Natural Gas Shale Drilling - Much Ado About Nothing Or Profits Abound? [View article]
Fracking is not "a fairly new process". People began fracking wells not long after the first well was drilled in the 1860's, using dynamite in some cases.
What is new is the combination of more sophisticated and safer fracking techniques with lateral drilling. Lateral drilling is really the key--it is the new kid on the block, not tracking.
MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
A thought-provoking thesis and an excellent discussion--thank you all.
Perhaps too little noticed is the effect a Shale-induced energy revolution may have on MLPs in particular as well as the U.S. economy in general. We may be on the cusp of an infection point that means the future will not be like the immediate past, but more like the immediate Post WWII era. If that is the case, could we not see total returns on MLPs rise even though interest rates are also rising?
MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
Thanks, Philip, for the reminder! I read Fisher's book before The Crash and thought as highly of it as you do, but I need to re-read it with the benefit of these last years' experience.
Equity CEFs: 4 Funds To Buy And 4 Funds To Sell [View article]
Thanks for the clear and consistent approach! I've begun buying some of your recommended CEF's, a real change for someone who has always been stock-specific.
Energy Transfer Partners: The Pieces Are Falling Into Place [View article]
Thanks for the update! I now own some ETE and ETP calls but I still like SXL better--hefty distribution coverage and increases now, not 2014. ETE will probably need those distributions enough to keep the increases coming for some time. Do you see ETE becoming the GP for SXL?
Inergy-Crestwood Merger Could Be Big Winner For Income Investors [View article]
Good advice to wait--I sold my small position in CMLP because the deal seemed unnecessarily complicated and NRGY has a less than stellar management track record. Let's see how things shake out.
Ferrellgas Strengthens Nationwide Footprint With Acquisition Of Propane Assets Of Western Petroleum; Provides Update On Strong Third-Quarter Operations [View article]
"Immediately accretive", yet "terms weren't disclosed." Still a balloon waiting to pop, the question is when.
Natural Gas Shale Drilling - Much Ado About Nothing Or Profits Abound? [View article]
What is new is the combination of more sophisticated and safer fracking techniques with lateral drilling. Lateral drilling is really the key--it is the new kid on the block, not tracking.
MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
Perhaps too little noticed is the effect a Shale-induced energy revolution may have on MLPs in particular as well as the U.S. economy in general. We may be on the cusp of an infection point that means the future will not be like the immediate past, but more like the immediate Post WWII era. If that is the case, could we not see total returns on MLPs rise even though interest rates are also rising?
MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
Equity CEFs: 4 Funds To Buy And 4 Funds To Sell [View article]
Energy Transfer Partners: The Pieces Are Falling Into Place [View article]
Inergy-Crestwood Merger Could Be Big Winner For Income Investors [View article]
Equity CEFs: How To Buy The Dow Jones Industrial Average At A -6% Discount [View article]
Thank you! You have called it perfectly.
American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
NorthStar Realty Finance Declares First Quarter Common Stock Dividend [View article]
No Shortage Of Shale Oil Plays [View article]
Don't include the USGS with the "other" you cite:
http://bit.ly/103ygHd
And don't include the Atlantic, with this week's cover story titled "We Will Never Run Out of Oil", though they view that as a mixed blessing.
General Partners Offer Leveraged Exposure To MLP Distribution Growth [View article]
Mortgage REITs: Sell In May? Not If Spreads Hold Up [View article]
Ferrellgas Strengthens Nationwide Footprint With Acquisition Of Propane Assets Of Western Petroleum; Provides Update On Strong Third-Quarter Operations [View article]
TearLab: Watch For A Sharp Drop On Equity Offering [View article]
TearLab: Watch For A Sharp Drop On Equity Offering [View article]