As a consumer I see PG's products as overpriced, I only buy Tide and such on sale and or with coupons.... I gave up on Head and Shoulders years ago, the Walmart Equate works fine, its the same color and I just pour into the Head Shoulders container.... As an investor I worry how PG can grow profits when its not growing revenue...??
not just how low but how long oil stays below $50..... 1 to 2 years would depresses all the oil companies as they rally and fade lower.... leading to capitulation and true capitulation is on low volume as buyers and sellers give up.. then when buyers step in the price will start the long uptrend
I did a Google search on tres palacios to find the news..... I also went back to read the CMLP quarterly and the abandonment was not factored into DCF so surprises we should be ok.... I attribute todays moved to options expirations and a thin float of CEQP
Tres Palacios is owned by CMLP, yeah I know we are the GP, but reading the history of abandonment request, IMHO there wasn't much chance of this being approved.... and as far as DCF Tres was a loser and continues to be as expected a loser... but not responsible for todays movement
Generally you get what you pay for, lumber liquidators has great prices on Chinese flooring products.... I recently updated my entire condo from the studs to the floors and learned a lot about quality and price
Yes lack of demand by buyers and thats the low volume. but the distribution should be covered and with some growth too so while I'm not happy I will wait... either the market realizes this is undervalued or a bigger player like KMI or EPD or WMB will step in and buy it out because at 1.70 to 1.75 DCF this would be accretive to most other larger players..
I own a load of this and I'm holding but it is NOT LOOKING STRONG... its just holding above its yearly low... low volume lack of buyers for cmlp and ceqp
I been reading LOCO's quarterlies about expansion and they talk about 3 or 4 more locations.... I don't see the 10 and 20 per quarter ... LOCO as 500 stores you say but yet none in Florida where I live and a huge hispanic population. New York New Jersey other places I lived have huge line at Chipotle where is LOCO's plan? This is what I'm waiting to see..
I was an early investor in BWLD and it increased its restaurant base 15% to 20% per year in its early expansion... I'm looking for LOCO expansion plan and it seems too slow.... 20% over 3 years is slow for a "growth" stock
Pipeline is still cheaper than rail or trucking... the first high cost wells to shut in should be those not connected to pipelines. I understand the fear factor of oil crashing and a lot of wells shutting in,.....
today Morgan Stanley had an internal update on MLP's and specifically mentioned OKS as an MLP that could be bought because if visible distribution growth.... but still got pounded,,,,, hedge fund forced selling....
EPD trading at 35 with DCF of 2.20 is trading 1.55 times DCF
CMLP trading at 16 with DCF of 1.70 is trading less than 1.0 DCF
EPD could buy out CMLP CEQP at 20 and 10 and it be accretive to EPD.... probably even at 25 and 12 it would be accretive with cost cutting
Yes sir, I bailed on WPZ for those reasons: WMB is the GP of WPZ and somehow WMB merges WPZ with ACMP and WMB dividend goes up and WPZ distribution goes down... I'm not trusting WMB anymore.... adios.. I like and trust GP's that raise their dividend while the LP raises the distribution too... I don't buy WMB argument that the this preserves DCF to fund future growth.... how about pausing WMB dividend growth?
Yea its nice to see but still I wish they bought more units..... I'd like to see 4 or 5 insiders buy 10,000 to 20,000 each.... that would impress me.....
CEQP is the GP for CMLP which has many JV with other big players..... just do some research on CMLP....... there is a reason the directors of most of these MLP's always own the GP and not so much the LP