The Motley Fool Discussion Boards

Previous Page

Investment Analysis Clubs / Value Hounds


Subject:  first linn now KMP,KMR,KMI Date:  9/5/2013  4:32 PM
Author:  LeKitKat Number:  16008 of 24380

Hedgeye is using social media to sink Richard Kinder. Their top energy analyst Kevin Kaiser is calling Kinder a bubble and ready to implode. In fact, Kinder has been a bubble for years.

McCullough is now a master at MLPs and LLCs after banging on Linn this summer through Barron's and Hedgeye analyst reports. He timed it perfectly--the SEC started an informal enquiry coinciding with his short attack and Linn dropped faster than the price of natgas in an excess storage capacity environment. Linn has yet to recover. The last 2 Qs were worrisome as distributions exceeded distributable cash. Ethane rejection is hurting production and revenue. The Berry acquisition went into limbo and investors are waiting to see what happens.

Kaiser has been at this energy thingie for all of 3 or 4 years and is now taking Richard Kinder down tweeting that KMP et al are a