% | $
Quotes you view appear here for quick access.

Linn Co, LLC Message Board

malagasysloth 40 posts  |  Last Activity: Oct 3, 2015 1:33 AM Member since: Jul 27, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • malagasysloth malagasysloth Jul 21, 2015 12:30 AM Flag

    post earnings: Credit Suisse reiterates a $52 target price for KMI. post earnings: Morningstar reiterates $43 "fair value" on KMI. post earnings: S&P gives KMI a $45 twelve month target price. those are the only post earnings reports i have seen.

  • malagasysloth malagasysloth Jul 28, 2015 12:23 AM Flag

    the single greatest scam in human history.

  • UBS reiterates a Buy rating on New Residential Investment (NYSE: NRZ), and raises the price target to $21.00 (from $17.00), to reflect expectations of a successful acquisition strategy. Analyst Matthew Howlett says that after the HLSS acquisition, NRZ is the go-to partner for MSR acquisitions.
    Howlett commented, "We are raising our earnings estimates in 2015 and 2016 and our price target to $21 to reflect our view that NRZ will successfully execute on its strategy of excess MSRs acquisition and call rights monetization, while receiving a healthy yield boost from servicer advances. We believe the REIT structure and sagacious management team has NRZ positioned to continue to accretively acquire servicing assets and non-agency securities and bonds to collapse deals. After the HLSS acquisition, NRZ is the go-to partner for MSR acquisitions with both Nationstar (NSM) and Ocwen (OCN), which we believe will lead to bulk and flow excess MSRs supporting near-term earnings growth and long-term stability. Our revised estimates represent 25% YoY growth in 2015 and 9% YoY growth in 2016, with a quarterly dividend increase to $0.50 per share in 1Q16E."

  • Reply to

    Getting WAY Nervous

    by wildislife Jul 21, 2015 9:45 PM
    malagasysloth malagasysloth Jul 22, 2015 8:20 AM Flag

    MLPs don't trade on P/E ratios. they trade on DCF. ETE's DCF year over year (1st quarter) went from $199 to $321 million . DCF, as adjusted, per unit was $0.59 in the 1st quarter. that's up 69% compared to the 1st quarter a year ago. the distribution is up 37% year over year.

  • Reply to

    First time I purchased KMI.

    by wisubs Aug 6, 2015 10:39 AM
    malagasysloth malagasysloth Aug 6, 2015 10:48 AM Flag

    good move. seriously, how much lower could it possibly go? any significant push lower would probably be short lived. KMI is pretty cheap in the mid $30s, let alone $31.50. best of luck.

  • Reply to

    Merger Approved

    by melodius27 Aug 14, 2015 10:56 AM
    malagasysloth malagasysloth Aug 18, 2015 1:12 PM Flag

    Art Penn is one of the more respected managers in the space. i'm going to assume he knows what he's doing. they haven't made any claims that this is some huge game changer for PFLT. they basically just say it'll increase liquidity and give them more flexibility. and to that point of liquidity, just one share holder bailing could drag the price down significantly when the average volume is only 50,000 shares daily.

  • Reply to

    Core at .45

    by stonergreg13 Aug 10, 2015 8:40 AM
    malagasysloth malagasysloth Aug 10, 2015 9:05 AM Flag

    one time expenses took 2 cents off core earnings, otherwise earning are in line.

  • Reply to

    Merger Approved

    by melodius27 Aug 14, 2015 10:56 AM
    malagasysloth malagasysloth Aug 14, 2015 11:47 AM Flag

    all we need now is people to stop selling it.

  • Reply to

    Doubling my position on FSC today

    by thewisejman Jul 14, 2015 10:58 AM
    malagasysloth malagasysloth Jul 14, 2015 12:27 PM Flag

    FSC is such a horror show. BDCs are risky enough by nature, so why dabble in one that has chronically under performed w/ poor management? even BDCs with relatively successful management (TCRD, PNNT) are light-years below NAV. i'll never go near FSC again. there's just no need to when there are vastly superior BDCs available.

  • Reply to

    Another dumb move! IMHO.

    by dr_j_yellen Jul 14, 2015 9:21 PM
    malagasysloth malagasysloth Jul 14, 2015 9:54 PM Flag

    they're thinking diversification and growth. what more could you ask for?

  • malagasysloth malagasysloth Aug 15, 2015 6:43 PM Flag

    nothing has fundamentally changed. and for what it's worth, the analysts who cover private equity are bullish on KKR. that's not to say there aren't risks to the sector from exposure to energy to regulatory action. but the mean target price among 14 analysts covering KKR is $29. Morningstar, which is usually conservative, gives KKR a "fair market value" of $30

  • malagasysloth malagasysloth Aug 16, 2015 10:24 PM Flag

    i only see 50,000 after hours shares trading hands, and only a couple thousand at an elevated price (above the close).

  • Reply to

    Great Bump

    by jjaf2005 Jul 13, 2015 11:32 AM
    malagasysloth malagasysloth Jul 13, 2015 1:21 PM Flag

    TRGP pops every time there's a merger or "almost merger" announced. today MWE was acquired and TRGP pops. back on june 22 when the ETE/Wmb news broke, TRGP was up $4 on that day. so it's just further indication TRGP is a definite take out target.

  • Reply to

    Took a little profit today

    by dividendseeker Jul 15, 2015 10:03 AM
    malagasysloth malagasysloth Jul 16, 2015 10:08 AM Flag

    CELG has been in a 6 month consolidation and was beginning to move prior to buying RCPT. the ave target price for CELG was $146 prior to the RCPT deal. my shot-in-the-dark guess is we won't see $120 again without a huge broad market sell off or bad news on an individual drug.

  • malagasysloth by malagasysloth Jul 24, 2015 12:43 PM Flag

    BX CFO rumored to be going to Airbnb... possibly. so the question is, how much in share price is a CFO worth?

  • Reply to


    by muckahoy88 Jul 26, 2015 12:23 PM
    malagasysloth malagasysloth Jul 26, 2015 12:55 PM Flag

    the RAS forum is the most uniquely bizarre forum in all of yahoo-dom. it appears to be 500 name-calling bears and their associated aliases against one lone articulate bull. this forum seems to be more about 1 person than 1 publicly traded company. i'm not sure what has created this perpetual environment. it never seems to change over the years, no matter what the share price is doing. or maybe it's simply there are a lot of share holders still stuck with shares above $80. if i was one of them i'd be disgusted too. as it is, i'm not too thrilled owning RAS at $7.55 (since june 2013). what i'd like to know is the profile of the Foulger bashers... are they stuck in a perpetual hell of being long RAS above $20.... $40.... $80.... etc? are they shorts? is it really just 5 people with 64 aliases? just exactly #$%$ is going on?

  • Reply to

    2.5% turnaround in an hour

    by divydenz Jul 27, 2015 10:57 AM
    malagasysloth malagasysloth Jul 27, 2015 4:41 PM Flag

    you can't possibly compare Linn Energy to Kinder Morgan. they do completely different things. LNCO and SDRL are drillers and are radically more exposed to the price of oil/gas than KMI.

  • Reply to

    Up 5% ! What happened ???

    by ai6node4 Jul 29, 2015 10:03 AM
    malagasysloth malagasysloth Jul 29, 2015 1:02 PM Flag

    cooperman has been a buyer of TCRD for years. he often asks questions during TCRD's earnings call. i remember when he was on CNBC in early 2014 on the day TCRD had a stock offering. he said it was a strong buy, with increasing dividends. since then the dividend has stayed the same and the share price is down around $3.

  • Reply to

    Within 2 weeks

    by nosurebet Jul 31, 2015 3:10 PM
    malagasysloth malagasysloth Jul 31, 2015 3:29 PM Flag

    the offering certainly makes it appear as if management has virtually zero regard for the share price or shareholders. RAS had an highly unusual good day yesterday, and they thank new shareholders by slamming them with an SPO. it's really bizarre and tone deaf. and there was no reason to think the share price wasn't going to continue to drift up in the wake of the earnings call. just pathetic.

  • Reply to

    Divvy increase?

    by dr_p1 Aug 6, 2015 9:29 AM
    malagasysloth malagasysloth Aug 6, 2015 11:14 AM Flag

    the entire mid stream sector has been destroyed despite good quarters by most. ETE and WMB have solid growth going forward and they have been hammered as well. the sell off is unrelated to actual company performance. after the initial sell off weeks ago, Cramer attributed it to a forced liquidation at a hedge fund. the price action of the last couple of days may be the same.

3.38-0.02(-0.59%)Oct 8 4:00 PMEDT