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P. Dennis

P. Dennis
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  • 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 | 2 Likes Like |Link to Comment
  • 3 Reasons To Hate REITs And Why I Love Them Anyway [View article]

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

    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
  • Update: Earnings: Linn Energy Is On Track To Move Higher [View article]
    To: jerrywengler,

    Very very well said!

    Aug 8, 2014. 07:00 PM | 1 Like Like |Link to Comment
  • Reuters: Freeport McMoRan considering sale of California oil assets [View news story]
    Who might the potential buyers specifically be, and is there an investment opportunity associated with this......or are California's overarching eco-regulations enough to eliminate any potential upside?
    Aug 7, 2014. 01:36 PM | Likes Like |Link to Comment
  • Energy Demand And GDP [View article]
    Excellent article which gives a clear explanation of what has been called "The Growing Gap". After 2021, when USA's production begins to decline again, the impact of the shortfall in crude oil will become more manifest in world affairs.
    Jul 23, 2014. 08:21 AM | Likes Like |Link to Comment
  • What's The Future Of Housing? [View article]
    Very interesting analysis, and thank you for writing it. I hope you are correct that in the long run (over 10 years) residential single family real estate ownership will continue to be an integral part of American life. However, I do wonder whether the need to be geographically mobile to work in the "new globally integrated economy" will outweigh all other factors and work to significantly undermine demand for single family home purchases which are, by definition, long term commitments to a local area.
    Jul 18, 2014. 01:00 PM | Likes Like |Link to Comment
  • Permian Basin beats anew as heart of Texas oil production [View news story]
    You forgot to mention LGCY.
    Jul 9, 2014. 07:44 PM | Likes Like |Link to Comment
  • Report: Oil going through distillation tower not impacted by crude export ban [View news story]
    No, it's a move toward free markets embraced by all conservatives!
    Jun 27, 2014. 05:11 PM | 3 Likes Like |Link to Comment