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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (16544)	8/8/2013 3:57:05 PM
From: E_K_S	Respond to of 34328

Hi Ditch - I am not sure but that may make sense. So, one speculation I have along the same idea (ie trade commodity in lieu of cash payment) is CLMT and MDO JV. I posted my thoughts up thread. CLMT took a big loss on bad hedges. These refineries have problems w/ crack spreads, commodity prices of feedstock and production end prices, supply etc. So a few months back CLMT enters into a JV w/ MDU a large utility w/ huge NG pipeline and storage assets and a separate E&P division spudding new wells in/near CLMT refineries. What if MDU does some sort of deal w/ CLMT to provide consistent NG feedstock at some long term guarantee price and/or offer their production (from their E&P on trade). CLMT mentioned they plan on more NG gathering/pipeline acquisitions along w/ several new refinery projects in and around Baken. So, maybe this MDU JV is just a test for something much bigger. Lots of supply in the Baken to the extent that some of the gas is flared as the NG gathering current capacity is limited. MDU has some of the largest NG (underground) storage facilities in the U.S.. That's a great place to store all of this new supply if/when it can be collected. EKS

To: Ditchdigger who wrote (16544)	10/20/2014 1:20:57 PM
From: E_K_S	1 Recommendation Recommended By mopgcw Read Replies (2) \| Respond to of 34328

Trinity Industries Inc. (TRN) Are you still watching this one? It has come back on my radar screen but still higher than my last sell at $31.50/share. This is the company that manufactures and repairs rail cars. The company is selling at a discount to it's Graham No. value of $40.00/share. Still probably too much non-U.S. exposure so if/when I buy, it really needs to be on sale (maybe consider at/near it's 52wk low of $22.68/share). EKS