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CaptKorn

CaptKorn
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  • 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
  • Time To Buy Argent (And A 17% Yield) Before Earnings [View article]
    Wish I had an account at Aston Hill so I could chat with them about this company. I am feeling a bit for MLP trader who has the big position. Very curious.
    Apr 7 12:14 PM | 1 Like Like |Link to Comment
  • Time To Buy Argent (And A 17% Yield) Before Earnings [View article]
    They reiterated there full year projections but there early wells are pumping less than expected so later results will have to make up the difference. Of course there is the 15 mill capx. And some wells are drilled but not on line yet. So there next report will tell us allot. I don't like drips either. I hate this stock but got sucked in. For now it's Vegas Baby! Did not bet the house fortunately.
    Apr 3 09:13 AM | Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Perhaps a list of past miscreants who you have now dealt with could be helpful to those affected by there behavior.
    Mar 28 09:19 AM | Likes Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    I was not going to add to my holding but may have to if it keeps going down. They really could use a good quarter however. But I feel the dividend is secure so being payed to wait could work. Over10% now...
    Mar 24 12:55 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
147 Comments
227 Likes