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Atlantic Power Corporation Message Board

infoonstocks 11 posts  |  Last Activity: Oct 17, 2014 2:46 PM Member since: Nov 9, 1999
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  • infoonstocks by infoonstocks Oct 17, 2014 2:46 PM Flag

    I've not been able to find the break-even oil price for NOG. Does anyone have info on this- preferably with a source reference? Thx in advance.

    Sentiment: Hold

  • Reply to

    Asset swaps/sales with DVN, EOM, etc.

    by infoonstocks Oct 15, 2014 2:50 PM
    infoonstocks infoonstocks Oct 15, 2014 3:28 PM Flag

    Sentiment.... not helpful

    Sentiment: Buy

  • Does anyone know if the asset swaps and asset sales recently announced by Linn are a done deal? Are they in jeopardy given oil prices?? Please respond only if you have real information- I'm not interested in theories or sentiment.

    Sentiment: Buy

  • Line/LNCO holds hedged nat gas and oil reserves, with a goal of maximizing DCF (distributable cash flow). It holds physical assets with a hedge fund behind it for purpose of making us money. That's what we have here. IMO this is a trust in mgt story. If you trust mgt, you hold, if you distrust, you sell. The assets are bought and sold, assumptions are made about proved/probable reserves, and we put a price on those assets. There's debt of course, but they're hedged too (2020). If oil & gas goes down and stays down for a long time, we're toast (that's = to "it's different this time") If you believe in mgt, and think the long price of oil is up over time, hold and take as much DCF as they can spin off. If not, sell. If only I really knew the REAL NAV... but that's magiical thinking. I believe in mgt- I'll continue to avg down. NAV is currently calculated a little over 20. That's where I'll take my next big chunk.

    Sentiment: Buy

  • Reply to

    Taking loss in LINE and buying LNCO

    by maxgeo123 Oct 8, 2014 3:23 PM
    infoonstocks infoonstocks Oct 8, 2014 3:44 PM Flag

    You can likely get away with it- the IRS isn't that sophisticated, but they are "substantially similar" stocks, so you should apply the wash rule. Consult your tax accountant. This would be no different than switching from RDS A and B shares. Wash rule applies.

    Sentiment: Buy

  • Reply to

    Chapter 11

    by mac110m Sep 16, 2014 10:24 AM
    infoonstocks infoonstocks Sep 16, 2014 11:31 AM Flag

    No BK, but no real catalyst. Unfortunate.

  • Reply to

    AT shareholders in panic mode

    by jewhoo3 Sep 16, 2014 10:46 AM
    infoonstocks infoonstocks Sep 16, 2014 11:29 AM Flag

    Book value continues to decrease due to losses and write-downs. I had been long on the premise that it had undervalued assets, but not so sure now. I sold months ago with a small profit (with dividends) after holding for nearly a year. They've basically admitted that other companies/competitors also agree the assets aren't all that great. Certainly the management change can't hurt, but I have no confidence in the motives or competency of the management. None has a significant equity position, and that's not good. This stock is an object lesson on owning best of breed. well managed companies. Good luck to longs- I hope it works out- I'll not take another position here. Divy should now be stable, company should be able to get by, but I just don't see a catalyst for upside. I might pick at it if it falls a lot more just for speculation. Condolences to longs. JMHO

    Sentiment: Sell

  • Reply to

    Why the sell off?

    by alf_1986e Aug 4, 2014 9:58 AM
    infoonstocks infoonstocks Aug 22, 2014 2:54 AM Flag

    Disclosure: Long BSL

  • Reply to

    Why the sell off?

    by alf_1986e Aug 4, 2014 9:58 AM
    infoonstocks infoonstocks Aug 22, 2014 2:51 AM Flag

    Many SR Loan funds have seen a recent negative divergence from NAV- this is due to market sentiment. Some of this is due to stagnant and falling Fed interest rates and warnings from Yellen about credit bubbles in SR Loan and Junk Bonds. These funds should outperform as interest rates rise, provided there is not a deterioration of credit fundamentals of the underlying fund holdings. Watch the NAV and credit quality of the holdings- if these stay put, sentiment will eventually swing back so the ETF price is closer to NAV. In the meantime, enjoy the income- your DRIP is letting you buy more shares with your distributions. Eventually the party will return to this sector.

    Sentiment: Hold

  • Reply to

    MLPs and IRAs

    by hohoterry Jun 28, 2014 5:58 PM
    infoonstocks infoonstocks Jul 31, 2014 7:40 PM Flag

    They're only unsuitable if you have large MLP positions. There are complicated tax matters that puts parts of your return of capital into different buckets- a small percentage is taxable only if it is over $1K I think it is. If you are getting less than $10-20K per year in MLP distributions, I think you can safely throw them in the stove. I sincerely doubt the I-R-S has it together enough to even know who owes and who doesn't. If you get audited, they may put you through an exercise, but in the end, you will likely not owe anything more or a negligible amount. I'm clearly not an accountant but looked into this years back- I don't remember all the particulars-- just a rule of thumb. If you're taking down $30-$50K+ annually in MLP distributions to your IRA, I would definitely talk to an accountant.

  • infoonstocks infoonstocks Jul 24, 2014 12:03 PM Flag

    Please do. We need the rocket fuel to go up! I was just 25% of the way to scaling in- only 500 shares. #$%$!

    Sentiment: Strong Buy

AT
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