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das555

das555
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  • A Canadian REIT That Says Buy Me [View article]
    I believe there are a number of good Canadian REITs - this is an interesting one but my favorite remains ARESF.
    Mar 30, 2015. 02:35 PM | 1 Like Like |Link to Comment
  • THQ: This New Healthcare CEF Looks Positioned To Move Higher [View article]
    Looks like a good fund but according to CEF Connect not tax efficient as all dividends are short term gains taxed at ordinary income levels. Hopefully will transition to long term gains in July 2015, one year after inception date.
    Mar 20, 2015. 03:11 PM | 2 Likes Like |Link to Comment
  • A Closer Look At Energy Transfer Partners' Distributable Cash Flow As Of 4Q 2014 [View article]
    An encouraging indication for ETP is the recent (filed 3/11/15) purchase on the open market by the CFO of 20,000 shares at 54.97 - a $1,099,400 vote of confidence.
    Mar 18, 2015. 12:24 PM | 2 Likes Like |Link to Comment
  • Oil glut's latest dilemma: where to store it all [View news story]
    If only price were a result of production and utilization without the less visible distortions of speculation and political agendas....
    Mar 6, 2015. 05:33 PM | 1 Like Like |Link to Comment
  • Oil glut's latest dilemma: where to store it all [View news story]
    SA Editors should read SA articlles...

    http://seekingalpha.co...
    Mar 5, 2015. 07:34 PM | 2 Likes Like |Link to Comment
  • 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
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