bradiop's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/111353/comments http://seekingalpha.com/article/175831-electric-vehicles-vs-natural-gas-vehicles?source=feed#comment-787647 787647 Wed, 02 Dec 2009 23:25:45 -0500 http://seekingalpha.com/article/174735-time-to-bail-on-shale?source=feed#comment-773765 773765 I Hope!


On Nov 23 11:16 AM koolsool wrote:

> If we believe our importing 80% of foreign oil used in the USA is
> a huge national security risk. If we believe that burning coal to
> produce the energy for electric vehicles will Not reduce climate
> change. If we believe that recent new drilling technology has changed
> the game allowing many wells to be drilled from one rig (rig counts
> are now useless for predicting production). If we believe that using
> natural gas for transportation & power generation is cleaner
> than oil & coal. If we believe the USA now has huge domestic
> reserves using this new drilling technology. Then the nat gas producers
> are demonstrating that they can meet a new increase in demand, if
> we switch to nat gas is made & that they can keep the price relatively
> low to boot.]]> Mon, 23 Nov 2009 14:26:06 -0500 I Hope!


On Nov 23 11:16 AM koolsool wrote:

> If we believe our importing 80% of foreign oil used in the USA is
> a huge national security risk. If we believe that burning coal to
> produce the energy for electric vehicles will Not reduce climate
> change. If we believe that recent new drilling technology has changed
> the game allowing many wells to be drilled from one rig (rig counts
> are now useless for predicting production). If we believe that using
> natural gas for transportation & power generation is cleaner
> than oil & coal. If we believe the USA now has huge domestic
> reserves using this new drilling technology. Then the nat gas producers
> are demonstrating that they can meet a new increase in demand, if
> we switch to nat gas is made & that they can keep the price relatively
> low to boot.]]> http://seekingalpha.com/article/174735-time-to-bail-on-shale?source=feed#comment-773072 773072 US) energy needs just seems too logical not to get traction.

All that said we may be seeing a buying opportunity for natural gas suppliers and infra-structure company's if one has long view.

At least that is my vision and hope.
brad]]> Mon, 23 Nov 2009 08:15:34 -0500 US) energy needs just seems too logical not to get traction.

All that said we may be seeing a buying opportunity for natural gas suppliers and infra-structure company's if one has long view.

At least that is my vision and hope.
brad]]> http://seekingalpha.com/article/174220-ethanol-vs-natural-gas-or-coal-comparison-not-even-close?source=feed#comment-766947 766947 brad]]> Thu, 19 Nov 2009 08:08:55 -0500 brad]]> http://seekingalpha.com/article/168495-betting-on-natural-gas-part-ii-investing-ideas?source=feed#comment-728334 728334
Agree on general theme and good article.
brad]]> Sat, 24 Oct 2009 11:34:25 -0400
Agree on general theme and good article.
brad]]> http://seekingalpha.com/article/164713-how-much-natural-gas-remains-in-the-usa?source=feed#comment-703404 703404
Thanks for everyone's response.
brad]]> Mon, 05 Oct 2009 08:14:52 -0400
Thanks for everyone's response.
brad]]> http://seekingalpha.com/article/162873-natural-gas-an-energy-resource-whose-time-has-come?source=feed#comment-687352 687352 Wed, 23 Sep 2009 09:29:22 -0400 http://seekingalpha.com/article/162345-answers-to-recent-questions-taxes-k-1s-mlps-and-why-these-7-pipeline-companies?source=feed#comment-684731 684731
brad]]> Mon, 21 Sep 2009 08:29:45 -0400
brad]]> http://seekingalpha.com/article/162221-what-s-driving-natural-gas?source=feed#comment-682524 682524
Supply: Liquefied natural gas (LNG) flows may not flood the U.S. and domestic production could fall swiftly because it is not sustainable at current activity levels.

There seems to be fair amount of evidence the supply of gas has increased and not going to decrease.]]> Fri, 18 Sep 2009 11:24:45 -0400
Supply: Liquefied natural gas (LNG) flows may not flood the U.S. and domestic production could fall swiftly because it is not sustainable at current activity levels.

There seems to be fair amount of evidence the supply of gas has increased and not going to decrease.]]> http://seekingalpha.com/article/161567-the-nine-best-natural-gas-oil-pipelines-for-income-and-capital-gains?source=feed#comment-678814 678814 thanks,
brad]]> Wed, 16 Sep 2009 08:33:07 -0400 thanks,
brad]]> http://seekingalpha.com/article/161489-why-the-sudden-run-up-in-natural-gas-prices?source=feed#comment-677187 677187
Maybe it is this POV that is partially driving prices; surely the supply/demand comes into play sometime.
brad]]> Tue, 15 Sep 2009 09:08:50 -0400
Maybe it is this POV that is partially driving prices; surely the supply/demand comes into play sometime.
brad]]> http://seekingalpha.com/article/158991-master-limited-partnerships-for-your-portfolio-three-key-questions-and-answers?source=feed#comment-653048 653048 thanks,
brad]]> Sun, 30 Aug 2009 08:41:20 -0400 thanks,
brad]]> http://seekingalpha.com/article/157886-canadian-oil-sands-distribution-set-to-rise?source=feed#comment-643571 643571 brad]]> Mon, 24 Aug 2009 12:17:12 -0400 brad]]> http://seekingalpha.com/article/147286-canadian-oil-sands-higher-quarterly-distribution-looks-likely?source=feed#comment-595521 595521 brad


On Jul 07 07:44 PM a. palmer jr. wrote:

> Uh...it appears some of the other Canadian oil trusts are going the
> other way, namely HTE and PWE that I have. I haven't seen any sign
> of them raising dividends. I wish they'd hurry up and do something
> before that Canadian thing happens in a couple of years.]]> Mon, 20 Jul 2009 15:38:40 -0400 brad


On Jul 07 07:44 PM a. palmer jr. wrote:

> Uh...it appears some of the other Canadian oil trusts are going the
> other way, namely HTE and PWE that I have. I haven't seen any sign
> of them raising dividends. I wish they'd hurry up and do something
> before that Canadian thing happens in a couple of years.]]> http://seekingalpha.com/article/147286-canadian-oil-sands-higher-quarterly-distribution-looks-likely?source=feed#comment-595517 595517 brad]]> Mon, 20 Jul 2009 15:37:08 -0400 brad]]> http://seekingalpha.com/article/136444-which-vehicle-is-best-for-a-long-bet-on-oil?source=feed#comment-495558 495558 I would add if one feel inflation is in our future; driven by our borrowing and printing money, then investing in Canadian oil related company becomes play on the oil theme and hedge against inflation.
I personally have positions in Canadian Oil Sands (coswf) and Enerpus (ERF)
Good luck.
brad]]> Fri, 08 May 2009 11:10:11 -0400 I would add if one feel inflation is in our future; driven by our borrowing and printing money, then investing in Canadian oil related company becomes play on the oil theme and hedge against inflation.
I personally have positions in Canadian Oil Sands (coswf) and Enerpus (ERF)
Good luck.
brad]]> http://seekingalpha.com/article/129355-10-dangerous-stocks-to-avoid?source=feed#comment-451691 451691

On Apr 04 11:01 AM Sanitychecker wrote:

> Let me guess you are short some or all of these stocks. Naked short?
> You may want to reevaluate that decision on some or all of them.
>
>
> You are right. Leverage can be a good or a bad thing. It must be
> investigated. So let's see what is under the covers of IBM during
> the period you show the most dramatic increase in their debt to equity
> ratios between 2007 and 2008.
>
> The ratio can change higher by debt rising or the equity position
> falling. Debt rising occurs from taking on more debt ( more troublesome
> might be exchanging higher coast debt for lower cost debt but we
> won't digress since that didn't happen). The dollar amount of stock
> holders equity can fall due to a fall in the price of stock or reducing
> the number outstanding shares.
>
> During 2008, IBM issued $13.8B new long term debt and retired $10B
> for a net increase of $3.8B in debt. That would increase their LT
> Debt to Equity ratio. They also repurchased $10.6B worth of equity.
> The result of both would decrease their debt to equity ratio so why
> did it increase? Oh. yea! The price of the stock must have dropped
> some during 2008. Between January 2nd and December 31st 2008, IBM
> stock fell over 18% (it actually had a 45% swing from high to low
> during the year) So. IBM is making positive moves in their capital
> structure but being penalized in the capital markets.
>
> Perhaps a better way to look at the possible consequences of a high
> debt to equity ratio is to look at how well IBM can afford the level
> of debt it has taken on. Let's see. Between 2007 and 2008 , IBM's
> Gross Income has risen from $41.3B to $45.34B, EBIT increased 18%
> from $15.1B to 17.4B, Net Cash Flow from operations increased 17%
> from $16B to $18.8B, Capital surplus increased from $34.8B to $38.8B
> and Retained earnings grew from $60.7B to $70.35B. And most important,
> their interest coverage ratio is 25.8 times. It doesn't seem to
> be an issue for IBM to pay it's Long Term Debt obligations, nor does
> it seem that their Income Statement, Balance Sheet, Capital Structure
> or Cash Flow would give ANY bank or lender pause.
>
> I wouldn't be surprised to see you didn't do your homework on any
> of the other stocks as well. I suggest you find a different advertisement
> of the advice you have to offer from your web site........... (In
> full disclosure, I own COP, IBM and ETP(closely related to EPD),
> all for different reasons but for reasons based on research and analysis
> of fundamental and technical reasons. That is the bottoms up part.)]]> Sat, 04 Apr 2009 11:36:15 -0400

On Apr 04 11:01 AM Sanitychecker wrote:

> Let me guess you are short some or all of these stocks. Naked short?
> You may want to reevaluate that decision on some or all of them.
>
>
> You are right. Leverage can be a good or a bad thing. It must be
> investigated. So let's see what is under the covers of IBM during
> the period you show the most dramatic increase in their debt to equity
> ratios between 2007 and 2008.
>
> The ratio can change higher by debt rising or the equity position
> falling. Debt rising occurs from taking on more debt ( more troublesome
> might be exchanging higher coast debt for lower cost debt but we
> won't digress since that didn't happen). The dollar amount of stock
> holders equity can fall due to a fall in the price of stock or reducing
> the number outstanding shares.
>
> During 2008, IBM issued $13.8B new long term debt and retired $10B
> for a net increase of $3.8B in debt. That would increase their LT
> Debt to Equity ratio. They also repurchased $10.6B worth of equity.
> The result of both would decrease their debt to equity ratio so why
> did it increase? Oh. yea! The price of the stock must have dropped
> some during 2008. Between January 2nd and December 31st 2008, IBM
> stock fell over 18% (it actually had a 45% swing from high to low
> during the year) So. IBM is making positive moves in their capital
> structure but being penalized in the capital markets.
>
> Perhaps a better way to look at the possible consequences of a high
> debt to equity ratio is to look at how well IBM can afford the level
> of debt it has taken on. Let's see. Between 2007 and 2008 , IBM's
> Gross Income has risen from $41.3B to $45.34B, EBIT increased 18%
> from $15.1B to 17.4B, Net Cash Flow from operations increased 17%
> from $16B to $18.8B, Capital surplus increased from $34.8B to $38.8B
> and Retained earnings grew from $60.7B to $70.35B. And most important,
> their interest coverage ratio is 25.8 times. It doesn't seem to
> be an issue for IBM to pay it's Long Term Debt obligations, nor does
> it seem that their Income Statement, Balance Sheet, Capital Structure
> or Cash Flow would give ANY bank or lender pause.
>
> I wouldn't be surprised to see you didn't do your homework on any
> of the other stocks as well. I suggest you find a different advertisement
> of the advice you have to offer from your web site........... (In
> full disclosure, I own COP, IBM and ETP(closely related to EPD),
> all for different reasons but for reasons based on research and analysis
> of fundamental and technical reasons. That is the bottoms up part.)]]> http://seekingalpha.com/article/128023-verizon-to-add-home-energy-management-to-fios?source=feed#comment-442061 442061
Anyone hear of smart thermostats?
brad]]> Fri, 27 Mar 2009 08:34:47 -0400
Anyone hear of smart thermostats?
brad]]> http://seekingalpha.com/article/124539-atlas-pipeline-partners-a-painful-lesson-in-mlp-investing?source=feed#comment-416490 416490 I own a couple of MPL's and think you may be characterizing all MPL's poorly in light of a specific attribute of APL. APL had its revenue and margin highly tied to commodity prices. Sopme MPL's revenue and margins are not at all or not very highly tied to commodity prices and their business model is they get paid fixed prices on volume of product shipped and not tied to commodity prices.

Again thanks for great insight.
regards,]]> Fri, 06 Mar 2009 15:58:48 -0500 I own a couple of MPL's and think you may be characterizing all MPL's poorly in light of a specific attribute of APL. APL had its revenue and margin highly tied to commodity prices. Sopme MPL's revenue and margins are not at all or not very highly tied to commodity prices and their business model is they get paid fixed prices on volume of product shipped and not tied to commodity prices.

Again thanks for great insight.
regards,]]> http://seekingalpha.com/article/105870-2009-should-be-a-good-year-for-level-3-s-content-delivery-business?source=feed#comment-306075 306075
Maybe the CDN will help.

Thanks for info.
regards,
brad]]> Fri, 14 Nov 2008 11:11:48 -0500
Maybe the CDN will help.

Thanks for info.
regards,
brad]]> http://seekingalpha.com/article/102874-atlas-pipeline-as-dividend-continues-why-is-stock-falling?source=feed#comment-294119 294119
If this is the case their market value would somehow be tied to gas prices, which I believe have been declining.

brad]]> Thu, 30 Oct 2008 08:50:19 -0400
If this is the case their market value would somehow be tied to gas prices, which I believe have been declining.

brad]]> http://seekingalpha.com/article/102874-atlas-pipeline-as-dividend-continues-why-is-stock-falling?source=feed#comment-294116 294116
If this is the case their market value would somehow be tied to gas prices, which I believe have been declining.

brad]]> Thu, 30 Oct 2008 08:47:26 -0400
If this is the case their market value would somehow be tied to gas prices, which I believe have been declining.

brad]]>