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Ruffdog

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  • Seeking Alpha fires a shot at Bloomberg, StreetAccount [View news story]
    I would rather have the symbol than the bullet points in front of the item; faster to scan.
    Jul 29, 2013. 07:03 AM | 49 Likes Like |Link to Comment
  • Is Alibaba Worth More Than Wal-Mart? [View article]
    + BABA is in a expanding market in China. WMT is in a shrinking market in the US.

    + WMT and AMZN must to out and borrow money while BABA has no inventory.

    + US consumers are switching to stores like Whole Foods.

    + In the US you are viewed on as being poor if you shop at WMT, in Chinese people who buy on BABA are viewed on as being tech savie.

    Which company would you invest in?
    Nov 8, 2014. 03:09 PM | 17 Likes Like |Link to Comment
  • Barron's: Wrong On MLPs Like Kinder Morgan Energy [View article]
    Fox news bad mouths politicians like Barrons bad mouth stocks.

    I do not watch Fox news any more and I do not read Barrons any more.
    Jan 12, 2014. 11:42 AM | 16 Likes Like |Link to Comment
  • Kinder Morgan Consolidation: Not For The Reasons You Think [View article]
    SA should not allow bullet points in the summary like "•To us, the reason is not quite as sanguine. Find out why in this article."
    Sep 24, 2014. 11:28 AM | 15 Likes Like |Link to Comment
  • Oil to Natural Gas Price Ratio [View article]
    We are the Saudi Arabia of NG. With the new technology of extracting NG from shale we have it coming out of our ears and almost no place to store it. See link below.
    www.eia.doe.gov/oil_ga...
    Now we have to develop the NG transmission system to move it from the well to the user. The Northeast, US, as an example, uses heating oil to heat most of their homes. Pennsylvania is the closest NG rock shale to the NE US. If the energy department, our President and congress wanted to stimulate the economy and reduce our dependence on foreign oil, they would propose and support the building of a NG pipeline from, Pennsylvania to New England and give a rebates to each home owner who turned in their oil burning furnace for a NG burning furnace. This is a “no brainer.” It would:
    1) Create American jobs; short-term engineering and building the pipeline and long term operating the pipeline.
    2) Reduce our dependence on foreign oil homes would not be using oil for fuel.
    3) Reduce global warming as NG emits much less CO2 than oil.
    Aug 30, 2009. 09:52 AM | 15 Likes Like |Link to Comment
  • El Paso Remains A Must Sell [View article]
    EPB is the main carrier of NG from Texas and the Southwest to California. With the sudden loss of the 2200mw San Onfere nuclear PP there is 2200mw of baseline electrical generation demand that was not there before and needs to be replaces by NG generation. In addition, California, which receives about a third of its electricity from hydro generation, is in a severe drought and this summer will be depending more on NG delivered by EPB than ever before. For the above reasons 2014, EPB NR deliveries will be at an all-time high.

    Richard Kinder's group KMI oversee EPB and donates projects to both KMP and EPB to assure that they are both able to maintain their DCF. One of these pipelines is the Ruby pipeline which I am not sure if he has transferred from KMI to EPB yet or not. If you go to the KMI website it seem to indicate the transfer has not happened yet, but if you go to the Ruby site it says EPB is its owner. Ruby pipeline is a long term gold mine for EL Paso because TRP is building a NG export terminal in British Columbia. Ruby is the only way to get NG out of Wyoming to the west coast. Once the gas is transported to the west coast it can be backflowed to Canada and transported to Asia.

    With a yield of 7.5% yield and a Richard Kinder insurance policy EPM is a relatively great risk free investment.

    Long KMP and EPB.
    Jan 16, 2014. 08:14 AM | 14 Likes Like |Link to Comment
  • Take Profits In Kinder Morgan Energy Partners [View article]
    "Take Profits ..." What profits. I only collect the distributions, there is no profits.
    Jul 16, 2014. 10:34 PM | 13 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Why Barron's Is Flatly Wrong Regarding MLPs [View article]
    The MLP sell tariffs to transport volumes on their pipeline months and years ahead of the actual flow date. MLPs keep the tariff regardless if the product flows or not and that is how MLPs make their money. I was watching the pipeline flows into Calif when the cold hit the East Coast. The flows on Ruby and El Paso dropped and the needed gas in Calif. came out of storage In California, rather than Texas or Wyoming . The scheduled gas that was backed to its origin and not delivered to Calif., I am sure EPB collected the same amount of revenue although the gas never did come to Calif. The NG producers will go out and buy more future tariffs on pipelines to Calif. to replace the NG taken out of storage in Calif. his winter. If the pipelines from Texas to the East Coast hubs were not fully undersubscribed, the east coast users paid the MLPs owning the underscribed pipeline owners a fortune and that is why NG at the NY Hub spiked from $5 to $90.

    Barrons is using a pump and dump strategy for someone.
    Jan 13, 2014. 05:00 PM | 13 Likes Like |Link to Comment
  • Kinder Morgan: How Feasible Is A GP Buyout? [View article]
    I am a stockholder and do not want it to happen.
    Go Rich Kinder!
    May 29, 2014. 12:19 PM | 11 Likes Like |Link to Comment
  • "I Don't Know How To Answer Your Question": Microsoft's Steve Ballmer [View article]
    I agree, the EPS has continued to rise under this great leader. Ballmer took over a greatly overvalued company in 2000 and now it is undervalued.
    Nov 20, 2013. 10:24 AM | 11 Likes Like |Link to Comment
  • The Bakken Oilfield: TransCanada Keystone XL Project May Bypass Federal Review [View article]
    The tar sand oil is coming to market. If we continue to bury our heads in the tar sand it will go to India and China. As an environmentalist I would much rather it come to market in the US where we can regulate it than India or China where it will spew out more than triple the CO2 and sulfides that it would in the us!
    Jan 24, 2012. 11:10 AM | 11 Likes Like |Link to Comment
  • Natural Gas Looks Intriguing From a Long-Term, Contrarian Perspective [View article]
    NG is also good for heating homes. Why not build a pipeline from Pennsylvania, where NG is abundant to New England, where they heat homes with heating oil. Then give people that buy new furnaces that use NG rather than oil a tax rebate. This would: 1) create1000s of temporary construction jobs, 2) hundreds of permanent M&O jobs, 3) reduce our dependence on foreign oil 4) reduce our trade deficit, and 5) reduce our carbon emissions! Because the oil and coal lobbyist have too much money in their pocket!

    Now that would be a stimulus bill that would put people to work. Too bad the coal and crude oil are so strong.
    May 16, 2010. 10:19 AM | 11 Likes Like |Link to Comment
  • Don't Touch Alcoa [View article]
    The biggest cost in Aluminum production is electricity. Electricity price will have as big if not bigger factor on AA bottom line than LME price. We are in a NG exploration boom. At more and more electricity is produced by cheap NG rather than dirty coal, AA's advantage in the aluminum production will increase over China production. Perhaps the greenies will caught on to this and try to boycott China aluminum production.

    Aluminum is also used it high voltage electrical transmission lines, not copper. With the replacement of coal plants with NG plants new transmission lines will have to be built with aluminum.

    With aerospace, more light weight aluminum being used in car production and the need to reinforce our HV transmission grid, aluminum will be more in demand. Did you read this week AA has developed a new and cheaper alloy for vehicle bodys? This is why AA is at a new 52 week high.
    Mar 30, 2014. 10:33 AM | 10 Likes Like |Link to Comment
  • Microsoft Seems On The Verge Of Something Ugly [View article]
    Only an idiot would short a stock paying 3.3% dividend and increasing it yearly, buying back stock and sitting on a hoard of cash.
    Mar 7, 2013. 09:03 AM | 10 Likes Like |Link to Comment
  • Barron's And Goldman Sachs Say Buy Bank Of America [View article]
    I would short anything Barron's recommends!
    Sep 21, 2014. 09:58 AM | 9 Likes Like |Link to Comment
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