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  • 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]
    Milkchaser,

    What did happen to Moby Dick?
    Aug 11 12:40 PM | 1 Like Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    Mike,

    Boon for those fortunate to hold this event in a Roth, but the ouch that feels good in a taxable account. Barack is happy with the ouch!
    Aug 11 04:57 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Jumps Largest Growth Obstacle With Consolidating Merger [View article]
    Thanks Tim!

    Largest holding by our firm, so Yeeee Haaaa! Barack's happy too!

    The ouch that feels good for those in the highest tax bracket, holding KMR, EPB and KMP in taxable accounts. A boon for those in Roth'ed, even deferred accounts. Giving the IRS 50% of the Inc. divvy tends to reduce attractiveness of the dividend growth rate. Competition from MLP ROC and Munis in the tax avoidance space dampens this mega merger.

    Is this the preferred option going forward for the MLP's finding Distributions exceeding DCF coverage? A sign of things to come as Yellen bows out?

    Did Kinder just become a target for acquisition by the mass transfer of assets/knowledge to Inc.?
    Aug 11 04:45 AM | Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    Mr. Flannery,

    Good initial read on the consolidation. Largest holding by our firm, so Yeeee Haaaa!

    The ouch that feels good for those in the highest tax bracket, holding KMR, EPB and KMP in taxable accounts. A boon for those in Roth'ed, even deferred accounts.

    Is this the preferred option going forward for the MLP's finding Distributions exceeding DCF coverage?

    Did Kinder just become a target for acquisition by the mass transfer of assets/knowledge to Inc.?
    Aug 11 04:42 AM | 2 Likes Like |Link to Comment
  • The Search For Yield Compression: MLP Takeover Targets [View article]
    Brucejfern,

    How you feeling about Rich Kinder's merger this morning?
    Aug 11 03:26 AM | Likes Like |Link to Comment
  • A Kinder Morgan Merger Is Not Feasible [View article]
    Seeking Profits,

    Does this merger make it easier for Kinder to be acquired?
    Aug 11 03:25 AM | Likes Like |Link to Comment
  • Kinder Morgan: Mexican Demand Is 'Locked In' With New Contracts [View article]
    Gigem77,

    How do you feel about this merger?
    Aug 11 03:23 AM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners In The Bargain Bin, Again [View article]
    How do WE feel about the merger folks?
    Aug 11 03:21 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Mexican Demand Is 'Locked In' With New Contracts [View article]
    Pablo,

    I do believe Kinder has ownership in pipelines/equipment in Mexico.
    Aug 9 11:34 AM | Likes Like |Link to Comment
  • Kinder Morgan: Mexican Demand Is 'Locked In' With New Contracts [View article]
    Good article Mr. Rulli!
    Aug 9 03:50 AM | Likes Like |Link to Comment
  • Report: China planning online sales tax [View news story]
    Obama Care stated out small. Now those paying as little as $18 for coverage want it free. Wait, they want you to pay for their insurance now. Isn't that Medicaid, the great Unfunded mandate?

    The "Breaking News" item exposes a concept seeking the next great platform from which to generate more Tax Revenue. BaBa may be that platform? All the while failing to fund those substantially underfunded mandates is the practice here in the States.
    Aug 8 09:53 PM | Likes Like |Link to Comment
  • Report: China planning online sales tax [View news story]
    Smartest Nation on earth, taxing the World now. Brilliant, Brilliant!

    Amazon and EBay share price should jump on this news as long as Barack refrains from following the Chinese.

    Watch out Uber and Lyft, y'all may be the next TAX opportunity?
    Aug 8 05:40 PM | 1 Like Like |Link to Comment
  • The Search For Yield Compression: MLP Takeover Targets [View article]
    Rich Kinder is hopefully working his shopping list. The issue is the overpaying for assets by those unable to be enriched from organic growth. Kinder has Years of Organic Growth Opportunities versus overpaying for bolt on assets. Upside in the Midstream is vastly different than the speculative metrics used by the Upstream Reserve boys.

    Watch those Midstream Ebitda multiples paid, they will point to the desperate!

    Buying Kinder on this dip, when Cash is available!
    Aug 8 11:45 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
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1,276 Likes