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Enterprise Products Partners L.P. Message Board

mktplyr517 50 posts  |  Last Activity: Oct 16, 2014 12:21 PM Member since: Oct 12, 2001
  • mktplyr517 mktplyr517 Oct 16, 2014 12:21 PM Flag

    so you pumped it to retirees while you were dumping it and denying its risk

    What a guy

  • mktplyr517 mktplyr517 Oct 15, 2014 12:09 PM Flag

    Hey Stevie.... Hows that MLPL that you recommended for retires.... I know you said you weren't interested in the unit value... yield only.... but hows that 30+% haircut feel

    Hey.... some may want to nibble at MLPL when its yield goes to 15% in a few days

  • mktplyr517 mktplyr517 Oct 13, 2014 4:13 PM Flag

    Well since the Fed is run by investment bankers... its the firms that they used to work for that know their direction before the rest of us... and rates have really only one direction to move.... and its what we are constantly monitoring Fed speak

  • mktplyr517 mktplyr517 Oct 13, 2014 3:49 PM Flag

    There appears to be pressure from many different events...

    The Saudi action of no production cuts (vs their lie last month of a cut) will drive oil down to the point where smaller frackers fold...

    Its a problem because there will be no product to ship.... even though the producers are committed to pay for capacity whether they ship or they don't. If a fracker that with guaranteed capacity goes belly up those are dollars the pipelines can't immediately replace in the current environment

    This oil glut is going to be a rather large issue because it has the potential to trigger a steep recession.... the GDP decrease from reduced production and lower commodity prices will be significant... it will result in serious job losses throughout the economy

    I can't believe this is what the Saudi's want because it will result in low cost oil for a few years whereas a slight dip in production would bring them far more revenue overall

    As this unfolds the specter of increase rates will dissipate but we have to wonder how many bullets the Fed has left in its gun.... QE 4 anyone???????


  • Reply to

    oil storage

    by rjraecek Oct 12, 2014 2:48 PM
    mktplyr517 mktplyr517 Oct 13, 2014 12:05 PM Flag

    reduced production..... exports

    But exports will drive down the price of oil worldwide... and expensive fracked production doesn't make sense at lower oil prices

  • and that would be the investment banks that hold the massive positions.... who are not afraid of paying the tax... believe that interest rates will be going up... and are taking their profit

    rates up... MLPs down.... its always been that way

    15% down in 2 weeks here at EPD... I think we could easily see a unit price below $30

    again the only thing that stems the decline in unit value is a more aggressive growth in the distribution growth rate

    IF you don't believe that EPD can trade to a 5+% yield... you probably never thought that EPD could go from less than 3.5% yield 2 weeks ago to its current 4.1%... and we got that 1/2 a cent in that time period

    That's why this holder calls for a higher distribution

  • Reply to

    I'd say beware of the strong dollar....

    by mktplyr517 Oct 9, 2014 10:18 AM
    mktplyr517 mktplyr517 Oct 9, 2014 12:20 PM Flag

    The capital outflows from Europe are what fed yesterdays ridiculous rally on the FED speak about interest rates

    When we see "irrational exuberance" in the mkt the FED will act...

    EPD may be the canary in the coal mine on this.... but many factors are at play..... first and foremost the collapse of the share price of energy producers (due to strong dollar)... this is dragging EPD downward with the sector

  • Strong dollar is really hurting the US energy industry... its crippling the price of WTI (and Brent) which has the oil frackers on the brink of losing money on every bbl.

    Strong dollar is attracting foreign investment
    Strong dollar means that US interest rates will rise

    This creates a very tricky landscape for EPD to maneuver through in the near term

  • mktplyr517 mktplyr517 Sep 30, 2014 4:35 PM Flag

    What I really wanted you to focus on first and foremost is the blowout preventer which is part of the well head and not part of the rig

    Every well gets a brand spankin new one that conforms to new specs post Macando

    If this is beyond your knowledge base why should anyone swallow anything else you post?

  • mktplyr517 mktplyr517 Sep 30, 2014 3:37 PM Flag

    The risk with older rigs that have questionable blow out preventers is getting greater.

    Cure your ignorance.... you post all day here as if you know something... you don't

    research what you just said and cure your ignorance

    and BTW older Rigs have the potential to work at a cheaper day rate at a profit than newer ones

    The new ones have to have a rate that justifies the investment

  • Reply to

    Weakness in oil and gas

    by no1matemary Sep 11, 2014 9:56 AM
    mktplyr517 mktplyr517 Sep 11, 2014 10:24 AM Flag

    there are some serious glut issues arising.... yet while they shouldn't affect EPD they sometimes can...

    The Saudi's cut oil production in Aug by 40Kbbl/day... largest cut in a decade...

    As to Nat Gas... they are producing so much to make up for last winters use the question is will they reduce production in time to prevent a glut.... there may be too many producing wells right now for that to be the case

    Nat Gas could easily go into the low $3s

  • and yahoo is the worst offender... IF you pull EPD charts they appear to have split at a 1:4.... and the historical quote page is an out right joke

    I'm thinking some of that rather large run was people thinking they were gonna get $2.88 on $40...

    Some may have taken that profit and run

  • Reply to

    NEW 10 Year lows are coming......

    by gasman2501 Sep 4, 2014 1:52 PM
    mktplyr517 mktplyr517 Sep 5, 2014 2:18 PM Flag

    well your above facts are not in line with reality... and my sources feel that since ex div at least another 10 million shares have been sold short

  • mktplyr517 mktplyr517 Sep 5, 2014 11:16 AM Flag

    negligent but indemnified by the grossly negligent.... the judge said so!

  • Reply to

    what goes up

    by colonelflashmanvc Aug 26, 2014 12:51 PM
    mktplyr517 mktplyr517 Aug 27, 2014 10:12 AM Flag

    Whats the equivalent yield after cap gains and recapture?

    and sdrl's divi is questionable moving forward and LINE has never impressed me... ( neither is growing the divi/dist also which may limit share appreciation)

    Very High yields equal risky equity

    ETP seems reasonable but its a 6.5% yield not an 8 or 9%

  • Reply to

    Dividend amount/units

    by debbie08730 Aug 22, 2014 4:12 PM
    mktplyr517 mktplyr517 Aug 26, 2014 9:53 AM Flag

    as I thought about the possibility of continued 1 cent increases and a doubling of the growth rate I came to the conclusion that there is a small possibility that they do move in this direction....

    By doubling the rate they put the growth rate in-line/ahead of the newly stated Kinder policy.... but Kinder has a policy of paying out every last cent of available cash flow where we know the exact opposite is true here

    I continue to believe that the new KMI is rather overvalued and will see an equalization with EPDs mkt cap

  • Reply to

    Dividend amount/units

    by debbie08730 Aug 22, 2014 4:12 PM
    mktplyr517 mktplyr517 Aug 25, 2014 10:54 AM Flag

    are you implying that we will continue to see 1 cent per Q?... IF that were to happen the dist growth rate would double..... I don't see them doing that... but they could stick to the halves and give us a special 1/4.... 1/2 or 1 cent special which would keep the annualized rate in full cent increments

  • Reply to

    The split takes EPD to about $38....

    by mktplyr517 Aug 13, 2014 12:46 PM
    mktplyr517 mktplyr517 Aug 14, 2014 1:52 PM Flag

    The real world reality is that most entering that type of security has income well in excess of $73K which more than equalizes the distribution/dividend

    Less than $73K on a combined income in the real world and I don't know where one would find $.50 to invest..... and factor in that most small income investors invest through 401Ks if they invest at all and stocks are rarely an option for "low" income investors in those vehicles

    Those that are looking at yield producing equities have significant 2014 type income and $73K is nothing in 2014 terms... not to mention those with the really big bucks/incomes have to pay income rates on dividends which destroys KMI as an alternative.... so maybe the guy buying 100 shares (more than 5% of income for a less than $73K earner) if they can afford it considers KMI.... IF I'm a Dr. with a decent portfolio and I'm looking to shelter $250K do I like EPDs 3.7% tax differed yield or do I like KMIs $4.5-5% yield where I could be paying 30+% Fed + 8-10% State..... ouch.......

    Sheltering income from taxes will always be a priority of investors

  • Reply to

    Be Happy Look What Happened to Canadian MLP's

    by aonrob666 Aug 13, 2014 4:11 PM
    mktplyr517 mktplyr517 Aug 14, 2014 9:28 AM Flag

    A republican house will never allow that

  • mktplyr517 mktplyr517 Aug 14, 2014 9:10 AM Flag

    Look at the financials... EPD has Greater revenue... greater profit.... and less tax than the combined Kinder Franchise

    yet Kinder's combined mkt cap now sits above $100 billion... and EPDs is $70 Billion.. Kinder is more than 43% greater cap... how would a 43+% pop in the EPD unit price feel

    There's gonna be some movement towards equalization and now matter how you slice it EPD wins because IF our unit price increase dramatically EPDs cost of capital goes lower still.... Kinder decreases... and the cost goes right back up wiping out the reason for the deal in the first place

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