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gorgo

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  • This Week's Sizemore Insights: Should You Fear The MLP Correction? [View article]
    Love the pipers. Long kmp epd. etp .. Back in recently wpz. mwe bpl.. Just sold ngls and bought apl as you now have a 6% upside when the buy out is done. Perhaps ete and wmb will buy out their mlps per kmi. any thoughts ? If this happens wpz and etp will get the big pop. I am long now bpl. mwe and ngls thru apl. for future buy out candidates, any thoughts? Do not miss out on buying apl at a 6% discount to get into a great growing piper in ngls. Happy hunting.
    Oct 18 06:56 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc. Investment Thesis [View article]
    A better arbitrage is buying apl. and selling ngls. you have an aprox. 6% upside as of todays closing prices. When deal is closed you will have a fine mlp in ngls going forward. I am thinking perhaps ete and wmb buy out etp and wpz. per kmi. Any thoughts from my fellow mlp alphas? Ngls, mwe. bpl. should all be good buy out candidates for the big guys aye? Staying long and strong the pipers. Long kmp. etp. epd. wpz. apl. mwe. bpl. What a wild ride the last week aye?
    Oct 16 10:18 PM | 1 Like Like |Link to Comment
  • After Large Oil And Gas Industry Pullback, The Time Is Now For Chevron [View article]
    buy half now and half if it goes down another 2-3%, you will not get hurt as a investor.
    Oct 10 09:58 PM | 4 Likes Like |Link to Comment
  • Energy Transfer Partners Accelerate Distribution Growth To Produce 25% Total Return [View article]
    long etp. kmp. ete. epd. love the space for dist. and growth, also long less so and new additions wpz. ngls. mwe. and bpl. Let us not forget upside from future m&a in this space.
    Sep 21 06:39 PM | Likes Like |Link to Comment
  • How To Maximize Your Kinder Morgan Gains And Increase Your Income [View article]
    Hello Jane, hold your kmp as I am doing. At close of deal you will get aprox. 2.19 shares of kmi and $10.70 for each share of kmp. Kmi will continue to pay you a 5 % dividend and grow that dv. apox. 10 % for aprox 5 years or more, 15 % for 2015. This is a winner that you want to hold for the log time. Imho I see much up side with kmi for years to come. I feel the same way for ete. etp. and epd as well. I also like ngls. mwe. bpl. and wpz. as other growing pipeline co. Happy hunting.
    Sep 20 12:28 PM | Likes Like |Link to Comment
  • Conoco Phillips Is Not Exiting The North Sea [View article]
    Hello Michael, any opinions on oxy. and there breaking up future going forward? Long cop. cvx. oxy and bte. and lots of pipers. Thank you for your informative articles once again.
    Sep 17 10:19 PM | Likes Like |Link to Comment
  • How To Maximize Your Kinder Morgan Gains And Increase Your Income [View article]
    I did this by holding on to my kmp shares and converting my kmi shares to kmp for the 3% upside if the spread remains upon the closing of the deal. Any way I am staying long kmi once the deal closes. Also long etp. ete. epd. To a lesser extent long ngls. mwe. wpz. bpl. I like the pipers as there should be nice upside in the midstream area along with nice yield. Did I mention future m& a and perhaps other deals like what kmi is doing, that would bode well for wpz. and etp.
    Sep 17 09:19 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc: A Solid Choice For Dividend Growth [View article]
    hold kmp you will get at recent 41 kmi price x 2.195 aprox+ $10.70= aprox 101, instead of 98 recent price. You will get a $3 per share premium at close of deal.
    Aug 20 12:05 AM | Likes Like |Link to Comment
  • Recent Buy - Kinder Morgan Inc. [View article]
    My math shows a + 3 % > with kmp after deal closes at recent prices. for kmp which is now 98 aprox. kmi 41 x 2.19 + 10.77= 101 per share for kmp. I am long kmp and staying invested. Long recently kmp. Also long epd. etp. ete. I just bought a little of mwe. bpl. ngls. as they may be bought out by the bigger fish. I think it is much better to own kmp and take an extra 3% at close of deal, what say you? Happy hunting.
    Aug 19 09:58 PM | Likes Like |Link to Comment
  • Kinder Morgan Merger Is A Win For All [View article]
    The good book says a merry heart is good medicine and the joy of the Lord is my strength. Have a great week and buy some kmp, a great investment and now still with a 4% + upside on the buy out date.
    Aug 16 11:24 AM | Likes Like |Link to Comment
  • Kinder Morgan Merger Is A Win For All [View article]
    I like kmi for a long time hold, as a great investment. I am not concerned about sohrts as I am short enough, lol, 5'5".
    Aug 14 11:28 PM | Likes Like |Link to Comment
  • Kinder Morgan Merger Is A Win For All [View article]
    kmi at 39 makes kmp worth 39 x 2.5= 97.5 aprox. I am holding kmp you all should as well as there is a 4% premium you will get if differential remains the same at closing of deal time. Right now you can buy kmp and get a 4 % bump up after closing of deal.
    Aug 14 10:22 AM | Likes Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    Hello Rudester, I plan on staying long kmi after close of deal. As of now there is a 4% premium in the kmp stock. As long as the premium is in kmp I will stay with kmp. If that changes to a kmi premum I will switch. If kmi goes down kmp goes down but as long as the 4% premium remains so do I. What say you? How are you playing it? I do think kmi will be going up with a good div. and good div. growth in a growing sector, what is not to like?
    Aug 14 12:07 AM | Likes Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    Actually in the after market I bought back my kmp shares, after doing the math I realized I cheated myself. kmi at aprox. 38.70 x 2.50 aprox. = $96 I bought back at $92. No reason to cheat myself out of aprox. +4%. Now I own more of kmi and kmp. I do not think I mind having both, but it seems at the present price kmp is the better deal, I mean 4%+ greater value is good no? 38.70 x 2.20 + $10.70 seems to get apox. the same as x2.50 = $96. Now if kmi goes up to $40 x 2.50=$100 for kmp. Is anyone checking my math and am I on the right path? Should I then sell my kmi and buy more kmp to get the extra 4 + % when deal is completed? It seems to make sense, am i missing something? Calling only the best of the best alpha buddies to set me right? Have a great day.
    Aug 12 10:40 PM | Likes Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    For me I sold my kmp shares today at a 14% premium was my thinking and I added to my kmi position and added a little to my etp position and unp. I have only had kmp for 4-6 months or so and kmi for a month or so. Now I am l long kmi. epd. etp and ete.
    Aug 12 07:03 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
189 Comments
165 Likes