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Scooter-Pop

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  • Enterprise Products to assign 45% stake in Panola pipeline to JV partners [View news story]
    Q4 wasn't so bad!
    Feb 24, 2015. 05:23 PM | Likes Like |Link to Comment
  • DCP Midstream Partners misses by $0.06, misses on revenue [View news story]
    And I'm actually impressed with the Q4 results. However, I am concerned by S&P downgrading their debt. The JV build outs appear worthy. P66 and Spectra own a wad, are respected enough, so I will continue to fight the shorts.

    Buy when blood is in the streets!
    Feb 24, 2015. 05:19 PM | Likes Like |Link to Comment
  • Enterprise Products to assign 45% stake in Panola pipeline to JV partners [View news story]
    It is becoming clearer the pain many Midstreamers are experiencing. DPM's debt was downgraded today, egads!

    Starting to see who the Sellers will be.
    Feb 24, 2015. 11:01 AM | Likes Like |Link to Comment
  • American Midstream Partners LP: Be Cautious, Yield Moths! [View article]
    Thank you for answering some of my questions Mr. Gue. I did see a downgrade of DPM debt reported today.
    Feb 24, 2015. 10:56 AM | 1 Like Like |Link to Comment
  • American Midstream Partners LP: Be Cautious, Yield Moths! [View article]
    Mr. Gue,

    Are you expecting to see increased consolidation of the Midstreamers? What is your portfolio allocation to the midstream space?

    The pain of low WTI and Nat Gas prices is now reaching the domestic midstream space. It will likely get much worse as wellhead production begins declining as the trailing result of rigs hitting the grass, and the rigs stay there. The Refiner's appear to be in the sweet spot for the longer term. Eventual broadening of export capability may offer some relief? It will be interesting to watch those accumulating cash/developing credit lines pick the cherries.

    DPM reports this afternoon and may shine a light on the health and direction of the Midstream space.

    I would appreciate you responding to my questions. I see you refrain answering for some reason?
    Feb 24, 2015. 05:43 AM | 2 Likes Like |Link to Comment
  • Williams and DCP Midstream Partners Announce First Gas from Ultra-Deepwater Gulf of Mexico Pipeline [View article]
    Adding to DPM since January.
    Feb 24, 2015. 02:32 AM | Likes Like |Link to Comment
  • Crude Oil: EIA Report Not As Bad As It Might Seem, But Still No Inflection Point [View article]
    OPEC is watching! The Domestic Oil Producers can do more curtailing oil production as well as oil completions as an exhibition of compliance to OPEC's request to eliminate oversupply.

    OPEC certainly has a way of getting our attention if they see reluctance here and globally.

    A domestic energy policy is worthy of contemplation by our domestic producer organizations! Texas agreed to Prorating production in times of excess supply as a regulatory matter. That may be a starting point?
    Feb 21, 2015. 09:17 AM | 1 Like Like |Link to Comment
  • Crude Oil: EIA Report Not As Bad As It Might Seem, But Still No Inflection Point [View article]
    With so many rigs hitting the grass one knows the impact on the EIA's Oil report will eventually become abundantly evident. Playing it safe here, has me adding to my favorite Beat Down Midstreamer to position ahead of the eventual abundant evidence!!

    Investing on Wall Streets Crap Table?
    Feb 20, 2015. 08:19 AM | Likes Like |Link to Comment
  • Williams Partners: An Undervalued Growth-Focused Midstream MLP [View article]
    Mr. Alfonso,

    Any chance the new WPZ is acquired by a larger Midstream Shark? What potential Buyer would benefit most by bolting on WPZ assets?

    Is the pain just starting for the crowded Midstream Space?

    I'm understanding the Canadian midstream assets, along with the largest exposure to the Marcellus/Utica Nat Gas will offer the most upside for a Cherry Picker/"Grazer".
    Feb 19, 2015. 03:54 AM | Likes Like |Link to Comment
  • What Happened: As Goes January, So Goes The Year? [View article]
    The bottom few beat-down MLP Midstreamers look like acquisition candidates today. DPM is currently at the bottom of the barrel and it troubles me determining why? Such good co owners!

    But wait, that beat-down list grows during 2015 as more distributions get cut and WTI finds a bottom.

    Rich Kinder said it right "a fertile field to do a little grazing in". The Grazing will most likely improve as WTI heads to a $30's handle this year.

    The MLP Midstream Space is a good bet for me when WTI does find it's bottom, hopefully this year.
    Feb 19, 2015. 03:41 AM | 1 Like Like |Link to Comment
  • How The Baltic Dry Index Predicted 3 Market Crashes: Will It Do It Again? [View article]
    Jerb....,

    What effect are a Union Demands and Stoppages having?
    Feb 18, 2015. 10:41 AM | Likes Like |Link to Comment
  • Celgene: A Follow-Up To My Bullish Article Of Last Spring [View article]
    Nd,

    I hold HQH (quarterly div @ 6.92% per M* yesterday) and THQ (monthly div @ 6.69% per M* yesterday).

    Per CEF Connect yesterday:
    HQH top two holdings are
    Gilead Sciences Inc $135.61M 12.88%
    Celgene Corporation $94.19M 8.94%

    THQ top two holdings are
    Gilead Sciences Inc $69.49M 8.19%
    Celgene Corporation $57.47M 6.78%
    Feb 18, 2015. 03:25 AM | Likes Like |Link to Comment
  • Natural Resource downgraded to Hold from Buy at BB&T [View news story]
    If the first two quarters of 2015 are lackluster then I worry for The Bankruptcy contingency to be on the Board's Agenda, along with a search committee empaneled.

    How is the Overhead justified if the Distribution is cut? Cut the Overhead the same percentage reduction in the Distribution. Now the Board and Management is incentivized!
    Feb 17, 2015. 04:14 PM | Likes Like |Link to Comment
  • Kinder Morgan: A Highly Strategic And Accretive Silver Lining Materializes [View article]
    David,

    Who has financial exposure to Crude Rail Fire today, in West Virginia?

    KMI planning to store Canadian Crude in this acquisition?

    http://bit.ly/1DBdp5M

    Enbridge successfully pumping several MBO of Canadian Crude to Texas Gulf Coast Refiners!!!
    Feb 17, 2015. 05:01 AM | Likes Like |Link to Comment
  • Kinder Morgan to buy three Houston oil storage terminals for $158M [View news story]
    KMI storing Canadian Crude here?

    http://bit.ly/1DBdp5M

    Enbridge successfully pumping several MBO of Canadian Crude to Texas Gulf Coast Refiners!!!
    Feb 17, 2015. 04:59 AM | Likes Like |Link to Comment
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