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Scooter-Pop

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  • Bloomberg: Shale drillers' safety net is vanishing [View news story]
    Wait until the devistating News from hedges rolling Off in the Midstream Space becomes known.

    Why are these devastated Upstreamers not being acquired for pennies on the dollar?
    Jul 3, 2015. 06:25 AM | Likes Like |Link to Comment
  • DCP Midstream Partners - A Solid Fourth Quarter, But Storm Clouds On The Horizon [View article]
    Are the assets and EBITDA value declining too far below their Debt Level?

    "Restructuring Plan" include compensatory components? There goes the Distribution?
    Jul 3, 2015. 06:20 AM | 1 Like Like |Link to Comment
  • S&P upgrades California's credit rating [View news story]
    S&P along with Yellen are lap dogs?

    THANKS OBAMA! Mark Levin On The REAL FISCAL DISASTER FACING US—$200 Trillion Unfunded Liability Debt

    Read more: http://bit.ly/1CPT2ip
    Jul 3, 2015. 06:13 AM | Likes Like |Link to Comment
  • What To Buy During The Coming Pullback [View article]
    I added to select Muni Bond CEFs in taxable accounts.

    Be sure you understand the tax impacts of when considering any of the MLP investments!
    Jul 3, 2015. 06:01 AM | 1 Like Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    I have enjoyed the Brain Gain opportunities provided through Seeking Alpha!
    Jul 2, 2015. 05:53 PM | 1 Like Like |Link to Comment
  • The municipal-bond revival [View news story]
    I did add to a few Muni CEFs today.
    Jul 2, 2015. 04:35 PM | Likes Like |Link to Comment
  • MLP Strategy Guide [View article]
    Opinions on Acquisitions, both Candidates and Acquirers?
    Jul 2, 2015. 12:43 PM | 1 Like Like |Link to Comment
  • The municipal-bond revival [View news story]
    2015 has been brutal for those of us Long Muni CEFs. I have increasing concern for Muni Bonds from those States with increasing unfunded liabilities. I think Texas has about 80 billion of debt hidden from the Budget.

    Puerto Rico is top of the concern list for analogous Greek reasons, living beyond your means while expecting someone else to provide the monetary subsidy.

    This type of Greek subsidy thrives in the USA as long as the Bonds are sold, thereby the subsidy. I try to avoid funds with top allocations in California, Illinois, New York and New Jersey.

    Portfolio Bond Issuance is at ever lower cupon yields. Leverage is great in an increasing cupon yield environment, somewhat bouying on the way down and to be avoided at the bottom. I believe we are bottoming.

    Bond Rating Agencies need to do a better job not being the last sound you hear when trouble is imminent.

    The upside begins when cupon yields rise to compete for purchasers. That may start when the Fed becomes truly independent of the Whitehouse (so never). Until then I am on hold, refusing to ladder into declining yields.
    Jul 2, 2015. 07:10 AM | Likes Like |Link to Comment
  • Obama urges Congress to lift Cuba embargo [View news story]
    Are there substantial Oil & Gas Reserves in offshore Cuba?
    Jul 2, 2015. 05:48 AM | 1 Like Like |Link to Comment
  • U.S. shale has been stymied by Saudi Arabia, says Shell CEO [View news story]
    Expect more shareholder value decimation as Upstream bankruptcies ramp through 2016. This is more than a bubble.

    The next blow to domestic shale oil is the GM Bolt. The next five years do not bode well for any upstream oil producers. Nat Gas will be needed to fuel the electric generation space.

    The reserves available from the Marcellus/Utica alone can satisfy the Nations needs for many years, given adequate takeaway.

    Can you imagine all the debt about to be written off through 2016?

    http://seekingalpha.co...
    Jul 1, 2015. 11:01 PM | 2 Likes Like |Link to Comment
  • Peabody Energy touches all-time low, but Sterne Agee still says Buy [View news story]
    Who trusts Stifel and Sterne Agee now?
    Jul 1, 2015. 10:46 PM | 1 Like Like |Link to Comment
  • Bill Gross: It Never Rains In California [View article]
    Like I expect his response?

    Mr. Gross,

    What do you speculate an ounce of Gold will cost in three years?
    Jul 1, 2015. 05:46 PM | Likes Like |Link to Comment
  • What To Buy During The Coming Pullback [View article]
    Maybe 2017 before domestic wellhead pricing begins a meaningful rise? A tough, tough domestic row to hoe until wellheads merit a Buy.

    "consumers needed time to come to grips with the reality of lower energy prices" per Mr. Gue.

    I have learned to listen to Mr. Gue.
    Jul 1, 2015. 05:40 PM | 4 Likes Like |Link to Comment
  • DCP Midstream Partners - A Solid Fourth Quarter, But Storm Clouds On The Horizon [View article]
    Mr. Gue,

    Dummy ME for countering your view!! The NGL issue became known after your article and it certainly seems to be adversely impacting DPM's share price, along with Wallstreet placing them in the SELL column.

    It is a very tough time besetting the Midstream, unless the assets are in the Marcellus/Utica.

    Kelcy and Rich will pick the cherries going forward.
    Jul 1, 2015. 04:49 PM | Likes Like |Link to Comment
  • This Might Not Be The Bottom, But The Time To Buy Chesapeake Is Now [View article]
    Kathyjoe,

    The dead weight is being terminated, except the automated answering?
    Jul 1, 2015. 04:42 PM | Likes Like |Link to Comment
COMMENTS STATS
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