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Sorted by: Date | Top Results
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| 1. |
Re: Oil over 80 Very Important 
$80 oil is only important to Line in relation to when
they add hedges for 2012 and 2013. They have a history
of impecable timing and it appears that waiting is
paying...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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6-Jan-10 07:09 pm |
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| 2. |
Re: There goes a good board? I hope not
I would also hate to see this board get taken over
by political rants. I have 150 people on ignore on
the CWEI IV board in order to follow Robry,s great
NG reports without having to spend a...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EV Energy Partners LP (EVEP)
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birdluck1 |
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29-Dec-09 08:17 pm |
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| 3. |
WF report from IV MLP board
LGCY research report, after acquisition news from WF,
12/22/09 Legacy Reserves, L.P. LGCY: Raising Estimates
And Valuation On $130MM Acquisition • Key Takeaways.
On December 18, 2009, LGCY...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Legacy Reserves Lp (LGCY)
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birdluck1 |
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28-Dec-09 01:08 pm |
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| 4. |
Re: This reminds me a little of 2007
Good to see you back on this board Cato. One difference
between now and the 2007-2008 line price rise is the
absence on pipes now. There was a lot of selling pressure
in those Lehman...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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24-Dec-09 11:01 am |
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| 5. |
Re: Zacks - irrelevant
Go to the Investor Village MLP board and look for postings
of reports of financial institutions that follow MLPs,
such as Wells Fargo, Citigroup, Goldman Sachs. They
make...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Energy Transfer Partners L.P.
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birdluck1 |
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10-Dec-09 02:32 pm |
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| 6. |
WF downgraded BWP today (12/2)
From IV MLP forum WF downgraded BWP today (12/2) •
Downgrading To Market Perform. We are downgrading
our rating toMarket Perform from Outperform primarily
due to valuation...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Boardwalk Pipeline Partners, LP (BWP)
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birdluck1 |
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2-Dec-09 06:39 pm |
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| 7. |
C on Linn Acquisition
From IV MLP board: [from.c] Linn Energy, LLC (LINE)
Acquires Properties for $154.5 Million; Reiterate
Buy Rating Buying assets in Permian, Anadarko — LINE
has...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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2-Dec-09 11:40 am |
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| 8. |
MWE Assessment from IV MLP board
[source: BC] November 16, 2009 Markwest Energy Partners,
LP (MWE - US$ 23.93) 1-Overweight Change of Price
Target Adjusting Estimates post Q3 Results Investment
Conclusion While MWE...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MarkWest Energy Partners, (MWE)
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birdluck1 |
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16-Nov-09 07:13 pm |
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| 9. |
WF on ETP from IV MLP board
ETP/ETE: Weak Q3 Results In-Line With Our Expectations--
Buy On Weakness Energy Transfer Partners, L.P. Analyst:
Michael Blum (LARGE CAP PIPELINE MLPS, OVERWEIGHT)
(ETP, $43.53, OUTPERFORM) (ETE, $28.64...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Energy Transfer Partners L.P.
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birdluck1 |
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11-Nov-09 11:14 am |
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| 10. |
Buy rating From Citibank
From IV MLP board: Linn Energy, LLC (LINE) Showing
Resilience; Acquisitions Likely in Medium Term – BUY
Lower Than Expected Q3 Result — LINE reported Q30
9...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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5-Nov-09 11:08 am |
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| 11. |
Call Summart
Expect distribution coverage ratio to average 1.13
for this year. New acquisitions in Permian are mostly
oil and they are looking at more attractive oily opportunites
than gas now. The recent Permian...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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4-Nov-09 03:28 pm |
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| 12. |
Re: thoughts on earnings
I just listened and they said that coverage ratio for
Q/3 was 1.09, but they are projecting 1.13 for full
year.
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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4-Nov-09 03:13 pm |
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| 13. |
Re: thoughts on earnings
Are you sure you heard that the coverage ratio was
1.13? The press release says 1.09
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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4-Nov-09 03:03 pm |
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| 14. |
Re: thoughts on earnings
Earnings are down because of higher oil prices which
result in hedging losses that lower earnings. What
mattters is that cash flow was higher...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Linn Energy, LLC (LINE)
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birdluck1 |
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4-Nov-09 10:54 am |
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| 15. |
Re: The Call
Nice thought, but pure speculation. We will not know
for some time what Brumley's new duties will
be.
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Encore Energy Partners LP (ENP)
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birdluck1 |
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2-Nov-09 04:04 pm |
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| 16. |
Re: DNR acquires EAC and its units of ENP
This part of the announcement is encouraging. "The
Company may decide to sell certain properties to Encore
Energy Partners as a means to reduce the Company’s
debt. The new...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Encore Energy Partners LP (ENP)
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birdluck1 |
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1-Nov-09 06:21 pm |
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| 17. |
Re: DCF comparison
I have owned ENP since early 2008. I also have a large
holding in LGCY since it is, like ENP, an oily E&P
MLP. I have smaller amounts of LINE and EVEP. The
rest of my MLPS are less...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Encore Energy Partners LP (ENP)
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birdluck1 |
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1-Nov-09 03:48 pm |
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| 18. |
Re: DCF comparison
Yes, I think the relationship between EAC and ENP is
quite special in the MLP universe. It is not unlikey
that ENP distributions could go up 5% annually as
the result of accretive dropdowns. For this...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Encore Energy Partners LP (ENP)
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birdluck1 |
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29-Oct-09 11:14 am |
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| 19. |
Re: DCF comparison
Most of the call covered EAC and I did not hear anything
on ENP that is not in the Q/3 press release, except
that there will be more dropdowns to help fund EAC
CO2 capex, in 2010. This is not really news as...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Encore Energy Partners LP (ENP)
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birdluck1 |
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28-Oct-09 06:58 pm |
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| 20. |
Re: DCF comparison
DCF is not very useful as a comparison due to the large
addition to cash flow from the recent dropdown acquisition.
I would compare: Q/3 2008 Distribution of 66 cents
or 2.64 annual with 1.5 coverage ratio, to the...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Encore Energy Partners LP (ENP)
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birdluck1 |
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28-Oct-09 11:08 am |
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