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P. Dennis

P. Dennis
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  • 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
  • Linn Energy: Why The Asset Swap With ExxonMobil Makes A Lot Of Sense [View article]
    I agree with hhmcdon. Both management teams are capable and have different long term interests. A wise man once told me "A deal is never a good deal unless all parties to it benefit" and it seems that's exactly what we have here.
    Sep 19, 2014. 10:18 AM | 4 Likes Like |Link to Comment
  • Why Kara Sea Exploration Is Worth Dodging Russian Sanctions For Exxon Mobil [View article]
    Well, here is one 30% disabled veteran of The Vietnam War who finds XOM's actions enriching the Putin dictatorship unpatriotic, despicable, and worthy of a full scale criminal investigation by the Justice Department. While sanctions by democratic nations are in place: XOM's self enriching world view which allows them to immeasurably strengthen a nation bent upon the conquest of free people in many nearby nations defies belief; and certainly, in my opinion, should forfeit their access to the many benefits of utilizing the USA's capital markets and other business enhancing features of our nation generally.
    Aug 12, 2014. 06:05 PM | 4 Likes Like |Link to Comment
  • The USPS burns through another $2B [View news story]
    The USA has the finest, and most efficient Postal Service on the face of the earth, by a long measure. The best solution is to do what Germany and other countries do, which is to raise first class stamp rates sufficiently to offset the current losses.
    Aug 11, 2014. 05:07 PM | 3 Likes Like |Link to Comment
  • Oil And Gas Producers Win Major Political Victory In Colorado [View article]
    Seems to me those Democratic politicians were very savvy in this case, by discerning that political Independents such as myself would be far less likely to vote for any candidate who restricted fracking unnecessarily. I feel exactly that way, and see the Democratic Party's alliance with green fanatics as a foolish strategy, if they really want to win elections.
    Aug 9, 2014. 12:08 PM | 1 Like Like |Link to Comment
COMMENTS STATS
383 Comments
568 Likes