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Linn Energy, LLC (LINE) Message Board

nymarv10956 98 posts  |  Last Activity: Oct 23, 2014 2:12 PM Member since: Apr 18, 2007
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  • Reply to

    Distro. General MLP Distro. Increase news

    by chrxind Oct 20, 2014 11:42 AM
    nymarv10956 nymarv10956 Oct 23, 2014 2:12 PM Flag

    Just listened to EQM CC it appears to be on track with dropdowns for next 3 years or more and 3 cents a quarter increase until 2016 at least

  • nymarv10956 by nymarv10956 Oct 22, 2014 9:29 AM Flag

    I am sneaking in this topic prior to most CC's these next 2 weeks and as some mlp's have recovered somewhat. ETN ETF Mutual funds have no emotional attachments to a mlp. Analysts have some emotional ties since their reputation is on the line,and co they work for must attract clients in part due to their success. We the small investor have alot of emotional energy to a particular stock . This group has an enormous amount of energy given to MWE. Sometimes an excessive amount of emotional energy clouds a prudent investment outlook(not speaking of MWE). Therefore, one should listen to the cc's and take a fundamental outlook of their guidance going forward and their DCF coverage the only true evaluation for small investor . Call this elementery but as I read many boards and why they buy . It astounds me why they pick some mlp's.

  • nymarv10956 nymarv10956 Oct 20, 2014 8:21 PM Flag

    CS and a couple of other analysts put a TP of 100. If the CC Oct 23 remains positive it is worth a buy for some. The 3 cents a quarter increase reminds me of TRGP Anyway I am not running a newsletter just some thoughts while MWE goes through next year transition

  • Reply to

    Distro. General MLP Distro. Increase news

    by chrxind Oct 20, 2014 11:42 AM
    nymarv10956 nymarv10956 Oct 20, 2014 12:46 PM Flag

    MWE sits between EQM and HCLP

  • Reply to

    Distro. General MLP Distro. Increase news

    by chrxind Oct 20, 2014 11:42 AM
    nymarv10956 nymarv10956 Oct 20, 2014 12:44 PM Flag

    You may have been sleeping but this was announced about a week ago. I have not changed my mlp investing philosophy. CAGR more than 10% a yr and more than 2 cents increase each quarter. I have to rid myself of my OILT position and in decreasing dollars ETE TRGP MMP EQM HCLP The oilt money will be put into TRGP ETE and depending on this weeks CC for EQM. Looking seriously at PSXP Marv

  • Reply to

    My question of the quarter

    by nymarv10956 Oct 17, 2014 8:02 AM
    nymarv10956 nymarv10956 Oct 17, 2014 8:30 PM Flag

    I think I saw someplace that MWE registered 1.3B equity. Someone please say it isn't so Marv

  • Reply to

    My question of the quarter

    by nymarv10956 Oct 17, 2014 8:02 AM
    nymarv10956 nymarv10956 Oct 17, 2014 12:28 PM Flag

    Arb my guru from IV board. Today everything was doing good until oil retreated so I feel oil still is shaking the mlp group. I also don't expect much change in guidance from MWE EPD . I now focus more on EPD as OILT will end being EPD not to my present liking. Howard dissertation was my feeling as I had made some similar comments about NG and NGLS before. The dynamics of the ETF ETN Mutual funds brings some light to velocity we see.I saw a very knowledgeable oil person on TV who said that many refineries are down and when they return oil futures will move up somewhat also a positive.My other thought is whoever dropped the most would probably rebound the most. However, the good will rise to top.At anyrate hanging in.

  • nymarv10956 by nymarv10956 Oct 17, 2014 8:02 AM Flag

    I ask this from those awake. What makes you buy from this point foward as the cc's are coming up next 2 weeks. Does predictability of distribution do it- does projects in works do it-does increase of distribution each quarter do it-. I ask this because the present standard in industry EPD has perdictability 1 cent pre split,great projects, just as MWE. So I expect MWE to perform just as EPD price wise until MWE changes its distribution policy to more than 1 cent a quarter. Or are you in bargin frame of mind as to who dropped the most.

  • Reply to

    Panic Buying

    by intarzletrol Oct 16, 2014 11:04 AM
    nymarv10956 nymarv10956 Oct 16, 2014 4:05 PM Flag

    My 2 cents is who will rebound the most when returning to normalcy, MY money is on the highest CAGR players. MWE is in the lower half this year

  • nymarv10956 by nymarv10956 Oct 16, 2014 1:03 AM Flag

    I usually hawk sell in May and go away and Sept 1 to Oct are the most treacherous but never did I think this massacre could happen. These past two weeks are what hero's refer to when they talk of buys. I heard the most positive cc since I have been listening to them these last 20 years by Targa.. Most interesting is that the analysts have not collapsed their TP for TRGP ETE and a few others. We have to see around Thanksgiving what NG is selling for to see any recovery for the NG mlp's when weather get cold nationally. I have been through this twice before and hope in a few years to says 3 times. The Targa buy changes alot of things for the 12B to 15B group. I think personally it makes MWE the #1 buy these next 2 -3 yrs Only KMI WMB ETE have the clout OKE DPM MMP also would make great fits for somebody

  • Reply to

    2 weeks to go overview

    by nymarv10956 Oct 5, 2014 10:58 AM
    nymarv10956 nymarv10956 Oct 8, 2014 2:12 PM Flag

    Very interesting happening today. NG off 9 cents or 2.2% yet the NG pipelines are getting hit beyond that these last few days and weeks. Volume shows only sellers and very few buyers. Also the mutual fund types are what is killing mlp market as they have rules about losses. The gas pipelines are getting hit when NG really has not tanked to the degree of oil related mlp's. I feel that the group as a pendulum has swung far to left and will return to middle with some damage apparent. What I don't know and hope will be explained is propane butane prices have to retreated during this period is it a plus for EPD and NGLS or a negative. Is drop in oil a negative or positive for oil storage plays as PAA MMP Does anybody have some smarts about these issues. Marv

  • Reply to

    2 weeks to go overview

    by nymarv10956 Oct 5, 2014 10:58 AM
    nymarv10956 nymarv10956 Oct 7, 2014 10:03 PM Flag

    The fed has to get out of buying bonds and controlling interest rates as there is no inflation. Once they signal that they are raising fed rates then the 2.3 or lower rates will rise quickly and the fun begins. The numbers say we are doing better than the rest of world. The guy on street is suffering but numbers say unemployment is 5.8% The US companies are doing well but those who have better than 25% overseas are one's getting killed taking whole market with them. If GDP for last quarter is 3% or better it signals a interest rate going up . The when is the major question. The lowering of gasoline prices which used to be a drag on economy are moving toward $3.00 so it is when

  • Reply to

    2 weeks to go overview

    by nymarv10956 Oct 5, 2014 10:58 AM
    nymarv10956 nymarv10956 Oct 7, 2014 10:35 AM Flag

    The latest hits on mlp stocks besides the traditional Sept-Oct malaise is that oil prices are retreating. Once again it shows that we in mlp's are connected to oil prices and interest rates because we are a sub market of energy sector. The 10 year treasury at 2.38% today is pointing to the fact that interest fed rates will be higher sometimes next year. The group is getting hit also because refiners who played the brent vs wti spread are getting killed as it narrows.A Shell top official said that gasoline and oil prices will continue to drop until approx Jan then stabilize and reverse.This season is a buy and hold. I and speak only for myself feel that companies who move WTI and refined oil products will survive nicely. PS MWE TP Jeffries is a 79. I say this every quarter but this is more important than most. The CC's will tell how each will do in this low oil and major slow down of world economies will effect each company into next year.

  • Reply to

    Hach for you

    by nymarv10956 Oct 5, 2014 11:42 AM
    nymarv10956 nymarv10956 Oct 5, 2014 1:53 PM Flag

    Actually the August 12 article was more inclusive

  • nymarv10956 by nymarv10956 Oct 5, 2014 11:42 AM Flag

    Thanks for reply. IAERESEARCH has a very good breakdown of MMP on seekingalpha

  • nymarv10956 by nymarv10956 Oct 5, 2014 10:58 AM Flag

    Never before has there been so much activity surrounding mlp's since I have been doing this.. The KMP situation and holding up of their family price is a positive. EPD and it's dominant position on export and mid stream refinement in the gulf region is a positive for future. Serious discussion on changes in export policy and the 3 major oil fields Bakken Permian and Eagleford at full steam. Williams and ETP expanding the NG footprint in the eastern i/2 of US. The mlp group following the oil group model of M &A and starting the 5 Billion to 16 Billion purchase plan. So while the next 2 weeks are important they are overshadowed by the strong realization that NG NGLS LNG and export companies are at their strongest potential going into winter. No hurricanes a plus . EPD CC will tell the state of mid stream going foward. Oil dropping in price provides for MMP SXL health in new projects. MWE supplying everybody with NLGS products across the board.Even the shipping of LNG and Condensate and NGLS creating a boom for shippers. Although there has been some deterioration in price the future for next six months remains bright. Mostly the consolidation once KMI WMB EPD closes expect more M&A activity ala Chevron years ago.

  • Reply to

    oilt

    by dreiser139 Oct 1, 2014 9:14 AM
    nymarv10956 nymarv10956 Oct 4, 2014 11:39 PM Flag

    Thanks again. Just drove in rain from Richmond to Palm Beach Cty in 15 hours Friday. Took a look at what I left for week. Before I read your dissertation I had already deceided to add to MMP. EPD is my third largest position in my regular brokerage account. Never a great fan of EPD because CAGR under 10%. What is happening to mlp's happened to oil. Amaco Texaco went out Conoco-Marathon-OXY HESS breaking up and BP being bled to death. My golden era is 2014-16 but I will add a year to 2017 ( I still am afraid of interest rates after 2015) It is very obvious that the 2 jewels remain Targa and MWE. . I also had thoughts of adding TRGP at 136 or under presently. Everything depends on guidance this CC season EPD becomes the USS IBM of mlp's reporting within a week. How TRGP NGLS fills it's DCF this quarter and next is very important. I guess ETE TRGP MMP EQM will have to do going foward. Then HCLP EMES SUSP minor holds No premium for OILT a real bummer but EPD TP to 46 may be a salvation. I looked at NSLP 6
    months ago but it trades at low volume and couldn't get a good price. Thanks again Marv

  • Reply to

    First week of the infamous 6 weeks going foward

    by nymarv10956 Sep 12, 2014 6:16 PM
    nymarv10956 nymarv10956 Oct 2, 2014 5:39 PM Flag

    What do you think is going on. READ what I have written . 7 reasons for down market. 10 years at 2.4% is positive. mlp's are getting hit because of oil price down, in energy sector,Saudi's promising to lower price and lastly NG season has nor yet winter become

  • Reply to

    oilt

    by dreiser139 Oct 1, 2014 9:14 AM
    nymarv10956 nymarv10956 Oct 2, 2014 5:34 PM Flag

    I find that you are on target as usual.Lets forget about MWE.for the moment. I have plenty of ETE and equal TRGP and MMP. So what is your best call for next 2 years. As you know I am a cagr total return .investor.. PS CS has EPD at TP 46-MMP at 90 and TRGP at 141

  • Reply to

    oilt

    by dreiser139 Oct 1, 2014 9:14 AM
    nymarv10956 nymarv10956 Oct 1, 2014 8:39 PM Flag

    I am coming home and in VA. I am shocked by events. OILT is a German worldwide company..Very interested in the deal as it is my second largest holding in my IRA and has a number of export facilities that will make EPD a Major exporter as OILT has terminals worldwide especially in Europe. Hach whar do you make of deal?

LINE
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