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CaptKorn

CaptKorn
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  • Kinder Morgan Canada pipeline plans hit serious opposition [View news story]
    Old news. Also silly news. This is the answer to why we don't let 10 year old's vote? Also why I don't like Indians. Err I mean indigenous people. Just joking with ya!
    Oct 21 03:23 PM | 4 Likes Like |Link to Comment
  • Could The 'Shale Oil Miracle' Be Just A Pipe Dream? [View article]
    The cost of drilling/fracking is coming down in cost by the month. The discovery of and drilling of multiple zones one on top of the other and multi pad drilling etc keep bringing the cost of wells down. It will never be as cheap as Saudi oil but they can't do it all and lots of other sources of oil are more expensive to find and drill than US horizontal wells. Check out what's going on off shore Brazil. It's not going well for them at all. Wonder what that oil will wind up costing when they find it. Or if they find it. Want to see a real mess? look at what will be happening to off shore drillers.
    Oct 15 10:42 AM | 2 Likes Like |Link to Comment
  • Linn Energy exposed to deteriorating oil prices, analyst warns [View news story]
    What you see here are traders involved in your investment. They are now off to some other sector to get rich. Of course they are the ones selling at these low prices so maybe not so rich. Line's hedges will hold them up for a year or two. If you need to get out (never expected oil prices to go down?) at this point I would wait till the next blow up in the middle east to make oil prices jump. The way things are going over there that should be soon. Or dollar crash etc.
    Oct 13 03:21 PM | 10 Likes Like |Link to Comment
  • Falling Oil Price And Energy Stocks [View article]
    What you report to the SEC should be conservative so they can't come back later and use that info against you if things don't work out. And for that matter why not low ball them? Much of what was quoted in this piece is very old news but put in as new news. Why was that? maybe just sloppy. Solar is and will be big but you can take it slow building your positions. I am using TAN just to sort of cover the base. I imagine a nice move up yearly for many years. OIL & Gas will be just like the tobacco stocks of 50 years ago. Every smart guy said they were done for because people would stop smoking. Never happened and the people who held there shares made out big time. Hey Saudi Arabia could blow up tomorrow who know, and then what? As a matter a fact some crazy event in this world is more likely than not if you ask me.
    Oct 13 12:10 PM | 4 Likes Like |Link to Comment
  • Exxon reportedly halts drilling at Russian Arctic well [View news story]
    Sorry guys but after what went on in the Ukraine I say screw Putin. I was a fan but plain to see I was wrong. I don't have to invest in Russia to make a buck.
    Sep 19 10:28 AM | 1 Like Like |Link to Comment
  • Exxon reportedly halts drilling at Russian Arctic well [View news story]
    "O" boy just what they need. As for the Norway comment I don't think so.
    Sep 18 07:48 PM | Likes Like |Link to Comment
  • Commodities Today: Oil Mergers And Acquisitions Targets To Focus On After The Kodiak Deal [View article]
    Don't know if I am excited by 5% however.
    Jul 14 09:39 AM | Likes Like |Link to Comment
  • Teekay LNG Partners, L.P. - Expensive At Current Prices? [View article]
    I think that it should be noted here that these company's are being pro-active by supplementing on shore facility's. They are building or converting ships that then provide floating storage, chilling, re-gasafacation etc. This is to say when permits are hard to get or the amounts of gas are to small to warrant building big on shore infrastructure or pipelines they are not sitting on there hands. As a matter of fact this should create additional business for them. I think this should be taken into account when evaluating these company's.
    Jun 7 10:13 AM | 1 Like Like |Link to Comment
  • Teekay LNG Partners, L.P. - Expensive At Current Prices? [View article]
    Simply put just expect the tax that a corp would pay being shifted to your tax side of the books then you get to manage your taxes as is best for you. Sort of the wide brush stroke but close and for most of us it will work like that but you need to know your own tax issues. TGP is currently in a build out stage with lots of new builds in the pipeline so some money has been spent but income has not arrived yet and by 2016 the LNG mkt will look allot different than it does now. If you don't understand how return of capital works in an MLP you need to have a short chat with your tax pro and see if the whole MLP thing works for you. If you a multi millionaire maybe they don't work for you I am not.
    Jun 3 09:14 AM | 1 Like Like |Link to Comment
  • Teekay LNG Partners, L.P. - Expensive At Current Prices? [View article]
    LNG shipping is expected to explode starting in 2016 and is on the rise as we speak. TGP will garner some of this growth and I feel that should be a bigger part of your analysis. That said if your not in yet maybe one should wait for a market pullback.
    May 30 03:02 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Rich Kinder Backs Up The Truck [View article]
    Hedgeye and Barron's knock a good stock down so I can buy at a good price.
    OK with me.
    Of course if they injure a company like they did by causing Linn to have to pay more than was necessary for there purchase of Berry that is not good. I know how Hedgeye makes there money but have not figured out how they compensate Barron's for there participation in there ongoing scheme. The money must move through a third party. Attorney, insurance company, family employees??? Of course some time the value is so small it is startling and easy.
    Hope it blows up some day. I can dream right?
    May 13 11:12 AM | 13 Likes Like |Link to Comment
  • Kinder Morgan: Is The Trans Mountain Pipeline Becoming The New Keystone? [View article]
    MSDNC how funny. Yea I get all my news from Rachel et al. I did not know that station was still in business I wonder who subsidies them? As for Kinder, You Go Guys! Rachel your shovel ready.
    May 5 10:15 AM | 2 Likes Like |Link to Comment
  • DryShips Ripe For The Contrarian Buying [View article]
    Correct me if I am wrong but I believe they will be getting a quarterly 25 mil payment from Ocean Rig starting about now. Bought and sold some shares last year and made some money so I am holding some leftover shares from that. Shame the dry bulk rates are off so much but I do agree they should be higher by year end. My guess 1500ish.
    Apr 17 09:01 AM | 1 Like Like |Link to Comment
  • My KISS Dividend Portfolio: 1st Quarter 2014 Update [View article]
    Nicely done. My kind of thinking sort of get rich slow.
    Apr 15 10:02 AM | 1 Like Like |Link to Comment
  • Time To Buy Argent (And A 17% Yield) Before Earnings [View article]
    Ouch! Well I seem to have one of these every year, that is to say I think I am smarter than Mr market. Now the question is will production hold up and my long term holding look OK in 4/5 years. As I said the other day I did not bet the ranch so I will sit tight and move the stock to the bottom of the page.
    Apr 10 10:18 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
151 Comments
247 Likes