stvrob_63

stvrob_63
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  • Kinder Morgan Is Nothing Special  [View article]
    goodness...I was under the impression that pipelines were relatively safe!
    Nov 19, 2015. 10:12 PM | Likes Like |Link to Comment
  • Continental Resources - A Robust Pick In The Current Oil Environment  [View article]
    "Why would the Saudis possibly give up a single barrel of market share to CLR? Why would the Saudis need to back off before, say, CLR?"

    1. Saudi Arabia is facing the largest budget deficits in their history for 2015.
    2. The rest of OPEC is faring much worse, and becoming increasingly pissed at Saudi Arabia.
    Nov 19, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • I Don't Believe Kinder Morgan Will Trade With A 9% Yield  [View article]
    "And how much have you lost on KMI?"

    I'm still comfortably above my cost basis, and I suspect many others are as well.
    Nov 19, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Continental Resources - A Robust Pick In The Current Oil Environment  [View article]
    Its a race with Saudi Arabia, At some point the house of Saud will need to back off. If you think Continental will survive till then, then dive in. If you think they will go belly up before then, then stay away.
    Nov 19, 2015. 12:56 PM | 1 Like Like |Link to Comment
  • Why Did Tesla Order 2,500 Danish License Plates?  [View article]
    "The principle of simplicity"? Really?
    Nov 19, 2015. 12:25 PM | 9 Likes Like |Link to Comment
  • Kinder Morgan Is Nothing Special  [View article]
    When called on an idiom, you are more or less obligated to explain it. Sorry, just the rules of the worldwide web.
    Nov 19, 2015. 11:54 AM | Likes Like |Link to Comment
  • Kinder Morgan: Lies, Damned Lies, And Statistics  [View article]
    Seems to me that in a Bankrupcy upstream, the creditors would settle on the solution that keeps the product flowing.

    Also, its easy to lose sight of the fact that for every venture hurting upstream, there is a venture downstream making a killing.
    Nov 7, 2015. 09:16 AM | 1 Like Like |Link to Comment
  • Tesla: Actually, Consumer Reports Just Reiterated The Bear Case  [View article]
    "The P85D is brutally quick, with instant acceleration. The car's thrust is forceful and immediate. Its near-instant g-forces can otherwise be achieved only by leaping off a building-literally."

    Interesting way to put it, considering free fall off a building is the closest most people can get to experiencing zero-g.
    Aug 27, 2015. 12:19 PM | 28 Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Distributable Cash Flow As Of 2Q 2015  [View article]
    agree..own KMI. But own the warrants? Disagree. They will expire worthless.
    Aug 6, 2015. 10:40 AM | Likes Like |Link to Comment
  • Drilling For Low-Risk Reward With Awilco  [View article]
    I don't understand what your saying. What are you referring to when you say BP? So are you saying that Hess is paying a reduced dayrate for the remainder of the contract period?
    Aug 3, 2015. 04:59 PM | Likes Like |Link to Comment
  • Drilling For Low-Risk Reward With Awilco  [View article]
    I think you are reading into the press release more than what it says.
    Jul 31, 2015. 12:29 PM | Likes Like |Link to Comment
  • I Don't Believe Kinder Morgan Will Trade With A 9% Yield  [View article]
    I don't understand how rail and truck logistics can stick it to KMI, since pricing on either would be much higher.
    Jul 31, 2015. 11:49 AM | 1 Like Like |Link to Comment
  • Drilling For Low-Risk Reward With Awilco  [View article]
    Looks like today is the day you will have to eat those words.
    Jul 31, 2015. 10:16 AM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Harris Corporation  [View article]
    I notice 80 shares of this company just showed up in my account.
    Jul 30, 2015. 03:53 PM | Likes Like |Link to Comment
  • I Don't Believe Kinder Morgan Will Trade With A 9% Yield  [View article]
    Who pays the fee? The energy producer? or the consumer? Low prices are killing the producer and a windfall for the consumer. All things considered, demand is boosted and KMI comes out on top.
    Jul 30, 2015. 03:27 PM | 2 Likes Like |Link to Comment
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