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Enterprise Products Partners L.P. Message Board

emclu 15 posts  |  Last Activity: Aug 31, 2015 8:07 PM Member since: Apr 25, 2000
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  • Last quarter(2nd) luv saved 500 million in fuel costs. Crude was $50 to $60 bbl. In July and August crude has been $40 to $50. Should be a good third quarter. The thing is they only need crude to be below $60 to do really well. They need to use the extra cash to pay down debt, which is already low and buy back stock, if the price does not go up excessively. This is a well run company.

    Sentiment: Strong Buy

  • maybe a rebound coming

    Sentiment: Strong Buy

  • Reply to

    This stock is a huge gamble.....

    by servu45 Aug 18, 2015 6:59 PM
    emclu emclu Aug 23, 2015 8:14 AM Flag

    Where were you able to read the fda denial

    Sentiment: Hold

  • emclu emclu Aug 7, 2015 10:53 AM Flag

    I too agree, one of their biggest problems is debt and the ability to at least make the interest payments by increasing revenue. Right now they have to rely on heavy borrowing and issuing of stock to pay this interest. If the stock drops significantly from this level issuing new shares will significantly dilute the stock plus at some point it may be tough to get a loan. Vslr offers negative cash flow and more debt. I don't own or short this stock but imho they are in big trouble. The only thing they have going for them is the perception of solar for future profitability. This relies on government subsidies and. Is banking of higher power prices, as we shift to natural gas this may or may not happen. Companies like scty look to be in much better shape and they have to compete against companies like them or companies like nrg who have a mix of generation. Their silicon wafer division hasn't been doing that well either.

    Sentiment: Strong Sell

  • emclu emclu Aug 5, 2015 7:46 PM Flag

    I don't believe they lose money. They hedge the fuel and they are still going to save hundreds of millions on fuel costs as they buy and use the fuel that they have hedged versus say a year ago. If they would have hedged at $46 instead of $55 they would have made more money. The longer these low oil prices are the more cash flow they will have. They only have $2 billion in debt. If they wanted to they could almost knock all that debt out within a couple years but probably wouldn't be a good use of cash. I believe in the first quarter of 2015 they saved $440 million in fuel costs. They are in a very good position. Them and other airline stocks are a crudeoil/cash flow play. They don't even need to increase revenues although they will.

    Sentiment: Buy

  • It is like every trading day they have a negative article posted on luv yahoo headlines about luv or the airlines. It is like they downgraded it twice and then have to continually put the same #$%$ in the press everyday. Hope they are not right.

    Sentiment: Strong Buy

  • 6 gwhrs a day would equal 250 mw's per hour. Not bad but still very very small when compared with large utility units that produce dispatable power on demand. A typical nuclear station that runs at a95% capactity factor would produce about 50gwhrs. That being said solar has a lot of room to grow. Problem right now it is a very expensive and unreliable source. We need power on demand not when a source can generate it.

    Sentiment: Hold

  • Wow I just read the Zacks report on LUV and they are very negative based on their investment in capacity growth, possibility of a strike and fuel prices. They are giving them their lowest rating. Their rating came down in a few months ago and they were bullish in them through their large rise in 2014. I wonder if they are right.

    Sentiment: Strong Buy

  • Luv is up 153% the last two years, 20% over the last year. It is crushing the averages. The recent pull back is a buying opportunity. Their metrics look very good. They have low debt, great earning and the future looks good. They have run at a an average valuation of about a 16 p/e. Like most analysts say this should put them in the low $50's by the end of the year. Sentiment continually shifts in the market and it should sometime this year for the airlines. The only thing that could stop them is a rise in oil prices. A downturn in the general market would also keep the price down.

    Sentiment: Strong Buy

  • For the new 180 mw solar plant in India it was stated that they would produce 375,000 mwhr's/year. That is like a 23% power factor. This is way to high. India is such a poor country and the government is wasting hundred of millions on a non dispatch-able energy source. It's okay in developed countries like the us where we have a lot of money. The best way to spend their money would be in upgrading infrastructure starting with public sewer & water and then moving on to roads. In the us that would also be a better way to spend the tax dollars, upgrade bridges and economic incentives for us manufacturing instead of spending it in foreign made solar panels and equipment.

    Sentiment: Hold

  • Reply to

    DOWN almost $7 in 3 days........................

    by cbt_58 Jul 23, 2015 1:01 PM
    emclu emclu Jul 24, 2015 6:40 AM Flag

    That would put the price of the stock around $21 and it does actually look like there is some technical support there. I would be surprised if it is that low by Tuesday but I think a lot of people are dumping prior to earning as there will be a lot of questions about the recent acquisition of VSLR and their debt. Although these renewables seem bullet proof to any type of fundamental analysis. I would wait until after earning to take a position. IMHO

    Sentiment: Strong Sell

  • Reply to

    DOWN almost $7 in 3 days........................

    by cbt_58 Jul 23, 2015 1:01 PM
    emclu emclu Jul 24, 2015 6:29 AM Flag

    I think you have to watch the volume on this. It is a real traders stock. It is still up over 30% this year. I could see it dropping more because I don't see any strong short term support and it isn't like there is a dividend or earning for support, just a lot of hype about future prospects and a boat load of debt. I do think there is some large support for this stock but traders are dumping now. When you see the volume level out probably time to buy. It is down 17% this week with an average trading volume of about 17 million shares. Plus yesterday there wasn't any reversal. I would expect a down day today. Looks to me like there is very good support around $20 but could possibly build new support(albeit weak) around $25. Theses renewable energy stocks all look so overpriced but the fundamentals really don't matter as they trade on sentiment. Even though a lot of these renewable energy companies have large debt this ones is about 5 times greater. I may be wrong but short term I believe SUNE will go down but who really knows. Heck VSLR provided a good return for investors despite its poor financials. IMHO

    Sentiment: Strong Sell

  • Reply to

    Epinephrine Pre-Filled Syringe NDA

    by canada_picks Jul 1, 2015 5:10 PM
    emclu emclu Jul 7, 2015 6:12 AM Flag

    I talked to investor relations maybe 1-2 months ago and he either said the third or fourth quarter of this year. I think the problem is clarifying what the fda requires. This company seems dead in the water until for awhile but who knows. I did see a tv ad for the mylan epi-pen on tv. Must be a big market.

    Sentiment: Hold

  • He is one of the 10 richest members of congress who has made 10's of millions of dollars in lawsuits from large companies. He is the driver of the airline investigation.Do you really think. He cares about air fares, lol. They say this investigation was started a couple months ago so apparently a lot of info has leaked out. What needs to be investigated is the relationship of hedge fund managers and investment bankers to blumenthal and members of the democratic party . Need to look at campaign contributions of hedge fund and investment bankers on airline stocks over the past 9 months. Imho

    Sentiment: Strong Buy

  • perhaps another secondary offering to raise cash IMHO

    Sentiment: Hold

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