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ATrautmann

ATrautmann
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  • Enterprise Products Partners Keeps On Chugging [View article]
    Hedge funds are trolling for liquidity and MLPs offer the best margin of safety to get out at higher prices and then pile right back in the second half of 2015 at much lower prices . Enterprise business fundamentals have not changed a bit . Buy more you will be rewarded
    Jul 31, 2015. 09:04 PM | Likes Like |Link to Comment
  • Linn Energy LLC (LINE) Mark E. Ellis on Q2 2015 Results - Earnings Call Transcript [View article]
    I am so happy I sold Linn in January . I am staying in CVX , XOM, and COP . Who needs Linn if there is no income for the unit owners . Bye bye ...
    Jul 30, 2015. 11:27 PM | 1 Like Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    Sell KMI and buy bonds . Sounds like stocks aren't your risk tolerance choice . I will buy more KMI warrants at $ 1.45 and enjoy the ride back up in the next 18 months .
    Jul 28, 2015. 10:28 PM | Likes Like |Link to Comment
  • Kinder Morgan, Inc.: You Know It's Time To Double Down When The Bigwigs Are Getting Greedy For This 5%+ Yielder [View article]
    If insider buying is so unimportant to the trajectory of the equity in Kinder Morgan. Then what would happen if Rich Kinder and his management were selling their shares instead of buying ? Pretty well sums it up in a simple "nutshell". Insiders are unloading hundreds of millions of dollars in GoPro, Twitter, Facebook etc and no one seems to be affected . I will stick with the hard asset guys thank you. Bought more KMI warrants for $1.50 . Feels good
    Jul 27, 2015. 05:17 PM | 4 Likes Like |Link to Comment
  • Siren Song: Don't Be Lured To Linn Energy For Its Yield [View article]
    I am happy to own no Linn units anymore. Adios . I will buy more PAA, KMI or MMP and feel great long term about the investment . If oil stays under $50 for 12 months . Linn will be gone . Oil and gas is going to be low for longer .
    Jul 21, 2015. 12:13 AM | Likes Like |Link to Comment
  • MLPs: Finding Small Advantages In A Hostile Market [View article]
    Great article as usual . What concerns me is oil/gas prices staying lower for longer. As hedges roll off and capital markets close down for producers then what does that mean for throughput ? I can remember when $4 mcf was considered non economic for producers . EPD has never behaved this way "this long" and I have been in it since the beginning . Is there some macro trend in energy we are missing ? Global warming ? Mid East excess production ? Renewables competition ?
    Jul 20, 2015. 09:53 AM | 3 Likes Like |Link to Comment
  • Marathon Petroleum Acquires MarkWest - Is This The Right Move? [View article]
    Markwest needs this deal . It's a good deal as gas processing is becoming very competitive business and MPC gives Markwest low cost capital to grow . No brainer folks . smart move Mr Semple . WMB would be foolish not to merge into ETE . Consolidation is essential,to survive low commodity prices for a very long time . Wait until all the hedges roll off and debt and equity markets are closed then you will be glad your management merged into MPC.
    Jul 19, 2015. 11:05 PM | Likes Like |Link to Comment
  • EIA Global Supply/Demand Forecast Overestimates Production [View article]
    The largest logistics MLP's that are moving and storing crude are starting to struggle . MMP, PAA, EPD and KMI are all seeing reduced revenue and throughput . This tells me crude is going to be lower for much longer . No one knows for certain but tanker stocks are firming and MLP's are tanking . OPEC will continue to maintain market share and IRAN will add to world supply . Great for consumers but terrible for oil producing companies .
    Jul 19, 2015. 12:06 AM | Likes Like |Link to Comment
  • Forget Yemen - Oil Is Abundant And Moving Toward Obsolescence [View article]
    In the past when oil stayed below $100 bbl for an extended period the sales of large pick up trucks and SUV vehicles soared . The same is happening today but now heating oil , chemical feedstocks , natural gas electric turbines and diesel trains are all seeing increased demand as well . Competition from wind, electric vehicles and solar are real but are driving the cost of oil and gas even lower . In a price war between carbon fuels and renewable energy the carbon fuels will always surge . Natural gas is here for the next 100 years and I am sure ICE will be predominant for decades .
    Jul 18, 2015. 10:04 AM | Likes Like |Link to Comment
  • Kinder Morgan Did Not Disappoint [View article]
    It's all about commodity prices from here out folks . NGL, WTI and demand will make or break the logistics MLP's. They are however, in much better shape than the upstream players . EPD is down 30% now in the last 12 months . That's a new precedent . Add into the mix rising interest rates and declining domestic production and it's a pretty bleak picture . Not to mention Iran will be pushing and extra 2 million barrels of crude onto the market every day . I am buying tanker stocks . The natural gas export thesis is collapsing as well thus Shell Oil unloading Elba Island onto Kinder Morgan . "Blood is not quite running in the streets" but we were getting very close . There needs to be more consolidation IMO like ETE combining with WMB and MPC scooping up MWE. If yields hold up we should be fine but that is far from certain . The first midstream cuts are coming soon and it will be pandemic . Gird your loins and buy more if you can stomach the pain . I wish I had unloaded my KMI warrants 8 months ago - my big mistake . Live an learn .
    Jul 16, 2015. 10:20 AM | 2 Likes Like |Link to Comment
  • Is MarkWest Energy Partners Throwing In The Towel? [View article]
    i will collect my profit in MWE gladly . Sell in January and roll into EPD, PAA, MMP . Grand slam home run. Not interested in paying IDR's to MPC.
    Jul 14, 2015. 06:11 PM | Likes Like |Link to Comment
  • Enterprise Products Partners: A High Quality Midstream Now On Sale [View article]
    Timing the market is impossible . But spotting a great company on sale is not .
    The new normal for oil and gas is here to stay . Better get used to it . My thesis is that the U.S. will import less and less from the Middle East no matter what the price of oil is. The Middle East is a political wasteland . That means more oil and gas will be sourced in N America for decades . Renewables will gain market share but that will take decades as well. Thus, oil and gas infrastructure will be indispensable to the U.S. National security . EPD, PAA, MMP and GEL are integral to the equation irregardless of the "fret" over rising interest rates . Fed fears have pushed the prices of these great companies way down and they are too compelling to pass up . Chasing Tesla and Netflix has never been my style anyway ...
    Jul 3, 2015. 11:43 AM | 6 Likes Like |Link to Comment
  • Kinder Morgan LNG export project applies for FERC approval [View news story]
    KMI does not need to export mat gas to prosper . It's already supplying CQP for the Sabine Pass to export . KMI is also supplying Mexico . As exports rise then prices for mat gas will equalize with world markets . 4.50mcf. By 2018 . KMI will be in the "cat bird" seat when it comes to nat gas . Long KMI warrants
    Jul 2, 2015. 11:54 PM | Likes Like |Link to Comment
  • Energy Transfer Equity May Need To Offer More For Williams [View article]
    This deal will never happen . Same as TARGA . Price is way too high for ETE . Kinder Morgan will not bid as it is already loaded with 45 billion in LTD and Enterprise doesn't do large deals like this and they are way too smart to overpay . So that leaves large integrated players and they are selling not buying . WMB stockholders may force the deal on their STOIC management once the stock begins to crater just like TARGA when they rebuffed ETE. WMB management owns less than 1% of the company but they love the cushy jobs and could care less about us shareholders . I own both ETE and WMB but would prefer ETE to maintain the upper hand in the negotiation . ETE is the better management . Wait until WMB drops 10 points and see if that motivates a sale !
    Jun 25, 2015. 10:55 AM | 5 Likes Like |Link to Comment
  • Plains All American: The Signal To Noise Ratio Depends On Where You're Standing [View article]
    Magellan and Plains would be a compelling combination .
    Jun 17, 2015. 12:42 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
573 Comments
670 Likes