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Valuentum Commentary
Sep 29, 2015
FAQ: Regarding your article, "Warning: The Master Limited Partnership Business Model May Not Survive..."
Regarding your article, "Warning: The Master Limited Partnership Business Model May Not Survive," – what are you basing your comments on financial engineering the dividend on? It seems to me that Energy Transfer Equity has enough free cash flow to cover its dividend with a 1.2x coverage ratio. Am I missing something? Sep 29, 2015
FAQ: Regarding your article, "Warning: The Master Limited Partnership Business Model May Not Survive..."
Regarding your article, "Warning: The Master Limited Partnership Business Model May Not Survive," it seems that you are lumping both “growth capex” and “maintenance capex” into the same category. The two should be separated out since “growth capex” has to do with future cash flows (building of new pipelines) and “maintenance capex” has to do with current cash flows. If you were to do this, it shows that the dividends are NOT financially engineered. Are my comments incorrect? Sep 28, 2015
Warning: The Master Limited Partnership Business Model May Not Survive
The master limited partnership business model may not survive this downdraft of the energy cycle as the worst may still be ahead, unfortunately. Aug 27, 2015
Understanding the Market Melt-Up Wednesday
The Fed is in a pickle. Aug 24, 2015
The Debt Bubble Is Deflating; Will It Pop?
"What remains to be seen, from our perspective, is whether the collapse in the mining and energy sectors and the crisis in emerging-market currencies will eventually lead to yet another credit crisis, similar to the one that shocked the world in 2008-2009 and brought some well-known names to their knees across the financial sector." -- inside this piece Aug 14, 2015
The Walking Dead?
These oil and gas names may face the greatest trouble in the event of continued energy resource pricing declines. Aug 12, 2015
3 Anomalies Across Pipeline Equities
Things that make you go hmmm... Aug 7, 2015
The Great Pipeline Cash Flow Deficiency
Investors simply don’t know the quality of the assets in the ground, and the operators’ financials aren’t much to speak of in light of much safer dividend growth opportunities elsewhere. Aug 4, 2015
FAQ: ETP and MLPs
I'm confused about your reasoning on ETP... Aug 1, 2015
The Game Is Nearing an End for MLPs...
Linn Energy has changed the game... Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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