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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Nov 3, 2015
MLPs Breaking Out But More Questions
The data points continue to pile up against the sustainability of this business model… Nov 3, 2015
Update: A 10%+ Cost of Capital for Midstream Equities Is Reality
Republished from November 2, 2015. Oct 30, 2015
Correction: Understanding the MLP Valuation Conversation
One slide speaks to the difference between what the industry is trying to sell to investors and what we are talking about. Admittedly, it is a jam-packed slide. Oct 27, 2015
A 10%+ Cost of Capital for Midstream Equities Is Reality
Kinder Morgan floated equity capital at a cost of ~12%. The implications are far-reaching. Oct 25, 2015
Dividend Increases/Decreases for the Week Ending October 23
Let's take a look at companies raising/lowering their dividends this week. Oct 22, 2015
Nelson: Time to Consider Buying Kinder Morgan?
Now that everyone else was wrong, what now? The firm's new “sophisticated financing mechanism” is its very own revolving credit facility, in our view. Oct 21, 2015
Flash: Kinder Morgan Cuts Dividend Growth Outlook
The midstream entity cut its dividend growth outlook for 2016... Oct 6, 2015
Transaction Alerts: Moving Closer to Market Neutral on Energy
The absence of energy exposure in the Best Ideas Newsletter portfolio for much of the slide in the price of crude oil has been a tremendous source of upside. The elimination of several profitable positions in the Dividend Growth Newsletter portfolio several months ago has added to significant outperformance there. But now…we’re inching back into energy, if ever so slightly and on a highly diversified basis. Oct 4, 2015
In The Name of Our Independence and Integrity…For Goodness Sake
The vicious attacks and slanderous falsehoods are inappropriate as they are damaging to our reputation. We won’t stand for it. Oct 2, 2015
Thank You for the Victory Lap Barron's!
Let's recap some of our thoughts, just to make sure nothing is lost in context, which it so easily can. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
this website are for information purposes only and should not be considered a solicitation to buy or sell any
security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s
accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or
omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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