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P. Dennis

P. Dennis
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  • Legacy Reserves Rolls The Dice, Betting On Higher Energy Prices Sooner Rather Than Later [View article]
    Tim,

    Thank you for this very helpful article regarding a fine company!
    Mar 7, 2015. 10:51 AM | Likes Like |Link to Comment
  • Audit The Fed [View article]
    Senator Paul should be fitted for a Tin Foil Hat. He is appealing to conspiracy theorists, life's losers, and the under educated and ill informed with this kind of "Boogeyman" nonsense. The independence of the FED is one of the cornerstones of a strong capitalist economy and he wants to politicize it for no valid reason I can discern. It's a very sad commentary upon the low information voters in Kentucky that have been bamboozled into voting this man into a position of power.
    Feb 23, 2015. 10:48 AM | Likes Like |Link to Comment
  • Data breach reported at Anthem [View news story]
    How is it possible for a CEO to retain his position after unnecessarily inflicting damage on millions of the company's customers? I reject the company's claim that the hackers are so sophisticated it's virtually impossible to stop them. If that were true the nation's major banks would have shut down their websites long ago.

    No, what we have here is a case of failure to devote sufficient resources to protecting the personal information of customers, and in light of all the past disasters (Target & Home Depot for example), the idea that a company clearly at fault wouldn't offer to make customers fully whole if they become targets of these thieves, warrants dismissal in my eyes.
    Feb 6, 2015. 11:28 AM | 2 Likes Like |Link to Comment
  • Linn Energy says SEC closes inquiry into Berry Petroleum deal [View news story]
    Is it possible to estimate the financial damage to LINN, given they had to give more units to acquire Berry?
    Feb 5, 2015. 07:29 PM | 9 Likes Like |Link to Comment
  • Linn Energy: Is The Market Pricing In Another Distribution Cut? [View article]
    Yes, this is tragic for LINE unitholders, in my opinion and I cannot believe that our government would retaliate against a North Korean cyberattack on SONY, yet simultaneously allow Saudi Arabia to literally obliterate the very oil and gas segment that has been virtually the sole source of growth since The Great Recession in our nation. Not even any discussion of a tariff on Saudi's "dumping) of crude oil at 1/2 price on the market.
    Jan 15, 2015. 04:34 PM | 4 Likes Like |Link to Comment
  • Can Legacy Reserves Avoid The Upstream MLP Distribution Cut Trend? [View article]
    Tim,
    Thanks for writing such an informative article! I'm sure you are aware that LGCY has a management team that "eats its' own cooking" so to speak, holding approximately 18% of the outstanding MLP units. With a considerable portion of their own personal wealth tied to LGCY, they are seemingly well aligned with unitholders. If anyone can "cross the great divide" LGCY probably can, but this collapse of crude oil prices is largely an engineered geopolitical act designed to stop Russian aggression and expansion, and might continue longer than many believe.
    Jan 15, 2015. 04:26 PM | 1 Like Like |Link to Comment
  • What Really Worries Me [View article]
    Hmmm, what really worries me is not that our two largest mom and pop holdings (LINN & LGCY) are collapsing but that some well intentioned people are exhibiting what Maggie Thatcher referred to as "wobbly" behavior in the face of a Russian dictator. This 80% disabled veteran can assure you that failing to stand up to Mr. Putin now will bring tears and grief to freedom loving people everywhere later. If LINN & LGCY were to go bankrupt, but Mr. Putin be defeated, I would have zero regrets.
    Jan 13, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources: Review Of Sensitivity Analysis And Surprises In The Financials [View article]
    Outstanding analysis that I never could do myself! Thank You.
    Jan 6, 2015. 07:25 PM | 4 Likes Like |Link to Comment
  • Linn Energy: A Half-Step In The Right Direction [View article]
    I agree completely, and hope this author mails a letter to LINN's Senior Management, along with a cover letter sincerely expressing his desire to help them recover from the indebtedness which has "caught them short" so to speak!
    Jan 5, 2015. 03:24 PM | 5 Likes Like |Link to Comment
  • Linn Energy Shows Wisdom With Updated 2015 Guidance [View article]
    Alpha Wolf,

    Exceptionally insightful article with quantitative analysis embedded to support conclusions. Thank you so much for writing it.

    Is there any chance you might do a similar article on LGCY (Legacy Reserves) which has little debt, so we could see the impact comparisons?

    LONG LINE & LGCY,

    Phil
    Jan 2, 2015. 05:39 PM | 3 Likes Like |Link to Comment
  • Botching The Keynesian Autopsy [View article]
    Cullen, do you really expect objectivity from The WSJ, and if so, why?
    Dec 22, 2014. 09:32 AM | 3 Likes Like |Link to Comment
  • Linn Energy: Something's Got To Give [View article]
    With $10B in debt remaining after the closings just announced, how much debt could be retired if the distribution was suspended for two years and the cash saved all directed toward debt reduction? Thank You.
    Dec 18, 2014. 09:15 AM | 3 Likes Like |Link to Comment
  • Linn Energy: Sensitivity Analysis For Oil And Natural Gas Prices [View article]
    Regarding LINE, this is the most insightful, timely, and valuable article regarding their prospects in an uncertain world that I have ever seen. Thank you for your work and writing it! Very Long LINE!!
    Dec 17, 2014. 11:52 AM | 5 Likes Like |Link to Comment
  • 3 Reasons To Hate REITs And Why I Love Them Anyway [View article]
    Author,

    Please comment on State Income Tax liabilities for REIT holders. Thank you in advance for your response and this very interesting article!

    Phil
    Nov 19, 2014. 11:33 AM | Likes Like |Link to Comment
  • CVR Refining Stock Price Down With Opportunity For Appreciation, Growth And Distribution [View article]
    Very informative!
    Oct 1, 2014. 11:17 AM | Likes Like |Link to Comment
COMMENTS STATS
387 Comments
579 Likes