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Valuentum Commentary
Jan 11, 2016
Dividend Increases/Decreases for the Week Ending January 8
Let's take a look at companies raising/lowering their dividends this week. Dec 14, 2015
FAQ: Help Me Understand Your Research on MLPs
It looks like your fair value estimates and your adjusted Dividend Cushion ratios aren't bad. What gives? Dec 11, 2015
This MLP's Distribution Is At Serious Risk
<Members only content> Dec 10, 2015
Presentation Slides: Kinder Morgan, MLPs, and the Risk of $0
You don't want to miss this... Dec 8, 2015
Dividends Not Safe as Energy Markets Swoon
We continue to monitor the carnage in the oil and gas markets, and we encourage readers to evaluate each firm’s unadjusted Dividend Cushion ratio to assess capital-market dependency. For most midstream entities and upstream entities that remain inescapably tied capital cycle builds, the risks are extreme. Dec 7, 2015
Master Limited Partnership Model Still At Risk
The bust may still be ahead of us. 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. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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