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toomuchgas

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  • U.S. Bancorp To Outperform Peers [View article]
    Flat earnings are just one more sign of a stagnant economy.
    Jul 31, 2015. 08:42 PM | Likes Like |Link to Comment
  • New power rules may save two Exelon nuclear plants in Illinois [View news story]
    Nuclear plants need to be rewarded for not producing greenhouse gases. Cap and trade was originally supposed to do this. Market pricing is the best way to cut carbon pollution.
    Jul 30, 2015. 06:55 PM | 4 Likes Like |Link to Comment
  • Time To Buy The Drop In Enerplus [View article]
    Till we get some clarity as to where oil and gas are going I'm staying away. I'd rather miss the first 20% than make a big mistake. That said we've got to be near a bottom.
    Jul 30, 2015. 02:51 PM | Likes Like |Link to Comment
  • Both Crestwood Companies' Dividends Are Not Sustainable [View article]
    There have been no buys at all in 2015 but ten "dispositions". All the "acquisitions" are at $0 as stock given to directors and officers as compensation.
    Jul 29, 2015. 09:54 PM | Likes Like |Link to Comment
  • CenterPoint Energy's 5% Yield Looks Pretty Good Right Now [View article]
    The CNP now is dependent ENBL for future growth.
    Jul 28, 2015. 04:46 PM | Likes Like |Link to Comment
  • Oil sands pipeline projects placed in doubt following recent Nexen spill [View news story]
    At these prices there will be no need for added capacity because there is no profit in opening an expensive new project. The already operating projects should break even unless prices get really crazy in the low 40's.
    Jul 28, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • Basic Materials: 12.08% More Return From 5 Highest Yield, Lowest Priced July 22 Dogs [View article]
    Anything in E&P is going to be hard hit till prices improve. Transportation and storage has less exposure to price. I stay away from the small leveraged producers.
    Jul 28, 2015. 12:38 PM | Likes Like |Link to Comment
  • Gladstone Commercial changes management agreement [View news story]
    I guess that's why it might be smart to have an open buy order at a point below the bid. I still don't understand why GOOD trades at such a high yield versus its peers. With triple net long term leases they seem to be able to cover the dividend and get financing for acquisitions. Still believe the interest rate hike is not coming this year especially with China in turmoil.
    Jul 28, 2015. 12:32 PM | Likes Like |Link to Comment
  • Exelon declares $0.31 dividend [View news story]
    More dead money.
    Jul 28, 2015. 12:22 PM | Likes Like |Link to Comment
  • Both Crestwood Companies' Dividends Are Not Sustainable [View article]
    Have to wait for conference call but the fact that there is no insider buying many not be positive.
    Jul 27, 2015. 07:16 PM | Likes Like |Link to Comment
  • Gladstone Commercial changes management agreement [View news story]
    Apparently the market was expecting bad news given the big drop today.
    Jul 27, 2015. 07:14 PM | Likes Like |Link to Comment
  • Basic Materials: 12.08% More Return From 5 Highest Yield, Lowest Priced July 22 Dogs [View article]
    Which one is not like the others? CMLP is pipeline and storage and is largely fee based not relying on the price of oil and gas. It hasn't helped in this market though.
    Jul 26, 2015. 11:33 PM | Likes Like |Link to Comment
  • Both Crestwood Companies' Dividends Are Not Sustainable [View article]
    I think if you look at other MLP's you'll find them in a similar situation. I recall this is one of the criticisms of Kinder Morgan. The situation will remedy itself when the MLP stops investing in new infrastructure.
    Jul 26, 2015. 11:20 PM | Likes Like |Link to Comment
  • Both Crestwood Companies' Dividends Are Not Sustainable [View article]
    As I said on another post about these companies it is priced for a distribution cut and a nuclear attack on its pipeline and storage facilities. At one point they were doing oil transport by truck to a rail facility which is a very costly way to transport the oil. I guess they still are its called the Colt Hub. I would not worry too much about a distribution cut but expect to hold it for a while and may add some. The last time I bought it was still NRGY. It would be interesting to know what the market value of the assets are relative to the stock price.
    Jul 25, 2015. 05:10 PM | Likes Like |Link to Comment
  • D.C. Public Service Commission Approval Is Final Hurdle In Exelon-Pepco Deal [View article]
    I'd rather have cash than EXC stock. I can't believe there is so much opposition to EXC taking over POM. There isn't a nickel's worth of difference to the consumer as to how one would treat them over the other. POM would have faster repairs under EXC and might be able to purchase cheaper electricity. The local public service commissions just enjoy over regulating the local utility to justify their paychecks. There is no way that a utility as small as POM can succeed in today's competitive market. If the purchase doesn't go through then there is sure to be rate hikes for POM customers.
    Jul 25, 2015. 12:21 PM | Likes Like |Link to Comment
COMMENTS STATS
808 Comments
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