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jklk0429

jklk0429
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  • Will Memorial Production Partners Suspend Its Distribution? [View article]
    Recently, just prior to it's dividend cut, SDRL announced no dividend cut. I hope they don't!
    Dec 18, 2014. 11:56 AM | Likes Like |Link to Comment
  • Linn Energy Suffers Another Blow [View article]
    Sorry, or was it just the index?
    Dec 14, 2014. 12:18 PM | 1 Like Like |Link to Comment
  • Linn Energy Suffers Another Blow [View article]
    Author, what ticker is the Alerian MLP it was removed from? Thanks........
    Dec 14, 2014. 12:17 PM | 2 Likes Like |Link to Comment
  • A Closer Look At Targa Resources Partners' 3Q'14 Distributable Cash Flow [View article]
    Ron, you mention above Targa is "highly concentrated in the Bakken, where it is more expensive to extract oil". I checked the Targa and APL operations maps and cannot find any oil facilities in the Bakken for either. Did I miss something?
    Dec 10, 2014. 10:17 PM | Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    txbadonetoo, I surely hope they do not have issues and that oil goes up soon. MEMP is certainly in the best of the MLP E&P group!! For me personally, the math does not add up. The pundits are all over the place on energy and specific highly leveraged/high dividend stocks in general.
    Here is another of many other articles that take the opposing view:

    *) http://yhoo.it/1tMRAaJ
    Dec 3, 2014. 11:18 AM | Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    http://seekingalpha.co...
    Dec 2, 2014. 05:57 PM | Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    There are many articles to address this issue. This one just hit the wires.

    http://seekingalpha.co...
    Dec 2, 2014. 05:56 PM | Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    It doesn't appear they have the ability to sustain a 20%~ distribution for a sustained period. FCF does not appear to substantiate it. Look what happened to BWP earlier in the year when they cut distributions.
    Dec 2, 2014. 12:03 PM | Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    1) Distributions, NOT dividends.
    2) How is the FCF?
    3) If the price of the stock does not go up significantly, distributions will be dramatically cut, stock price will get crushed even further.
    Dec 2, 2014. 10:00 AM | Likes Like |Link to Comment
  • Weakness In Energy Sector Creates Opportunities: Hi-Crush Has 30% Upside [View article]
    Sergio, upon sale of the units, the income "is" taxable.
    Nov 24, 2014. 09:35 AM | 1 Like Like |Link to Comment
  • Ensco PLC Sees Further Bifurcation [View article]
    In mid-October I stopped out of ALL of my energy holdings, over 40. Have bought a few back at substantially lower costs and will be VERY cautious going back in. This "could" be a long haul and if so, this segment could get obliterated.
    Nov 15, 2014. 03:17 PM | 1 Like Like |Link to Comment
  • Plains All American to construct $900M Cushing-to-Memphis pipeline [View news story]
    Does anyone know if it would be VLO or VLP that would take the 50% stake in the project? Thanks............
    Aug 21, 2014. 12:02 PM | 1 Like Like |Link to Comment
  • China leads in ocean energy technology, with help from Lockheed Martin [View news story]
    If the Chinese need money, they will expedite the dump of their "albatross" US sovereign bonds, inflate the RMB, and continue to buy up the world's resources at a faster pace than they already are.
    Apr 1, 2014. 08:57 PM | Likes Like |Link to Comment
  • Ensco: A Great Buying Opportunity In A High-Yielding Stock [View article]
    Arie, how do you think the downturn in daily rates will effect the dividend and stock price?
    Mar 9, 2014. 02:42 PM | Likes Like |Link to Comment
  • Preliminary Review Of Buckeye Pipeline Partners' Q4 2013 Results [View article]
    Thanks Ron for your hard work. Do you see a potential near or long term implosion for BPL as was for BWP or EPB due to fundamentals, or, market overreaction to the events of this week?
    Feb 13, 2014. 01:49 AM | Likes Like |Link to Comment
COMMENTS STATS
183 Comments
112 Likes