doublebogey

ConocoPhilips: Time to Embrace Natural Gas Transportation

How about playing nat gas transportation thru nat gas transportation Mid stream company Mlp's like Enterprise, Kinder, Enbridge, Magellan, Plains, etc, etc. Get the distributions while you wait for the country's politicians to pull their heads out of that warm dark place they usually keep them.

Betting on Natural Gas, Part II: Investing Ideas

You kind of missed the boat. Mid stream MLP's are in for a very long and steady bull market in appreciation and distribution increases as nat gas usage increases regardless of the price of the gas itself. Perhaps you are not aware they exist? Another reason to buy them as you have a lot of company.

Energy Crisis Postponed: New Gas To The Rescue; U.S. May Return to Near Energy Self-Sufficiency?

gonna be building many pipelines, can anyone spell MLP?

How Much Natural Gas Remains in the USA?

Mr Anthony still has his unit goofed up. An Mcf (1000 cf) or MMbtu (million BTU) are more or less equivalent and over the time he is talking about cost about $2.
If you go back into the 60's and 70's or even further back you will find proved reserves have always been 10 to 20 years of consumption. No reason to think that 40 years from now the number will not continue to be more or less the same. However I really believe that shale production is a major game changer going forward that insures ample gas supply in North America for the proverbial 100 years or so. Anybody that thinks we are out of gas in 10 years, I've a got some bridges in NYC to sell you.

Will New Finds Mean the End of Peak Oil?

The ugly truth!!!! Hard for me to get excited about investing in anything but energy over the long haul. The oil situation as stated above so perfectly and concisely, is going to eventually cause a stampede to Nat Gas at least on this continent. You just need an investment horizon longer than next week or next quarter.

Tiber Oilfield Spells Major Upside for Prices

oih anyone?

4 Dividend Stocks to Hedge Against Social Security Failure

Sorry I missed comments of Mike from NYC. He has it right. My comments are redundant and much less concise.

4 Dividend Stocks to Hedge Against Social Security Failure

If social security fails in any meaningful way. I suspect which dividend stocks you have in your portfolio will matter very little because the value of stocks will be close to zero anyway. I'm not saying it cant happen. It very well might as we voters continue to allow the government to ignore the problem. But it it does this current financial crisis will pale in comparison to what will happen. You will want a physical stock pile of lead rather than gold and something to propel bits of it with. I fear we are all just rearranging the deck chairs on the Titanic. The most proactive thing most of can do that might a difference is learn Chinese. But I confess I am blithly chugging alone with everybody else toward what is going to be very painful if not catastrophic.

Natural Gas Could Cure What Ails America

No argument. Hear Hear!! Now over the next decade or so will you do better in E&P, MLP's, Major integrateds, OIH, UNG. I feel like a kid in a candy shop, except I may starve to death before I get to eat the candy

New U.S. Natural Gas Pipeline Displacing Canadian Gas

Lin Energy is not exactly what I would call a Mid Stream MLP as I understand the term. As mainly a driller/producer they are more upstream I think. However I cannot argue that they have done a good job hedging so far. If NG stays low enough long enough they will come crashing to earth as did SW airlines the other erstwhile master hedgers. I'm long LIN and short calls. Trying to have my cake and eat it to. Pays your money and takes your choice! Gonna be interesting if nothing else. I worked for WMB for 20 years and used to think I understood how gas supply/ demand worked, but the shale production characteristics/economics and the advent of all this potential LNG importation really complicates what used to be a simpler situation I think. I'm thinking that eventually we may actually export LNG in emergencies to bail out England when Putin puts the screws to them. They are in a worse Elec Gen jamb than we are but the same problems face us both. Coal is too dirty, Nucs are too slow etc, wind, solar to unreliable and need NG back up anyway. So when they get to 60% plus NG EG they will be very vulnerable to any supply interruptions. Now I mostly stick with the midstream MLP's and dabble a bit when I think I see an obvious price distortion. I would think $2.75 would be a very low price but I could be wrong by 100%. Be very careful messing with the UNG.

MLPs: Mid-Year Review

you tell 'em smackdown, HEAR HEAR

Your Oil Stocks Aren't Coming Back

I was gonna say this guy is an idiot, but no use kicking a dead horse anymore

One Myth of Investing That Still Endures

axelrod 608 - I love you. I have literally bet the farm on the energy MLP/Royalty trusts. I worked in the natural gas pipeline and E&P busines for 25 years and IMHO it is the safest quickest way to "get even". In my case, retired, it seems the only feasible way to maintain spending power while you wait for recovery. If you can be patient (perhaps years) energy is a slam dunk. Housing perhaps but I dont see a bunch of housing sector stocks out there with bullet proof cash flow spewing out 10-15% distributions. There will be inevitable reductions in some distributions (however EPD just bumped theirs up 6% in the face of Ike issues and the drop in prices). The drop in prices, tax loss selling, and forced redemptions by hedge funds has presented investors with a once in a generation opportunity in these things. You just have to suck it up and learn the arcania of the tax issues.

Atlas Pipeline: Call Option on Oil

We will have raging inflation and a crashing dollar sooner or later. That in itself will raise the price of crude even ignoring any recovery in the world economy and hence oil demand and pricing. Pretty much a no brainer over the next couple of years I think. The biggest risk maybe some slight of hand by the Cohen's. Some law firm then will make a pile on one of these stockholder suits, but the stockholders never get much out of these things. Barring that kind of problem APL is a long term slam dunk as is just about any other energy/commodity stock at current levels. That billion people in Chindia that have a shot at moving up the income/consumption scale a notch or two have not given up the fight. The genie is out of the bottle for those people. The commodity bull market will resume, perhaps a lot quicker than a lot of people think. I have made my bets and now just waiting while I get 10%+ distributions from MLP's like APL.

Atlas Pipeline: As Dividend Continues, Why Is Stock Falling?

if 288555 is correct then why aren't all the MLP's and utilities crashing? The citi analyst never saw a hole being drilled or a ditch being dug I bet. Long term gas and oil are higher, a lot higher. Just keep knocking APL down please, I love this price and yield (even if it's cut in half) for a long term 4 to 10 bagger. Money in the bank.