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  • TransMontaigne Partners: Midstream MLP Yields A Secure 8.6% With Imminent Growth Levers [View article]
    LNG and LPG have a close correlation and elasticity, there is a huge NG stock right now but this lines will consume a huge (600:1) that will erase NG stocks during 2016

    Each Cherniere trains will compress 1.75 million tons per year, multiply that for 600 and that for 7 for 2016, another 2 for 2017 and that only for this company its another company with 5 trains in 2018...that´s huge.
    Nov 2, 2015. 10:44 AM | Likes Like |Link to Comment
  • TransMontaigne Partners: Midstream MLP Yields A Secure 8.6% With Imminent Growth Levers [View article]

    A nice article Michael , as usual coming from you.

    In relation with the market prices what is your opinion having a new fact in the market starting next month with Cherniere (LNG) starting the first 2 liquefaction trains in the Gulf coast.

    This people is going to take a huge amount of gas out of the market (they are compressing in a 600 to 1 ratio ) and have fully operational 7 lines next year.

    How in your opinion could this affect TLP ( not i Frontera but perhaps in BOTSCO)

    Nov 2, 2015. 02:22 AM | Likes Like |Link to Comment
  • 12 Stocks Acting Like A Money Machine With Increased Dividends [View article]
    I´ve been reading you for a while, surprised to see that you are in the top 3 in SA portfolios!!, congrats! and thanks
    Oct 27, 2015. 09:16 AM | 1 Like Like |Link to Comment
  • Why Oil Is Underpriced [View article]
    First time reading you but will be doing it in the future

    You are only seeing the economic/market side of the situation, however few commodities have a so intense politics firepower as oil.

    In addition to that many other forces are in the game of oil, a few.

    Technology, New CAFE and California pollution laws are reducing the use of oil in a bit less than 1% per year in U.S and China due better efficiency in gas mileage.

    Also solar and wind energy is coming into the equation in U.S case, this will mean a drastic reduction in coal core energy producton an NG stations and turbines, hard to say a number but for sure is not increasing oil use.

    In the other hand, fracking will become a more universal tool for oil recovery, as per today only TX and OK are supplying shale oil, and see what a mess! in prices..... from Paris to Moscou, from Buenos Aires to Mexico etc. there are huge oil deposits available with fracking, this is in most cases cheap oil where no huge platforms and infrastructure are required.

    And finally, as Gary Schilling says, there in history has been always technologies that allow materials to be available or eliminated of human activity, you name it, gold, silver, wood, steel, etc...oil is not an exception.

    Handling this variables as price risks seems sensible, but it seems that we are gradually going into a post oil society.

    Oct 22, 2015. 02:10 PM | Likes Like |Link to Comment
  • Best S&P 500 Industrial Stocks According To A Winning Ranking System: Buy Southwest Airlines [View article]
    Good article Ari, will follow your advice.

    Sep 10, 2015. 10:56 AM | 1 Like Like |Link to Comment
  • Is the bottom in for mortgage REITs? [View news story]
    Fed raise has been discounted 1 year in advance, the book value is oversold because fed will raise very slowly keepig for long periods, so REIT´s had time to adjust debt profile they had during the last 8 years.
    Sep 8, 2015. 12:41 PM | 10 Likes Like |Link to Comment
  • Fool's Gold And The 10% Dividend Yield [View article]
    Great article!!, the REIT´s are a common fools gold arena ( I once was one... with ARR, fourtunately enough to have a diversified portfolio otherwise..(

    Keep on !!, thank you
    Sep 3, 2015. 08:14 AM | 1 Like Like |Link to Comment
  • Fool's Gold And The 10% Dividend Yield [View article]
    Well, explain why (reasons, numbers, facts) you think that
    Sep 3, 2015. 08:11 AM | 2 Likes Like |Link to Comment
  • Is This The Right Time To Buy Skyworks Solutions? [View article]
    Anyone can unload because personal reasons or financial or market trend reasons as you and me, why they are not BUYING is the question.
    Aug 20, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • Is This The Right Time To Buy Skyworks Solutions? [View article]
    Fundamental analysis says "buy", market overall reaction and manipulation says "wait" if is a long term buy as can be the case of the opinions here, I don´t see the reason to buy until things define and trend in the stock is define.

    Aug 20, 2015. 09:40 AM | 4 Likes Like |Link to Comment
  • Liquidmetal Technologies Announces New Prototype Order from a New Customer [View article]
    Well, after being a LQMT investor for 10 years and seeing my investment going to almost zero, at least have a hope.

    Goood work of this new team, finally things could become better, I think will donate this investment to my son..anyway.
    Aug 18, 2015. 06:41 AM | Likes Like |Link to Comment
  • Nomura gets bullish on mortgage REITs [View news story]
    How? REITs?
    Aug 13, 2015. 10:07 AM | Likes Like |Link to Comment
  • Will The Oil Patch Bust Trigger Recession? [View article]
    U.S centric analysis, the effect of a strong dollar in a world economy that is weak is much more important.
    Aug 3, 2015. 11:59 AM | Likes Like |Link to Comment
  • ONEOK Partners to Further Expand Permian Basin Capacity to Serve Natural Gas Markets in Mexico [View article]
    What is ironic in this deal is that Mexicans have a good portion of the same Permian and Eagle basin in their own country, just below their feet and are buying from others instead of developing the resources ( jobs, investments, infrastructure etc ) in Mexico.
    Jul 31, 2015. 03:05 PM | Likes Like |Link to Comment
  • American Express Company Is Significantly Undervalued [View article]
    Agree as usual with your reasoning for valuation, but market follows sometimes illogical patterns, by the same reasoning AAPL should be now the best offer in the market.

    A question based in the "lack of logic" (at least in the short term) is ...Will it keep falling....wait and then buying it at lower prices than today?.
    Jul 31, 2015. 02:57 PM | 1 Like Like |Link to Comment