Search found 200 matches

by mikelp
Wed Aug 20, 2014 7:54 pm
Forum: The View from Houston
Topic: EnerCom Conference Update - Aug 20
Replies: 4
Views: 2136

Re: EnerCom Conference Update - Aug 20

Dan: appreciate hearing daily reports on Enercom presentations. I added BTE to my holdings after you included it into the EPG High Yield Income portfolio. What do you think is behind the recent selloff in LSTMF? Any specific problems or just a casualty of the energy sector correction? It's been take...
by mikelp
Thu Aug 14, 2014 10:21 pm
Forum: The View from Houston
Topic: WTI Oil Price
Replies: 6
Views: 3550

Re: WTI Oil Price

There's a H&S pattern on the weekly chart for $WTIC, left shoulder- (Sep-2012 ~ $100); Head-(Sep-2013 ~ $110); rt shoulder- (Jun-2014 ~ $107); neckline from July-2012 to present. Looks like a key support level here for WTI. Those "shoulder season blues" are playing again. http://stockc...
by mikelp
Wed Aug 13, 2014 5:01 pm
Forum: The View from Houston
Topic: After the Kinder Morgan Deal, What's Next for MLPs?
Replies: 2
Views: 1777

After the Kinder Morgan Deal, What's Next for MLPs?

Dan: the NY Times ran this article yesterday after the news of Kinder Morgan's $70B consolidation. We can't expect you to have a crystal ball on things like this, but you have your ear to the ground regarding energy sector news. Do you have any concerns regarding future IRS tax treatment of our belo...
by mikelp
Sun Aug 10, 2014 9:25 pm
Forum: Picks and tips from the EP community
Topic: Kinder Morgan Merges Oil, Gas, Pipeline Partnerships
Replies: 1
Views: 995

Kinder Morgan Merges Oil, Gas, Pipeline Partnerships

Dan: this is big news for energy MLPs .... please give us your thoughts on this merger when you get time. At first glance, I'm thinking this must be LT bullish for our other EPG High Yield Income MLPs. >>>>>>>>>>>>>>>>>>>>>>>>>>>>> BLOOMBERG NEWS: Kinder Morgan Merges Oil, Gas, Pipeline Partnerships...
by mikelp
Wed Aug 06, 2014 6:27 pm
Forum: Picks and tips from the EP community
Topic: VNR
Replies: 10
Views: 3363

Re: VNR

Dan: thanks for the update on VNR. With all these earnings reports hitting at once, you must be busier than a one-armed paper hanger! :)
by mikelp
Wed Aug 06, 2014 8:46 am
Forum: Picks and tips from the EP community
Topic: VNR
Replies: 10
Views: 3363

VNR

Dan: any thoughts on VNR's quarterly report, and declining coverage ratio? long term are you still confident in VNR?
by mikelp
Mon Aug 04, 2014 5:19 pm
Forum: Picks and tips from the EP community
Topic: Baytex Energy (BTE)
Replies: 3
Views: 1510

Re: Baytex Energy (BTE)

Dan: should be a very good addition to the HY Income portfolio, I like their expansion into Eagle Ford with the recent Aurora acquisition.
by mikelp
Fri Jul 25, 2014 6:37 pm
Forum: Picks and tips from the EP community
Topic: EnerJex Presentation in Houston on July 10
Replies: 5
Views: 2025

Re: EnerJex Presentation in Houston on July 10

Dan: you may have already covered this .... did ENRJ issue any warrants with the issuance of the preferred stock? I hadn't read anything on that. tia
by mikelp
Sun Jul 20, 2014 11:10 am
Forum: Picks and tips from the EP community
Topic: watch list - NSLP
Replies: 1
Views: 940

watch list - NSLP

Dan: here's an MLP to consider for the EPG High-Yield Income watch list. Possibly worth kicking the tires and looking under the hood. NSLP is an upstream energy MLP, and it includes an oil services business. Current yield > 9% http://www.newsource.com/ Here's some info on NSLP recently from Fool: >>...
by mikelp
Wed Jul 16, 2014 9:22 pm
Forum: Picks and tips from the EP community
Topic: HCLP
Replies: 1
Views: 863

Re: HCLP

great news! I missed the start of this frac sand bull market, hoping it has many innings left in EMES and HCLP.