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dbkemp05

dbkemp05
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  • LINN Announces Third Quarter 2014 Results [View article]
    Covering distribution and well hedged going forward!
    Nov 4, 2014. 07:27 AM | 1 Like Like |Link to Comment
  • QR Energy: Don't Buy The Hype About A Distribution Cut [View article]
    Still over 90% hedged thru current quarter and 75% into next YEAR.
    Oct 17, 2014. 08:49 AM | Likes Like |Link to Comment
  • QR Energy: Don't Buy The Hype About A Distribution Cut [View article]
    Note that coverage ratios could be improved with the merger savings. A consolidated co can improve cash flow with efficiencies and both are very well hedged. From beginning this was a good fit and looks better now. Cramer should better understand the hedges before opening his mouth.
    Oct 16, 2014. 10:50 AM | 3 Likes Like |Link to Comment
  • Armour Residential REIT: A 15% Yield With Outsized Risk [View article]
    I agree. There is nothing in the global economic data to point toward any rate changes soon. I also believe 10yr will stay below 3 when you evaluate bond yields worldwide. Deleveraging has lead to lower earnings and subsequently an increase in BV. I see dividend lowering to .48 next year in line with earnings til co can leverage in a more predictable bond market. And while that still would yield 12% the stock will probably drop and yield will maintain 14+.
    Sep 24, 2014. 10:18 PM | Likes Like |Link to Comment
  • QR Energy: Is It Time To Ring The Register? [View article]
    really. why seel when there is another 6% to be gained and increase in the distribution. Most of us are in this for income not quick gain.
    Jul 24, 2014. 04:18 PM | 4 Likes Like |Link to Comment
  • Investment In Armour Residential REIT Nets Profitable Double-Digit Gains [View article]
    No it was last friday 7/11
    Jul 14, 2014. 08:52 AM | Likes Like |Link to Comment
  • Myths Of Apple's iPhone Market Share [View article]
    Said same thing MB cant be writing 2 articles in 2 days.
    Jun 24, 2014. 11:35 AM | Likes Like |Link to Comment
  • Apple Market Share: Slip, Slipping Away [View article]
    Yawn, just the every 2 year upgrades alone without new customers will continue to drive apple higher. And if new customers are added look out. Another point is apple knows how useless samsungs wearable has been, so dont count on them to come out with another useless product.
    Jun 23, 2014. 11:34 AM | 4 Likes Like |Link to Comment
  • SandRidge Permian Trust: Hidden Value In SandRidge's Scraps [View article]
    Still looking at 20 mos before conversion. Will hold to see what happens this quarter without weather related production issues.
    Jun 10, 2014. 02:23 PM | Likes Like |Link to Comment
  • Apple: Why I Raised My Stake By 14% Yesterday [View article]
    I agree. Aapl has never announced hardware at this conference.
    Jun 3, 2014. 08:43 AM | 10 Likes Like |Link to Comment
  • MannKind: Approval For Afrezza Looking More And More Positive As Investors Await FDA Decision [View article]
    Obviously not in the medical field. This has been discussed by colleagues and this is going no place but up. Will take time but inhalation medicine is huge upside. And GI absorbable technology bad idea.
    May 21, 2014. 09:20 AM | 2 Likes Like |Link to Comment
  • Expect A Solid First Quarter From Pengrowth [View article]
    Looking forward to your assessment of earnings Michael. Uninformed on MBs are taking their shots.
    May 12, 2014. 08:46 PM | Likes Like |Link to Comment
  • Penn West Continues To Execute With Impressive Q1 Results [View article]
    Roberts is executing beautifully. He knows the business and will take this to the next level in time. Nice summary MB. Numbers were better than could have been hoped for. Should also bode well for PGH.
    May 1, 2014. 10:46 AM | 2 Likes Like |Link to Comment
  • Penn West Announces its Financial Results for the First Quarter Ended March 31, 2014 [View article]
    Looking forward to it MB
    May 1, 2014. 09:58 AM | Likes Like |Link to Comment
  • Penn West Announces its Financial Results for the First Quarter Ended March 31, 2014 [View article]
    Would like to see MBs breakdown. Numbers look better than I thought. Prices higher, revs higher, free funds to capes wider!
    May 1, 2014. 08:33 AM | Likes Like |Link to Comment
COMMENTS STATS
128 Comments
117 Likes