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rheimerl

rheimerl
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  • CVRR Is Back On Track With Production Output [View article]
    Carl has bought even more Cvrr since the ipo and owns a huge stake of it in iep
    Nov 14 10:32 AM | 1 Like Like |Link to Comment
  • Western Refining Set To Take Control Of Northern Tier Energy? [View article]
    Add me to it that nit in earnings call said that "spreads" had improved greatly as of late!
    Nov 12 06:52 PM | 2 Likes Like |Link to Comment
  • Expecting A Big Q3 Dividend Reduction From Alon USA Partners [View article]
    id rather have the turn around done now while the crack spread is where its at.... at current levels aldw has a ton of upside.... its a matter of when though?
    Nov 7 01:08 PM | Likes Like |Link to Comment
  • Expecting A Big Q3 Dividend Reduction From Alon USA Partners [View article]
    hold on to your hats.... while I thought they would be paying a small distribution this Q I was wrong.... that said if you hold aldw this is the exact wrong time to be selling....... unless you believe the current crack spread will be at this level forever....
    Nov 7 09:04 AM | Likes Like |Link to Comment
  • PIMCO High Income Fund Offers 12% Yield, Lots Of Risk [View article]
    they hold convertables...and do not sell for even close to the premium to net asset value as phk does.... 4-5% premium... a much better buy than phk
    Nov 5 11:43 AM | 1 Like Like |Link to Comment
  • PIMCO High Income Fund Offers 12% Yield, Lots Of Risk [View article]
    own many pimco cef's but phk is not one of them....way too expensive! imagine if price falls to a 5+% discount to nav!
    Nov 5 09:10 AM | Likes Like |Link to Comment
  • CVR Partners: The Recent Secondary May Be A Buying Opportunity [View article]
    doubled my position at $17.28
    Oct 29 09:32 AM | Likes Like |Link to Comment
  • Why Rentech Nitrogen's Q3 Distribution Fell 68% [View article]
    Chris, UAN appears to be in much better financial shape than RNF.
    Oct 28 09:28 AM | Likes Like |Link to Comment
  • Why Rentech Nitrogen's Q3 Distribution Fell 68% [View article]
    yes Icahn's UAN mlp
    Oct 25 09:18 AM | Likes Like |Link to Comment
  • Why Rentech Nitrogen's Q3 Distribution Fell 68% [View article]
    chris...what's your take on UAN and ammonium nitrate?...of course UAN did not purchase a old plant that appears to be a "white elephant" for RNF
    Oct 25 09:10 AM | Likes Like |Link to Comment
  • Apple Should Send Delusional Carl Icahn Packing [View article]
    a lot of people do!...look at a chart of IEP !!!
    Oct 25 07:17 AM | Likes Like |Link to Comment
  • Apple Should Send Delusional Carl Icahn Packing [View article]
    I have no problem with Mr. Icahn pushing the AAPL board... AND im sure Mr. Cook is not spending much of his day on the Icahn proposals. AAPL is way under valued and many companies CEO's and BOD's these days could care less where the stock price is due to paychecks that are enough to buy a house every two weeks!
    Oct 24 12:47 PM | 1 Like Like |Link to Comment
  • Keystone opponents pledge sit-ins if pipeline approved [View news story]
    what does a "sit in" participant get paid?
    Oct 23 06:47 PM | 2 Likes Like |Link to Comment
  • Expecting A Big Q3 Dividend Reduction From Alon USA Partners [View article]
    that's the million dollar question because it all depends on a bunch of diff factors such as 1. crack spread 2. RIN expense 3. shutdowns a fire? etc etc.... so the distributions can vary by great amounts and all ready have.... I will be the first to admit that this is not for the faint of heart... but I slept well at nite even during 2009!
    Oct 23 04:10 PM | Likes Like |Link to Comment
  • Expecting A Big Q3 Dividend Reduction From Alon USA Partners [View article]
    if the distribution is .15 cents this quarter it could drop back to the 10-12 range depending on crack spread because people myself included are looking ahead not back....my guess is .30 cents for this Q
    Oct 23 03:00 PM | 1 Like Like |Link to Comment
COMMENTS STATS
303 Comments
379 Likes