Seeking Alpha

das555

das555
Send Message
View as an RSS Feed
View das555's Comments BY TICKER:
Latest  |  Highest rated
  • Avoid Linn Energy LLC And These Other MLP Value Traps [View article]
    The difficulties in forecasting "buy and sell" recommendations in the recent energy space is exemplified by Mr. Gue's recommendations in an 10/09/2014 Alert to subscribers entitled "The Names to Buy in the Energy Selloff" that included MEMP and VNR.
    Can't get them all right...
    Dec 31, 2014. 01:45 PM | 8 Likes Like |Link to Comment
  • How Low Crude Prices Could Quickly Lead To Higher Crude Oil Prices [View article]
    The price of oil is not simply a product of supply and demand but is subject to political/financial engineering by producing nations and their allies. The price will return to a "normal" range when the goals of these collaborators are perceived by them to be achieved and not before.
    Dec 30, 2014. 07:34 PM | 10 Likes Like |Link to Comment
  • Is The Oil Super Cycle Over? [View article]


    oil price =(demand/supply) X (political engineering factor squared)
    Dec 29, 2014. 02:29 PM | Likes Like |Link to Comment
  • Equity CEFs: Will 2015 Be The Year Of The Rotation? [View article]
    Thanks for the article.
    Regarding the Nuveen conversions do you have any thoughts you would feel comfortable passing on as to retaining the new QQQX shares versus moving resources from newly minted QQQX shares into the 2015 suggestions?
    Dec 29, 2014. 02:11 PM | 2 Likes Like |Link to Comment
  • First Crude Oil, Now Natural Gas... How Low Can It Go? [View article]
    Uh Oh - oil up on Friday, time for Minister Naimi to get out and talk it down again. Ahh, NG production may be supporting those pesky shale plays - let's bring out the weather forecaster to predict a warm winter - yeah, that should work too...
    Dec 22, 2014. 04:07 PM | 1 Like Like |Link to Comment
  • Will Memorial Production Partners Suspend Its Distribution? [View article]
    So...who do we believe?
    Dec 18, 2014. 01:03 PM | Likes Like |Link to Comment
  • What Is Saudi Arabia Thinking? [View article]
    Nicely done.
    Dec 16, 2014. 12:50 PM | 3 Likes Like |Link to Comment
  • How Long Does A 'Typical' Oil Downcycle Last? [View article]
    In short - nobody knows the timing...basic strategy suggests price of oil will rise.

    Hit, stand or surrender.
    Dec 15, 2014. 10:34 PM | 1 Like Like |Link to Comment
  • Oil & Gas Stocks: Pain, Then More Pain... When Is The Gain? [View article]
    Russian ruble was 33 to the dollar in January, now 65 to the dollar...
    Economic/political energy levers seem to be working though Putin's response must be considered unpredictable and potentially worrisome.
    Dec 15, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    Me too.
    Dec 15, 2014. 12:42 PM | 1 Like Like |Link to Comment
  • Here Is Why I Reluctantly Added To My Investment In Linn Energy [View article]
    And the Russian Bear is being poked with an oily stick...
    Dec 13, 2014. 09:38 PM | 3 Likes Like |Link to Comment
  • Select pipeline operators, distributors have climbed up to 16% since Nov. 1 [View news story]
    Pipelines with visible contracted revenues and a long history of dividend growth are on significant sale here - layering in for the future.
    Dec 10, 2014. 07:18 PM | 8 Likes Like |Link to Comment
  • Here Is Why I Reluctantly Added To My Investment In Linn Energy [View article]
    Again, I am surprised and disappointed that management has not commented on their expectations for operating the company in a low oil price environment. This silence can be interpreted as either a desire not to report bad news or lack of consideration for the share holders - neither of which is good. These are not ordinary times for the company and its equity which makes this silence deafening...
    Dec 10, 2014. 05:18 PM | 8 Likes Like |Link to Comment
  • Linn Energy: An Explanation Of The Effect Of Recent Transactions And Preliminary 2015 Guidance [View article]
    Too bad Linn does not see fit to provide some guidance (such as MEMP and VNR) in this volatile time outlining their views and expectations of managing the company holdings in a low oil price environment. If they did so in a positive way I believe some investors might not "sell first and ask questions later" as has apparently been the case, providing a bit more stability to the equity price.
    Dec 8, 2014. 05:07 PM | 3 Likes Like |Link to Comment
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk [View article]
    From conference call VP Finance Stillwell: "Based on preliminary CapEx assumptions for our 2015 strategic plan we believe we have the ability to maintain a coverage ratio of one times even in the event that crude oil drops to $70 per barrel and natural gas drops to $3 per MMbtu for the full year."

    And in Q&A, again VP Finance: "And just to restate that statement for the audience, the distribution sensitivity we did for 2015 based on very preliminary 2015 guidance assumption or CapEx assumptions, we sensitize oil and gas prices, oil down to $70 for the full year and gas prices are down to $3 for the full year, still maintain one time coverage on our 2015 plan as we sit here"
    Dec 3, 2014. 02:54 PM | 1 Like Like |Link to Comment
COMMENTS STATS
260 Comments
629 Likes