hinds15
Location:
hinds15
Website:
http://www.curbstonegroup.com
Bio: Founder / Portfolio Manager - Curbstone Group
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hinds15
Weak nat gas inventory report today--net draw of 11bcf, compared with 35bcf draw exp, I like the warm weather though.http://bit.ly/d4CPPs $$
Mar. 18 at 11:23 AM
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hinds15
...$XTXI up 51%, $NRGP up 20%, $AHGP up 19%, $BGH up 18%...disclosure: long AHGP
Mar. 15 at 10:30 AM
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hinds15
YTD, publicly-traded GPs of MLPs outperforming MLPs in general, up 18%, compared w/7% for MLPs, sign of growth expectations restarting $$
Mar. 15 at 10:27 AM
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hinds15
low key waltham-based MLP $GLP with a big beat in 4Q09 announced today, along with an expansion project...disclosure: long position in GLP
Mar. 11 at 9:40 AM
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hinds15
Alerian MLP Index above 300 for first time since May 2008 $$
Mar. 3 at 9:58 AM
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hinds15
$CPNO out with an equity offering of 6.3m units (~$150m), http://bit.ly/9NGsqO ...we have no position in CPNO
Mar. 2 at 4:36 PM
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hinds15
$BWP doing sec sale of 10m units (~$300m), 1st time $L has sold any of stake since IPO in 2005, $L still owns 65%+ of shares (we own $BWP)
Feb. 17 at 4:34 PM
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hinds15
MLPs down 2.75%, bargains to be found, but for compliance reasons I can no longer talk specifics $$
Jan. 27 at 2:04 PM
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hinds15
$VNR announced 5% increase in distribution, yields 9.4%...good little company
Jan. 26 at 7:38 AM
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hinds15
$PAA files S-1 for its planned natural gas storage MLP subsidiary...http://bit.ly/85Jrj6
Jan. 25 at 9:03 AM
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hinds15
$WES raises distribution 3.1% quarter over quarter, 10% YOY...http://bit.ly/6XPeFk
Jan. 21 at 9:02 AM
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hinds15
$WMZ was up 16%, $WPZ was up 18% and $WMB was up 8.5% on the news today
Jan. 19 at 4:22 PM
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hinds15
This morning, $WMB announced restructuring (in a positive way) to its MLPs, with $WPZ becoming the parent of $WMZ...http://bit.ly/5c5y7Q
Jan. 19 at 4:21 PM
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hinds15
$NRGY announces equity offering, should be around $160mm, use of proceeds to pay down debt...http://bit.ly/7ahYMs
Jan. 19 at 4:16 PM
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hinds15
Really interesting, $PAA taking page from $EPD and $DEP book, will form MLP subsidiary of gas storage business...http://bit.ly/93hrNN
Jan. 15 at 3:29 PM
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hinds15
CMG Focus averaged 18%/yr return last 10 years, but investors lost 11%/yr?? Strong argument against mutual funds. http://bit.ly/84P9QN $$
Jan. 14 at 4:37 PM
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hinds15
Genesis Energy, L.P. Increases Quarterly Distribution (Business Wire) $GEL http://viigo.im/24G0
Jan. 14 at 8:48 AM
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hinds15
market choking on all of this equity supply, $EPB down 5.85% in after market trading...
Jan. 12 at 4:35 PM
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hinds15
$EPB and $NGLS announce equity offerings after close today, makes 4 equity deals this week in MLPs...
Jan. 12 at 4:14 PM
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hinds15
1st 4Q MLP distribution ancmts today with 3 increases: $EPD (1.4% QOQ, 5.7% YOY), $DEP (1.1%, 4.1%), $EPE (2.9%, 12.8%)...not bad
Jan. 12 at 9:40 AM
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hinds15
Sold some $CPNO 2day, yield compression trade over, shifting focus to MLPs that'll grow distributions, $CPNO won't this year
Jan. 12 at 1:33 AM
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hinds15
$TLP and $LGCY announce equity offerings this afternoon, likely will not be only offerings this week in MLP land
Jan. 11 at 4:29 PM
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hinds15
$NRGY acquires natural gas storage assets for $65mm, continuing their buying spree...http://bit.ly/4qtFat
Jan. 11 at 8:52 AM
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hinds15
$PVA looks like it's preparing to sell out of its stake in $PVG / $PVR, see S-3 filed with SEC...http://bit.ly/7F5nkz
Jan. 8 at 2:09 PM
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hinds15
Latest blog post on MLP Basics...http://bit.ly/6hWtEZ $$
Jan. 7 at 5:20 PM
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hinds15
dollar up, commodities / MLPs down but recovering...$EPD priced offering at 32.42, down ~0.20 since, only down 2.6% since last close
Jan. 7 at 12:06 PM
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hinds15
$ENP down 3.2% today, yields 10.8% right now with good coverage, I'm confused by the price action, but likely just profit taking
Jan. 7 at 10:57 AM
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hinds15
I'm out of pocket today, but from what I can tell on my mobile browser, $ETE is on fire
Jan. 6 at 10:41 AM
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hinds15
and so it begins, $ETP out w/equity offering this evening of ~$225m to pay down debt, should benefit $ETE..http://bit.ly/7NEiFE
Jan. 5 at 4:21 PM
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hinds15
another strong day for Alerian MLP Index, up around 1.0% on the day. $APL (up 7%+) and $PVR (up 5%+) leading the way today.
Jan. 5 at 1:37 PM
