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Inergy, L.P. Message Board

marklibera 214 posts  |  Last Activity: Jul 8, 2016 4:32 PM Member since: Aug 14, 2007
  • Reply to

    CPLP

    by bayman667 Apr 25, 2016 7:23 PM
    marklibera marklibera Apr 27, 2016 12:34 PM Flag

    Dividend got cut in half from 65 cents to 30 cents mirroring a similar decline in earnings. If you roll the divy forward (which is not necessarily a projection because it is a variable pay), it comes out to yield 17%, which is down from the over 30% in January.
    Funny yahee hasn't picked up the earnings report in their news, but the stock is not declining which probably means that it might have already been priced into the stock when the stock declined from the mid-teens (when it was first mentioned on this board) to $7 today.
    The spot rate has ticked up but is still under $20k and their average for Q1 was $38k, so it's going to have to go up a lot to get to that average for Q2 to produce another 30 cent divy for Q2.
    They did mention that the effect of opening the Panama Canal was uncertain.
    I would keep an eye on that spot rate to see if a seasonal bottom has really been reached. It may be a better risk reward now with the results out and the divy cut, then it was in December when it was pumped as a 34% yielder with no risk of a cut in the divy.

  • Reply to

    Oil sector FLYING today

    by bobdbeck Apr 27, 2016 10:08 AM
    marklibera marklibera Apr 27, 2016 12:16 PM Flag

    Bob, the oil market is being driven by the different weekly reports. One day it's up because of a decline in rigs and the next day it's down because of a build in inventories (and vis versa). One day there's rumor of a meeting of producers, the next day it falls apart. One day the temperature is colder than normal, the next it is hot. Who really knows when the supply and demand finally balance out.
    As for the stocks, it looks somewhat like rotation as many of the energy names got beaten down too far. But when do those who participated in their runup, takes their profits and rotate out to the next too beaten down names?

  • Reply to

    Sold AA, AAPL and the rest of my FB

    by rbgambler99 Mar 31, 2016 1:55 PM
    marklibera marklibera Apr 27, 2016 9:33 AM Flag

    Way to go Captain Obvious. Two weeks ago DH was telling us the technicals were bullish and now they are not. Ya think? Now he is warning us about the limits of financial engineering. For someone who was in the tech industry you would think he was familiar with all of the big tech growth stories that eventually moderated.
    Apple the stock had a great run and if they produce another blockbuster product they could easily have another great run, but until then it probably goes sideways.

  • Reply to

    Bank redetermination

    by nutflushbaby Apr 26, 2016 2:11 PM
    marklibera marklibera Apr 26, 2016 10:59 PM Flag

    It's not just the current spot price that banks look at. They look at the entire futures curve in a "price deck" and they probably have already put together their book over the last few weeks.

  • Reply to

    CIO- 8K out

    by chegerar Apr 26, 2016 6:24 PM
    marklibera marklibera Apr 26, 2016 10:51 PM Flag

    You are reading this all wrong (what a surprise). This sounds more like a make-whole to make up for the fact that his stock went down the tubes. The cash is payable now, not after he serves the next year. He's the CFO and he probably got hosed by Cohen into taking so much stock when he signed on. Cohen probably told him that ATLS was going to pay that 55 cents per share on the common and he bought it hook, line and sinker. You would think that if he was confident in the stock, with it trading so low, that he would double down, but I guess he learned his lesson.

  • Reply to

    OT: APPLE

    by marklibera Apr 26, 2016 5:34 PM
    marklibera marklibera Apr 26, 2016 9:51 PM Flag

    But don't be surprised if the Fed comes to the rescue again with a no more rate hikes forever pledge. Then DH can tell us how the market goes up because of emerging markets or corporate earnings.

  • marklibera by marklibera Apr 26, 2016 5:34 PM Flag

    Trading down. Probably finds support and I doubt it goes lower than the low 90's if it even gets that low because of the buyback. But while cheaper than it was today, probably not enough of a reason to step in and buy it without some better news on their next products. There is a little bit of a head and shoulders, but I think the buyback keeps the stock price from falling too far. Probably takes the S&P down because of the weighting it has in the index.

  • Reply to

    CPLP

    by bayman667 Apr 26, 2016 7:28 AM
    marklibera marklibera Apr 26, 2016 3:18 PM Flag

    For someone who "never looked back" DH spends an awful lot of time mentioning me in his posts.

  • Reply to

    CPLP

    by bayman667 Apr 26, 2016 7:28 AM
    marklibera marklibera Apr 26, 2016 3:15 PM Flag

    And like clockwork here is the coward DH to punch and run behind the ignore button, name calling while attempting to act like he is a saint because he would never point out if anyone made a bad call never mind if someone posted something that mr. Know it all didn't agree with. What happened to that kinder gentler DH who wasn't engaging in negative attacks because of his health. I guess that doesn't apply to taking pot shots at me. Now look I got poor sick DH upset that he just had to put his two cents in again and remind everyone what a bad poster I am to dare challenge anyone's view(read DH's view).

  • Reply to

    CPLP

    by bayman667 Apr 26, 2016 7:28 AM
    marklibera marklibera Apr 26, 2016 12:48 PM Flag

    Sure they are Stagg. We don't care how well you are doing because we are not in competition with you. and no one has the same financial situation or risk tolerance as you do. You can bragg about your winners, but you can't escape your losers and the list is growing. Posting 1 month Total Returns does not make you Warren Buffet or Jimmy Buffet.

  • Reply to

    AMID

    by williamlebotschy Apr 26, 2016 12:08 AM
    marklibera marklibera Apr 26, 2016 12:35 PM Flag

    Who cares? And who has the ego?

  • Reply to

    CPLP

    by bayman667 Apr 26, 2016 7:28 AM
    marklibera marklibera Apr 26, 2016 12:16 PM Flag

    Well if I kept anyone out of AVACF, which Stagg was pumping until I brought it up, then I considered that a contribution. You actually were in it and lost money and probably would have stayed in it if Stagg kept pumping it.

  • Reply to

    CPLP

    by bayman667 Apr 26, 2016 7:28 AM
    marklibera marklibera Apr 26, 2016 11:22 AM Flag

    Next up is Avance, another one of your pumps that u would have kept pumping had I not shed some light on it. Last Week you bragged about a one day gain on the Brazilian fertilizer company without stating its total return since u bought it. It's called selective disclosure and you are the master.

  • Reply to

    CPLP

    by bayman667 Apr 26, 2016 7:28 AM
    marklibera marklibera Apr 26, 2016 9:47 AM Flag

    But last week you were bragging how well CLPL was doing for you and making fun of "naysayers." So let's add CLPL to list of high yield stocks that have not turned out well.