JustMee01’s Activity

Tue Aug 11

NL

Boards Post

JustMee01 replied to the Value Hounds board. 10:19 AM

Re: Saudi's In A Tight Spot

Let's assume for a minute that the $130 number is/was accurate for a moment, if it is than it presumably was derived by using current Iranian export numbers.

Yes, by all means. Let's assume the IMF is full of horse [more]

Mon Aug 10

NL

Boards Post

JustMee01 replied to the Value Hounds board. 6:11 PM

Re: Saudi's In A Tight Spot

B,

You're correct. That statement is imprecise. It's not simply a matter of production cost. What I should have written is that the Saudi economy-- despite some stress-- is more resilient at low oil prices. At this pricing, the Iranians are [more]

NL

Boards Post

JustMee01 replied to the Value Hounds board. 5:22 PM

Re: Saudi's In A Tight Spot

Interesting article. One item they don't touch on though, is that Saudi Arabia's motivation in maintaining low prices is not limited to competition with US shale. Iran is the other target. Domestic stress may be tolerated if it facilitates their [more]

Mon Jul 7

NL

Article

JustMee01 published an article 4:51 PM

It's Too Soon to Tell on LINN Energy's Devon Transaction

The impact of LINN Energy's huge purchase of Devon's non-core US assets remains unclear. Investors need more information regarding Devon's intended Granite Wash divestiture to draw a conclusion.

Thu Apr 3

NL

Article

JustMee01 published an article 11:04 AM

2 of Buffett’s Widest-Moat Energy Bets

Two of Berkshire-Hathaway's widest-moat energy plays can still be bought at the price Buffett paid.

Fri Mar 28

NL

Article

JustMee01 published an article 11:29 AM

Capex Is Cramping LINN Energy’s Style

As LINN Energy grows, increased capital expenses are eating up more or its cash flow.

Tue Mar 25

NL

Article

JustMee01 published an article 12:15 PM

Can LINN Energy Cover Its Distribution?

There's considerable concern that LINN Energy will be able to cover its distribution after the Berry deal's dilution. The high value of Berry's liquids-rich production makes that probable.

Thu Mar 13

NL

Article

JustMee01 published an article 10:05 AM

Will This Massive Oil Merger Pay Off?

Energy XXI agreed to acquire smaller rival Gulf of Mexico shelf producer EPL Oil & Gas for $2.3 billion. Operational synergies will be critical for that high price tag to work.

Tue Jan 28

NL

Article

JustMee01 published an article 9:52 AM

3 Niche Operators in an Off-the-Radar Oil Play

Utah's Uinta basin has provided big liquids growth for the few operators able to get a toehold in the basin.

Tue Nov 26

NL

Article

JustMee01 published an article 9:03 AM

3 Good Reasons to Vote Yes on This Merger

Following Linn Energy's compensation increase for Berry Petroleum, investors have expressed concern. This deal still makes sense.

Sun Nov 24

NL

Article

JustMee01 published an article 10:17 PM

3 High-Flying MLPs With Loads of Growth Potential

Magellan Midstream Partners, Enterprise Products Partners, and Energy Transfer Partners are leading their peer group because of their strong growth potential.

NL

Article

JustMee01 published an article 10:06 PM

3 High Yielding MLPs With Short-Term Challenges

Kinder Morgan Energy Partners, Williams Partners, and ONEOK Partners have had difficult years, underperforming peers. Growth challenges are holding them back.

Fri Nov 8

NL

Article

JustMee01 published an article 11:01 AM

4 Operators With Loads of Permian Potential

The Permian has outstanding developmental potential, but operators in the region are costly. Awesome potential often comes with a staggering price tag.

Wed Nov 6

NL

Article

JustMee01 published an article 1:35 PM

Is LINN Paying Too Much For Berry?

At first blush, the increase of 1.25 to 1.68 LNCO shares per BRY share seems rich. The price is fair though, and the deal still makes sense despite the added dilution.

Wed Oct 23

NL

Watercooler Post

JustMee01 wrote 1:54 PM

Hair

Thu Oct 10

NL

Article

JustMee01 published an article 4:23 PM

Shale Oil Will Soon Make the US #1 Oil Producer

Finding the next big producer in the next big play can make great returns, but don't overlook the midstream opportunities that these new production trends create.

Thu Oct 3

NL

Article

JustMee01 published an article 10:10 AM

2 Oily Juniors Taking Different Paths to Value

The value of rising production is easy to identify. Don’t neglect to consider companies creating value by building reserves.

Thu Sep 19

NL

Article

JustMee01 published an article 4:49 PM

5 Very Different Midstream MLP Opportunities

Not every MLP is run with the same philosophy. Investors can find partnerships that optimize their preference for strong yield, good growth, or a mixture of both.

Mon Sep 16

NL

Article

JustMee01 published an article 4:26 PM

Three Good Reasons to Vote Yes On This Merger

Despite current problems, a vote in support of the Linn-Berry merger still makes sense.

Wed Sep 4

NL

Article

JustMee01 published an article 2:39 PM

Don't Let Rising Rates Eat Your Lunch

Interest rate sensitive securities, including MLPs, face significant headwinds in a rising rate environment. Look for growth to protect your portfolio.

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2064
Recs Received 3001
People who have rec'd these posts 538
Recs to Posts Ratio (last 30 days) N/A
Threads Started 419
Threads Started Percentage 20.30 %
Most Frequent Board Ford Motor Company
Very First Post Biotech Investors Club? (2/2/2008)
Percentage of Posts Rec'd 52.28 %
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