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Valuentum Commentary
May 17, 2018
Master Limited Partnership Simplifications on the Rise
With the announcement of three separate master limited partnership simplification transactions on May 17 alone, we must revisit our thesis that the business structure may not be in it for the long haul. Mar 15, 2018
Nearly 60 Distribution Cuts Later, We Maintain Our View on the Hazards of the MLP Business Model
Image Source: Brian Cantoni. Valuentum has been highlighting the inherent risks associated with the master limited partnership (MLP) structure for some time now, but we are not alone in acknowledging the limited sustainability of such structures. Internal simplification transactions may only become more common moving forward as management teams seek to optimize the structure of their entities. Feb 23, 2018
Dividend Increases/Decreases for the Week Ending February 23
Let's take a look at companies that raised/lowered their dividend this week. Nov 30, 2017
Charting Cash Flow and Net Debt -- The Oil Majors
Image Source: Valuentum. Traditional free cash flow generation has been strong for the oil majors through the first nine months of the year, but their balance sheets remain bloated with net debt. A few haven't covered their cash dividends with free cash flow generation through the first nine months of 2017. Jul 7, 2017
MLP Speak: A Critique of Distributable Cash Flow
Let’s talk about a controversial metric that is used in master limited partnership (MLP) reporting. Just how useful is it, and should it be allowed? Feb 27, 2017
Valuentum's Brian Nelson to Present at CFA Society of Houston
Valuentum's Brian Nelson has been invited to speak at the CFA Society of Houston in March of this year! Mr. Nelson will walk through his experiences in valuation and financial statement analysis within the stock selection process to help portfolio managers learn how to optimize the strength and resilience of client portfolios--those either built for capital appreciation or income, or both. Feb 27, 2017
Dividend Increases/Decreases for the Week Ending February 24
Let's take a look at companies raising/lowering their dividends this week. Jan 11, 2017
MLPs: Williams’ Double Equity Raise
Image Source: Roy Luck. Yet another MLP has elected to simplify its corporate structure. Nov 21, 2016
Trust the Numbers, Not Just Management
“How Simple Financial Statement Analysis Could Save You Big” Oct 18, 2016
Are MLP Structures Phony?
Can an MLP stock value be created from nothing? Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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