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akmetz32

akmetz32
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  • Seadrill: If You Buy This Stock, What Are You Paying For? [View article]
    Richard Kinder with KMI
    Oct 12 04:13 AM | 1 Like Like |Link to Comment
  • Oversold And Undervalued: This High Dividend Stock Will Profit From Growing U.S. Exports [View article]
    interesting article highlighting the complexities of RINs, looks like TLP might not be a bad place to be if you believe RIN prices will continue to rise

    http://nyti.ms/15GZ5bH
    Sep 20 12:39 AM | Likes Like |Link to Comment
  • Buy Kinder Morgan Inc. For Exposure To Both Kinder Morgan Partners And El Paso Pipeline Partners [View article]
    nice summary Clayton, I'm long KMI in my roth. The capital expenditures needed to gain a foothold as a toll collector in the hydrocarbon transport business checks the box of "having an economic moat" in my opinion.
    Aug 6 04:09 PM | Likes Like |Link to Comment
  • Scientists eye fracking in Arctic and ocean floor [View news story]
    Maybe in the future, but probably not in the lifetime of the Gorgon LNG project. This isn't the type of thing that will become commercially viable overnight, but the potential is incredible.

    Here's some great reading on the subject directly from the USGS:
    http://tinyurl.com/ysflkt

    A more journalistic read on the matter:
    http://tinyurl.com/cbx...
    Jul 30 12:44 AM | Likes Like |Link to Comment
  • How To Pick A Value Investment For Dividend Growth And Success [View article]
    picked BBL up in the 52's a few weeks ago, with the scale and variation of their business units, it's practically like buying a materials ETF, long BBL
    Jul 29 07:24 AM | Likes Like |Link to Comment
  • RINs And Biofuels Dominate Valero Conference Call [View article]
    two words: blend wall
    Jul 25 04:26 PM | Likes Like |Link to Comment
  • Eni: Undervalued And Positioned To Profit From Growing Asian Natural Gas Demand [View article]
    LNG plans underway in Mozambique and Israel.
    Hydraulic fracturing moratorium lifted in South Africa.
    Jul 25 04:18 PM | Likes Like |Link to Comment
  • Eni: Undervalued And Positioned To Profit From Growing Asian Natural Gas Demand [View article]
    I'll start making my crow sandwich but I'm having a heck of a time finding a timely and credible source online, please post a link if you've found something. In the interest of all of the majors in Europe, I'd place Eni behind RDS, BP, STO, and TOT
    Jul 24 03:58 PM | Likes Like |Link to Comment
  • Eni: Undervalued And Positioned To Profit From Growing Asian Natural Gas Demand [View article]
    You lay out an interesting case, but I find it hard to put my money (and faith) in a nationalized energy company. I think the price is appropriately representative of their:
    -unsteady dividend record
    -operations in countries with less than stable environments for business
    -corruption charges through their subsidiary Saipem

    To me it's at best the 3rd best national energy company in Europe (behind STO and TOT) which isn't saying that much. Best of luck if you have skin in the game, but I believe I'll "do business" elsewhere.
    Jul 24 03:53 AM | 2 Likes Like |Link to Comment
  • ConocoPhillips Worth Far More, Management's Forecasts Suggest [View article]
    I think APA and APC are solid E&P companies, but COP's market cap is approximately both of them combined, plus the dividend being a high priority of the board is added insurance imo

    long COP
    Jul 22 12:02 AM | 1 Like Like |Link to Comment
  • ConocoPhillips Worth Far More, Management's Forecasts Suggest [View article]
    threats of instability near the Suez Canal is my guess, other than the Strait of Hormuz, I don't know of a more important bottle neck in the global oil trade (at least that coming out of the middle east/East Africa headed to Europe/NA.
    Jul 22 12:00 AM | Likes Like |Link to Comment
  • Analysis Of ConocoPhillips' Dividend Quality [View article]
    COP is doing their part to shed "riskier" international assets and double down on E&P in North America. The main reason I'd say COP is a slightly higher risk than CVX/XOM (although I'm long on all 3) is because their position as a pure E&P vs the fully integrated companies. They are more limited in their ability to hedge their exposure to crude prices from barrel to consumer point. Post spin-off their competitors are actually more the APA, APC type crowd, (even though COP's market cap is about the same as APA and APC combined).

    The recent hike to $0.69 per share seemed perfectly timed with the grumblings of lack of dividend increases (not true if you figure for the PSX spinoff). Interesting point nonetheless but I feel pretty safe with some money parked there for at least the next 5-7 years.
    Jul 18 03:52 AM | 2 Likes Like |Link to Comment
  • A 2013 Diversified Bullish Portfolio In 10 Positions [View article]
    thoughts on replacing GLD with physical gold or a large cap dividend paying commodities play instead; ie: BHP/BBL?
    Jul 15 08:29 AM | Likes Like |Link to Comment
  • Which Oil Company Is The Cheapest? [View article]
    The point is they no longer can hedge the entire supply chain of oil which gives them higher exposure/risk to the pricing of crude as an independent
    Jul 10 11:16 PM | Likes Like |Link to Comment
  • Which Oil Company Is The Cheapest? [View article]
    The refiners' profit is more tied up in the crack spread than the price of crude (although it does have an effect). An advantage over the fully integrated companies (XOM, CVX, etc) they can hedge the entire supply chain from E&P to distribution. Here's a great presentation on refining and the pricing mechanisms along with some historical evidence.
    http://tinyurl.com/k75...
    Jul 10 09:24 AM | Likes Like |Link to Comment
COMMENTS STATS
25 Comments
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