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  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Raj,

    The Infidels have no chance for a profit while the Sunni and Shia control oil prices. The Whitehouse is happy with it as long as Solar becomes a solution.
    May 20, 2015. 04:25 AM | 1 Like Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Nuveen Municipal Bond Annual Report WARNS on Illinois.

    http://bit.ly/1djsjor
    May 20, 2015. 04:14 AM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Ms. Mercy,

    A very close friend in the oilfield service sector indicated two Frac Pump firms belly up this month. They both owed him for products. He is predicting more business failures soon. He has many clients on Cash Only. The Frac Sand and Frac Chemicals business is in a tailspin. There are no buyers of these idled assets, yet. So much pain and more to come.

    He reminded me about maintaining optimism in the Oilpatch. You know what comes after the Bust? The next Boom!
    May 19, 2015. 10:14 PM | 4 Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Dow,

    You are describing the Wildcard Event. Always a consideration in Monte Carlo analysis.
    May 19, 2015. 08:08 PM | 4 Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    Elliot,

    Did I miss the further devastation to Canadian Upstream?
    May 19, 2015. 05:26 PM | 1 Like Like |Link to Comment
  • It Worked For Kinder Morgan, It Will Work For Williams Companies [View article]
    Far too few markets for the Midstream to connect the Upstream. Marcellus/Utica destined to even lower wellhead pricing while big governance red tape in Massachusetts and New York present socialist impediment. The demand is certainly there, but likely no pipelines allowed any time soon.

    "New England has added precious little capacity to transport gas, and the fates of game-changing pipeline projects that have been proposed hang in the balance"

    http://bit.ly/1GnmHoi
    May 19, 2015. 05:05 PM | Likes Like |Link to Comment
  • Lower For Longer: Why You Should Stand Aside On U.S. Oil Producers [View article]
    I have to agree with Mr. Elliot.

    Wildcard events exist that could firm up WTI.

    I am concerned for further CapX reduction announcements, reaching into the Midstream space. The death nail for CapX may rest with the Fed raising rates.

    There may be Many in the Upstream and Midstream looking for a Merger Partner if WTI and Nat Gas weaken through 2015.

    Bankruptcy equates to being For Sale with few to no bidders. Piece Mill selling will keep the Bankruptcy Trustees and Bankers busy.
    May 19, 2015. 04:55 PM | 3 Likes Like |Link to Comment
  • Natural Resource Partners misses by $0.06, misses on revenue [View news story]
    Bankruptcy looks like this
    May 19, 2015. 03:07 PM | Likes Like |Link to Comment
  • Nuveen Build America Bond Fund: A Taxable Muni Bond Closed-End Fund That Pays You To Own It [View article]


    CNBC's Santelli was just on exposing the Illinois Muni Bond dilemma. The Bond Ratings Agencies have downgraded many and the State Legislature is considering a law Allowing a bankruptcy option.

    Appears to be a most concerning issue in the socialist state of Illinois?
    May 19, 2015. 11:44 AM | Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Ms. Mercy,

    CNBC's Santelli was just on exposing the Illinois Muni Bond dilemma. The Bond Ratings Agencies have downgraded many and the State Legislature is considering a law Allowing a bankruptcy option.

    Appears to be a most concerning issue in the socialist state of Illinois?
    May 19, 2015. 11:40 AM | 7 Likes Like |Link to Comment
  • Wal-Mart misses by $0.01, misses on revenue [View news story]
    Greenspan,

    There are successes to crow about utilizing this societal employee pool. The key appears to be in the training and execution. The products being sold are not that different. Walmart and McDonalds may need to improve their training to improve the Customer Service.

    I am thankful for surviving, even flourishing, competitors to Walmart and McDonalds.
    May 19, 2015. 09:01 AM | 1 Like Like |Link to Comment
  • Wal-Mart misses by $0.01, misses on revenue [View news story]
    Walmart needs to WAKE UP and take better care of their customers, The Customer's money!!

    I have increased my spending at two competing stores, Brookshires and Kroger. Why? I can get checked out timely and confidently.

    Too many Walmart employees are electing to serve themselves over serving the customer. "Courtesy to the customer", the "customer comes first" need to be prioritized.

    McDonalds is in a similar boat. Whataburger is waxing McDonalds with the same folks behind the counter.
    May 19, 2015. 07:19 AM | 5 Likes Like |Link to Comment
  • It Worked For Kinder Morgan, It Will Work For Williams Companies [View article]
    Goldman warned on DPM yesterday. So how does an MLP like DPM, with junk rated bonds, afford to borrow for their build outs? Cutting the distribution would not be the answer because the share price would plummet further. Can they raise the cash to convert to a C-Corp? The Bankers will be heavily influencing these Midstreamers with tanking credit worthiness.

    There are too many weak/weakening Midstreamers. Further negatives around the corner as Wellhead Production declines and Rigs stay in the grass.

    Yep, getting scary for the MLP structures.
    May 19, 2015. 05:21 AM | Likes Like |Link to Comment
  • MLPL Delivers Growth And Solid Yield, But Is It Worth The Risk? [View article]
    Surf,

    Who is next MLP to convert to C-Corp?

    Borrowed money is a must to Build Out. The cost of Borrowed money appears greater in the MLP format. An expected 30% increase in Bank Lending Rates by May 2016 is writing on the wall.

    Goldman warned on DPM today. So how does an MLP like DPM, with junk rated bonds, afford to borrow for their build outs? Cutting the distribution would not be the answer. Can they raise the cash to convert to a C-Corp? The Bankers will be heavily influencing these Midstreamers with tanking credit worthiness.

    There are too many weak/weakening Midstreamers. Further negatives around the corner as Wellheads decline and Rigs stay in the grass.

    Yep, getting scary!
    May 18, 2015. 10:33 PM | Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    No mam.
    May 18, 2015. 09:28 AM | 2 Likes Like |Link to Comment
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