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Intel Corporation Message Board

clrodrick 856 posts  |  Last Activity: 16 hours ago Member since: Dec 2, 2005
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  • Reply to

    VNR go up

    by danielchou1 Jan 23, 2015 4:15 PM
    clrodrick clrodrick 16 hours ago Flag

    If memory serves, just in the upstream space I believe both EVEP and LGCY had solidly green days on Jan 23rd. I think LINE/LNCO eeked out a bit of green, as did ARP also.

    Plenty of midstream MLPs had solidly green days as well like SHLX, PSXP, ATLS, and lots more.

  • Reply to

    New to Investing in MLP's

    by ringo728 Jan 24, 2015 2:30 PM
    clrodrick clrodrick 16 hours ago Flag

    Unless you are into actively managing your individual stocks on a quarterly basis (at least), I'd advise against the upstream MLP space. As 2014 has shown, too much can happen too quickly that will snag a lot of unprepared investors unless one is constantly on watch. So many retirees got burnt bad on BBEP, LINE, etc. MEMP (we hope) came out on top this go around, but who knows if MEMP will look so good during the next energy implosion. One has to pretty much keep an ear close to the ground every quarter or so to make sure each individual producer is meeting distribution coverage, making acretive purchases with their cash flow and/or unit offering as well as how well they are adding onto future hedging as well as managing their debt repayments or refinancing let alone raising the distribution.

  • Reply to

    Suspect

    by jbcguy Jan 22, 2015 1:01 PM
    clrodrick clrodrick 16 hours ago Flag

    Looks like both of ya made good buys. I seem to recall it was EVEP trading over $60 just a few years ago? I think it was EVEP at least. Probably a lot of hopium then.

  • Reply to

    Any thoughts on STNG earnings?

    by clrodrick Jan 23, 2015 6:56 PM
    clrodrick clrodrick Jan 24, 2015 4:51 PM Flag

    You're right, I misspoke. Still, earnings guidance usually equals reality +/- a tad.

  • Reply to

    OT: Spec play on iStar (STAR)

    by clrodrick Jan 23, 2015 7:22 PM
    clrodrick clrodrick Jan 24, 2015 4:48 PM Flag

    You say that as if that's a bad thing? Even if the market has already priced half the judgement into iStar's current price, and now the market prices the other half, that is an extra $1 added on which is still around 7%. This won't make anybody rich, but I'll take a quick (I hope) 7% gain any week.

  • Reply to

    Will MEMP declare today?

    by keltus1952 Jan 23, 2015 12:39 PM
    clrodrick clrodrick Jan 23, 2015 8:56 PM Flag

    I'd be pretty surprised if they do cut. Some of their peers who are in weaker positions than MEMP (VNR, LGCY, LRE) all announced they were keeping their distributions the same but reserved the right to cut later in 2015 if spot energy prices are still depressed.

    Everything that MEMP management has done the past few months gives me the impression that they are focusing hard on trying to differentiate themselves from the rest of the pack as being the safest and strongest. The big insider buying, the 150 million unit buyback, the clear presentation on their best in industry hedging, etc. I think their hoping all these moves attract more and more money into MEMP to get the unit price back up closer to $20 so that they can have a lot more financial breathing room in what they do next.

  • Reply to

    ECB did nothing for the market, not good!

    by thewisejman Jan 22, 2015 1:49 PM
    clrodrick clrodrick Jan 23, 2015 8:50 PM Flag

    It's my birthday today, so pale ale will be flowing! This truly was a strange week for global markets.

  • Reply to

    Will HFC follow VLO?

    by thewisejman Jan 23, 2015 1:54 PM
    clrodrick clrodrick Jan 23, 2015 8:47 PM Flag

    All of the refiners have just been on a tear lately. PSX ran from $58 all the way to $68 in just a week. HFC, MPC, VLO all gaining big. Wish I had the conviction to buy lots of them last week.

  • clrodrick clrodrick Jan 23, 2015 8:45 PM Flag

    A ton of people are still well over their heads with debt obligations. So many youngsters graduating with $30,000 of student debt and nothing but a $13/hr job (if that) to start their working life on. Housing starts have completely stalled, there are no first time home buyers out there anymore.

  • Reply to

    SCM

    by thewisejman Jan 23, 2015 10:16 AM
    clrodrick clrodrick Jan 23, 2015 8:41 PM Flag

    I've been trying to buy some on the cheap, but thus far have been thwarted. Every time I put a limit order in, it will creep to within a penny of it and then move back up.

  • Reply to

    BOX and CASH.......

    by slicktop4 Jan 23, 2015 10:19 AM
    clrodrick clrodrick Jan 23, 2015 8:26 PM Flag

    It is just stunning what people will throw their hard earned money at. Who cares about profits are anything like that. Seems like the more money you lose as a tech company, the higher you are valued! I know, I know, it's all about the future, who cares about the present.

    Anyways, nice trade. I remember you made a good trade on the opening day of Habit burger IPO. Shake Shack will likely be another bonanza.

  • Reply to

    Stop crying...

    by willly.wallly Jan 22, 2015 10:33 PM
    clrodrick clrodrick Jan 23, 2015 8:14 PM Flag

    Gave you a thumbs up for your optimism. But here's a counter point. Yes, the stock is cheaper than it should be. On the surface, seems like a great value find. But, look deeper, you find that Yamana is run by idiots. The thing I've noticed with idiots is that they (generally speaking) don't get any smarter in the future. Instead, they remain idiots and continue to do idiotic things. So while there are so many positives factors in Yamana's favor, here we sit at $4/share. I'd like to believe continued patience will be rewarded, I really would. But sadly, I think I've learned my lesson in trying my hardest not to tie up my hard earned savings in companies run by idiots.

  • Reply to

    Suspect

    by jbcguy Jan 22, 2015 1:01 PM
    clrodrick clrodrick Jan 23, 2015 7:56 PM Flag

    Nice buy on EVEP! That's one that slipped under my radar for whatever reason.

  • Reply to

    VNR go up

    by danielchou1 Jan 23, 2015 4:15 PM
    clrodrick clrodrick Jan 23, 2015 7:49 PM Flag

    I have a very lengthy list of MLPs on my watch list, and I'm seeing a lot of green today.

  • Reply to

    Big reduction in payout $.125/QTR

    by bighairybutt Jan 23, 2015 10:15 AM
    clrodrick clrodrick Jan 23, 2015 7:33 PM Flag

    Ouch! Hedged 2016 production at $50? LOL, wow.

  • Reply to

    Cooperman buys

    by theeseer Jan 14, 2015 7:46 PM
    clrodrick clrodrick Jan 23, 2015 7:28 PM Flag

    I really hope PAGP gets back to the $23-24 level. I bought some but missed my chance to load up.

  • Judgement came out today awarding iStar a tidy sum of damages from Lennar that has been litigated for what seems like an eternity! iStar likely to ask for all lawyer fees paid for by Lennar on top of that. Lennar can drag its feet some more and/or appeal, but while they do so there is a little 12% interest compounded daily on the judgement amount owed. Seems pretty clear iStar is in the catbird's seat with this.

    I bought some today, as the stock did not move much on the news. I think this could give STAR a 5% or more boost next week as more and more people catch on to the news. JMHO of course.

  • Seemed underwhelming. Mr. Market obviously did not like them much. Looks like price is trending back to the price point I bought my shares at. I hope NNA will do better.

  • Reply to

    BlueMountain news

    by crosscourtforehand Jan 23, 2015 12:05 PM
    clrodrick clrodrick Jan 23, 2015 6:45 PM Flag

    Agreed. This is a very sneaky/shady move by Bluemountain. Anything to gain a buck, right fellas? Do whatever underhanded move is necessary to gain more monopoly money.

  • Reply to

    Whoa this is not rational.

    by bigbear.2010 Jan 20, 2015 1:58 PM
    clrodrick clrodrick Jan 23, 2015 5:39 PM Flag

    True enough. I think PNNT is a compelling buy here. I set my limit order at $8.30 to try to snag shares a bit cheaper, but after that one day plunge down to $8, shares seem stable again at $8.50. I'll probably just rescind the limit order and buy at $8.50, as either way it seems a bargain.

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