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  • Assessing The Growth Scare At Kinder Morgan [View article]
    Rich Kinder about to announce Upside Surprises?

    Acquisition and or Joint Venture in addition to Expansion/Upgrading?

    G. STEVEN FARRIS, APACHE CEO/Pres. was expounding on CNBC today. The Texas Permian (Cline included) outranked Eagleford and Bakken in Reserve Potential. Kinder footprint all over the Permian.

    EPB a direct Longterm beneficiary of increasing volumes of NGL transportation from Marcellus/Utica to the GOM plants.

    Just too much history of performance worth my investment!
    Mar 27, 2014. 08:20 PM | Likes Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]

    Thanks for the info.

    The Liberal Tax and Spend side of Political Influence within Wall Street have undertaken their Socialism attacking the Tax Avoidance offered by MLP's. The Fed and White house have tremendous influence today. You are being herded out of Tax Avoidance/Advantaged investments into the easily taxable. Socialism and Affordable Health Care require Taxable Income.

    Just the view as an aging Infidel.
    Mar 25, 2014. 06:40 AM | 3 Likes Like |Link to Comment
  • Linn Energy Just Can't Catch A Break [View article]
    How is the Distribution Taxed if held in a Non-IRA, taxable account?

    Percentage Reported as (per share) Nondividend Distributions in Box 3 of Form 1099
    Total 2013 $2.8846 100%
    Mar 25, 2014. 04:36 AM | 1 Like Like |Link to Comment
  • Total Return Is Not All That Matters In The Accumulation Phase [View article]

    Do you have an example for an Investor in a taxable account?
    Mar 23, 2014. 03:59 AM | Likes Like |Link to Comment
  • SEC, DOJ probing Och-Ziff over Libya activities [View news story]

    I sold my new position in OZM yesterday for a nice cap gain. I redeployed in Kinder shares this afternoon.
    Mar 19, 2014. 09:18 PM | 1 Like Like |Link to Comment
  • Linn Energy: Putting The Quarter Into Perspective [View article]

    I cut my teeth in the Barnett Shale while employed by Mr. George P. Mithchell back in the 70's & 80's.

    What is the backlog count of Linn's capped horizontal wells, waiting on completion, in their various Plays? Upstream Domestic Producers are experiencing issues with increasing capped wells due to Frac Water availability and Disposal of Frac Flowback too.

    Linn is situated in Prime Production Areas with substantial CapX expended on wells awaiting Completion. This is the new metric among the Concerned Investors.
    Mar 19, 2014. 09:11 PM | Likes Like |Link to Comment
  • Linn Energy: Ready To Pop After Jim Cramer Groupies Have Been Repelled? [View article]
    Take 5,

    Lifting/Finding costs for much of the Shale oil are high. As WTI falls profit is squeezed. Chevron President was on Squawk Box last week and he complained of the Service Companies carving out too much of the Producer's Profit. CVX was reducing the Capital Projects in the immediate future. I believe other Big Majors will be doing the same. I liked XOM's Rex Tillerson's mitigation of this issue by acquiring XTO's Managers who could find the efficiency eluding XOM. Reducing Finding/Lifting Costs is hard to do for the Big Majors. Today, one must buy the King's of Efficiency, being the Nimble Independents!
    Mar 18, 2014. 01:41 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Some Good News And Some Bad News [View article]

    Summy made his point well. Any surface owner fortunate enough to Negotiate a R-O-W Agreement versus Condemnation by invoking Eminent Domain is great. Guess what your negotiations consist of when Eminent Domain allows the pipeline to be laid without negotiations.

    Replacing Lines, Multiple Line Rights and Maintenance of Lines can be a part of the Utility invoking Eminent Domain. More to Summy's Point
    Mar 18, 2014. 01:14 AM | Likes Like |Link to Comment
  • Kinder Morgan: Some Good News And Some Bad News [View article]
    Further to Mohan;

    Big Oil doesn't own the Drilling or Workover rigs and Frac/Stimulation Companies for the same reason they don't own the Midstreamers.

    Midstreamers, like Kinder, can own Upstream Production/Reserves. "Upstream"

    The Down Stream Consumers are numerous from Your Home's Burner Tip, Fractionaters, Refiners, Electric Generaters through the Chemical Plants. "Downstream"

    Richard Kinder has already expanded in to the Seaway Shipping of pipeline products, adding to his Midstream operations. He has a considerable presence in CO2 Enhanced Oil Recovery "EOR" Upstream Operations. He owns other upstream operations not associated directly with CO2 EOR.

    These "Talking Heads" from Hedgeeye, Barron's, and Morningstar likely have been successful in a beat down of Richard Kinder's Numerous Successes, even though they most likely NEVER stepped foot on the Rig Floor or laid any pipe in the ditch.

    Watch Mr. Kinder GROW in the Upstream, Midstream & Downstream, proving all this Squawk from the Talking Heads and Jim Cramer is Just a Buying Opportunity for those knowing Better!
    Mar 17, 2014. 05:46 AM | 8 Likes Like |Link to Comment
  • Refresher Course: Master Limited Partnerships And Taxes [View article]

    Rlp is right, no where to run. You might be able to afford an income tax trust that might be able to pay the federal/state tax consequence upon your demise? Be careful who you vote for!
    Mar 16, 2014. 06:53 AM | Likes Like |Link to Comment
  • Rich And Retired? Don't Buy Dividend Stocks [View article]

    I have found a severe tax impact is usually not Adequately considered. Taxable Earnings from the $15,000,000 corpus is gravy for the current administration!
    Mar 12, 2014. 05:52 PM | Likes Like |Link to Comment
  • Linn Energy's 2014 Capital Program Shows A Shift In Focus [View article]
    I initiated positions just now. Grabbing the falling knife?
    Mar 11, 2014. 01:21 PM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: A Good Time To Buy? [View article]
    I'm adding on all Kinder's at a time when other MLP's are on the rise.
    Mar 11, 2014. 09:06 AM | 3 Likes Like |Link to Comment
  • Linn Energy: Putting The Quarter Into Perspective [View article]
    Mr. Hoerth,

    How is Linn hedged for a decline in WTI to a range of $80 to $90 per BO?

    The race is on to find gulf coast storage from the overproduction in our domestic horizontal Oil Plays. The issue is compounded from Barack's approval of the remaining Keystone Pipeline Segments, adding Canadian Crude to Domestic overproduction (approval is a probability today).

    Risk appears to be increasing for a Downside Move in Domestic Producer Stocks. Do you agree the Midstreamer's/Refiner's are the better bet?
    Mar 10, 2014. 03:53 AM | Likes Like |Link to Comment
  • Hedge Fund Och-Ziff Capital To Pay A 7.22% Dividend Following Strong Profits [View article]
    Greg Group,

    OZM was recommended recently by a person I respect, so I'm watching it. I am bothered no insiders have purchased since June of 2012. Compensation to the honcho's has been reduced by about 84% per M*, so a big plus!

    What do you see today?
    Mar 6, 2014. 10:30 AM | Likes Like |Link to Comment