Seeking Alpha

Scooter-Pop

Scooter-Pop
Send Message
View as an RSS Feed
View Scooter-Pop's Comments BY TICKER:
Latest  |  Highest rated
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Apache is also a rumored Exxon target.
    Jul 6 10:29 AM | Likes Like |Link to Comment
  • Is It A Good Time To Buy MLPs? [View article]
    Tax Man's Rake, ug!!

    You work diligently to accumulate a couple million in asset value. You die without a tax avoidance plan. The Tax Man Rakes one million of your two million. Ug!! There are numerous ways to avoid the Rake, ask three estate planners for a plan.

    Most folks miss this one; you stroke, didn't die, results are permanent paralysis and can't feed yourself. That accumulated two million will be consumed by the medical Rake in one way or another over the next three to five years. This is the plan most will not adequately prepare for!
    Jul 6 06:32 AM | Likes Like |Link to Comment
  • Is It A Good Time To Buy MLPs? [View article]
    Missing Summy!
    Jul 6 06:16 AM | 3 Likes Like |Link to Comment
  • Dover Still Excellent, But Not Currently A Bargain [View article]
    Thank you Chaz and Mr. Sloan! Will pass your comments on to those assisting in my tax prep.

    OXY has a spin off coming up that has my interest!
    Jul 6 06:00 AM | Likes Like |Link to Comment
  • Dover Still Excellent, But Not Currently A Bargain [View article]
    G,

    This article and the thought provoking comments thereto have me emailing an inquiry to TD Ameritrade for their explanation on the treatment of spin off valuations.
    Jul 5 10:29 AM | 1 Like Like |Link to Comment
  • Is It A Good Time To Buy MLPs? [View article]
    Adding anything Kinder on weakness. Build Outs expected great over the next several years. Acquisitions by some MLP's too competitive with EBITDA multiples headed into the teens. To me, Factoid warns us on such Irrational Exuberance. I am appreciative for that Grounding, Wake Up call!

    The Rate Based Midstream Tariff Space must secure long term Transportation contracts with those Upstream Producers holding the Reserve. You want to own the strongest Midstream MLP's when the Build Outs wain and the Transportation margins are squeezed. Rich Kinder will be cherry picking when that day comes and it will!

    I remain vigilant on fertile legal issues that could threaten those Upstream Producers dropping down assets into the Midstream MLP's to create value at the expense of Royalty Owners and State Tax Coffers. This is an age old fight to feed the Producer's Marketing Affiliate by confiscating, refusing to share, value.
    Jul 5 07:16 AM | 4 Likes Like |Link to Comment
  • Dover Still Excellent, But Not Currently A Bargain [View article]
    Chaz, Jim & Stephen,

    I am no expert but my TDA account reports 83% decline in Dover's spin off of KN. Dover assigns a value to the shares spun off, then trading begins at a value far below the initial assigned value. If one began trading in KN a few days after the spinoff then you would likely not have the paper LOSS us long time Dover owners experienced.

    I just got another gut kick owning Chesapeake when they spun off SSE. SSE now down 93%.

    Dummy me?!
    Jul 5 06:21 AM | Likes Like |Link to Comment
  • Dover Still Excellent, But Not Currently A Bargain [View article]
    Dover's spin off remains a bummer, KN down 83% as of Thursday's close. Dover has the best pumping units and sucker rods, but I am questioning staying with parent companies spinning of dead weight to their share holders. Taking my profit in Dover and I Won't be buying more KN!
    Jul 4 05:22 AM | 1 Like Like |Link to Comment
  • Clayton Williams: Momentum Continues [View article]
    Clayty and Mr. George Mitchell are two Aggies that worked Texas Reserves for a combined period exceeding 100 years. Mr. Mitchell is gone now but his legacy of Unlocking the Shale Reserve has the USA on a path to energy independence. I worked for Mr. Mitchell 8 fabulous years from 1979 to 1987. My Father graduated A&M with Clayton Williams. Clayty continues to build his Texas Legacy.

    I'm taking the time to recognize two Oilfield Legends for what they accomplished, certainly benefiting our United States!

    Another great read Z!

    Scooter-Pop
    Fight'en Texas Aggie Class of 78
    Jul 3 02:39 PM | 5 Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Bstocks,

    Yep, hind sight is always 20/20; Shoulda Woulda Coulda.

    I endeavor to the best I can do, because that is all I can do!

    Stay Thirsty My Friends!!!
    Jul 2 11:16 AM | 2 Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Bstocks,

    I learned one thing about downhole Las Vegas; "You won't know until you drill it!", so time will tell if Lonestar bought a pig in a poke.

    My bet is on Claty originally buying this acreage because it was merited. I bought Lonestar when Nathan recommended it in SA PRO and added twice since.

    Seek the Alpha and let's all keep our fingers crossed for success, not failure!!
    Jul 2 11:05 AM | 4 Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    When is HK going to acquire Lonestar?
    Jul 1 04:21 PM | 1 Like Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Nathan,

    What is the percentage rise in Lonestar since your first recommendation via SA's PRO subscription. SA PRO also recognized your recommendation as a Top Idea if I recall correctly.
    Jul 1 11:20 AM | 1 Like Like |Link to Comment
  • Fracking Bans Spread Even As Science Reduces Perceived Dangers [View article]
    Bankstocks,

    No devastation by New York having the right to Frac or control speed limits or reduce obesity. New Yorker's will continue to govern themselves and their energy assets. I see California as the most liberal state yet they allow Frac stimulation. It is common knowledge billions upon billions of state tax revenue rest in the balance. Frac or Not to Frac?? Not stupid or stupid Yonker's? We'll see.

    Even Texas is stupid when it comes to lost revenues from failing to legalize gambling, allowing neighboring states to confiscate migrating Texan's chips!
    Jun 30 08:42 PM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    I add each week Nathan.

    Exxon about to acquire more reserves? APC or APA?
    Jun 30 04:09 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
1,990 Comments
1,268 Likes