Seeking Alpha

PalmDesertRat

PalmDesertRat
Send Message
View as an RSS Feed
View PalmDesertRat's Comments BY TICKER:
Latest  |  Highest rated
  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    One way to use all that hydrogen is to push it together with half the amount of oxygen. We need all the water we can get.
    Aug 13 01:45 PM | 1 Like Like |Link to Comment
  • Cabot Oil & Gas: A Stranded Giant [View article]
    bot some COG today at 33.15.
    Aug 13 10:30 AM | Likes Like |Link to Comment
  • Kinder Morgan Merger Is A Win For All [View article]
    If the Morgan Merger is a Win for All,then it follows that the previous structure was not.
    Aug 12 10:42 PM | Likes Like |Link to Comment
  • Baker Hughes Will Keep Its Winning Momentum [View article]
    Bailed out of GMZ and KYN, took a position in BHI at 68.56 today.
    Aug 12 09:54 AM | Likes Like |Link to Comment
  • Natural Gas, Natural Gas, Natural Gas [View article]
    Two gas producers which should be on the list are COG and SWN
    Aug 12 07:54 AM | Likes Like |Link to Comment
  • Should You Buy Kayne Anderson MLP Investment (And Sell The Index)? [View article]
    According to the WSJ, the reorganization of the KMI companies is likely to produce a tax hit for the MLP investors.

    Would this also burn the investors in KYN and other CEF's which invest in MLP's?

    http://on.wsj.com/1mDUMCS
    Aug 11 07:33 PM | Likes Like |Link to Comment
  • Kinder Morgan Merger Is A Win For All [View article]
    tax hit coming?

    http://on.wsj.com/1mDUMCS
    Aug 11 07:25 PM | Likes Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    Reduced distributions are definitely in the cards. The company says they need the cash to grow.
    Aug 10 11:43 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Remains One Of The Best Picks In The Sector [View article]
    KMI is going to abandon its partnership structure and revert to a corporation with stock.

    http://on.wsj.com/1oAhqkr
    Aug 10 07:12 PM | Likes Like |Link to Comment
  • Pessimism Among Individual Investors Surges [View article]
    I regard it as a coincident indicator. The market is down because of the pessimism.
    Aug 8 10:24 PM | Likes Like |Link to Comment
  • EnerSys' (ENS) CEO John Craig on Q1 2015 Results - Earnings Call Transcript [View article]
    Based on today's price move-down 8.6%-this did not amuse
    Aug 7 07:02 PM | Likes Like |Link to Comment
  • U.S. oil production could reach 14M barrels/day, Pioneer CEO says [View news story]
    Theoretically,if the technological improvements mentioned in the article are so wonderful as to bring down the marginal cost of production the price could fall. But is that likely?
    Aug 7 05:28 PM | Likes Like |Link to Comment
  • Cabot Oil & Gas: A Stranded Giant [View article]
    Bot some COG today at 33.39
    Aug 7 11:35 AM | 1 Like Like |Link to Comment
  • How Dividends Don't Matter In Retirement; A Few Examples [View article]
    It's interesting to watch the obsession with dividends on SA and in the public press.

    I make sure my cash/liquidity balance is at 4% at all times,then invest for total return.

    EOG and SLB are two of my success stories. EOG has almost doubled in the two years I've owned it,which more than offsets their small dividend yield when compared with PG, and other dividend aristocrats.
    Aug 7 07:44 AM | 10 Likes Like |Link to Comment
  • Marcellus natural gas production hits record high exceeding 15B cf/day [View news story]
    There will be a point where the marginal revenue does not provide an acceptable rate of return on marginal cost. At that point the rational producers will cut back.
    Aug 5 09:35 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
2,592 Comments
1,519 Likes