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Don D.
Robert, with you traveling through the Bakken now I assume you are gaining amazing first hand information on the future could lead us to great returns. My question relates to a article I just read about Encana throttling down the initial flow from wells for about a 20% increase in flow over 10 years. So with that which model do you feel is most profitable of course in these pricing 10 years sounds pretty good. Also do you know of which firms are actually using this method to even out flows?
Robert Rapier
Don,
Do you have a link for that Encana story? I just Googled and didn’t find it. I wonder if it’s their oil sands operations, which are able to maintain pretty low decline rates anyway for at least a decade. I am not sure throttling will work on a shale well.
Robert,
I just received a promotional email from you mentioning a great company that just got approval for a 124 mile pipeline in the Marcellus . Sounds interesting -so since I already subscribe –could you please tell me the name of the company you so like so much? Any chance of getting those free reports you were mentioning in your promotional email?
Mark
Robert Rapier
Hi Mark,
The company is Cabot Oil and Gas. If you look at the Resources tab above, and drop down to the Promo Stocks tab, you will see all of these promo stocks listed.
I have had ETE in my portfolio for some time (also have EPD, APU, and BIP, all for income purposes). I am interested in your view of ETE vs ETP and which one would be better performer over time. ETE pays substantially more than ETP in dividends. Does that make ETE riskier? Are the debt levels of these two of any real concern?
Thank you for any advice you can give.
Robert Brent
Igor Greenwald
ETE actually has a lower yield but a much faster growing distribution than ETP, for which it acts as a general partner. As such it’s more leveraged to expectations for continued fast growth and perhaps a little riskier on that basis, though it’s hard to be bullish on ETP if ETE is not also doing well. Debt is a moderate concern but not an extreme one, and leverage is moderate relative to the MLP competition.
Stock Talk
Don D.
Robert, with you traveling through the Bakken now I assume you are gaining amazing first hand information on the future could lead us to great returns. My question relates to a article I just read about Encana throttling down the initial flow from wells for about a 20% increase in flow over 10 years. So with that which model do you feel is most profitable of course in these pricing 10 years sounds pretty good. Also do you know of which firms are actually using this method to even out flows?
Robert Rapier
Don,
Do you have a link for that Encana story? I just Googled and didn’t find it. I wonder if it’s their oil sands operations, which are able to maintain pretty low decline rates anyway for at least a decade. I am not sure throttling will work on a shale well.
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Robert Rapier
OK, I just got an email about this. Here is the link:
http://www.bloomberg.com/news/articles/2015-10-01/oil-drillers-bet-choking-wells-will-keep-shale-from-going-bust
If it works, it is likely to be adopted quickly. I will let you know more as I learn more.
Don D.
Robert it was the same article you referenced here from Oct. 2 bloomberg
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Mark Akst
Robert,
I just received a promotional email from you mentioning a great company that just got approval for a 124 mile pipeline in the Marcellus . Sounds interesting -so since I already subscribe –could you please tell me the name of the company you so like so much? Any chance of getting those free reports you were mentioning in your promotional email?
Mark
Robert Rapier
Hi Mark,
The company is Cabot Oil and Gas. If you look at the Resources tab above, and drop down to the Promo Stocks tab, you will see all of these promo stocks listed.
Cheers, Robert
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Robert Brent
I have had ETE in my portfolio for some time (also have EPD, APU, and BIP, all for income purposes). I am interested in your view of ETE vs ETP and which one would be better performer over time. ETE pays substantially more than ETP in dividends. Does that make ETE riskier? Are the debt levels of these two of any real concern?
Thank you for any advice you can give.
Robert Brent
Igor Greenwald
ETE actually has a lower yield but a much faster growing distribution than ETP, for which it acts as a general partner. As such it’s more leveraged to expectations for continued fast growth and perhaps a little riskier on that basis, though it’s hard to be bullish on ETP if ETE is not also doing well. Debt is a moderate concern but not an extreme one, and leverage is moderate relative to the MLP competition.
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Eddie
which portfolio do you have Williams assigned?
Igor Greenwald
It’s in the Growth Portfolio. You can see the full breakdown here: http://www.investingdaily.com/energy-strategist/portfolio/dynamic/
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