Seeking Alpha

Scooter-Pop

Scooter-Pop
Send Message
View as an RSS Feed
View Scooter-Pop's Comments BY TICKER:
Latest  |  Highest rated
  • Nutritional Investing: A Healthy Balance Nourishes Portfolios [View article]
    I own it but not sure this article provides any comfort.
    Mar 19, 2015. 07:15 AM | Likes Like |Link to Comment
  • The Financial Folly Lurking Beneath Yellen's Patient Lack Of Impatience [View article]
    Moon,

    The bounce today entices me to remain invested on Wallstreet's crap table. The FED likes the smell of new dollar ink and I do to, for the moment. I just read this and thought it fitting to your position on the FED maintaining ease; There is a Chinese saying that goes "Drinking poison to quench the thirst."
    Mar 19, 2015. 02:36 AM | Likes Like |Link to Comment
  • Kinder Morgan - A U.S. Energy Infrastructure Play [View article]
    Roar...,

    I am accumulating DPM for that reason. I just hope they don't reduce the distribution?

    Anyone speculating on M&A in the Midstream space?
    Mar 19, 2015. 02:09 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: A $6.4 Billion Backlog Growth Opportunity Nears Fruition [View article]
    David,

    Is there increasing speculation on M&A in the Midstream space?
    Mar 19, 2015. 02:06 AM | 4 Likes Like |Link to Comment
  • Enerplus Corporation - Fumbling On Muted Pricing [View article]
    Snoopy,

    Blood in the streets is not knee deep yet. Maybe the meaningful M&A will start later this year? The Bankruptsy shopping usually offers lower quality, even questionable, assets. The Upstreamers are unable to stop drilling and fracking, so oversupply is rampant and extending too far into the future.

    The most interesting M&A may be in the Midstream space? Assets are more easily valued there.
    Mar 16, 2015. 04:32 AM | Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    DPM dashed up the last 30 minutes?
    Mar 10, 2015. 04:11 PM | 2 Likes Like |Link to Comment
  • DCP Midstream Partners - A Solid Fourth Quarter, But Storm Clouds On The Horizon [View article]
    Per the last BIP conference call: "Now with regard to potential large scale transactions we have historically been very successful in acquiring large scale businesses during periods when capital has been constrained. As a result the entry sector may service may surface investment prospects should oil prices remain low for a period of time. However at the moment, there is still a significant amount of private capital following the sector. So while we will be looking at opportunities in energy infrastructure, we will also be carefully monitoring developments across the whole global infrastructure landscape. As of now, 2015 is shaping up to be potentially one of the most active periods for infrastructure investors."
    Mar 10, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • DCP Midstream Partners - A Solid Fourth Quarter, But Storm Clouds On The Horizon [View article]
    8596381,

    BIP looking to BUY Midstream assets per their recent conference call.
    Mar 10, 2015. 02:38 PM | Likes Like |Link to Comment
  • Brookfield Infrastructure Offers Investors A 5% Dividend Yield And 13% Discount To Intrinsic Value [View article]
    Is BIP interested in acquiring any of the tanking domestic Midstreamers?
    Mar 10, 2015. 10:21 AM | Likes Like |Link to Comment
  • Whiting Petroleum: With Oil At $50, Is It The Right Time To Pursue A Sale? [View article]
    Their work days are very structured so I'm told from those being allowed to service their wells. Their policies and step-by-step procedures provide for an estimated HIGH cost net to the actual time a crew works. Maybe the crews work 5 out of the 8 hours allowed per work day?
    Mar 10, 2015. 08:08 AM | Likes Like |Link to Comment
  • TransCanada: Blue-Chip Canadian Pipeline Company At A Depressed Valuation [View article]
    reata,

    Great assets getting cheaper and cheaper for the Buyers.
    Mar 10, 2015. 07:36 AM | 2 Likes Like |Link to Comment
  • Whiting Petroleum: With Oil At $50, Is It The Right Time To Pursue A Sale? [View article]
    Z,

    Tillerson turned domestic Exxon over to XTO. Brilliant!!
    Mar 9, 2015. 10:19 PM | Likes Like |Link to Comment
  • Kinder Morgan: A Solid Dividend Stock For 2015 [View article]
    KMR and Anasazi,

    I have NO doubts in Kinder, whatever assets possibly acquired, whether a portion, or All (100%) of an entity.

    I have twined pipelines when I could have bought existing competitor assets accomplishing my goals. There is Always an Opportunistic time for redistributing CapX to Acquiring instead of Building Out! The Incremental Economic Justifications are constantly evaluated for such Opportunity. Joint Venture is a salvaged attempt to own All (100%) of the opportunity.

    The smartest deployment of capital is when the opportunities are presented. We ARE there!! One must be prepared and cash rich and or credit worthy. Distributions and Dividends are secondary in the times of opportunity and may be held flat, even reduced to accomplish the acquisition.

    The Opportunities rest in those cutting CapX, trying to make their distribution (Worthy Upside). To a lesser degree those reducing/eliminating their distributions (Spunt, Limited Upside and plenty of Debt. Those are the FOR SALE signs of Opportunity.

    Those found in Bankruptcy have little meat on the bone to consider.
    Mar 9, 2015. 09:44 PM | Likes Like |Link to Comment
  • Kinder Morgan: A Solid Dividend Stock For 2015 [View article]
    KMR,

    Who are the candidates for Kinder's next acquisition? All the above is not an answer!
    Mar 9, 2015. 09:03 AM | Likes Like |Link to Comment
  • Will The Great Jobs Report Trigger Earlier Fed Actions To Raise Their Rates [View instapost]
    Petrarch,

    Mitigating risk on Wall Street's Crap Table indicates intrinsic risk, no matter the acts of mitigation.

    Stuffing the mattress with dollars while the dollar trends higher against all other major currencies is sound investing too, right!

    Preserving the cash used to be an attribute of the misleaders?
    Mar 9, 2015. 08:59 AM | Likes Like |Link to Comment
COMMENTS STATS
2,415 Comments
1,675 Likes