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  • Emerge Energy unit says reported violations were in error [View news story]
    Did people know the order was issued? There was no news on it, and yet stock started to drop without news. It looks like people who knew about the order sold their shares to those who did not know about the order.
    Oct 9 02:56 PM | 3 Likes Like |Link to Comment
  • Emerge Energy unit says reported violations were in error [View news story]
    How can a government make such a mistake? Shareholders may file a lawsuit against the government for issuing the mistake.
    Oct 9 02:51 PM | Likes Like |Link to Comment
  • Why MLP Investors Should Be Nervous About Enterprise Products' Acquisition [View article]
    BTW, as a OILT unit holder, I will vote NO, encourage every OILT holders to vote NO for this deal. I bought OILT for growth not for 4% distribution if exchanged to EPD.
    Oct 3 10:01 AM | 3 Likes Like |Link to Comment
  • Why MLP Investors Should Be Nervous About Enterprise Products' Acquisition [View article]
    It is a raw deal for OILT holders, OILT insiders paid ovefr $52 and now get paid only $49 for shares, and lost the high growth. But EPD is a good company, slow growth but steady. Unlike OILT, high growth, volatile.
    Oct 3 09:57 AM | 1 Like Like |Link to Comment
  • Enterprise Products buys Oiltanking Partners stake for $4.4B, proposes merger [View news story]
    This is good for EPD, not good for OLT.
    Oct 1 11:33 AM | Likes Like |Link to Comment
  • Arista Networks: The Next Big Growth Stock [View article]
    PE is over 100, PS over 11.67, PEG 2.49 according to Yahoo Finance.
    Sep 29 12:50 PM | Likes Like |Link to Comment
  • Why Xunlei May Begin To Sprint Like A Cheetah [View article]
    But stock kept on dropping. Something must give soon.
    Sep 27 02:45 PM | Likes Like |Link to Comment
  • CONE Midstream Partners: A New MLP With The Largest Marcellus Acreage [View article]
    Thanks for the link.

    Also, thanks for weekly update.

    CNXX management claimed that they have high growth.
    Sep 24 11:47 AM | Likes Like |Link to Comment
  • CONE Midstream Partners: A New MLP With The Largest Marcellus Acreage [View article]
    Thanks very much for the reply.

    High end of the peer group?

    TEP, OILT, EQM, and WGP will grow 20% or more. 14% is not in the high end of those peers, and WGP claimed to grow at 35% or 2.5 x of the implied 14%. Thus, if growth is the key, WGP is the best.

    Maybe the management tried to play conservative?

    BTW, do you have a link to their presentation or webcast?
    Sep 24 12:49 AM | Likes Like |Link to Comment
  • CONE Midstream Partners: A New MLP With The Largest Marcellus Acreage [View article]
    What does it "implied 14% growth"?
    Sep 23 04:07 PM | Likes Like |Link to Comment
  • CONE Midstream Partners: A New MLP With The Largest Marcellus Acreage [View article]
    Yet another LP with IDR to GP. What is its growth rate? Can it bet TEP, OILT, or EQM? As MMP and EPD demonstrated, it is far better for LP to own GP. Why don't they learn this lesson?
    Sep 22 07:08 PM | Likes Like |Link to Comment
  • Insider Buys And Sells: Miller Energy, Cisco Systems [View article]
    TEP is most interesting as insiders were buying at new high.
    Sep 21 11:12 AM | Likes Like |Link to Comment
  • Why Xunlei May Begin To Sprint Like A Cheetah [View article]
    The article contains useful information for many investors.
    Sep 16 10:24 PM | Likes Like |Link to Comment
  • Growth Debt And Secular Stagnation - Implications For The S&P 500 [View article]
    what will happen to those high yield ETN such as CEFL, MORL and like?
    Sep 15 11:11 AM | Likes Like |Link to Comment
  • Firebag River - A Red-Hot Canadian Frac Sand Deposit? [View article]
    The company reported that it will take time to produce, even after permitting. Production may come 2 years later. Maybe investors should wait for sometime before investing in this company?
    Aug 30 01:28 PM | 1 Like Like |Link to Comment
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