another hatchet job done on kmp/kmi in this weeks magazine as well as in another article on yield, raising that old bug a boo re:revisting by the treasury of the mlp and reit tax respective structures.
pure garbage .
it takes me no more then 15 minutes to peruse this paper,weekly.
i find including last weeks article on mlps that this paper is getting more and more less relevant every week.
just my thoughts
excellent summary and very much appreciated
holder of about 18months.
well managed cef.
u have it wrong
atls will be an aquirer.
at that time they will fold arp and apl in house at a premuim.
with the cohen brothers u never know.
i always thought it would be kmi.
they have the big bucks it will take to buy.
i dont think ete would get into a bidding war with kinder.
just one mans opinion.
i have no time frame.
in this weeks edition rather cursory roundtable discussion re:mlps.
one big fav ete,another on fav list mwe.
nothing in article we dont really know however is a positive article for the mlp class.
i expect a bounce in all those midstream mlps mentioned.
i think the board would enjoy the read
arp is meant for retirement accts to imho collect your rmd(retired minuim distribution in my case).
as long as the cohen brothers are regarded as those who over promise and undeliver what u have here is a 20.00 share mlp.
if u r expecting ltcg look for another vehicle.
dont blame the shorts.
just buy in the 19.00 pl;us range and know what u r buying.
will it rise above 21.00 who knows i hope so just be aware of what u r buying and dont blame the shorts.
for now this is a income vehicle pure and simple.
estimated earnings per share.16 actual earnings .05 based on my readings.
if im wrong please correct.
more projects and as b&w said investment greade on some debt.
thats a big plus.
ps i found report very encoraging for growth.
hi mlps a little down recently
just completed filling a new position in oke
im late to their party but feel they have a bright future ahead plus they are cash rich.
just filled my ete position and am now starting a position in smlp.
been on my radar screen a long time.
smaller then gel however another great management team and so well positioned .
looked at dmp then decided on smlp.
i feel we r just beginning our mlp golden age.
largest holdings mwe,ngls,ete,gel,oke.
within a year depending on price hope to have full position in smlp.
watching your cmlp noticed its creeping up and went over 22.
have been re reviewing dpm.
had and sold before.
was thinking of selling some gel and re deploying into dpm.
dpm ,like gel,gets little notice or press and with the door slightly ajar regarding exporting of very lite crude and ngls it ,with help of its general partners might be poised for excellent growth
do u have any thoughts.
ok 2 more big years im in.
also its just who wants trgp /ngls more.
i believe several mlps have access to the capital necessary.
to be honest i wouldnt be unhappy with a bidding war.
also maybe a combo of mlps bid as a group with the split up all ready predetermined.
but imho the sale will happen.
trgp and ngls are now firmily in play.
all we are talking about is the money
speculating on the buyer mere chatter.
im sure this weekend all the mlps mentioned above were in discussions re:raising the 19-20 billion it will take.
whateverhappens im not selling and will take shares in the new endaevour.
this is the stuff dreams are made out of.
i dont see how u can go wrong buying more ete or ngls or trgp,
kelsey warren of ete is one determined man.
he has taken over dan duncans cape.
as we are all holders of these mlps u got to love this.
i am no fan of diversification.
just load up on the great ones what ever your preferences.
imho family fortunes can be made in these next 2 years.
i agree. i believe someone took profits and is repositioning in the mid stream arena.
in addition ,if u notice gels long term trading pattern this has happened before.
gels unique assets and superb management will drive this gem forward.
i also hold ngls.
the deal making with ngls ,imho is not over.
we will hear something again in the space.
warren of ete does not get perturbed or side tracked he is one focused individual and since the death of dan duncan in my opinion is the new seer of midstream energy assets in america.
the gulf coast is booming and big things ahead for gel,ngls and ete . also mwe picking up some steam recently .keep the faith and ye shall be rewarded.
in addition dont be surprised if gel adds to its fleet or reftining capacity.