Seeking Alpha

P. Dennis

P. Dennis
Send Message
View as an RSS Feed
View P. Dennis' Comments BY TICKER:
Latest  |  Highest rated
  • I Sure Am Glad There's No Inflation [View article]
    I'm certainly glad there is no inflation although my semi-annual automobile insurance bill rose 11.5% from the same period last year, and I've been accident and violation free for decades. Not to mention home security system +6%, Medicare Supplement ~ +10%.
    Aug 5, 2015. 02:34 PM | 3 Likes Like |Link to Comment
  • Linn Energy - When Will The Slaughter End? [View article]
    "Everyone likes to give LINN Energy a good kick right now". Hmmm, I have a 76 year old woman friend who worked for 48 years in Finance, and had 1/4 of her retirement funds in LINN. She believed LINN's management would continue its' program of very long term hedges, and thereby insulate the company from oil and gas' cyclicality. She sold at $4+ and her life's plan has been altered because of management's failure to prepare for a Black Swan. Where should she line up and stand? How do I explain to her why Executive Bonuses and salaries appear to be intact?
    Aug 4, 2015. 09:31 AM | 17 Likes Like |Link to Comment
  • Was Linn Energy's Drop Warranted? [View article]
    Regardless, we're out for a variety of reasons.
    Aug 2, 2015. 12:14 PM | 1 Like Like |Link to Comment
  • Linn Energy Is At A Crossroads [View article]
    Outstanding article and I agree distributions should be halted and debt retired as quickly as possible.
    Jul 28, 2015. 07:20 PM | 10 Likes Like |Link to Comment
  • Consumer Price Inflation Still Running Almost 2% [View article]
    I have tracked daily, weekly, monthly, quarterly, and annual expenditures for about the last five (5) years and am intimately aware of the fact that in my neighborhood in Reno, Nevada the actual increase in the cost of living is exactly double the rate that the CPI states. If one includes retiree health care insurance and Medicare the rate is far more than double the government supplied statistic.
    Jun 20, 2015. 10:52 AM | 3 Likes Like |Link to Comment
  • Linn Energy: Should One Bet The Farm On Commodity Prices? [View article]
    Excellent advice. Hope they heed it in LINN's Boardroom.
    May 2, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • Why It's Good To Be Young In Japan [View article]
    The Japanese have a vibrant and effective "Social Compact". To some right wing Americans this appears to be "socialism", but in fact results in a homogeneous nation which keeps its' promises to the old and less fortunate. The USA could learn a lot from the Japanese form of concerned, compassionate national architecture.
    Apr 30, 2015. 09:39 AM | 1 Like Like |Link to Comment
  • Oil perky as Iran reportedly seizes U.S. ship [View news story]
    I don't believe it.
    Apr 28, 2015. 11:07 AM | Likes Like |Link to Comment
  • Legacy Reserves Cuts Distribution, New 12% Yield Looks Secure With Upside Potential [View article]
    Glad shares were held!
    Apr 21, 2015. 10:54 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
396 Comments
616 Likes