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Energy Transfer Partners, L.P. Message Board

musketeernumberone 4346 posts  |  Last Activity: May 28, 2015 10:38 PM Member since: Jul 3, 2008
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  • musketeernumberone musketeernumberone May 28, 2015 10:38 PM Flag

    http://www.bloomberg.com/news/articles/2015-05-28/government-austerity-exacts-toll-on-u-s-jobs-wages-and-growth

  • musketeernumberone musketeernumberone May 28, 2015 7:22 PM Flag

    How silly. More jobs have been created under this administration than any prior admin. Hostility towards business? Then why are corporate profitability and the market at all time highs? It´s not businesses that are suffering, it´s regular people who don´t get paid enough, lack of fiscal stimulus, do nothing Republicans, etc.

  • musketeernumberone musketeernumberone May 28, 2015 2:22 PM Flag

    There is no such thing as rates too low. What was done to cushion the impact of the great recession was necessary and semi-effective. But I agree that the Fed needs to be careful as hey raise rates to "normal" levels. Too bad the real economy is not cooperating with sustained, healthy, growth.

    As for MMP: Risky in a rising rate environment. Dividend increases can help mitigate rising rates, but we really need to see revenue increases from recent investments. I´m thankful the units held up pretty well during the oil price crash.

  • musketeernumberone musketeernumberone May 27, 2015 8:36 AM Flag

    I don´t think raising the divvy will move the units much.

  • Digesting a decade of gains is a good thing, but it would be nice to see the units resume an upward trajectory. What will get MMP moving again?

  • Reply to

    1 Q Earnings

    by musketeernumberone Apr 23, 2015 5:46 AM
    musketeernumberone musketeernumberone Apr 23, 2015 8:40 AM Flag

    Virtually no growth in the commerial airline segment??? Why?

  • musketeernumberone by musketeernumberone Apr 23, 2015 5:46 AM Flag

    Beating by a penny after all the massaging that went into the spin-off is a joke. 21% EPS gain is good, I guess, but 7% revenue growth sux. no longer a growth co.

  • Reply to

    BARV and KLXI so far

    by bellbell63 Feb 14, 2015 10:40 AM
    musketeernumberone musketeernumberone Apr 19, 2015 4:31 PM Flag

    All good. Mexico more stable, less expensive, than Brazil. Stock market´s been the place to be. Can´t complain. You?

  • Reply to

    BARV and KLXI so far

    by bellbell63 Feb 14, 2015 10:40 AM
    musketeernumberone musketeernumberone Mar 30, 2015 5:15 PM Flag

    You funny. Provable? I have no reason to lie and I care not a whit if you believe me or not. I have posted previously as to where I think the stock is going. More importantly - and unlike you - I put my money where my mouth is. I´m up just over 10% on shares bought at the end of last year. I think the stock goes higher from here just from the strength of the order book, plus continued airline growth assisted by windfall profits from the crash in the cost of fuel. It´s a good story and a good stock... I don´t know what you waiting for, Mr. Experienced Investor.

  • Reply to

    BARV and KLXI so far

    by bellbell63 Feb 14, 2015 10:40 AM
    musketeernumberone musketeernumberone Mar 29, 2015 11:56 AM Flag

    In May 2014 I was thrilled with one of my best investments ever. In June I was thrilled by the pop created by hedge-fund interest. By September, I wasn´t so thrilled because the stock wasn´t reacting well to the expense and lack of clarity that came with the spin-off. I sold my entire position. In the Fall, I nibbled and then took a real position in BEAV after the split. I have been a BEAV shareholder for a bit over 10 years. This chart is all you need to know about my results. https://finance.yahoo.com/echarts?s=BEAV+Interactive#%7B%22range%22%3A%2210y%22%2C%22scale%22%3A%22linear%22%7D

  • Reply to

    BARV and KLXI so far

    by bellbell63 Feb 14, 2015 10:40 AM
    musketeernumberone musketeernumberone Mar 27, 2015 11:36 AM Flag

    Gosh, you know nothing about me, my trades, my gains or losses. Your assumptions about these things are pretty much wrong across the board. I´m not mad at you for MY wrong decisions, I´m annoyed by your indefensible belief A) in a past that never happened (hedge funds saved BEAV and it´s stakeholders from debt, re-investment in a new business, greed, whatever), B) a present analysis that is just plain wrong (the break-up has created value), and C) a future which has not happened yet. FYI: Future profits are ALWAYS phantom profits for the simple reason that they don´t exist. And I´m not a loser in BEAV, not by a long-shot. I sold a long term position after the split was announced and well before it occurred. I am Long and Green BEAV since the spin-off.

  • Reply to

    BARV and KLXI so far

    by bellbell63 Feb 14, 2015 10:40 AM
    musketeernumberone musketeernumberone Mar 27, 2015 8:50 AM Flag

    "I tell all BEAV shareholders, past & present, "stop looking at the 2014 stock price
    and start planning for the 2015 - 2017 returns" So, you tell people to ignore the excellent returns the stock had prior to the appearance of the hedgies, ignore the real wealth that the reorganization destroyed, and focus instead on the phantom of future profits in an uncertain market? Seriously, Jack, if you are investor (and not just an hedge-fund hack apologist with no skin in the game), how do you stay in business?

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    musketeernumberone musketeernumberone Feb 23, 2015 11:18 AM Flag

    Well, all aboard. This train is leaving the station and you are standing on the platform.

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    musketeernumberone musketeernumberone Feb 23, 2015 10:03 AM Flag

    You must be drunk on Kool Aid. Crashing oil prices were never a justification for the spin-off. FACT: The market hit record after record while BEAV languished.

    P.S. I´m not mad at you -- who, reportedly, has no skin in this game -- I have been making money in BEAV (again, finally) for the last 2 months -- since around $55.

  • Reply to

    2 months into the spin off ......

    by jackmaster20 Feb 19, 2015 4:20 PM
    musketeernumberone musketeernumberone Feb 21, 2015 4:27 PM Flag

    BS. The stock is about where it was before the spin-off was announced and has spent 9 months recovering from the related uncertainty and expense. Time is money... the spin-off was pretty much a waste of time and money. The one really significant long-term benefit was unforseen and not part of the spin-off rationale: Oil prices are down as are valuations for oil services businesses. The new BEAV is not hampered by this problem. KLXI, of course, is. So, to that extant, thank you, Relational... lucky call.

  • musketeernumberone by musketeernumberone Feb 13, 2015 4:23 PM Flag

    Anyone see any news?

  • Reply to

    Earnings...

    by musketeernumberone Jan 29, 2015 10:06 PM
    musketeernumberone musketeernumberone Jan 30, 2015 12:20 AM Flag

    From today´s press release: "2015 earnings per share are expected to be approximately $3.00 per diluted share or approximately 20 percent higher than 2014 adjusted earnings per share."

  • musketeernumberone by musketeernumberone Jan 29, 2015 10:06 PM Flag

    The new CEO put a lot of one-time junk into last Q and wants to start the new year with a relatively clean slate. They are already planning to de-leverage, boost the divvy and buy-back shares. The business can grow per share earnings at 20% for the next few years. With a PE of 14, the stock looks good. Barring a maket melt-down, I think it´s up from here - especially in the second half as the new CEO proves he can make forecast, R & D declines, and new business starts to roll in from airlines flush with cash due to lower fuel costs.

  • Reply to

    A new dawn .......!

    by jackmaster20 Dec 18, 2014 12:19 PM
    musketeernumberone musketeernumberone Jan 28, 2015 9:09 AM Flag

    BS. The spinoff was one of the most complicated, goofiest, worthless, activist investor initiatives I´ve ever witnessed. It has LOST MONEY for anyone who held BEAV shares in May of last year. You see #$%$ and call it steak. Bon appetit.

  • Reply to

    Hey Jack:

    by musketeernumberone Nov 19, 2014 5:02 PM
    musketeernumberone musketeernumberone Dec 12, 2014 12:59 PM Flag

    Blah, Blah. I sold at 95, bought back at 75, sold that on a break even basis and am now waiting for the dust to settle. If you think the stock action has been in relation to mis-management and "mis-allocation" rather than the oil price slide and the expenses of the spin-off, then you are the rookie.

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