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Valuentum Commentary
Jun 1, 2018
The Free Cash Flow Shortfall in the Master Limited Partnership Space
With the recent acceleration of master limited partnership simplification transactions, we find it appropriate to revisit the internally-generated cash flow shortfall present throughout much of the space. The table provides a breakdown of traditional free cash flow (cash from operating activities less all capital spending) relative to distributions paid, as well as a measure of the elevated financial leverage often found within the group. 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. Dec 27, 2017
Objectivity in Analysis and the MLP Enigma
President of Investment Research Brian Nelson talks about how financial statement analysis keeps analysts objective. He also goes into how the distribution yields of MLPs may not reflect underlying business dynamics. Nelson also explains an inconsistency in the use of financing that supports the idea that MLPs are using external capital market issuances to fund distributions. Running time: ~15 minutes. Jul 10, 2017
Dividend Increases/Decreases for the Week Ending July 7
Let's take a look at companies raising/lowering their dividends this week. 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? Apr 4, 2016
Dividend Increases/Decreases for the Week Ending April 1
Image Source: Mike Mozart. Let's take a look at companies raising/lowering their dividends this week. Jun 28, 2015
Dividend Increases for the Week Ending June 26
Let's take a look at companies raising their dividends this week. Apr 14, 2015
Dividend Increases/Decreases for the Week Ending April 10
Please find a list of companies raising or lowering dividends during the week. Dec 22, 2014
Dividend Increases for the Week Ending December 19
Let's take a look at dividend increases for the week ending December 19. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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