MASTER LIMITED PARTNERSHIPS

Tuesday, August 12, 2008

SHHHHH!!!! BE VERY VERY QUIET....MLPS ARE UP AGAIN!

13 comments:

Anonymous said...: Anonymous said...
DPM is way oversold at this point, I'm backing up the truck...

If there is one thing we should have all learned over the last 12 months it is not to grab falling knives.; 8/12/2008 12:11 PM
Anonymous said...: AMZ starting to take gas. Brace yourselves for another leg down.

ETP red now after a decent report.

EVEP sinking like a stone after a good report and moving the guidance up.

MWE will probably give it up before the day is over.

Glory!; 8/12/2008 12:16 PM
Anonymous said...: APL hitting another new 52 week low. Seems to be a daily event.

Maybe at a 25% yield we'll find a few buyers for this one.; 8/12/2008 12:18 PM
Anonymous said...: "If there is one thing we should have all learned over the last 12 months it is not to grab falling knives."

..better to buy at the 52 week high, for sure, grab the momentum. That's the safest thing and something we should have all learned by now.; 8/12/2008 12:21 PM
Anonymous said...: Anonymous said...
"If there is one thing we should have all learned over the last 12 months it is not to grab falling knives."

..better to buy at the 52 week high, for sure, grab the momentum. That's the safest thing and something we should have all learned by now.

You miss the point Einstein: people have been blathering the same nonsense about "loading" up for 52 weeks and they have lost their asses, just like you have.

So go ahead and load up...; 8/12/2008 12:28 PM
Anonymous said...: An uptick off an earnings release just brings out a ton of sellers. No natural demand for MLP's right now. All the big boys: Alerian, Tortoise, Kayne, Swank, Lehman are loaded to the gills and more than likely seeing liquidations. The sector is in trouble and will be for some time. Too much competition for funds right now.; 8/12/2008 12:32 PM
Anonymous said...: AHD going to zero.

15% yields will be considered normal.; 8/12/2008 12:35 PM
Anonymous said...: The fundamental flaw with everyone on this blog is that you believe that investors care about value. Maybe in 1950 they did. The current environment we trade in is ruled by program trading, algo trading, black box strategies, excessive momentum pile on trades, etc. When you have a sector selling off, it just continues to sell off until an event turns the tide and then it will swing wildly in the other direction. Do a 2 year chart of the AMZ and you'll see what I am talking about. Nobody gives s shit about 10% yields, when the volatility is sky high and you can lose 10% in 2 days on the underlying MLP. A one year CD's return would've crushed any MLP index over the last year.

Buy them/Sell them I dont give a damn, but stop pretending that there is a value trade here. Value has to include both yield and principal.; 8/12/2008 12:40 PM
Anonymous said...: "You miss the point Einstein: people have been blathering the same nonsense about "loading" up for 52 weeks and they have lost their asses, just like you have."

What's going on with this board exactly ? Is this a place to come for bashing ? I'm going back to yahoo, they're a little more polite over there.; 8/12/2008 12:43 PM
Anonymous said...: I agress with the poster who said there's no value in MLPs (at any level).; 8/12/2008 12:45 PM
Anonymous said...: That's right, there's no value here, it can't be found, won't be found. It's just not possible.; 8/12/2008 12:47 PM
joewxman said...: The poster about value is exactly correct. Its about quants, black boxes etc etc. APL insiders buys 11k shares on the open market this morning and the stocks reaction is to sink even further. The group is nuts right now. Credit markets are frozen. Earnings and distributions don't matter. ITS HELL!

An event will turn these things and fast but what will that event be. Maybe it will be someone coming along and saying. These things are dirt cheap and i'm buying the company. Maybe that will be the catylist to turn this ship around...or at least to keep them from going down further.; 8/12/2008 12:56 PM
Anonymous said...: i think the angry remarks are from people who are frustated with this group since there is never a bottom. there is surely no value and this trade will continue to suck ass until the GPs start taking these private. these ae the financing whores of the parent and they are being treated as such. they brought too much of this paper to market and no one wants it.; 8/12/2008 2:09 PM