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Sunoco Logistics Partners L.P. Message Board

nymarv10956 115 posts  |  Last Activity: Mar 1, 2015 11:37 AM Member since: Apr 18, 2007
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  • Reply to

    Two MLP Observations for Nymarv and the Board

    by ake05bono Feb 28, 2015 7:45 PM
    nymarv10956 nymarv10956 Mar 1, 2015 11:37 AM Flag

    mlpdata has CAGR for mlp's next 2 years

  • Reply to

    Two MLP Observations for Nymarv and the Board

    by ake05bono Feb 28, 2015 7:45 PM
    nymarv10956 nymarv10956 Feb 28, 2015 10:12 PM Flag

    Breaking news Lithuania buys LNG from Cheniere as of 2016 . NG is going to europe and breaking stangle hold by Russia. If only EPD would be investor friendly I would change my mind PS I have a load of it and hope to cut in 1/2 when it hits 37+ Enough said tonite

  • Reply to

    RRMS and SEMG

    by chrxind Feb 27, 2015 10:53 PM
    nymarv10956 nymarv10956 Feb 28, 2015 12:47 PM Flag

    SEMG just dropped down to RRMS something this week prompting CHRX perhaps to take a look at it. Semg reported very good earnings recently. I looked at RRMS when they had a secondary and bought some at premarket They placed about 45 for secondary. What I didn't like was the recent dropdown was oil pipe to Cushing where storage of oil is about to run out in next 4 weeks. Another rule for mlp investing is if stock price drops $3 at secondary or does not drop equal to more stock outstanding percentage I am suspect. If secondary adds 5 % to float it should go down about 5%. Secondaries must be looked at more suspect especial;ly during these times

  • nymarv10956 by nymarv10956 Feb 26, 2015 9:20 AM Flag

    In January TP went from 80 to 71.. Feb 25 TP went from 71 to 79

  • nymarv10956 nymarv10956 Feb 26, 2015 8:52 AM Flag

    As always a very great overview of MWE position. I am a market person Not all stock market participants have an affinity for individual companies. Many people like myself are governed by fundamentals. Mlp's have fundamentals noted by all involved in this group these many years. I have endlessly noted that major mlp's like PAA EPD ETP have periods where they built infrastructure and their price has been dormant for 3-4 years. At present time unless I have been asleep these last 6 years CAGR Coverage of distributions and potential growth in DCF (RRR?) are what mlp's are about. Therefore I would appreciate YOU ARB MONEY CHRX RuBY LIZA giving me their evaluation of MWE vs ETE ETP TRGP WES EQM TEP PSXP MMP for only next 2 years on price.Thanks

  • Reply to

    Numbers are in

    by nymarv10956 Feb 25, 2015 9:21 AM
    nymarv10956 nymarv10956 Feb 25, 2015 10:09 AM Flag

    Arb I looked at distribution guidance and average for year is 0.925 per quarter. Looks like a slight increase over 1 penny Yes?

  • nymarv10956 by nymarv10956 Feb 25, 2015 9:21 AM Flag

    Comments please

  • Reply to

    The NG picture as of this week

    by nymarv10956 Feb 20, 2015 9:59 PM
    nymarv10956 nymarv10956 Feb 23, 2015 12:37 PM Flag

    Nigeria makes Chicago and Il small pickens for being corrupt. The oil group in Nigeria is similar to the Putin circle in Russia. They haven't put a dime into getting ride of the ISIS type of rebel. With the oil money they make they could have a Army of 100,00 British or other merceneries,but afraid they would lead a coup after finishing the job. The people are incredibly poor and the oil money with Shell's help goes to whoever has the sphere of influence namely 1 guy and family. Note Montiva and other refineries on strike are serviced by S.A. oil I am crying about it. Lastly with refineries closing less oil being refined and more inventory build up and lower oil prices. Price of oil lower as today is the mlp problem

  • Reply to

    The NG picture as of this week

    by nymarv10956 Feb 20, 2015 9:59 PM
    nymarv10956 nymarv10956 Feb 22, 2015 12:03 PM Flag

    I have tried these last few months to present my case for ETE to you. Those who know fundamentals would have seen a great buy. 1B shares moved it from 42 to low 50's. But you have your own dynamics of buying. I am serious about CAGR buying. The kicker for TRGP is one day ETE or WMB or KMI will want an export facility and they are right behind EPD plus Bakken. The case for NG really is wet gas and dry gas. If you have too much wet then the NGL's are commodity reliant and taking the halo hit. SXL and SUN and under Warren Stacey can't help but prosper. SXL has been my most consistant winner in mlp space for better than 10 years. Regards to Pa and weather.

  • Reply to

    The NG picture as of this week

    by nymarv10956 Feb 20, 2015 9:59 PM
    nymarv10956 nymarv10956 Feb 22, 2015 6:39 AM Flag

    Just finished the WES 4th quarter call. It appears to be a model for the NG mlp.They appear to be good for next quarter and pushing out to 16 anything that would have been added on this year They and others are to be talking early March for year analysis forward

  • Reply to

    The NG picture as of this week

    by nymarv10956 Feb 20, 2015 9:59 PM
    nymarv10956 nymarv10956 Feb 21, 2015 4:26 PM Flag

    Chrx The reason I am here is because I have a legitimate discource with you,occasionally money arb hach and 1 or two others. The IV board is focused on e&p-endless Ki tax ? and minutia.. Only a few really have anything to say. However I will pick you up there if everything else fails. My commentary doesn't suite the players there. But Passandshoot material is invaluable

  • Reply to

    The NG picture as of this week

    by nymarv10956 Feb 20, 2015 9:59 PM
    nymarv10956 nymarv10956 Feb 21, 2015 1:43 PM Flag

    You know I tried to hide with NG mlp's NG price short term futures only moved Friday Therefore NG pipeline mlp's have not reacted positively until CC's and guidance.It appears price of mlp's for last week reacted to cc's of those I follow as WES WMB and ETE . CS has given EQM a 102 TP. So I expect to be buying EQM at this level for future. The gp of WES ,WGP was raised.Still consolidating holdings and am stymied by EPD low price. Hanging in with ETE TRGP MMP EQM as my core. I follow the CAGR school of mlp investing in self directed IRA. Awaiting MWE story with WTI appears to holding at low 50 so far.

  • As of Feb 13 storage 5 Billion cf over 5 year average. So even after this draw down this week there will be plenty of NG in storage.The price moved up slightly today I don't see NG pipes other than special situation ETE moving north. Hope dems in NE love paying up because of NINBY l focus on pipes.

  • Reply to

    Gas Pipelines

    by chrxind Feb 19, 2015 6:42 AM
    nymarv10956 nymarv10956 Feb 20, 2015 3:23 AM Flag

    BofA analyst has report on HCLP read it on IV board if possible. If what you say is true about NG futures WES EQM ETPand such do not reflect it in their price. The oil fluctuations have more to do with mlp pricing now. EPD can't buy a price up. Perhaps the CS conference along with a oil hold will hold potential slide to group. I remind you of the traditional 5-6 weeks decline in 90 day cycle after distribution in strongest 1/4. Selection and price target for purchase after today end of option trading today

  • Reply to

    Gas Pipelines

    by chrxind Feb 19, 2015 6:42 AM
    nymarv10956 nymarv10956 Feb 19, 2015 8:30 AM Flag

    Just an interesting note. The mlp's of drillers appear to be suffering the parents downturn. EQM via EQT this am will be the test.

  • Reply to

    Gas Pipelines

    by chrxind Feb 19, 2015 6:42 AM
    nymarv10956 nymarv10956 Feb 19, 2015 8:16 AM Flag

    I have written a few times that I didn't get the NG market and don't think it works like oil market therefore mlp's. We have a massive cold spell across the south and the NE has been under siege for 1 month. There must be so much NG around that the supply is there. But since mlp's are not drillers the pipes should be hauling a ton of it. BUT it is not reflective of price of mlp's mainly in NG business. CHRX please note that ETE approved a 2Billion buyback of stock. That to me is the sleeper for ETE. Only WMB appears to be beneficiary of NG movement so far

  • ETE family reports AM tomorrow. 4th quarter and yr . Worth a looksee to those who will be hit by oil drop tomorrow.

  • Reply to

    Latest CC from a mid stream company NGLS

    by nymarv10956 Feb 13, 2015 8:33 AM
    nymarv10956 nymarv10956 Feb 18, 2015 9:01 AM Flag

    Great that you have a head on your shoulders. First TRGP is just a reflection of NGLS performance. If you don't feel comfortable with what he said then you are in money camp and should not be in mlp's for 8-10 months and buy Dis or celg or the likes. EQM is putting out a GP IPO I have to try and understand why but eqm is a dropdown story for about a year. 78-81 for eqm appears to be a start of position.Clmt is just for distribution it probably will only give a 10% upside. I have followed it for 6 years and the coverage is all over the place. They have a couple of niche parts. Thanks for reply

  • Reply to

    Latest CC from a mid stream company NGLS

    by nymarv10956 Feb 13, 2015 8:33 AM
    nymarv10956 nymarv10956 Feb 17, 2015 10:03 PM Flag

    Thanks for your observations. I think you are on target to consolidate to fewer holdings. I am presently doing that and as you see from my core holdings of ETE TRGP MMP EPD (will exit EPD ASAP) I have some sand players which I probably will hold and exit with loses. I feel that if mlp,s stopped distribution increases they would drop like lead balloons and lose a percentage of people as myself who invest via CAGR and increased distributions. The point you are missing is that the problem is with oil and ngls, and not all mlp,s are weighted towards those. I argue that a company like MMP has refined products or gasoline predominately and goes from 15% to 10% increase without a negative coverage I. like the feeling that people should use puts and calls and leaps to overcome the volitility. Lastly with interest rates so low easy to borrow money and go the bond route for opportunistic buys At any rate being in cash is the best now. Thanks for reply.

  • Reply to

    Latest CC from a mid stream company NGLS

    by nymarv10956 Feb 13, 2015 8:33 AM
    nymarv10956 nymarv10956 Feb 16, 2015 4:01 PM Flag

    You and I don't agree on EPD. Through the years I have bee in and out at least 7 times in 15 years. As the premier midstream mlp with the most positive writings for support it is not investor friendly with 0.05 cent increase each quarter. I tried to avoid it but am stuck with the OILT exchange although I got rid of 2/3 OILT in the open market. When I get it I will cc myself out. I am formulating another focus on investing and see if you or money have given it some thought. Best refined product and most conservative mlp MMP- Most vertical midstream mlp EPD-or NGLS Conglomerate-KMI-number 1 dropdown co EQM PSXP? most aggressively managed MWE- holding co ETE. I Most NG focused WMB most oil focused perhaps SXL Most attuned to storage of oil? gas? I know categlory is not the answer but perhaps best in class is the best diversification. Marv

SXL
43.29-0.20(-0.46%)Mar 3 4:03 PMEST

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