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Started By
Message
re: LINE/LNCO - Anyone with an opinion?
Posted on 7/8/15 at 9:57 pm to TheHiddenFlask
Posted on 7/8/15 at 9:57 pm to TheHiddenFlask
I think you are seeing a double doosy on LINE right now for 3 reasons. Even though they are well hedged:
1. the possible fed yield hike looming in the distance has the MLP's nose diving. (look at EPD, EEP)
2. They are part of the Alerian MLP ETF which has been getting pounded the last quarter or two
3. Oil/NG is down
1. the possible fed yield hike looming in the distance has the MLP's nose diving. (look at EPD, EEP)
2. They are part of the Alerian MLP ETF which has been getting pounded the last quarter or two
3. Oil/NG is down
1
Posted on 7/9/15 at 7:48 am to b-rab2
quote:
1. the possible fed yield hike looming in the distance has the MLP's nose diving. (look at EPD, EEP)
2. They are part of the Alerian MLP ETF which has been getting pounded the last quarter or two
3. Oil/NG is down
Ummmm no. It's the opposite the Alerian MLP is nose diving because the individuals constituents that make up the index are down (EPD. EEP. LINE etc. ) not the other way around.
The index follows the individual stocks the stocks don't follow the index.
Posted on 7/9/15 at 8:43 am to whodatigahbait
Um yes. The stocks in the index are also a slave to the index. So if half of the stocks in the index are taking a beating, the index will be negative and will drag the rest of the "good" stocks down with it.
I'm not saying that LINE is "good" but the ETF going down also having an effect on the nose dive that LINE is having.
I'm not saying that LINE is "good" but the ETF going down also having an effect on the nose dive that LINE is having.
This post was edited on 7/9/15 at 9:26 am
Posted on 7/9/15 at 12:15 pm to b-rab2
quote:
Um yes. The stocks in the index are also a slave to the index. So if half of the stocks in the index are taking a beating, the index will be negative and will drag the rest of the "good" stocks down with it.
I'm not saying that LINE is "good" but the ETF going down also having an effect on the nose dive that LINE is having.
you could not be more wrong. An index measures the performance of a basket of independent stocks. each stocks performance is an independent of one another and has no bearing on each other's performance. The performance of the index is based off the composite of all the stocks in the indices' performance, if the index goes down it's because the majority of the stocks in the index are going down. HOWEVER, in the case of a most indices the correlation between all the stocks are close to 1 so therefore they all move in unison. In this case, MLPs for the most part recently have moved in the same direction as one another (albeit maybe not in the same magnitude) that is why Linn is down with the index. There is no "bad" names bringing linn down with.
Posted on 7/9/15 at 2:24 pm to b-rab2
I think you are trying to explain beta.
You are not doing that well.
You are not doing that well.
This post was edited on 7/9/15 at 2:24 pm
Posted on 7/9/15 at 3:07 pm to TheHiddenFlask
quote:
I think you are trying to explain beta.
You are not doing that well.
i'm trying to explain how an index performance works, and it is purely based on it's constituents not the other way around....that is all.
Posted on 7/9/15 at 3:21 pm to whodatigahbait
I was replyingn to B Rab.
You are correct whodat.
You are correct whodat.
Posted on 7/9/15 at 3:31 pm to TheHiddenFlask
quote:
I was replyingn to B Rab.
You are correct whodat.
my bad.....
Posted on 7/17/15 at 9:19 am to sneakytiger
Brutal 2 weeks. Is the market foretelling another distribution cut?
Posted on 7/20/15 at 9:36 am to sneakytiger
Sweet baby jesus, what an absolute bloodbath this morning - small cap E&P's getting destroyed.
Posted on 7/30/15 at 8:01 am to sneakytiger
LINE to suspend distribution....oops
Posted on 7/30/15 at 1:20 pm to whodatigahbait
Don't buy it today. Wait a little longer and it will be free.
This post was edited on 7/30/15 at 1:21 pm
Posted on 8/3/15 at 11:22 am to Janky
The analyst coverage I read this morning basically said the same thing. At this point the value of their assets is equal to their liabilities... investing in this is akin to buying a call option on crude
Posted on 8/3/15 at 12:38 pm to sneakytiger
I've become numb to the pain at this point.
Posted on 8/3/15 at 12:47 pm to TheHiddenFlask
I'm still holding on for hope.
Posted on 8/3/15 at 1:09 pm to eng08
Not even worth me selling at this point.
Posted on 8/3/15 at 2:11 pm to TheHiddenFlask
A lot of local people are feeling the same way with Petroquest and Stone Energy.
Posted on 8/3/15 at 3:47 pm to Janky
Jumped into PQ at $2.05. My portfolio is a flaming pile of crap. I Usually have enough diversify to avoid this kind of destruction, but I've doubled down 3 times and I'm 70% energy now.
I'll look like a genius if this thing rebounds and I'll be a complete fool if it doesn't.
I'll look like a genius if this thing rebounds and I'll be a complete fool if it doesn't.
Posted on 8/3/15 at 4:05 pm to TheHiddenFlask
quote:
Jumped into PQ at $2.05. My portfolio is a flaming pile of crap. I Usually have enough diversify to avoid this kind of destruction, but I've doubled down 3 times and I'm 70% energy now.
That is brutal. Imagine how rich you would be if you had 70% in healthcare stocks.
Posted on 8/3/15 at 9:34 pm to TheHiddenFlask
Anyone holding an MLP E&P after 11/2014 doesn't understand MLPs.
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