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Pablomike

Pablomike
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  • Ashford Hospitality Trust: A Strong Yield Play In Lodging [View article]
    Rooms.
    Aug 21 05:22 PM | Likes Like |Link to Comment
  • What Investors Should Make Of Linn Energy's Recent Portfolio Reshuffling [View article]
    rlp,
    One, very angry commenter, said his tax was $45 per share.
    Aug 21 01:35 PM | Likes Like |Link to Comment
  • El Pollo Loco: PE 'Bust-Out', 20+ Years Of Failed Domestic Expansion, Pre-IPO Window Dressing Make An Ideal Short [View article]
    If you can't borrow to short why bother with writing this?? If shares are available to short you are 3 weeks and $10 late.
    Aug 21 09:18 AM | Likes Like |Link to Comment
  • EOG Resources: Time To Start Accumulating [View article]
    From the August 5 presentation:
    DRILLING YEARS
    Delaware Basin Leonard/Bone Springs 40+

    Delaware Basin Wolfcamp 75+

    Midland Basin Wolfcamp 50+

    I won't be around to see it but EOG can grow for a long time.
    Aug 20 05:32 PM | Likes Like |Link to Comment
  • A Couple Of High-Yield MLP Plays From The Barron's Roundtable [View article]
    I guess I was right. Just learned that the REX has been reversed to take gas away from Marcellus.
    Aug 20 08:04 AM | Likes Like |Link to Comment
  • What Investors Should Make Of Linn Energy's Recent Portfolio Reshuffling [View article]
    With their big Hugoton purchase they will run that plant full tilt. Will want to keep for processing their product.
    Aug 19 07:30 PM | Likes Like |Link to Comment
  • If You Are An Alpha Seeker Looking For The Next Big Energy Play, Load Epsilon Energy Now [View article]
    No Shell did not invest any money. They traded Pinedale acres and received $925M. Shell is running a 1 rig program. Not a big investment.
    Aug 19 12:09 PM | 1 Like Like |Link to Comment
  • Insiders Still Buying These Attractive High-Yield Plays [View article]
    On the strength of the insider purchases I doubled down on RSO recently. In June they issued their second CLO, ($354M), in the last year. They may get another one done before the end of this year. However I think they are hoarding too much cash, over $1 per share. I like conservative lending but they need to put that to work.
    Aug 19 11:49 AM | 1 Like Like |Link to Comment
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    Are you sure it wasn't Warren that told Obama to veto....
    Aug 18 09:28 PM | Likes Like |Link to Comment
  • What Investors Should Make Of Linn Energy's Recent Portfolio Reshuffling [View article]
    LINE/LNCO is a $15B Oil & Gas E&P and you think Kinder would acquire them to get one gas plant in KS???
    Aug 18 09:25 PM | 1 Like Like |Link to Comment
  • What Investors Should Make Of Linn Energy's Recent Portfolio Reshuffling [View article]
    HUH!!! Why would Kinder have any interest in what LINE/LNCO is doing???
    Aug 18 06:41 PM | 1 Like Like |Link to Comment
  • If You Are An Alpha Seeker Looking For The Next Big Energy Play, Load Epsilon Energy Now [View article]
    Just to be clear what Shell bought was the other half of their 50/50 AMI with UPL. Not new acres.
    Aug 18 04:50 PM | 1 Like Like |Link to Comment
  • Berkshire Ups Their Bet On Chicago Bridge & Iron [View article]
    CHK has a large acreage in the EF but it is already JVd with CNOOC.
    Aug 18 04:45 PM | Likes Like |Link to Comment
  • Royalty Trusts And The ETF Retirement Portfolio [View article]
    ROYT should be safe. I think it is a great spec buy here as the frac ban as written, IF PASSED, will be proven unconstitutional.
    Aug 18 04:38 PM | 1 Like Like |Link to Comment
  • Royalty Trusts And The ETF Retirement Portfolio [View article]
    There is a vote tomorrow in Alaska to revert taxes back to the higher rates for BPT. 2014 was a good year as the lower taxes led to increased distributions. The party may be over.
    Aug 18 04:35 PM | Likes Like |Link to Comment
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