to Comment
  • Overvalued Enterprise Products Partners Will Lag Peers For The Next Several Years [View article]
    MMP and PAA are well managed as well . Consistent performance . EPD is the best of breed . KMI will raise its tax advantaged dividend 70% in 10 years . EPD will raise there distribution 60% . What is not to like ? BP , XOM, OXY don't think so
    Sep 25 10:23 PM | Likes Like |Link to Comment
  • The Search For Yield Compression: MLP Takeover Targets [View article]
    Warrants are my core KMI holding . I plan on keeping them until expiration
    Sep 24 09:44 PM | Likes Like |Link to Comment
  • Kinder Morgan Consolidation: Not For The Reasons You Think [View article]
    I am happy to pay my taxes and move on to greener pastures . I am keeping all my KMI warrants and adding more . I expect KMI to be an excellent investment . bravo Mr Kinder
    Sep 24 09:34 PM | 3 Likes Like |Link to Comment
  • Linn Energy Overpaid For Exxon's California Production [View article]
    The California EXXON asset is a great fit for Linn . Heavy crude with good proximity and slow decline . Raymond James agrees . Mark Ellis knows this economic matrix all too well . EXXON is an excellent partner . I will stay invested .
    Sep 20 12:51 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
476 Comments
528 Likes