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  • Kinder Morgan: Buy The Dip? [View article]
    I am adding to my Kinder position on dips. Mr. Kinder's Team will be cherry picking as our Domestic Energy Independence tumbles from the Arab Cartel feeling and reacting to the threat of our independence. I have seen these devastating declines since 1978. I am confident Rich Kinder will be a buyer in this, soon to be, Buyer's Market. The next several years may weed out the weak investors? It is never pretty to own the Driller/Producer while wellhead prices tumble. The Rate Based Midstreamers will thrive in the M&A environment. Rich Kinder is a BUYER, my speculation.

    Sell all the Oilfield Service Sector in drilling and fracing? It is about to be Very Ugly in the Publicly Held Producer's Patch? Buying ISIS Crude will make the Arab Cartel happy!
    Oct 8, 2014. 07:40 PM | 1 Like Like |Link to Comment
  • To Us, This Is A Surefire Sign To Sell [View article]
    That is why I follow you Doc!!
    Aug 27, 2014. 06:10 PM | 1 Like Like |Link to Comment
  • Occidental: Worth More Than The Sum Of Its Parts [View article]
    The California Spin Off will be most interesting.


    Can you expand on the California Assets?
    Aug 27, 2014. 04:18 AM | 1 Like Like |Link to Comment
  • Crestwood Midstream Partners Poised For Distribution Growth And 50% 1-Year Return [View article]
    Rich Kinder will be interested in any Bolt-On domestic assets expanding his footprint, making acquisition all sense.
    Aug 26, 2014. 04:47 AM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 04:40 AM | Likes Like |Link to Comment