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  • Spectra Energy Enters The Battle For Williams [View article]
    Toll Road Assets in the Marcellus/Utica are those having the highest value! Williams Assetts will fetch a mint. SE has the most to gain from bolting on WMB assets, but can they lever adequately?
    Aug 20, 2015. 07:18 AM | 2 Likes Like |Link to Comment
  • Are These Oil Dividends Safe? [View article]
    What will your stock investment look like in 5 years, 2020? I see a bottom in WTI in 2016. Natty is doing fine, may see a rise in price here first, this Winter.

    Panic selling is near. I like the guys that stay with the Rig when the Mud is hitting the crown.

    Will the Electric Gen Plants continue buying nat gas? Will the consuming public continue to heat their homes, fuel their cars? I'm averaging in on some Midstreamers as toll collectors from wellhead to Consumer, Plants, Refiners.

    I am seeing plenty of data rooms opening on Upstream Wellheads. Rapidly declining Profit is the main reason for opening the Data Rooms. Better know the Plugging Liability (cost) when considering bidding!
    Aug 20, 2015. 07:12 AM | 7 Likes Like |Link to Comment
  • E&P Q2 Impairment Tsunami - Damage Assessment Part I: Full Cost Companies [View article]
    Great comprehensive read RAW!

    Dorchester could lever and sack some cherries up if they find the bottom. There is always a time to lever!
    Aug 19, 2015. 03:45 PM | 2 Likes Like |Link to Comment
  • Dreyfus Strategic Municipal Bond Fund declares $0.0415 dividend [View news story]
    Illinois exposure is about 3%.

    The next Default threat looms in Illinois IMO. Watch out for Barry Sorrento's Chi-Town Unfunded liability!
    Aug 19, 2015. 03:31 PM | Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    Reducing Muni Bond CEF exposure due to Yellen threat. Illinois insolvency issues of a growing concern too.
    Aug 19, 2015. 10:27 AM | 3 Likes Like |Link to Comment
  • Short These Oil & Gas Companies - They Are Going To Zero [View article]
    As an option to Bankruptcy:

    The Debt Issuers (Wallstreet) need to roll these bad debts up into a municipal bond and sell them as Tax Free Investments. Call them GO Bonds. Don't mistake them with General Obligation Bonds even though the Muncipal GO Bonds have declining to worthless collateral. The similarity would be the declining to worthless collateral. Bond Investors buy this Municipal Junk everyday, so issue more GO (Failing Oil Debt) Bonds for the Junk Bond Buyers. There may be a Bond Insurer willing to Insure the GO (Oil) Bonds? The Bond ratings agencies may bless the GO (Oil) Bonds in the B's?

    Presented in analogy to recent history of peddling worthless paper, and the paper was bought!
    Aug 19, 2015. 08:02 AM | 2 Likes Like |Link to Comment
  • The Oil Crash Isn't The Only Thing Killing Energy Companies [View article]
    Mr. Fearon,

    Please consider an article on the "crisis borrowing" in the Muni Bond Debt Market. Will Goldman lend to Chicago like they did others in the Domestic Oilpatch?

    Will the various State funded retirement/pension accounts continue to grow their Unfunded liabilities faster than New Bond issuance.

    Chicago Pensioners may not have the pension they thought. This is rapidly affecting many other states. Texas has over 80 Billion dollars in UNFUNDED Liability.
    Aug 19, 2015. 05:13 AM | 2 Likes Like |Link to Comment
  • No, The Government Is Not Lying To You About Oil [View article]
    Mr. Jones,

    Wouldn't it be a hoot to see the Bankers (Lenders of the Debt) support the Producers curtailing wellhead production? Where do you speculate WTI and Natty price would go?
    Aug 18, 2015. 09:59 PM | Likes Like |Link to Comment
  • The TDG Portfolio: Adding Kinder Morgan And Spectra [View article]

    If you believe WMB has a high low risk of being acquired, why not allocate some cash accordingly?
    Aug 18, 2015. 09:54 PM | 1 Like Like |Link to Comment
  • Linn Energy - Is A Rebound On The Horizon? [View article]

    Sounds like EXCO?
    Aug 18, 2015. 10:36 AM | 1 Like Like |Link to Comment
  • Linn Energy - Is A Rebound On The Horizon? [View article]

    The Bankers (debt issuers) are increasingly in control, so why not go private with the next Share Dip. All it takes is a bit more of the Banker's money for the Bankers to be in total control.

    It is another way to take the pet out of it's pain and suffering.
    Aug 18, 2015. 09:47 AM | Likes Like |Link to Comment
  • Linn Energy - Is A Rebound On The Horizon? [View article]

    The Ball must be adequately inflated to get a Bounce/Rebound. If Oil grabs a $30 handle then shareholders dump again.

    Maybe time to take this one Private if it such an undervalued entity, right?
    Aug 18, 2015. 09:38 AM | 2 Likes Like |Link to Comment
  • Memorial Production Partners LP Cuts Distribution 45%. Now What? [View article]
    Love it Ralphy!!

    Look at the SE articles on the bidding for WMB. Please comment for us!!
    Aug 18, 2015. 09:01 AM | Likes Like |Link to Comment
  • Don't Chase Chesapeake Just Yet, Wait For Brent $33-$39 [View article]

    Watch out for a WTI 30 handle before Janet raises the Fed Rate. If she does, then she is the Mother of the next Great Recession?

    Barrack may accomplish the ruin of both Domestic Energy Independence and America as a World Power before term limits move him out of the White House? It was good for Solar though.
    Aug 18, 2015. 05:48 AM | 1 Like Like |Link to Comment
  • Minefield Of Risk [View article]
    Mr. K,

    Will Janet really make any meaningful difference in the M&A? Will her September Raise prevent WMB from being sold?

    I do see her being the Mother of the newest sharp economic slowdown since the Great Recession. Is Janet about to overwork the Bankruptcy System?
    Aug 18, 2015. 05:34 AM | 1 Like Like |Link to Comment