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milkchaser

milkchaser
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  • Don't Count Out Kinder Morgan [View article]
    All humans produce carbon dioxide, even in their sleep, even if that sleep is peaceful.
    Jun 24, 2015. 12:41 AM | 4 Likes Like |Link to Comment
  • Don't Count Out Kinder Morgan [View article]
    "who cares, anthropogenic global warming is bogus anyways."

    I just did a presentation on this. If one looks back at the ice core records going back 400k years, one sees that most of Earth's history has been very long (100k year) ice ages, punctuated by a few warm periods like our current Holocene period (a mere 11k years). That thing we call the continental shelf used to be the coastline during the ice age.

    And yet, both in Greenland and Antarctica, the ice core record only goes back 400k years. Why? Because that is where they hit bedrock, because 400k years ago both were devoid of ice. The Earth has been a lot warmer than it is now or is likely to be during the next 500 years. And some time, well after we're dead (Dow 60 million) the Earth will once again go into a very long ice age.
    Jun 24, 2015. 12:39 AM | 8 Likes Like |Link to Comment
  • Don't Count Out Kinder Morgan [View article]
    Problem is, it's also been closer to $30 in recent memory. I would have prayed for $38 back then. Still, I hung in there and bought lots of warrants at $1.89.
    Jun 24, 2015. 12:34 AM | 1 Like Like |Link to Comment
  • The Intel Compute Stick Is Standing On The Shoulders Of 2 Giant PC Vendors [View article]
    Whereas the Apple Watch is brilliant technology? Time will tell.
    Jun 17, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • GCVRZ Forum [View instapost]
    He's going for a SA comment record.
    May 18, 2015. 05:50 PM | Likes Like |Link to Comment
  • Intel: The PC-On-A-Stick Revolution Is Here [View article]
    But the iPhone only runs iOS apps from the Apple Store. This will run Windows software. There is quite a bit of Windows software.
    Apr 21, 2015. 02:28 PM | Likes Like |Link to Comment
  • How Do Seeking Alpha Stock Picks Measure Up? [View article]
    Very interesting article. Can't wait to check out TipRanks.
    Apr 2, 2015. 12:14 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: The Cat Is Officially Out Of The Bag [View article]
    Yes, it is. Because the breathless headline is that "the cat's out of the bag". And yet you reveal nothing that one could not have assumed to be true before. The Canadian gov't is pro-oil and favors the pipeline.

    Another article says, "The sharks are circling." But I found nothing to explain that inflammatory headline. Yes, you waste our time. The information is good and accurate, but not novel or useful.
    Mar 27, 2015. 05:04 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan: The Cat Is Officially Out Of The Bag [View article]
    I will have to be sure to check the author of the next KMI headline I see since Mr. Clark's articles are big on headline and sparse on news.

    I am very long KMI, but don't have time for time wasters.
    Mar 27, 2015. 03:00 AM | 8 Likes Like |Link to Comment
  • Today's Oil Crash Presages The Next One [View article]
    Solar energy is not produced locally. It's produced about 93 million miles away. :-)
    Mar 23, 2015. 02:55 PM | Likes Like |Link to Comment
  • Today's Oil Crash Presages The Next One [View article]
    I still don't get how something expensive puts something less expensive out of business unless some non-market factor is tipping the scales.
    Mar 18, 2015. 04:18 PM | 3 Likes Like |Link to Comment
  • Today's Oil Crash Presages The Next One [View article]
    Coal has suffered because of intervention distorting the markets, not because of market forces. Add the cost of subsidies and renewables are way too expensive.
    Mar 17, 2015. 01:43 PM | 4 Likes Like |Link to Comment
  • Congratulations Covidien: You Escaped In Time [View article]
    Why is it never considered greedy to expropriate the property of others to direct for your own satisfaction? Do what you want with your money and property. Let others direct what happens to theirs.
    Feb 12, 2015. 09:18 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Is An 'Aircraft Carrier', Not A 'Dingy' [View article]
    I cannot give trading advice, just my personal take. I am heavily invested in the warrants because I find it hard to believe that KMI (currently trading around $41) is going to be worth less than $45 in May 2017. KMI expects to raise its dividend 10% a year. If this comes to pass the dividend will be 21% higher. If the stock price tracked the dividend, the warrant value would be more than double today's price.

    There are many risks, however. If interest rates rise, KMI debt may become more costly, projects may be deferred, dividend growth may taper. Also, if higher yields in the future can be had from safer bonds, why invest in riskier KMI for a dividend that is not that much higher? The stock price could suffer. These (and other) risks are likely what is keeping the warrant price low at this point.

    And for many KMI watchers/investors, we still recall the price slump one year ago when KMI was subject to an unwarranted bear attack (suggestions that it was scrimping on its pipeline maintenance budget). Much has happened since then, but even profitable companies can get slammed. I am kind of happy that I picked up a truckload of warrants back then at under $2.
    Feb 4, 2015. 12:31 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Is An 'Aircraft Carrier', Not A 'Dingy' [View article]
    The flip side though is that when it's cheap to borrow, it is irresponsible not to take advantage of that (so long as the purchases are well-valued and accretive).
    Jan 29, 2015. 06:26 PM | 3 Likes Like |Link to Comment
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