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bobfad

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  • Barron's: Wrong On MLPs Like Kinder Morgan Energy [View article]
    Was Barrons not recommending KMI in the same or a different article at or around the same time? I seem to remember it may have had something to do with the income tax differences for partnership income versus corporate paid dividends and capital gain taxation on sale of common shares. Partnership taxation, especially limited partnership interests, is far more complicated than common share dividends.

    Bob W
    Jan 12 11:40 PM | Likes Like |Link to Comment
  • Exxon: Chanos Vs. Buffett [View article]
    Authors view is very short sighted as is Mr. Chanos, and this is not said to be critical of Mr. Chanos but such is the nature of his business model, a short seller. Consider 10 to 20 years down the road.

    Bob W
    Nov 19 08:16 PM | 1 Like Like |Link to Comment
  • Major oil producers launch a joint program to beef up their Arctic oil spill response plan in a bid to convince the Arctic Council they are ready for large-scale development in the region. There are plenty of doubters, of course, and incidents such as BP 2010 Gulf of Mexico spill and Shell's recent problems north of Alaska with two drill ships don't help. [View news story]
    Yes, what about the squates, yeti, indomitable snowmen and ladies.
    May 19 07:45 PM | Likes Like |Link to Comment
  • A buyer's market in oil and gas assets means companies relying on asset sales to strengthen their balance sheets may have to sell more than they intended or take on expensive financing, Jefferies' analysts say. Among those most exposed to the weakness due to funding shortfalls or levered balance sheets: CHK, FST, NFX, SFY, XCO[View news story]
    Wilbur Ross and I are in Xco ( although he has a few more shares than I do ). Gas is here to stay due to price, availability, and emissions, coal is going the way of firewood... It's dead!

    Bob W
    Apr 8 02:25 AM | Likes Like |Link to Comment
  • A buyer's market in oil and gas assets means companies relying on asset sales to strengthen their balance sheets may have to sell more than they intended or take on expensive financing, Jefferies' analysts say. Among those most exposed to the weakness due to funding shortfalls or levered balance sheets: CHK, FST, NFX, SFY, XCO[View news story]
    Wilbur Ross is in Xco with me ( although he holds a few more shares than I ) and over the long run, NG is the way to go. Due to price and availability and emissions coal is going the way of firewood!

    Bob w
    Apr 8 02:25 AM | Likes Like |Link to Comment
  • Einhorn And Buffett Are Right: General Motors Is A Great Buy [View article]
    The problem I see is gm is still building cars no one wants. Other than that, it is probably a great company.

    Bob w
    Dec 23 04:33 AM | 1 Like Like |Link to Comment
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