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ATrautmann

ATrautmann
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  • Separating Turnaround Stories From The Value Traps In The MLP Space [View article]
    BWP has bounced quite nicely . Me thinks the GP is for sale and Williams is the suiter ! Bluegrass reversal or not Williams has a lousy partner in Loews .
    Apr 23 10:37 PM | Likes Like |Link to Comment
  • Kinder Morgan: A Rare Find Indeed [View article]
    I expect KMP to be dead money until the GP is bought out. KMI has tremendous potential and pays a 5% dividend in the interim. Once KMP buys KMI expect a 20% premium for KMI stockholders.
    Apr 18 11:13 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan: A Rare Find Indeed [View article]
    IF KMP buys out its GP , then KMI is the one to own. Log KMI
    Apr 18 11:11 AM | 2 Likes Like |Link to Comment
  • Magellan Midstream hits new high on rising DCF expectations [View news story]
    User 353 . In those declines lays the opportunity . KMI is a good long term gainer . MMP, ETE , OILT have run hard and long . Their yields are very low . KMI has the most potential IMO. Even beaten down names like Linn Energy and even BWP look very good long term . I remember buying BPL when every analyst had downgraded the firm . I assume that as a sign to accumulate a position . BWP is despised and so is LINN .
    Apr 16 08:35 PM | 1 Like Like |Link to Comment
  • After Hour Gainers / Losers [View news story]
    KMI raised its dividend "again" . more importantly the full year guidance looks even better than analyst expected . 2 analysts raised their price targets for KMI . KMI up another 2% after hours . KMP is flat .
    Apr 16 08:28 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Is It Time For A Merger? [View article]
    My largest position in KM is KMI; unfortunately the warrant issue will depress the unit price until they expire worthless. That means 3 years of no unit appreciation IMO , however the cash paid out to KMI incrementally looks really enticing at this point in this MLP bull market .compared to ETE , BPL, MMP, MWE etc have all seen their distribution yield drop while KMI yield is rising . I am willing to stay in KMI and collect 5% for the duration . I expect Mr Kinder to arrange a glorious exit from his career at KM and that means KMI will be the ultimate beneficiary as the GP is retired as a "pot of gold" .
    Apr 15 01:11 AM | Likes Like |Link to Comment
  • 6 Basic MLP Lessons From The Q1-14 Data [View article]
    Factoids - Thanks for the insight. What about the GP's ? Specifically, I have been adding to positions in ETE, KMI,PAGP and NSH.
    Apr 3 10:28 AM | 8 Likes Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    Looks like KMR is a screaming buy ! 1.57 DCR and a 7% yield . That never happens ...is there something seriously wrong at Kinder Morgan ?
    Mar 24 11:00 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Bloomberg Is Too Bearish On MLPs [View article]
    Income for the investor is the whole point of the MLP business model . Kinder Morgan is the single proxy for the entire industry IMO. If KMI does not hold up then the whole MLP industry becomes suspect. I have kept adding to my position in KMI but will admit that the market continues to punish the entire Kinder Morgan family of companies. KMP has been a lousy investment when compared to the S&P over the past three years. On the positive side as long as the cash flows to the investor just like dividends in a C Corp I surmise MLP's to remain attractive. Long KMI, ETE, PAGP, NSH
    Mar 17 05:50 PM | 3 Likes Like |Link to Comment
  • Pembina Pipeline: 4 Different Insiders Have Purchased Shares During The Last 30 Days [View article]
    Bought 25,000 shares of Brigus Gold in 2011. It has since been acquired by Primero Gold Corp . I was pleasantly surprised to see that the position I now have in Primero shares is up by some 30% in 2014 . Me thinks that gold is beginning to shine again !
    Mar 13 05:57 PM | 2 Likes Like |Link to Comment
  • What Makes Linn Our Top Energy Pick [View article]
    Jim Cramer sold all of his Linn holdings today after his long term bullish stance on the shares . That must mean its a great time to buy Linn and go long . Shorting down at this low price is suicidal , as long as the DCF is more than 1:1 I am staying invested
    Mar 11 10:47 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Discovers A Clever Way Around The Crude Oil Export Ban [View article]
    Now that Russia is holding western Europe hostage with oil and gas being restricted I believe the U.S. Justice dept is going to go easy on lightly refined oil being exported. I would also expect Pres Obama to approve Keystone XL before July 2014. Kinder Morgan Inc is a screaming buy so is BP.
    Mar 10 11:12 AM | 4 Likes Like |Link to Comment
  • Blackstone Introduces Weapon Of Mass Destruction [View article]
    de ja vu presto change o ...Blackstone will have made their money and headed for the exits long before the next collapse happens but for now they are accumulating great value in real estate assets .. so I will keep my Blackstone equity... when consumer credit expands then the stock market will really start to fly again ...and then comes the little retail investor buying into the hype ...the next crash will be just over the horizon
    Feb 27 12:52 AM | Likes Like |Link to Comment
  • Will Calumet Specialty Products Be Forced Into A Dividend Cut? [View article]
    I have held this one through thick and thin . Bottom line they are well manged and it shows over time .
    If they cut the distribution i will buy more when the selling bottoms out . Unlike BWP and EPB CLMT holds up well over time . They also have some impressive assets in great geographical locations .
    Feb 26 11:54 PM | 3 Likes Like |Link to Comment
  • Barron's Is Wrong On Kinder Morgan Energy Partners [View article]
    Kinder Morgan all down again today . BPL, MMP, MWE, EPD are all higher today . Interesting they are all MLP's without a GP . KMI will sell itself to the LP within a year . Buy KMI with 2 hands ...
    Feb 26 11:09 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
394 Comments
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