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  • Confusion From The Fed Has Driven These mREITs Into Bargain Territory  [View article]
    Since nobody knows, I think Ben was gently slipping a toe into the boiling caldren to see what happens. Unfortunately some burning took place.
    Jun 24, 2013. 11:35 AM | 1 Like Like |Link to Comment
  • In hundreds of cases across the U.S., drillers have agreed to cash settlements with people who say fracking ruined their water, according to a Bloomberg analysis of legal and regulatory filings. The strategy keeps data from regulators, policymakers, the media and health researchers, and makes it difficult to challenge the industry’s claim that fracking has never tainted anyone’s water.  [View news story]
    With all due respect, are you sure your illnesses weren't caused by the construction of the new Cowboys Stadium? Air quality was probably terrible there when it was being constructed. Have your doctors suggested you move?
    Jun 6, 2013. 05:43 PM | 3 Likes Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels  [View article]
    I have my doubts about using nat gas as a fuel for long distance trucking. With my diesel tractor trailer I can get 2400 miles from a fill up. That translates into approx. 5 days of DOT legal driving without a fuel stop. The best a CNG truck can do is a couple of hundred miles. Yes LNG would do better but the cryogenic tanks necessary and their size are some very serious limitations. If I have to pay a driver to stop for fuel every few hundred miles what do you suppose that will do to the cost of shipping goods? CNG works fine for city delivery trucks and the like as they usually come back to a warehouse at the end of the day and can be refueled there. You can't overlook the energy density of liquid fuels. Range is a problem with nat gas just as it is with electric vehicles and until that problem is overcome there probably won't be widespread use in long distance trucking.
    Feb 18, 2013. 10:58 AM | 2 Likes Like |Link to Comment
  • The DOJ asks a federal appeals court to rehear a case over a FDA requirement that would force tobacco companies to place large graphic health warnings on cigarette packages. Previously, a three-judge panel in Washington backed the ruling of a lower court by finding the mandate infringed on First Amendment free speech protection. The bigger issue: At last count, 46M Americans still smoked despite stepped-up efforts by health organizations to cut into the number and reduced marketing spending by tobacco companies. Has the anti-smoking crusade now cut to the bone?  [View news story]
    DOJ doesn't have anything better to do? I'll bet there will be a tax attached!
    Oct 9, 2012. 04:05 PM | 3 Likes Like |Link to Comment
  • Should Anyone Buy MLPs Yielding 19%?  [View article]
    Whatever happened to Due Diligence? Use it before you buy, use it before you sell, use it in between. I'm over 50% in MLPs and have been for quite awhile. And within the MLP universe you can be fairly diverse. I own a couple of REITs and I'm currently investigating BDCs. The riskier you get, the closer you have to watch things. Even though I rarely sell anything, I'm not married to anything I own. If things aren't going to my liking, it's gone. Then again my approach has never been to "set it and forget it". I think the greater risk to MLPs is Obamanomics.
    Sep 20, 2012. 03:37 PM | 4 Likes Like |Link to Comment
  • Clean Energy Fuels Is A Must-Buy Stock To Play The Changing U.S. Energy Landscape - Part 1  [View article]
    What about federal, state and local taxes applied?
    As a long distance trucker can you get me 1800 mi. per fill up like I get now (300 gal diesel). I'm only allowed 10 hrs on driving time as per hours of service rules from DOT. How long does a fill up of LNG take? CNG would fill faster but require many more fills for long distance. I think NG would be a fine surface fuel but not for long distance trucking. Time is money, weight capacity is money.
    Long CLNE
    Sep 11, 2012. 12:31 PM | Likes Like |Link to Comment
  • How Clean Energy Fuels Could Become A $200 Stock  [View article]
    There is an interesting company I've been looking at called Golar (GMLP) that liquifies, transports and regassifies Natural Gas right on their ships.
    Apr 14, 2012. 11:52 AM | 1 Like Like |Link to Comment
  • How Clean Energy Fuels Could Become A $200 Stock  [View article]
    Since LNG has 60% of the energy of diesel per volume, at todays price of diesel, LNG would have to cost the trucker about 2.50 per gal just to break even. He would have to make 1 extra fuel stop per work week (maybe 2). Time is money. Can LNG be delivered to the trucker for under 2.50gal? I have my doubts. Most good sized truck stops have about 7000gal of diesel in storage. So for LNG they would have to keep 10000gal for the equivalent in diesel. Can you imagine just the refrigeration costs alone for storing that amount of LNG? Then try to imagine the regulations the Gov't would put on such a facility and the costs to comply with them. I wonder if there is a payback time. As you might have guessed, I'm a little sceptical. Incidentally, I have no qualms about using Nat Gas as a fuel for short haul trucking, or busing, or garbage trucks, ect. and using CNG where the refill can be done at the trucking terminal.
    Apr 14, 2012. 11:45 AM | Likes Like |Link to Comment
  • How Clean Energy Fuels Could Become A $200 Stock  [View article]
    Hours Of Service rules only allows 11 hours on duty driving time.This includes fuel stops, eating, relieving oneself, etc. With that in mind one could conceivably drive a 300 gallon diesel tractor-trailer or nearly 4 days without refueling. With present CNG trucks one would have to make 10-12 fuel stops. At at least 1 hour each thats 12 hours of wasted time. Since long haul truckers are usually paid by the mile, this would reach very deeply into their pockets. We already have a shortage of truckers. I agree if Nat Gas is to be for long haul truck fuel then LNG is the way to go, however the conversion costs just for the tanks is rather extreme. The tanks have to keep LNG at -160 degrees I believe. An accident with LNG tanks exploding would be very spectacular.
    Apr 13, 2012. 03:36 PM | 3 Likes Like |Link to Comment
  • How Clean Energy Fuels Could Become A $200 Stock  [View article]
    After having driven both CNG and Diesel trucks in the same fleet, I don't really think CNG will be usable in longhaul situations. The diesels get almost 2000mi. per tankful (300 gal.) but the CNG trucks with a similar sized tank will will only get 200mi. There is a lot of wasted productivity in filling fuel tanks all the time. There are filling "stations" at the terminal but then again these trucks only need to go 100 to 200 miles per day. Wasted productivity means less $ profit and that means higher costs for the delivered goods. LNG might be down the road but the costs will be very high. The tanks alone need to be giant stainless steel thermos bottles and they would need to be half again as big as diesel tanks in volume in order to get the same miles per fill. LNG spills can be catastrophic, diesel not so much.
    For a read on LNG use in trucks:
    Apr 12, 2012. 11:55 AM | 4 Likes Like |Link to Comment
  • Why Altria Could Plummet This Year  [View article]
    Just as the Gov't is addicted to the 9 billion it collects on cigarette sales (don't know about other tobacco products), I am addicted to owning Altria. I really doubt they are going anywhere.
    Apr 11, 2012. 11:15 AM | 3 Likes Like |Link to Comment
  • Alliance Resource Partners Just Got A Body Blow From The EPA  [View article]
    I wonder if any of these companies are involved in metallurgical coal, since it is used in steelmaking. Of course I doubt the market would be nearly as big as for the utilities, and I imagine that the Chinese will be making most of the steel in the future.
    Mar 29, 2012. 09:11 AM | Likes Like |Link to Comment
  • The Next Bakken Home Run  [View article]
    How about GSFVF?
    Jan 18, 2012. 04:45 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy Chief Operating Officer Questions The EPA's Fracking Findings  [View article]
    Gumby-You must live in So Cal. Your scenario would be tough here in NE Ohio since we only have 60 days of full sun per year. And I'm definitely not moving to California.
    Dec 15, 2011. 05:26 PM | 2 Likes Like |Link to Comment
  • How To Get $1,000 Dividend Checks From Altria  [View article]
    Lets face it. The US is a nation of risk takers. If we weren't, there wouldn't even be a stock market. We all have to decide what our own personal level of risk is in everything we do. There were 35000 traffic fatalities in 2009. Are you going to quit driving? There were 75000 alcohol related deaths in 2005? Will this make you quit drinking? What makes this a great country is that we can take some risk, have some fun, invest in what we want to, and yes-smoke cigarettes. I ride my motorcycle without a helmet. Dumb maybe, but fun for me and I consider the level of risk acceptable for what I get out of it.
    Point is there is risk in everything we do and no matter how much whining, criticizing, regulating that we do there are always going to be those who engage in risky behavior either legally or not. We tried prohibition and we know how well that worked out.
    Oh,and I'm long tobacco stocks. Been very good to me.
    Oct 27, 2011. 08:37 AM | 3 Likes Like |Link to Comment