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chazsf

chazsf
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  • Linn Energy: Is This The Bottom? [View article]
    Just to clarify: You will receive a K-1 from which you copy various numbers into your tax return. You do not actually file the K-1 itself.
    Apr 19 06:23 PM | Likes Like |Link to Comment
  • Linn Energy: Is This The Bottom? [View article]
    "However, for long-term organic growth prospects, Linn is easily the best of the upstream MLPs."

    I didn't see that in their management presentation. What I saw was a focus on capital efficiency ("reduce capital intensity") and reduced capex.
    Apr 17 09:57 PM | 1 Like Like |Link to Comment
  • Which Diversified Miner Should You Buy? [View article]
    Last year Vale paid dividends of $0.874 per share, or 6.3% at today's closing price of $13.87.

    How are you getting 0.7%?
    Apr 16 08:30 PM | Likes Like |Link to Comment
  • Are Precious Metals And Junior Miners Preparing For War? [View article]
    Just curious why you think gold will go to $800, or possibly $700. Do you foresee a collapse in demand?
    Apr 11 04:19 PM | 1 Like Like |Link to Comment
  • Hewlett-Packard: Does The Stock Really Have A 20% Upward Potential? [View article]
    They used to be more respectable. After the first hit piece on Line Energy, I thought everybody makes a mistake now and then. After the second hit on Line, I canceled my subscription.
    Apr 11 04:11 PM | Likes Like |Link to Comment
  • 2 More Attractive High Yield Plays In Energy [View article]
    Potentially positive reasons:

    1. Bad news creates opportunity - sometimes. You have to decide if the company is terminally ill, or if it will recover.
    2. The expected value of the mid-stream sale is equal to their long term debt. Personally, I think the debt has been the main issue. The mid-stream sale fixes that.
    2. They cut the dividend substantially, causing a massive sell off. A lot of people lost a lot of money. The current price may reflect an oversold condition.
    Apr 11 01:13 AM | 1 Like Like |Link to Comment
  • One For The Doves [View article]
    Asbytec,

    Good comments ...
    Apr 5 04:01 PM | 1 Like Like |Link to Comment
  • Linn Energy: Making Sense Of The Recent Decline [View article]
    "Granted, they had a hiccup last year, but in Q4 they way exceeded par coverage. Again, they tailored coverage this year to take into account what they were going to do with Wolfcamp. They just can't include those numbers in public guidance."

    Does not Linn have an obligation under SEC regulations to disclose all material items?
    And a further obligation to render their disclosures "not misleading"?

    Or is the Wolfcamp not material in the first place?
    If it is not material, it is not going to have much of an impact.
    Apr 1 03:33 PM | Likes Like |Link to Comment
  • Marcellus Shale: Through A Glass, Darkly [View article]
    "WCS has a lower crack spread and as result sells for much less than other products, and thus produces fewer gallons of gasoline and fuel oil, and thus has lower market prices.'

    Does not the product slate depend on how hard it is cracked?
    Apr 1 03:07 PM | Likes Like |Link to Comment
  • Linn Energy: Making Sense Of The Recent Decline [View article]
    Will you be updating your November article to take into consideration the upcoming sale of Eagle Rock's midstream assets to Regency Energy?

    The $1.3B transaction value equals their long term debt. Of course, only $0.5B of that will be in cash. Then there is the lawsuit against the Board claiming the price is too low.

    Potentially a lot to write about ...
    Apr 1 03:18 AM | 1 Like Like |Link to Comment
  • Marcellus Shale: Through A Glass, Darkly [View article]
    Oil reserves and natural gas reserves behave differently. In non-shale plays oil wells last a long longer than natural gas wells.
    Apr 1 01:27 AM | Likes Like |Link to Comment
  • Linn Energy: Making Sense Of The Recent Decline [View article]
    "LINE at current prices still is not the cheapest upstream MLP by P/DCF. That honor goes to QRE."

    QR Resources vs Eagle Rock
    Forward Dividend: 10.8 vs 11.4
    Price/Sales 2.56 vs 0.68

    (Data from Yahoo Finance.)
    Mar 31 05:53 PM | 1 Like Like |Link to Comment
  • Marcellus Shale: Through A Glass, Darkly [View article]
    "BTW: I am interested in alternative ways to recover resources"

    http://bit.ly/1i8OnxK
    Mar 31 05:44 PM | Likes Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    "What is ATM? Thanks"

    The sale of new units (shares) "At The Market" price.
    Mar 31 05:35 PM | 1 Like Like |Link to Comment
  • Intelligent REIT Investors Must Stay Focused On Dividend Dependability [View article]
    I appreciate the insights and sharing the 3-D portfolio, thanks.
    Mar 31 03:11 PM | Likes Like |Link to Comment
COMMENTS STATS
560 Comments
516 Likes