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Compass Diversified Holdings Message Board

accesstables 1 post  |  Last Activity: Dec 15, 2014 8:18 PM Member since: Jan 13, 2010
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  • accesstables by accesstables Dec 15, 2014 8:18 PM Flag

    pipe & refineries that earn from the volume/spread will do fine and this is a great buying opportunity. But one must understand the onslaught of bad press that is going to continue for awhile. i.e. moving X million barrels worth 7B of goods and making .5B is the same as moving X million barrels that are now only worth 4B of goods and still making .5B - - - but the headlines will be how revenue had dropped from 7B to 5B. there is some situational risk with some pipes in that new supply in new locations means pipes that use to bring oil in either need to reverse or aren't needed... but refineries are running 100% and if managed well should do well....but you gotta have cajones to hang in there......the airlines are not yet dropping their prices - and by the same token refineries are not going to earn less per barrel they crack regardless of whether the barrel is 100 or 50...it is competition that will drive down prices and that over supply is all happening at the exploration point - not the refining point. the real pain is going to be at the exploration well head not the downstream but you can't fight the tape - the media & public is in such a frenzy this is clearly a capitulation buy time.....either sit back and take the dividends or turn them temporarily to dividend reinvestment for the next quarter to build up a bigger base.......

CODI
16.35+0.46(+2.89%)Dec 19 4:02 PMEST

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