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wgrogers

wgrogers
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  • Wells Fargo likes Linn Energy's financial position but stays Neutral for now [View news story]
    The 1970s, I suspect.
    Feb 26, 2015. 09:32 AM | Likes Like |Link to Comment
  • Kinder Morgan: Best Dividend Growth Buy For The Next 5 Years? [View article]
    "in kmi" ... or in KMR.
    Dec 28, 2014. 11:01 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan: Best Dividend Growth Buy For The Next 5 Years? [View article]
    "I had to sell all my KMI just to pay the upcoming tax bills on my KMP."

    All? I highly doubt it.

    Had to? ... or chose to?
    Dec 28, 2014. 10:58 AM | 13 Likes Like |Link to Comment
  • Linn Energy: Fears Of A Distribution Cut Are Way Overblown [View article]
    AA,

    "However, there are still lingering [distribution] doubts about Linn Energy, especially as the yield inches toward 13%."

    Why "especially ..."? The yield is a direct consequence of the lower pps, which could be, in part, a result of "lingering doubts"
    Nov 25, 2014. 12:37 PM | 5 Likes Like |Link to Comment
  • 13.4% Distribution Breitburn Energy Closed QR Energy Deal But It Has A Growing Problem - Oil [View article]
    David -

    But, isn't that a totally irrelevant number? How does it matter to anyone? I doubt that any QRE unitholder sold his units for that price on the day the deal was announced or on any day since.

    Isn't the effective QRE pps equal to 0.9856 times the BBEP pps? If the deal were to complete today, wouldn't each QRE unit be worth approximately $15.24 (= 0.9856 x the current BBEP pps of $15.46)?

    How does $22.48 figure into the "buyout price"?
    Nov 21, 2014. 02:24 PM | 2 Likes Like |Link to Comment
  • 13.4% Distribution Breitburn Energy Closed QR Energy Deal But It Has A Growing Problem - Oil [View article]
    David -

    "This works out to a buyout price of $22.48 per unit."

    Would you please explain this statement?
    Nov 21, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • Update: American Realty Capital Properties - Filing Issues Not Going To Help The Stock [View article]
    Author,

    I would like to see you respond to some of the previous posts and to state (1) why you published this article and (2) what new information -- that hasn't been previously published by you or others -- is contained in this article. I am at loss to understand why you wrote this, as IMO this article adds zero to the understanding and discussion of ARCP. I look forward to your reply.
    Nov 20, 2014. 02:40 PM | 13 Likes Like |Link to Comment
  • American Realty Capital: The Nick Schorsch REIT Empire Is Crumbling [View article]
    "Nick Schorsch needs to pick a side ..."

    Pick RCAP, Nick -- please, Please, PLEASE
    Nov 12, 2014. 01:34 PM | 6 Likes Like |Link to Comment
  • Report: Trans Mountain expansion less beneficial than Kinder Morgan says [View news story]
    To Carl Surran, SA News Editor --

    At the very least, you should have a included a fourth bullet noting The Goodman Group's anti-pipeline bias. Your omission implies that their study has some merit.
    Nov 10, 2014. 06:48 PM | 17 Likes Like |Link to Comment
  • Update: American Realty Capital Properties: The Turmoil Is Only Getting Worse [View article]
    Thanks, gawilley. I, too, listened to the conference call and heard Kay's assurances, which sounded genuine to me. Yet, there have been many on SA warning that a dividend cut is inevitable -- but without providing rationale or data. My thought is that if (a) a dividend cut is unlikely and (b) one is willing to stay invested in ARCP for a while, today's prices are likely a screaming deal.
    Nov 4, 2014. 02:54 PM | Likes Like |Link to Comment
  • Update: American Realty Capital Properties: The Turmoil Is Only Getting Worse [View article]
    In all of the comments on all of the ARCP threads in the past week, I haven't seen anyone make a cogent argument as to whether or not the current $1.00 dividend can be/will be maintained or will likely be cut. My understanding is that the actual dollar problems revealed by the company (so far, as the re-examination of 2013 is on-going) are minor and are non-recurring. Plus, with the cancellation of the Cole deal, which sounds to me like a good deal for ARCP, will likely add back to FFO/FAD that couple of cents the deal would have cost.
    Nov 4, 2014. 02:22 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Energy Partners: These 2 Projects Will Be Important For The Partnership [View article]
    Uncle,

    Mid-way down in Pen's second linked article above is a link to yet another Reel Ken article

    http://seekingalpha.co...

    (obviously I don't know how to copy-and-paste links)

    in which RK concluded that "[there] ... is no recapture tax on account of death, but that it would still be imposed, subsequently, to heirs when, and if, the MLP is actually sold. So recapture is not avoided with a step-up in basis, just postponed."

    Had you read this RK article as well?
    Sep 20, 2014. 10:57 AM | Likes Like |Link to Comment
  • Linn Energy Overpaid For Exxon's California Production [View article]
    Josh,

    txbadonetoo asked you a question in the fourth comment in this thread. Would you please answer him? Thanks.
    Sep 19, 2014. 07:14 PM | Likes Like |Link to Comment
  • Linn Energy Overpaid For Exxon's California Production [View article]
    I'm going with Credit Suisse on this one. Just a little more credibility ....
    Sep 19, 2014. 06:46 PM | 15 Likes Like |Link to Comment
  • Linn Energy: Why The Asset Swap With ExxonMobil Makes A Lot Of Sense [View article]
    rlp or anyone,

    What is the source of statement that LINE received 500 acres? I can't find a statement about the California acreage anywhere.
    Sep 19, 2014. 01:04 PM | Likes Like |Link to Comment
COMMENTS STATS
97 Comments
304 Likes