MohanTX

MohanTX
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  • Apple Questions For 2016  [View article]
    We all know the impact of large numbers...

    It is one of the largest cap company. It can not double every 5 years...

    I love Apple Music... I think they could buy out FITBIT and be a big player... Iphone can be configured to accept and integrate the medical records supported by real time data... like blood pressure, blood sugar levels as a free app or a app with monthly fee...

    I can see a PE of 10 or more accorded such stocks...?

    I would worry, if a competitor comes with a better mousetrap. GOOGLE PLUS is planning to give iphone a run for their money with a lower entry point...dollar wise...

    Iphones are becoming SNOB DEVICES... People will buy them there... Just need to improve the availability of public internet...similar to cell phone towers...

    Just saying...

    Stock is a hold and if they double their dividend, lot of older techies would keep it in the portfolio...
    Jan 6, 2016. 04:58 PM | 7 Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    It is dark and gloomy before the sunrise...

    Bottoms are formed and then recognised after price has gone up... So, your guess is as good as mine... And, we just do not know...

    Our time horizons are different...
    Dec 31, 2015. 02:03 AM | 2 Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    Adding insulation and adding solar panels reduce fossil fuel demands for ever...

    No more nuclear power plants in USA...? Coal power plants being shut down to reduce carbon foot print...

    So, only oil, natural gas will fuel the big power additions... California does not allow anything except motor drives for gas pipeline transportation...??? Crazy but, true...

    Buy KMI, SE and ETP if you want to make money 2 to 3 years out...
    Dec 31, 2015. 02:00 AM | Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    Mandated fleet fuel rates to be lower directionally along with installation of Solar and Wind Power has reduced the increase in oil and gas consumption... That has been the reason for drop in price of oil.

    China slow down has been a big contributor also...

    Dec 31, 2015. 01:50 AM | 1 Like Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    All you say is true... The bankers had cold feet...And, without loan extension, they had to make a difficult choice... Obama Economic Activity is so slow...why... Despite zero cost money since 2008/2009, banks are reluctant to take risk...
    Dec 31, 2015. 01:39 AM | Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    The banks and other financial companies chose to not extend the loan. KMI was hoping that banks would understand their strength and extend loans... The roll up of MLP structure was to put assets on KMI balance sheet...

    Banks won... and I am glad, banks are being more conservative... But, they continue to finance Apartments and Large Towers like Trump Tower. banks will lose money in real estate investments around Houston... as people are losing jobs. Bankruptcies in real estate are coming...
    Dec 31, 2015. 01:35 AM | 3 Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    The obvious answer may not be accurate... Saudi Arabia can easily reduce production rates quietly, as Iran comes on stream. Economic activity in China, India and Europe can increase demand...for hydrocarbons...
    Dec 31, 2015. 01:29 AM | 1 Like Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    Recent NGPL pipeline was a steal, if you can use this to transport gas from Penn. Marcellus to the states in the area... Williams Gas Pipes was transporting gas from Pennsylvania to Virginia. For 30 years Virginia got gas from Gulf Coast... No more, as it is cheaper to burn PA gas...lower price and transportation rates...
    Dec 31, 2015. 01:26 AM | 2 Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    The liquids pipelines that transport CO2 for enhanced oil recovery are dead in water... gasoline transportation is still going on... But margins may be poorer. The bright spot is natural gas transportation...
    The rates are fixed ..FT rates, based on return of capital employed by FERC, a federal energy regulatory commission. These rates are based on the public need to have heating needs of colder regions satisfied by encouraging methane use, rather than propane use... This is what going to keep KMI solvent.
    Dec 31, 2015. 01:21 AM | 3 Likes Like |Link to Comment
  • Is Kinder Morgan Going To Be Dead Money In 2016?  [View article]
    KMI makes a lot more money transporting natural gas than liquid pipelines...
    Dec 31, 2015. 01:15 AM | 2 Likes Like |Link to Comment
  • Annaly Capital's BV, Dividend, And Valuation Compared To 19 mREIT Peers (Post Q3 2015 Earnings) - Part 2  [View article]
    I was trained to write articles to focus on supporting your conclusions...
    And, the conclusion is NLY is a hold...

    REITS have done well in low interest environment. But, keeping the properties occupied and increasing rents continue to be difficult. Just a confusing and a subpar article... Sorry... REITS...invest with Zell...
    Dec 29, 2015. 05:53 AM | 1 Like Like |Link to Comment
  • Amazon: Expectations Ahead Of Earnings Release  [View article]
    I have tried to find the expected date of next earnings release for AMZN...

    Yahoo Finance is getting screwed up... Just too many ads...

    It will be difficult to predict earnings for AMZN... as their model is so messed up. Their future earnings consensus is what will move the price... Reduction in costs due to running an Amazon UPS... ? Would savings be passed on to the prime members...

    Prime members will be becoming less price conscious... Hence higher profits..., but, I expect Targets EBAY Macy to fight back... AMAZON is a sell on fundamental basis...
    Dec 29, 2015. 05:44 AM | 1 Like Like |Link to Comment
  • ConocoPhillips - Strong 2016 Operating Plan  [View article]
    The price of oil is directly related to the level of decrease in economic activities in various countries...I question China's ability to grow at 7%. US continues to consume less due to CAFR standards for cars, Insulation in Attics, Solar Power additions.. Wind power...

    I think the color graph is a joke. I was with Exxon during 1980's. Their prediction for continued extra consumption and higher oil prices. USA can produce a whole lot more oil through shale... Some middle east countries are spending their reserves...fast...
    SA may be under pressure to reduce production and bring the price back to $ 50 or $60....

    if you have a lot of COP, sell deep in the money calls to generate extra cash in addition to dividend... and wait...
    Dec 23, 2015. 06:31 PM | Likes Like |Link to Comment
  • The Time To Hedge Is Now! Just Do Not Rely On Gold To Help  [View article]
    I thought so too....

    But, demand is still there. It is as good as believing in Jesus, when intellectually one realizes there is no God...or Allah or Buddha... Just stories, but, look a the believers...

    100,000 plus people in Israel on the night of December 31, 1999.

    Just saying... world is not logical or rational..
    Dec 22, 2015. 08:41 AM | 1 Like Like |Link to Comment
  • The Time To Hedge Is Now! Just Do Not Rely On Gold To Help  [View article]
    I agree 100%. A friend wants to buy gold and silver stocks... I gave an example of what a car, a gallon of milk, salary for engineers...

    A simple, unscientific compare showed that gold was a good hedge... And, buying actual gold coin is the best way to have this asset. And, I have always opined that gold has very little intrinsic value.

    Actually, it is valuable in the eyes of rich people and hence its value is maintained... Strange but true...
    Dec 22, 2015. 05:26 AM | 2 Likes Like |Link to Comment
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