Stock Talk – October, 2016

Stock Talk

Peter

Peter

While you have Enbridge Energy Management (EEQ) and Enbridge Energy Partners (EEP) in your recommended portfolio you don´t recommend Enbridge Inc. (ENB). Is this just because you think that EEQ and EEP are enough Enbridge to own or is there more to it?

Peter

Peter

The IEA recently released a report which assumes a slowdown in world-wide demand for gas. Does that have any major consequences on the gas focused companies in your portfolios or is the US market too isolated from world markets?

Robert Rapier

Robert Rapier

Natural gas is much more of a local market, and I don’t see demand slowing down in the U.S. for the foreseeable future.

Dick Jones

Dick Jones

Robert – I’d appreciate knowing when local PBS stations are likely to be airing the program in which you recently appeared. Thanks, Robert!

Dick Jones

Robert Rapier

Robert Rapier

I will let you know. They told me they would be distributing it to local PBS stations pretty soon. I have been watching my local PBS listings as I assume once I see it there it should be showing up on local PBS across the country.

Peter

Peter

If there is no pipeline available you can still ship oil e. g. by rail. Is there an alternative (and economically feasible) way of transport available for natural gas as well to e. g. bridge a gap between two sections of a pipeline which hasn´t been finished completely (e. g. because of regulatory delays)?

Robert Rapier

Robert Rapier

Not really. Because of the much lower density of natural gas, it becomes very expensive to physically transport it outside of liquefying it. And that itself is very expensive, and hence requires economies of scale.

R

R

Robert, your current promotion (which I signed onto) indicated this was a unique time for exceptional short-term opportunity that we should be taking advantage of now: “Because at this moment, you can make a fortune in the energy markets… if you know what you’re doing. In fact, trades like the one I’m targeting now have racked up gains of 89.01%, 96.74%, 160.53%, 174.38%, and 189.07%… all within 60 days. The timing couldn’t be better for what I have planned, but market conditions won’t stay this way for long.” However, your current alerts from last week don’t seem to reflect that. And in your membership guidelines you seem to recommend a gradual building of a portfolio over time, not jumping into aggressive buys (yet your Aggressive pick seems to be what you are suggesting now). What exactly should I be buying NOW. Also, in your Growth Portfolio you have “Best Buys” #1, #2, and #4 which currently show losses. Do you still consider them buys if the price is below the limit price? For example, Energy Transfer Equity LP is your #1 Best Buy but is already 2 and 1/2 years into the trade and at a loss. Should we jump on board because the best is still to come or let it go because it didn’t work? And please comment on your other “Best Buys” in all portfolios and if we should consider them or just your recent offerings. Thanks!

Igor Greenwald

Igor Greenwald

Our Best Buys represent our current view of the best opportunities for long-term investments, and past performance doesn’t really factor into that. ETE was once a big winner for us, and its decline since is what has set up the current opportunity. The “leveraged” or “skimming” trade you saw promoted recently is a designation for riskier and shorter-term speculations, and whether you prioritize these over our long-term Best Buys should depend largely on your risk tolerance and time horizon when buying securities.

Robert Rapier

Robert Rapier

I am currently traveling, but Igor answered as I would have. You have to be careful how you read the tables, because in many cases the “loss” as Igor said is what turned the opportunity into a Best Buy. The total performance isn’t in most cases the performance since we made the company a Best Buy.

Rick

Rick

You have currently recommended MLPZ under $60. The spread on MLPZ is currently 51.75 -54.17. What is your strategy for entry with a spread that broad?

Igor Greenwald

Igor Greenwald

You can use the indicative “intrinsic value” provided by UBS here: http://etracs.ubs.com/product/detail/index/ussymbol/MLPZ as your guide, and set a bid somewhere around that.

R

R

Robert, I’m concerned about the liquidity of the MLPZ ETN. I offered $53.85 for it this afternoon but got no takers, yet it closed at $53.60 (according to your portfolio and my Apple app) or $53.79 (according to UBS indicative value). If it’s this difficult to buy, how difficult will it be to sell????????? (And, incidentally, when does it pay its quarterly dividend?)

Igor Greenwald

Igor Greenwald

I see a bid/ask of 53.09/5h3.37 right now with 500 shares on each, which is a spread of lesss than 0.5% and not bad at all for this type of instrument. Liquidity when exiting this trade is unquestionably a rissk, which is another reason it’s only suitable for aggressive speculators.

R

R

UBS EXTRACS tells us: MLPZ “pays a variable quarterly coupon linked to the cash distributions, if any, on the Index constituents.” May I presume that our gain would include both appreciation of the ETN plus a quarterly coupon? How can we find out when the distributions are made and get some idea of the amount?

Igor Greenwald

Igor Greenwald

Yes, the price change and the distributions on the MLPZ are the two components of the total return. The UBS page for MLPZ includes distribution information, click the second tab between the page header and the chart: http://etracs.ubs.com/product/detail/index/ussymbol/MLPZ Just realize that this is not like a stock dividend where the higher the stock goes the lower the yield and vice-versa. In this case, the yield is based on the underlying index net of fees and will not move in an intuitive manner relative to MLPZ’s price action.

Rex Boatright

Rex Boatright

I am new to your Energy Strategist

Dear Robert Rapier,
I was caught I the down turn of the MLP markets over the past year and 1/2.
I currently hold the following positions and would like to develop a game plan to recoup my losses.
I have been murdered by this downturn in the Oil and Gas industry!
Could you please look at my positions and make a recommendation?
Thanks, REX

ENLK
ENLINK MIDSTREAM PARTNERS LP COM
Shares 5,000
Paid $29.15
Current Market Value $16.81
Loss: $12.34
  
KMF
KAYNE ANDERSON MD STM ENERGY FD COM
Shares 3,000
Paid $31.99
Current Value $15.05
Loss $16.94
 
KYN
KAYNE ANDERSON MLP INVT CO COM
Shares 7,500
Paid $35.35
Market Value 19.24
Loss: $16.11

JMLP
NUVEEN ALL CAP ENE MLP OPPO FD COM
Shares 7,000
Paid: $19.74
Current Value $9.18
Loss $10.56
       
JMF
NUVEEN ENERGY MLP TOTAL RETURN FD
Shares 11,000
Paid $20.63
Current Value $12.89
Loss $7.74
  
KMI PA
KINDER MORGAN INC DEL 9.75%
Shares 3,000
Paid $49.09
Market Value $47.13
Loss $1.96

Igor Greenwald

Igor Greenwald

Thanks for subscribing and welcome aboard. We don’t currently have any of these in our portfolios, though KMI common is a Hold in a Conservative basket. I wouldn’t necessarily sell anything after the recent pullback, as I believe there will be better exit opportunities before the year-end. We do recommend many midstream income plays I like more, and you may want to look at the portfolio recommendations we’ve flagged as Best Buys.

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