zorro6204’s Activity

Mon Mar 31

Article Comment

zorro6204 commented on an article. 2:51 PM

3 Energy Companies That Turned in Disappointing Results

VNR says we shouldn't be surprised, they said in the Q3 call that annual coverage was going to be 1.0, so you could have done the math and come up with exactly what happened Q4. That's a little weak, it's not like they actually

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Fri Mar 28

Article Comment

zorro6204 commented on an article. 12:41 PM

Is Jim Cramer Wrong on This One?

Diversify? Despite Crammer's supposed devotion to the concept, in practice, he . . . doesn't. It's always "best in breed" and any other security in the same business is dismissed; "No no no, I want you in Company X .

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Tue Mar 25

Article Comment

zorro6204 commented on an article. 2:35 PM

Can LINN Energy Cover Its Distribution?

And, the reason they cut back maintenance capex is they figured they didn't need it. Coverage can be managed (not in a quarter or two, but over a year), simple by tapping more reserves.

Plus, by one calc the

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Article Comment

zorro6204 commented on an article. 11:06 AM

Here's Why LINN Energy Isn't Doomed Despite the Panic Selling

Everything you say is true, but that does not mean LINE will recover to anything near it's previous norm. There is no "correct" price to yield for an MLP. it's whatever the market will pay. In the past LINE was viewed as a

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Sun Mar 16

Article Comment

zorro6204 commented on an article. 1:00 PM

Burger King Hits McDonald's Where It Hurts

I rarely eat that . . . poison . . . , but out of curiosity I tried the big king, and it was pretty good. But one thing was the same, BK drive up is sssslloowwww. They need to study what Wendy's is doing, because I think alien

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Fri Feb 28

Article Comment

zorro6204 commented on an article. 1:18 PM

A Deeper Look at What Went Wrong at BreitBurn Energy Partners, L.P.

The good thing about oil and gas is that under performance isn't permanent. You don't sell an airline seat, there's no way to recover that. You don't sell a barrel of oil, it didn't disappear, it's still there.

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Thu Feb 27

Article Comment

zorro6204 commented on an article. 1:27 PM

A Deep Look at LINN Energy's Fourth-Quarter Results

I think that pending swap, of high decline assets for properties more suited to an MLP, is what management is waiting for in terms of improving cash flow and returning to distribution growth. Of course they can't include something

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Article Comment

zorro6204 commented on an article. 11:04 AM

Lower Oil Prices Hit BreitBurn Energy Partners in the Fourth Quarter

Yeah, not so hot, I expected Q4 numbers to crush, not disappoint. Glad I sold off my March calls, I was worried the company would pull the trigger on an offering . . . and maybe they should have!

Article Comment

zorro6204 commented on an article. 9:58 AM

LINN Energy, LLC Delivers Strong Quarterly Results

An exceptional quarter, Matt, congrats for recognizing that, way above guidance at 1.18 coverage, in spite of the weather. The press and the market are focusing on revenues and the book loss, due to GAAP accounting for derivatives.

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