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raykrv6a

raykrv6a
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  • Avoiding The Endowment Effect: Should Mike Sell? [View article]
    Make it simple since KMI continues to do what they say they will do.

    http://bit.ly/1DZy1lT
    Aug 1, 2015. 03:12 PM | Likes Like |Link to Comment
  • Kinder Morgan, Inc.: You Know It's Time To Double Down When The Bigwigs Are Getting Greedy For This 5%+ Yielder [View article]
    US oil rig count went up 5 last week and gas rig count went down 7(-7).

    Canada oil rig count went up 14 last week and gas rig count went up 1 (+1).

    Oil rig counts have been slowly going up for 3-4 weeks now. Either they expect better pricing or well depletion is lowering cash flow.

    While not having worked on contracts within the oil / pipeline industry, I would think they would be fairly large with a lot of detail so that KMI at least covers their expenses. I suspect KMI would not be real open to changing the contract. There is usually hefty non-performance penalties for both sides in these types of contracts that are used as leverage. These aren't 3-4 page contracts, but 5-10 times that.
    Jul 31, 2015. 02:44 PM | Likes Like |Link to Comment
  • Chevron to cut 1,500 jobs, mostly at two corporate centers [View news story]
    TGT has had several large layoffs and now new CEO and management. Price moved up. ECL is another company that has trimmed out positions. I don't like how the US let's in cheap IT labor for example. You saw in the news the cheating in testing in India. Buy the answers or a stand-in to take your tests.
    Jul 31, 2015. 10:26 AM | Likes Like |Link to Comment
  • How Soon Till The Bubble Pops For These Stocks? [View instapost]
    Bought more UNP on Monday. Long term hold and the price was right.
    Jul 30, 2015. 11:35 AM | Likes Like |Link to Comment
  • KMI: More Dividend Perspective After Earnings [View article]
    I think KMI is smarter then anyone on SA and has multiple options to make the dividend. Plus, they know on a weekly basis where they stand with the numbers. There's a reason they have hedges in place.

    Business isn't rocket science, but smart management.
    Jul 29, 2015. 06:01 PM | 6 Likes Like |Link to Comment
  • KMI: More Dividend Perspective After Earnings [View article]
    Your kidding right?
    Jul 29, 2015. 05:57 PM | 7 Likes Like |Link to Comment
  • Differing Outlooks On The Market [View article]
    Yes, Target has been shareholder friendly. The main issue I had in the past was the extreme compensation packages. IMHO having owned TGT since 84.
    Jul 29, 2015. 01:13 PM | 2 Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    I've eaten a Milk Bone or two just to get his goat. The gravy would definitely help.
    Jul 29, 2015. 01:09 PM | Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    Hey, I said maybe. I need dividends and capital appreciation to support my Rhodesian's food and vet bills..... LOL
    Jul 29, 2015. 12:38 PM | Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    Gabby, well said.

    I think the emphasis on ratings and analysts tends to get overblown. If someone buys KMI, I hope they went to the KMI home page and then the investors tab.

    Homepage: http://tinyurl.com/ptb...

    'In most of our businesses we operate like a giant toll road and receive a fee for our services, generally avoiding commodity price risk. For example, our projected 2015 cash flows are approximately 85 percent fee-based and 94 percent fee-based or hedged. Our customers include major oil companies, energy producers and shippers, local distribution companies and businesses across many industries.'

    Investors tab: http://tinyurl.com/o36...

    The real deal: http://tinyurl.com/pjg...

    There are a lot of good companies in this sector. KMI being one of them.

    The dark side would have people believe investing in a dog food company is a better deal. Maybe, maybe not.
    Jul 29, 2015. 02:14 AM | 1 Like Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    PenD, I agree.
    Jul 28, 2015. 06:47 PM | Likes Like |Link to Comment
  • A Market Only Dickens Could Understand [View article]
    Sorry Mark. LOL

    Thanks for the 2.02% portfolio move up today. Watch, it will all disappear tomorrow.
    Jul 28, 2015. 06:43 PM | Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    Well said NC.
    Jul 28, 2015. 04:34 PM | Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    pds, saying KMI doesn't pay it's debt? I'm surprised KMI is still in business. LOL
    Jul 28, 2015. 04:32 PM | Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    Ted, KMI had one contract terminated with a buyout last quarter. I might just talk to KMI investor relations to find out how the typical contract is structured. KMI builds based on demand with customers lined up so they have there costs covered. RK isn't stupid. LOL
    Jul 28, 2015. 03:42 PM | 2 Likes Like |Link to Comment
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