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Latest
Valuentum Commentary
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 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 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. Oct 1, 2015
Understanding Your MLP's Financially-Engineered Equity Value
Let’s cover some ground, some of it new, some of it old, but all of it worth repeating. 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. Sep 25, 2015
Recent M&A Activity
Let’s take a look at some recent M&A activity across the market. Aug 12, 2015
3 Anomalies Across Pipeline Equities
Things that make you go hmmm... Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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