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  • Atlas Pipeline: As Dividend Continues, Why Is Stock Falling? [View article]
    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.
    Oct 30 09:34 am |Rating: 0 0 |Link to Comment
  • What Dividend Yield Can - And Can't - Tell Us [View article]
    can you spell MLP?
    Oct 29 09:15 am |Rating: 0 0 |Link to Comment
  • Valero Energy's Insane Valuation [View article]
    And people wonder why there have been no new refineries built lately. Dont hear any bail outs being proposed for the refiners now, but when the crack spread goes crazy for a quarter or two you will hear calls for windfall profits taxes.
    Oct 29 09:03 am |Rating: 0 0 |Link to Comment
  • MLPs Still Attractive After Recent Selloff [View article]
    I worked for Transco/Williams for 25 years. My old boss, an insider, just plunked down $300,000 on wpz in the open market. He is a very sharp guy and businessman. I own about $200,000 of these things, EPD,ETP,LINE,APL,EROC,... and the trusts SJT,HGT,PBT,BPT. I am way too concentrated in these things but I see almost no alternative in this market, and I agree with a previous poster that we have here a once in a generation opportunity thanks to overleveraged hegdefunds, the recent decline in NG, and the preception of risk due to these guys heavy debt and capital requirements. I also think people have been conditioned to fear any stock with what appears to be perhaps an unsustainable dividend, ala 20% for example. However we know these are not "normal" companies but the back bone of the NG infrastructure. Will they go down further? It appears so. Will they have to cut payouts to fund projects, perhaps tempoarily. But I contend, and I have bet nearly half my savings on it and will buy more when things settle down a bit, that if you are willing to hold these guys through this credit AND energy demand cycle which may take 5 years, that you will enjoy 20 - 40% annual returns. Will the ride be rough, probably. But these guys give you money to spend if need be while you wait out the crazyness. So best you can ignore the volitility, and when these guys are rediscovered dont be in hurry to sell when they get back to their old highs in a few years. Remember what you paid for them and your effective yield. There is going to be an explosion of natural gas usage in the country - GO BOONE and AUBRY. These companies for the most part only care about the put.
    Oct 08 21:08 pm |Rating: 0 0 |Link to Comment
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