clarkenn

Kinder Morgan's Dividend Payout Rate Is Unsustainable

SA editors should remove the article, but leave the comments!

Natural Gas: Short Term Bear, Long Term Bull

Here, here!


On Apr 02 08:13 AM Michael Fitzsimmons wrote:

> agressive actions by Obama? unfortunately, this is definitely not
> true with respect to natural gas transportation. the president, congress,
> and the american people have yet to figure out that natural gas transportation
> is key to our foreign oil addiction, environmental woes, high energy
> bills. it is abundant, cheap, and clean. we could reinvigorate and
> reindustrialize america with a robust natural gas transportation
> problem. instead, we stay addicted to foreign oil, fund both sides
> of the "war on terror", keep spewing CO2 and particulates into the
> air, and stay on the peak oil economic yo-yo. meanwhile, the low
> prices of natural gas are causing another washout in the oil patch
> similar to the 1980's. it's a damn shame. big oil and coal interests
> have stacked the deck against natural gas transportation, and the
> nation is and will continue to pay the price.

10 Reasons Why We Still Haven't Hit Bottom

These are excellent counterpoints and indicate the world is not ending as we seem to hear more and more often on SA.


On Mar 22 08:52 AM jstratt wrote:

> I appreciate the authors perspective. We can debate about whether
> the bottom is in but I would encourage investors to think long.
>
>
> 1) It may not be the best time to buy stocks but it is a good time.
> Where was the fear at Dow 14000+ and where is the opportunistic aggression
> of a Dow 7200.
>
> 2) I could be wrong but I see 4% Mortgages creating some RE purchases
> and increasing disposable income through Mortgage refinancings.<br/>
>
> 3) Credit cards dont alarm me as the first 15% loss is probably a
> loss of interest and fees rather than capital.
>
> 4) World leaders are acting more or less in concert and are actively
> engaged. When that happens things ususally improve.
>
> 5) Business activity and earnings from a macro sense appear to be
> bottoming. I dont see fewer homes being sold or fewer cars being
> sold in the future.
>
> Finally I have to add that I have never found a time not to invest.
> Whatever you earn save some for yourself and invest it. It always
> is a great time to invest in the best and worst of market scenarios.

Natural Gas: Weakness Borne of Strength

Don't agree with the author. From a macro perspective, natural gas has too many positives, i.e. clean burning, domestic, etc relative to coal, to think it's going to drop due to oversupply concerns. We've got a confluence of a coming drop in supply with the Obama administrations desire to distance itself from coal.