Seeking Alpha

das555

das555
Send Message
View as an RSS Feed
View das555's Comments BY TICKER:
Latest  |  Highest rated
  • Enterprise Products receives FTC request on Oiltanking deal [View news story]
    Isn't creating a dominant position in your business area a standard goal?
    I guess in the current progressive climate property is theft and success is anathema and must equate to cheating...
    Mar 2, 2015. 01:24 PM | 6 Likes Like |Link to Comment
  • Petroleum Supply Monthly [View article]
    Thank you A Farmer. It would appear from your analysis that as of Sept 2014 only 60% of storage capacity was utilized which is at odds with the oil bears who claim "almost all storage is filled", with I might observe, no data to support their assertion.
    It also makes sense that storage is at least in part driven by a profit motive with contango and not driven entirely by excess supply.
    It would appear then that the "lack of storage" sky is not falling...
    Mar 1, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Why Is The Rising Crude Oil Inventory Not A Bearish Sign At All?  [View instapost]
    Thank you. It would appear from your analysis that as of Sept 2014 only 60% of storage capacity was utilized which is at odds with the oil bears who claim "almost all storage is filled" with I might observe, no data to support their assertion.
    It also makes sense that storage is at least in part driven by a profit motive with contango and not driven entirely by excess supply.
    Mar 1, 2015. 03:24 PM | Likes Like |Link to Comment
  • Petroleum Supply Monthly [View article]
    The oil bears have been propounding the recent thesis that oil storage is "almost full" and that when, perhaps even in six weeks (CNBC "analyst"), storage is full that oil prices will deteriorate rapidly to unseen low levels. Is there an educated response to that pessimistic view?
    Mar 1, 2015. 12:15 PM | Likes Like |Link to Comment
  • Memorial Production Partners: 2015 Should Be A Strong Year [View article]
    Speaking of analysts...

    "A number of other firms have also recently commented on MEMP. Analysts at Wunderlich raised their price target on shares of Memorial Production Partners from $17.00 to $22.00 and gave the company a “buy” rating in a research note on Thursday. Analysts at RBC Capital raised their price target on shares of Memorial Production Partners from $20.00 to $21.00 and gave the company an “outperform” rating in a research note on Thursday. Analysts at MLV & Co raised their price target on shares of Memorial Production Partners from $18.00 to $20.00 and gave the company a “buy” rating in a research note on Thursday. Finally, analysts at Barclays upgraded shares of Memorial Production Partners to an “overweight” rating in a research note on Tuesday. The stock has a consensus rating of “Buy” and a consensus target price of $21.61."
    Feb 28, 2015. 01:39 PM | 1 Like Like |Link to Comment
  • Pembina Pipeline misses by $0.07 [View news story]
    Someone at SA was in a hurry - the y/y revenue was up 12.5%, the SA reported # was only for the last 3 months.
    Feb 26, 2015. 06:14 PM | Likes Like |Link to Comment
  • My Dividend/High Yield Investing Journey [View article]
    MHR delayed payment of dividends on the preferred shares in 2013 as a result of their detecting accounting irregularities that had to be rectified prior to payment of these dividends. They were subsequently paid in full.
    Feb 26, 2015. 11:42 AM | 2 Likes Like |Link to Comment
  • Genesis Energy misses by $0.09, misses on revenue [View news story]
    Don't worry about GEL - EPS with an MLP is the wrong metric and I have asked SA editor Batavia to consider including the important MLP metric of Distributable Cash Flow/coverage in his MLP announcements. Gel has made 38 consecutive quarter distribution increases and coverage is 1.1.
    They are also "refinery-centric" in their transport which is a good thing in this price environment and their crude transport is primarily from Gulf of Mexico projects where rig count has not been diminishing.
    Feb 19, 2015. 11:09 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources: Buying When Blood Is In The Streets? [View article]
    At the newly announced distribution of $1.41 annualized the yield is more like 8% - prefer MEMP.
    Feb 17, 2015. 03:43 PM | 2 Likes Like |Link to Comment
  • Equity CEFs: How To Play Sector Rotations By Investing In CEFs [View article]
    Re ROC: I would suggest learning a bit more regarding CEF ROC in option income funds - see http://seekingalpha.co...
    Feb 17, 2015. 11:01 AM | 2 Likes Like |Link to Comment
  • Assessing High-Income Covered Call CEFs [View article]
    Jerbear - you are correct.

    From Doug Albo recently: http://seekingalpha.co... in the comments section.
    Feb 9, 2015. 09:46 AM | 2 Likes Like |Link to Comment
  • Distribution cuts ahead for E&P-focused MLPs, Barclays warns [View news story]
    Agree.
    Feb 6, 2015. 04:17 PM | Likes Like |Link to Comment
  • Distribution cuts ahead for E&P-focused MLPs, Barclays warns [View news story]
    Aggregating companies with significantly different near term risk profiles.
    Feb 4, 2015. 02:49 PM | 8 Likes Like |Link to Comment
  • Plains All American Pipeline: A Risky Play In A Struggling Industry [View article]
    Dismissed...
    Jan 21, 2015. 04:44 PM | 2 Likes Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    Pipelines anyone?
    Jan 15, 2015. 05:15 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
269 Comments
656 Likes