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Scooter-Pop

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  • MDU Resources declares $0.1825 dividend [View news story]
    I am glad I sold this stinker. Management knows how to borrow and spend, but where is the return?
    Apr 14, 2015. 04:43 AM | Likes Like |Link to Comment
  • Is The LNG Boom Dead? [View article]
    LNG prices are being pressured as worldwide production facilities are commissioned. The Facility's rate structure may be adequate if fee basing is in throughput. This is the reason the Midstreamers remain the preferred investment option in the Oilpatch.

    Plenty of LNG plants being commissioned worldwide and continuing over the next several years, Yikes??
    Apr 14, 2015. 04:11 AM | 1 Like Like |Link to Comment
  • Reuters: ConocoPhillips planning U.S. asset sales [View news story]
    The midstream space remains my preferred investment within the Domestic O&G sector. Crude price could remain low for several years? I am watching domestic natural gas for renewed investment opportunity. Maybe as early as the Summer of 2016?

    COP is no dummy! They evidently see Crude prices remaining depressed for years. The good old Independent Producers may emerge to renew drilling activity if natural gas prices rise.
    Apr 14, 2015. 03:58 AM | Likes Like |Link to Comment
  • Why Royal Dutch Shell Really Acquired BG Group [View article]
    Casey,

    What are your thoughts on drop downs into SHLX, Shell's Midstream MLP? Are SHELL & BG Midstream/LNG assets located outside North America now destined for SHLX?
    Apr 13, 2015. 10:28 AM | Likes Like |Link to Comment
  • Is Biogen A Buy? An Analysis Of Its Growth Drivers And Challenges [View article]
    BIIB, GILD & CELG are top holdings in two CEFs, HQH & THQ. Their yields exceed 5% and THQ pays monthly. THQ is currently at a discount to NAV and neither use leverage.
    Apr 13, 2015. 10:14 AM | Likes Like |Link to Comment
  • Celgene Has Plenty Of Mojo Left: But Don't Get Greedy [View article]
    CELG is the top holding in two CEFs, HQH & THQ. Their yields exceed 5% and THQ pays monthly. THQ is currently at a discount to NAV and neither use leverage.
    Apr 13, 2015. 10:00 AM | 2 Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    EOG and Cabot would be good choices for domestic upstream reserve additions, great XTO style managers too.
    Apr 13, 2015. 08:11 AM | Likes Like |Link to Comment
  • Infrastructure Preferreds, +4.96% YTD [View article]
    BIP is supposed to be shopping for exposure to the North American Midstream space. Their recent secondary supports the expectation.
    Apr 13, 2015. 03:38 AM | Likes Like |Link to Comment
  • Australian LNG exporter offers six-month supply ahead of project start [View news story]
    Oversupply of LNG already pushing prices lower. Only going to get worse for Sellers, better and better for Buyers.
    Apr 12, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    Both Charlie.

    Kinder has built a huge empire building out and acquiring. This wonderful profit story has worked enormously well in the US and Canada. Investing eyes are opening now that Shell has broken the ice attempting to duplicate the Kinder machine, but across the globe. Exxon has the Tillerson effect, so Bigger will be Better, likely the best once he enacts the Exxon Midstream component. What better way to start up with the acquisition of operational know how from the many Domestic Midstreamers. The Tillerson legacy bought the best operational know how with XTO. Repeat? No better time than now while the assets are cheap!
    Apr 12, 2015. 09:44 AM | Likes Like |Link to Comment
  • Barron's on GE: Sell the news [View news story]
    How does Jack Welch feel?
    Apr 12, 2015. 04:42 AM | Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    Charlie,

    Shell has SHLX
    Exxon has ?

    Are the Midstream MLPs going global with asset drop downs?
    Apr 12, 2015. 04:33 AM | Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    Buy the North American Midstream:
    Williams, DPM & EPD for US assets
    TLP & EEQ for Canadian assets

    This gives Rex has a great diversified drop down vehicle to use world wide.

    Integrated Major should include the Midstream.
    Apr 11, 2015. 01:25 PM | Likes Like |Link to Comment
  • Williams Companies: Playing The Gas Infrastructure Super-Cycle [View article]
    Added to WPZ twice this week. Other buys were in EEQ and DPM.
    Apr 11, 2015. 02:56 AM | Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    XOM will buy whatever makes sense when they want to and whenever they want to. No better time than now to BUY!

    Shell has a Midstream MLP and so should Tillerson!
    Apr 10, 2015. 08:20 PM | 5 Likes Like |Link to Comment
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