Linn Energy, LLC (LINE)

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div

This feels unreal how cheap this stock is...

Part of a long list of stocks to be unfairly beaten down by Lehman liquidating their investment portfolios in bankruptcy.

Good company with good yield. $100M buyback in effect.

Oversold on a great high yielder.

raymond james suggestion

Their assets are in oil and gas and the dividend is outstanding!

This pays a great dividend. Cash flow looks ok but they don't seem to make profits very regularly. It's a gamble but one I'm willing to take.

peg is at 3.82
next 5 yr growth only at 10%
Price/Sales 19.36

yeild is double didget --- this is a good pick if you have a long time frame -- one of those that 30 years from now will be paying $15/share in dividends.

p/e 30.05

excellent eps & p/e, though not realistically sustainable. way undervalued but highly contingent upon other strong market indicators

At this time of extreme volatility in share prices I am looking for a home for my investments that will give me a robust dividend yield.
This is my first foray into MLP's (master limited partnerships) and I have to confess I am still learning about them. In the past I would probably have looked to REIT's to provide a solid ongoing yield but I can't see the real estate sector recovering for a while, whereas energy, though impacted by the recession is still a basic need and is not in as bad a shape as the aforementioned real estate. The current double digit yields make this too good an oppotunity to miss.

While I've been burned by poor timing in calling an oil and gas rebound too early, I'm still standing buy my thesis that we'll probably see a primary bull market in energy commodities in 2009. OPEC will be cutting production, and political turmoil in places like Nigeria and Russia could cause a run. Also, with a lot of analysts seeing an economic recovery by the end of 2009, the next few months will probably see speculators getting back in to fossil fuels.

Also, I always like to reiterate that one shouldn't read too much in to the new Administration's focus on "renewable energy." Fossil fuels are here to stay for a long time, and no one man or political movement is going to change that.

As someone else indicated, Linn has good financials, a strong, safe yield, and solid management. I always like founder-managed companies, and they seem to have a conservative strategy for acquiring properties. I see them as a miniature, younger version of XTO, which has been one of my favorite stocks. Should be a winner going forward.

The dividend is outstanding. The balance sheet looks good. Oil will only go up in the long term. Management is savvy. P/B is under 1. I'm no pro, but this looks like a winner to me.

Very good energy co. with excellent Div. Yld.

In it for the dividend

This stock has been bouncing around a little bit in a range of about 12.50 and 17.00. With a dividend of $0.63/quarter, it represents a 20% yielder when you buy around $13. The company has hedged oil and gas sales well into 2011 and they claim that there dividend is safe at least for that duration. I personally can't see either of these commodity prices staying where they are now (definitely not through 2011) so I say it is safe long term. They have consistently increased their reserve and hedged to mitigate the volatility of the commodity markets.

I wouldn't spend too much effort trading this, I consider it a long term play, just pick it up when it is cheap. Set it and forget it.

Another small-cap energy play. Good (and increasing) dividend plus long-term growth.

Great dividend and good cashflow.