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Technology Stocks : KMI- a fallen high dividend yielder - for how long?
KMI 19.09-0.4%3:10 PM EDT

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To: robert b furman who wrote (47)6/17/2018 6:26:35 PM
From: Jerome  Read Replies (1) of 156
 
Hey Bob, I have read in the last few days that oil and gas pipelines are maxed out in capacity.

The discount on crude being transported by rail or truck is at $10.00 a barrel.

Is this bullish or bearish for pipeline companies?

Its bullish because the companies are generating maximum, revenue possible from existing pipelines.

Its bearish because revenue is capped at current levels.

This will change as new pipelines are built. but it puts a shadow on this sector for now.

What is your take on this outlook?

Are you considering buying some refinery stock?... Because refiners are running at almost full capacity. MRO comes to mind as a refiner to consider.
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