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  • Cabot Oil & Gas: Constitution Pipeline Schedule Slips Again; Stock Thesis Remains Intact [View article]

    I am accumulating this beat down Cabot stock. A couple others too. I am speculating my bet will be a winner as the Winter Consumption Period push nat gas prices higher.

    Goo read Z.
    Aug 23 09:21 AM | 1 Like Like |Link to Comment
  • Pacific Coast Oil Trust: Regulatory Fears Unfounded, While Units Yield 15% And Sell At A Discount [View article]

    Agree with you. Oxy spinning off California assets soon. The stand alone stock will have a good management team. Speculation has the California projects without Oxy funding as they ranked too low when compared with Permian/Eagleford projects. The cost components to the California projects are simply too burdensome to compete. Now, remove those California projects to their own Stock and one can see California will be compared to California. Speculation has the highest ranking California projects as possible eye openers. Governor Brown should be salivating over the potential TAX revenue!
    Aug 23 09:13 AM | 2 Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]

    EXCO is a buying opportunity if one speculates nat gas prices will rise from Winter Consumption. XCO and UNG track too closely to ignore this speculative upside.
    Aug 23 06:04 AM | Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]

    Very interesting thoughts on "deal to cut up EXCO"!
    Aug 23 06:00 AM | Likes Like |Link to Comment
  • Kinder Morgan: What Now? [View article]
    Rich Kinder has a multitude of options available after these transactions close. Taking KMI Private is one card in his deck.

    Don't bet against this Dealer!
    Aug 21 04:33 PM | Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]
    Gambling on three fronts:

    1) Buda testing in the Chesapeake Farmout area of the Eagleford is a hit?
    2) A consumptive Winter event raises Nat Gas Prices?
    3) The divvy isn't reduced/eliminated?

    My bet is made, EXCO holds the dice!
    Aug 21 04:31 PM | Likes Like |Link to Comment
  • Kinder Morgan: What Now? [View article]
    More Upside Surprises to come!!

    Get the transaction done and watch Rich Kinder lay pipe, increase his presence in the marine areas, Mexico, Canada and Exporting Opportunities. May be some Acquisitions along the way if the EBITDA multiple is right. Continue to buy any dips post close. This is a LONG term accumulate and hold!

    Desalinization and Water Treating/Transportation are interesting concepts for future enterprises.
    Aug 19 09:39 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Inc: A Solid Choice For Dividend Growth [View article]
    Mr. A.,

    Another understandable article, Thank you!

    Wonder how many millionaires were born due to Rich Kinder's consolidation?

    Wonder who is on his Acquisition list?

    Wonder if Mr. kinder will move to take KMI private?
    Aug 19 04:41 AM | 1 Like Like |Link to Comment
  • Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q2 2014 Update [View article]

    Now I am curious, what will KMR have to do for you to believe they are alive?
    Aug 18 11:45 AM | 1 Like Like |Link to Comment
  • The Misleading Story About George Soros's Filing [View article]

    A Soros attempt to create a tsunami in our stock market using the media.

    You always place your bets before you roll the dice, if you are a player.
    Aug 18 04:16 AM | Likes Like |Link to Comment
  • Natural Gas Prices: After Steep Decline, Where Do We Go From Here? [View article]
    We missed our Hot Summer as a consumptive event. Another Winter like last is on my wish list.

    I am glad to see Barak expediting the permitting of Domestic LNG projects. Commissioning takes time on these LNG plants and dampens my expectations a bit.

    The ability to market excess domestic natural gas, condensate and crude is the single most important option for stabilizing wellhead pricing. I remain concerned over the legal liability to the Domestic Producers enriching their coffers through their midstream affiliates at the expense of their Wellheads.
    Aug 15 04:40 AM | Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    Wish SumFlow was able to comment!!
    Aug 12 06:26 AM | Likes Like |Link to Comment
  • Kinder Morgan Jumps Largest Growth Obstacle With Consolidating Merger [View article]
    Only the rosenose,

    You lucky folks in the Roth Accounts did great!

    I am hanging with the KMR, in my taxable account, to close in a few months avoiding the tax impact in that way. May buy more post close if it dips and if I have the cash.
    Aug 11 04:32 PM | Likes Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    MLP's willing to pay crazy EBITDA multiples for assets. I see it as the froth exposing a market top in the Midstream Space. Rich Kinder is positioning for the carnage, picking the cherries from MLP's struggling after paying too much. Similar circumstance when Shell bailed out to Sanchez, Shell losing plenty because they spent too much. Now Shell getting into the MLP space while Rich Kinder sees it as a time to exit? I'm with Mr. Kinder!
    Aug 11 04:25 PM | Likes Like |Link to Comment
  • A Kinder Morgan Merger Is Not Feasible [View article]

    What did happen to Moby Dick?
    Aug 11 12:40 PM | 1 Like Like |Link to Comment