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losbronces

losbronces
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  • Intel: Why One Of Seeking Alpha's Biggest Bulls Sold His Shares [View article]
    I agree with you. Although thats more of a risk with thinly traded stocks; we've all seen inexplicable "flash crashes" even in stocks with high ADVs.
    Dec 23, 2014. 09:46 AM | Likes Like |Link to Comment
  • The Best Commodity Trade For 2015 - Oil Cash And Carry: Minimal Risk, Huge Potential [View article]
    EIA reports show petroleum storage in the US: http://1.usa.gov/18GCXQA.

    If you are looking at what is in tankers, then you cannot tell what that is.
    Dec 22, 2014. 10:17 PM | Likes Like |Link to Comment
  • The Best Commodity Trade For 2015 - Oil Cash And Carry: Minimal Risk, Huge Potential [View article]
    SEA includes more bulk shippers than tankers.
    Dec 22, 2014. 12:11 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: China Offers Support For Russia's Currency Crisis [View article]
    Venezuela too (article is old, but appropriate): http://buswk.co/1zoBoV9; for now anyway. Seems there may be a limit to their largesse.
    Dec 22, 2014. 09:07 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: China Offers Support For Russia's Currency Crisis [View article]
    Does not look like oil is going to do a V-shaped recovery. Iraqi oil minister states that OPEC is united (right) and WTIC is now down 0.6%.
    Dec 22, 2014. 07:44 AM | 1 Like Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    There seemed to be some confusion about LINE being an MLP. It is not; and there is not a requirement to make payments to a GP.

    And this was a response to your comment:

    "Most MLPs have some requirements in their partnership agreement to distribute a certain part of their cash flow to the partners, but there is no regulatory requirement to do so."
    Dec 19, 2014. 10:10 PM | Likes Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    LINE does not have a general partner and is an LLC not an MLP. So they have no obligations to make minimum payments to a GP nor do they have to take drop-downs or pay fees to a GP as is the case with many MLPs.
    Dec 19, 2014. 05:32 PM | 1 Like Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    Venezuela has apparently sold some of their debt from oil sales to Goldman Sachs: http://on.ft.com/1w6cNx3; and I understand that Guyana's debt is also included in the discussions.
    I think Venezuela is not happy with KSA right now.
    Dec 19, 2014. 11:27 AM | 1 Like Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    Cuba gets their oil at $27/bbl from Venezuela. Of course, with Venezuela on the verge of collapse, that could change: http://read.bi/1wPCKF2
    Dec 18, 2014. 12:18 PM | 5 Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    Yes, its pretty clear that most of the comments are based on the title only.
    Dec 11, 2014. 11:27 AM | 3 Likes Like |Link to Comment
  • Crude rises following steep slide [View news story]
    WTIC already negative, down to $60.50 now (-0.7%). Not much of a bounce.
    Dec 11, 2014. 08:44 AM | 1 Like Like |Link to Comment
  • Long lines at C-stores for gas could boost in-store spending [View news story]
    Only in America...
    Dec 4, 2014. 04:13 PM | 4 Likes Like |Link to Comment
  • Tax Changes Coming - Master Limited Partnerships And REITs Advantages At Risk [View article]
    You stated: "senior managers and administrative staff wind up spending significant time with non-value added administrative issues resulting from significant restrictions on the types of activities that can be engaged in by these specialized entities." I have to disagree, there is value-added from the standpoint of taxes to paid by the unit/share holders. That is real value. Reminds me of all the complaints about K-1s being too complicated.

    There is no way for us to receive the same value we now obtain from MLPs & REITs if they are changed to C-corps; unless there is a major reduction in the corporate tax rate. I don't think the US public would support a significant reduction of that rate.
    Dec 4, 2014. 09:29 AM | 3 Likes Like |Link to Comment
  • New U.S. oil and gas well permits plunge 40% in November [View news story]
    Here is a link to BHI's rig count page (as of November 24): http://bit.ly/1tNrOTy. The website also has more detailed reports than the summary I linked,

    YOY, the count is up in both the US & Canada. International is another story though.
    Dec 3, 2014. 01:55 PM | 1 Like Like |Link to Comment
  • New U.S. oil and gas well permits plunge 40% in November [View news story]
    SUV sales are up in the USA on lower gasoline prices: http://on.ft.com/1vna72K
    Dec 3, 2014. 11:08 AM | Likes Like |Link to Comment
COMMENTS STATS
706 Comments
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