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elliot_mllr

elliot_mllr
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  • Atlas Resource Partners - A Distribution Cut Plus Possible Liquidity Concerns [View article]
    We all have to be patient until next Monday's conference call.
    Feb 24, 2015. 05:01 PM | 2 Likes Like |Link to Comment
  • Atlas Resource Partners - A Distribution Cut Plus Possible Liquidity Concerns [View article]
    Griffin Mungus:
    The borrowing base was reduced because of the decline in commodity prices. Bear in mind that natural gas, ARP's main product, has been weak. That was not a negotiated provision.
    Elliot Miller
    Feb 24, 2015. 04:58 PM | 1 Like Like |Link to Comment
  • Oil Crash Separates Wheat From Chaff [View article]
    Craig:
    A good analysis.
    Elliot Miller
    Feb 23, 2015. 07:52 AM | 1 Like Like |Link to Comment
  • Atlas Resource Partners: How Safe Is The 25% Yield? [View article]
    rlp2451:
    Since the split is of the shares in the general partner it should have no impact on the ARP units or the distribution.
    Elliot Miller
    Feb 20, 2015. 01:33 PM | 2 Likes Like |Link to Comment
  • Linn Energy: 2014 Asset Restructuring To Pay 'Dividends' In 2015 And Beyond [View article]
    rlp2451:
    Linn's major stumble was not pursuing its hedge book especially after the Berry transaction because they couldn't hedge above $83. Abandoning its historical hedging practice did Linn in.
    Elliot Miller
    Feb 20, 2015. 01:18 PM | 1 Like Like |Link to Comment
  • Linn Energy: 2014 Asset Restructuring To Pay 'Dividends' In 2015 And Beyond [View article]
    rlp2451:
    One should really feel sorry for Kolya Rockov for having lost his units on a margin call, especially because he will find himself with no cash proceeds but a significant tax liability. I don't know what relevance that has to the company or why an analyst should have raised it in the earnings call.
    Elliot Miller
    Feb 20, 2015. 01:14 PM | 2 Likes Like |Link to Comment
  • Vanguard Cut, So Now What? [View article]
    Big Dawg:
    That's a nice analysis, but you forgot to mention the fact that US royalty trusts have finite lives based on either volumetric production or a date for termination.
    Elliot Miller
    Feb 19, 2015. 02:08 PM | 1 Like Like |Link to Comment
  • Higher-Priced BDCs Continue To Deliver Higher Returns [View article]
    Buzz:
    Do you think that the oil fright that afflicted some BDCs has worn off?
    Thanks.
    Elliot Miller
    Feb 16, 2015. 01:57 PM | Likes Like |Link to Comment
  • Zeits Crude Oil Review: February 11 EIA Report Was Neutral, But Failed To Instill Optimism [View article]
    The Commodities Corner column in this week's Barron's quotes the following EIA estimates for 2015: world-wide production 93.73 million bo/d, world-wide demand 93.14 bo/d. That leaves a world wide overproduction of a very modest 630,000 bo/d. If these numbers are accurate it would not take much production curtailment to bring world wide supply and demand into balance.
    Elliot Miller
    Feb 15, 2015. 10:36 AM | 2 Likes Like |Link to Comment
  • 2015 New-Year Coverage Universe Updates [View article]
    DAG:
    While I share your long term views and fundamental analyses as the basis for owning shares or partnership units, I am surprised that technical analysis is also material to you. For someone, like myself, with a long term perspective, technical analysis has always seemed more suitable for traders. i would appreciate your thoughts on this.
    Thanks.
    Elliot Miller
    Feb 13, 2015. 01:15 PM | 3 Likes Like |Link to Comment
  • Update: CSI Compressco Name And Ticker Change [View article]
    DAG:
    Thanks for your positive outlook on CCLP, which I own at $22. I also own much larger positions in EXLP and USAC. Irrespective of what Mr. Market says on any given day I think that a rational analysis is that these are good, stable long term holds. While I regret the sharp decline in CCLP that does not diminish my view of the company and its prospects.
    Elliot Miller
    Feb 13, 2015. 01:09 PM | 3 Likes Like |Link to Comment
  • Linn Energy - Why Upside Is Limited [View article]
    bluedreamdreamer and rlp2451:
    Please bear in mind that if held in a currently taxable account, distributions from a BDC are taxed at one's highest marginal rate and are not qualified dividends, whereas distributions from LINE are fully tax deferred. But if you are interested in BDCs which are relatively safe (as far as that asset class goes) you might also consider HGTC, NMFC and TCPC.
    Elliot Miller
    Feb 13, 2015. 12:44 PM | 4 Likes Like |Link to Comment
  • DGI Retirees Buy When Others Are Fearful: Oil Bottom Or Value Trap? [View article]
    George:
    Why do you include MMLP in an article which is essentially about producers such as LINE, BBEP and LGCY? MMLP is a midstream operator with a very diversified portfolio of assets all of which are in the midstream space and none of which produce hydrocarbons. By way of disclosure I own MMLP.
    Elliot Miller
    Feb 11, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • Why Plains All American Reduced Its Distribution Growth Guidance [View article]
    The title of this artricle is erroneous: PAA did not reduce its distribution guidance: it reduced its distribution growth guidance, which is entirely different.
    Elliot Miller
    Feb 11, 2015. 12:05 PM | 5 Likes Like |Link to Comment
  • Moving Back To The Short Side On Oil Stocks [View article]
    The author is talking to traders, not investors, and does not understand that the difference between the price of crude and the prices of oil company shares reflects many factors including dividends and distributions paid by C corporations and MLPs, as well as future projections six to nine months out.
    Eliot Miller.
    Feb 1, 2015. 01:16 PM | 9 Likes Like |Link to Comment
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