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  • NorthStar: Is A 9% Yield Better Than A 13% Yield?  [View article]
    For 2014 Hammy got $60M not $15M. Haven't seen 2015 yet.
    Feb 9, 2016. 03:31 PM | Likes Like |Link to Comment
  • Bakken Update: Halcon Is Down 97% Since Our Call To Short, But Further Downside May Be Ahead  [View article]
    Not sure what your point is??? 2012/2013 is a long time ago.
    Feb 9, 2016. 03:23 PM | 1 Like Like |Link to Comment
  • Energy Transfer Equity Merger With Williams Looks To Be Dead After CFO Jumps Ship  [View article]
    umiami,
    Mostly agree. However low gas prices have NOT led to increased gas usage. Due to refineries coming on line around the world gas exports are being reduced. With crack spread contracting I'd say refineries will not continue their run of great earnings.
    Feb 9, 2016. 03:14 PM | Likes Like |Link to Comment
  • Energy Transfer Equity Merger With Williams Looks To Be Dead After CFO Jumps Ship  [View article]
    shughes,
    Perhaps a class in reading comprehension is in order. In the article AA mentions the bridge loan with a link to the ETE press release. He then clearly states the need for LONG term financing. If financing is so easy in the MLP space tell me why so many companies have resorted to Preferred share offerings at rates as high as 14%???
    Feb 9, 2016. 01:12 PM | 4 Likes Like |Link to Comment
  • RPC, Inc.: When Oil Is At $30, It Helps To Be Debt Free And In The Permian  [View article]
    Thanks. It is just odd. Can't imagine a state with less oil and gas property.
    Feb 9, 2016. 12:59 PM | Likes Like |Link to Comment
  • Northstar Realty Finance And The Simple Story  [View article]
    Preferreds all dropping like a rock. Don't understand. Did I miss some news on Northstar???
    Feb 9, 2016. 12:57 PM | Likes Like |Link to Comment
  • Bakken Update: Halcon Is Down 97% Since Our Call To Short, But Further Downside May Be Ahead  [View article]
    You mention "increased demand stimulated by lower gas and diesel costs." I would have thought so too but so far it hasn't happened. Gas demand was only up 5% summer of 2015 vs. 2014. If not during summer vacation then when?? Very surprising to me.
    Feb 9, 2016. 12:36 PM | 2 Likes Like |Link to Comment
  • Carrizo Oil & Gas: Blackrock Snapped Up More Shares In January  [View article]
    I own CRZO. I wonder about the largest piece of the Delaware that appears to be south and west of previous drilling. Probably not core and maybe not viable at these low prices. Not happy about dilution however it appears to be well timed as to the price received. Would not be opposed to small acquisitions if they are dirt cheap and immediately adjacent to existing acreage. No hurry though as there will be bargains to be had down the road.
    The Niobrara is another fine asset that has been giving really good results with long laterals.
    Been watching closely with an eye to adding some shares.
    Feb 9, 2016. 12:29 PM | Likes Like |Link to Comment
  • A Bellwether Announcement For Shale Oil Industry  [View article]
    Michael Filloon has written on this subject. I believe well productions levels out somewhere in year 4 or 5 and enters matrix production where the declines are like a typical well at 7% to 10% percent a year.
    As to long term costs there is a lot of debate as to viability of re-fracing wells. Particularly those early wells that were not subject to huge amounts of water and proppant.
    Bad news is we are very early in the game for shale wells and long HZ fracs so who really knows what will happen.
    Feb 8, 2016. 01:23 PM | Likes Like |Link to Comment
  • Sector Leader Dog NRF Sports 26.95% January Yield  [View article]
    Be aware that Alon USA (ALDW) is a variable rate distribution payer. With crack spreads much smaller than last year, so far, it is not likely they will pay $3.92 again this year.
    Feb 8, 2016. 01:05 PM | 1 Like Like |Link to Comment
  • Investment News Fuels Blackstone Non-Traded REIT Rumors - How About BlackStar?  [View article]
    You are the ONLY one who believes there is nothing wrong here.
    Feb 7, 2016. 11:52 AM | 2 Likes Like |Link to Comment
  • Royalty Trusts Sing The Oil Well Blues  [View article]
    Need some MS student to do thesis on price action in BPT. Maybe they could make sense of it.
    Feb 6, 2016. 09:49 PM | Likes Like |Link to Comment
  • RPC, Inc.: When Oil Is At $30, It Helps To Be Debt Free And In The Permian  [View article]
    I'm just wondering how the corporate HQ of RES came to be in Georgia?? :-)
    Feb 6, 2016. 09:45 PM | Likes Like |Link to Comment
  • Natural Gas: The Dawn Of The Utica Era?  [View article]
    Actually energex your question was not addressed to anybody in particular. On behalf of everybody on this board I'll accept your apology.
    Feb 6, 2016. 09:53 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: I Hate This Market But The Team Alpha Retirement Portfolio Keeps Producing More Income  [View article]
    rbfallon
    I just thought about David Fish here at SA. He writes about Dividend Champions, Contenders, and Challengers. Probably lots of names there that could give you a starting point.
    Feb 5, 2016. 01:25 PM | Likes Like |Link to Comment
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