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  • The Time To Split Up GE Has Arrived [View article]
    12812521
    Sorry to disagree but Jeff didn't rain in Ge Cap. GE CAP had a defined purpose under JW. Between 2004 and 2008 the patients ran the asylum.
    Oct 13 06:21 PM | 2 Likes Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    gata

    before you read this be ready to get a stiff drink
    it's a bit confusing.

    Linn Energy (LINE) is the largest oil and gas producer that's structured to resemble a master limited partnership, or MLP. But it has meaningful exposure to commodity price risks, unlike a vast majority of other MLPs. With the dropping price of oil, that could be a problem for the stock.

    According to a research report emailed to TheStreet by Goldman Sachs spokesperson Leslie Shribman, most MLPs that operate in oil and gas transportation, gathering and processing have a fee-based business as well as hedged positions when there is commodity exposure. Thanks to these two factors, such companies will be insulated against commodity price declines, said the report, prepared by the investment bank's energy analysts. But Linn is not one of those companies
    Linn Energy is directly engaged in exploration and production of hydrocarbons. Because of that, Linn faces "downside risks" from weakness in commodity prices, said Goldman Sachs analyst Ted Durbin in a research report sent to TheStreet.
    Meanwhile, Linn Energy has been building hedge positions to protect itself from the falling oil and gas prices. During a presentation in September, the company said that almost 100% of its expected natural gas production is hedged through 2017. As for oil, the company has hedged nearly all of its production for this year and up to 60% through 2016. Consequently, the company said its cash flows are better protected from oil and gas price uncertainty than its C-corporation and MLP competitors.

    As per Durbin's projections, Linn Energy cash distributions per unit will remain flat this year at $2.90, as compared to last year, but will gradually grow to $3.12 by 2018. However, other analysts have said that the dip in commodity prices may delay Linn Energy's growth of distributions paid to unit-holders.
    Oct 13 05:16 PM | 2 Likes Like |Link to Comment
  • GE Aviation Services to acquire Milestone Aviation Group for $1.775B [View news story]
    franklja

    I was being factious because one of GE airplane customers is jet blue and no the do not sell them engines. there are others that they do.
    Oct 13 05:11 PM | Likes Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    pablomike

    I said I believe we will still need more tankers to move oil from the middle east to Asia

    the second part is we will need new lng tankers to move gas from the USA to Europe and Asia
    Oct 13 03:19 PM | 1 Like Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    rlp2451

    Like I said you really need to upgrade the comprehension
    Time Line
    example dec2012 loans 10
    mar2013 repay 2
    mar2013 new loans 3
    mar 2013 net derv 1
    mar 2013 p/l oil 3

    Oct 13 03:10 PM | 2 Likes Like |Link to Comment
  • GE Aviation Services to acquire Milestone Aviation Group for $1.775B [View news story]
    franklja

    They don't make planes either but the sell parts of and for the financing.
    Oct 13 02:51 PM | Likes Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    rlp2451

    non gaap you're using 10 q numbers
    Oct 13 02:43 PM | 1 Like Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    RLP2451
    No, Your not correct read slowly all my comments and get out a dictionary.
    Then create a time line of each borrowing and repayment per each 10 Q & 10 K and p+l of derivatives' and oil & gas net and you will see what the numbers reveal
    Oct 13 02:15 PM | 1 Like Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    rlp2451
    You haven't made a correct statement yet with all the comments to this article.
    You spin everything to your myopic vision.
    Oct 13 12:06 PM | 1 Like Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    pablomike

    Although I live in Texas I pay no attention to shipping rates and therefore
    I have to make calls to get the information. I do think the will be a greater need for tankers because many parts of Asia has limited oil supply and this downturn won't last forever. The next era for the USA I believe, will be exporting LNG to the rest of the world.
    Oct 13 11:57 AM | 1 Like Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    chem1976

    The danger in all oil & gas companies is cash flow. its a very leveraged business.
    From an investment side you have to look at the individual tax basis. In general
    your Lnco distributions are a return of capital so in normal accounts you would pay more capital gains when you sell while I own it in my Roth so I pay no taxes
    Line shareholders get a K1 so their are other tax considerations in pay.
    The main risk is that loans are used on each drill sight so each under performing site can cost you more money which in turn lessen your ability to drill more sites.
    I believe in the long term for LINN but I also know the risks which no one should discount.
    Oct 13 11:19 AM | Likes Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    rlp2451

    Again your reading comprehension comes into play
    No one said that it didn't happen in the past they have been trying to tell you NOW they DON'T.

    I sure hope you SEE the light
    I use to drive a 68 GTO but I haven't in 40 years. Forget what happened in the past and look what's happening NOW.
    You remind me of my friend from North Carolina who didn't believe that
    the state was second in pig production. He never saw the increase.
    Oct 13 10:57 AM | Likes Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    stvrob_63
    According to Wikipedia a VLCC is 200,000–320,000dwt
    the 320,000dwt carries 2 million barrels my friend use 60cents a barrel because some times you have to wait to off load because of boat traffic and weather.
    Most people do not understand that the problem is in the logistics.
    Years ago ALL the gasoline used in NYC was imported from Rotterdam. the nearest refinery to NYC was less than 15 miles away in NJ however NY State banned the use of mtbe by NJ & CT didn't so the refinery refused to process gas without MTBE so it was cheaper to import from Europe.
    Now you may not have herd of the Jones act however to move gasoline from Houston to NYC would have been cheaper however the ship between
    Houston and NYC must be a US FLAG ship under the Jones act however they don't exist.
    Basically pipelines are needed in many places but the government and environmentalist drag their feet.
    Oct 13 10:53 AM | Likes Like |Link to Comment
  • Linn Energy LLC: A Look At Its Reshuffled Asset Portfolio [View article]
    rlp2451

    What does PREVIOUSLY mean? It means PRIOR not present.
    Oct 13 06:09 AM | Likes Like |Link to Comment
  • Is Microsoft Becoming Inefficient And Unprofitable? [View article]
    asully

    I own MSFT since 1986 and trade it weekly. My comments were directed to new neo who is a cheerleader telling us all the products are great. He has no clue how vulnerable the company is. The core product is office/enterprise which is very good however it's predecessors lotus 123 and word perfect had 80+% of the market and both were toast within 24 months. I am not predicting a demise anytime soon but should someone bring out a third generation software that has the technical upgrade that excel had to lotus 123 but history does repeat itself.
    We have an earnings release on 10/23 so I would like to see the numbers.
    Nadella made his first foot in mouth comment last week so job one for Gates is to explain political correctness to him. I was not in favor of the Nokia deal so that's one piece I want to see about. I am also not a fan of the cloud in general and I have not seen what MSFT has to offer that others haven't already.
    That is the reason I said wait a year and see how well they are doing on the hardware side.
    Oct 13 06:03 AM | Likes Like |Link to Comment
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