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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

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?
Aug 14, 2015
The Walking Dead?
These oil and gas names may face the greatest trouble in the event of continued energy resource pricing declines.
Aug 12, 2015
3 Anomalies Across Pipeline Equities
Things that make you go hmmm...
Aug 7, 2015
The Great Pipeline Cash Flow Deficiency
Investors simply don’t know the quality of the assets in the ground, and the operators’ financials aren’t much to speak of in light of much safer dividend growth opportunities elsewhere.
Jul 14, 2015
Jul 10, 2015
Creditor Risk Aversion Rises Considerably in Energy, Metals & Mining Sectors
In a recent Moody’s ‘Capital Markets Research’ report, according to a tabulation performed by Credit Suisse, bond spreads have widened an incredible 385 basis points for high-yield metals/minerals companies and 367 basis points for energy companies in the one-year period ending July 8, 2015. We continue to underweight these sectors within the newsletter portfolios. Creditor risk aversion continues to swell in these two sectors, and the worst has yet to come, in our view.
Apr 21, 2015
Things for Your Radar Tuesday
What we’re hearing and what we think.
Jan 29, 2015
Pain in Oil Not Likely To Subside Soon; Alibaba Disappoints
Pundits are calling for a significant rise in the price of crude oil, but we think a muted recovery may be the best-case scenario, with a worst-case revealing more pain to come. Tech results from Alibaba failed to please, but Apple continues to do the heavy lifting in the newsletter portfolios.
Jan 26, 2015
One Dividend Suspension and Five Other Disappointments
Expectations may be set a bit high heading into the fourth-quarter reporting period, and guidance for a number of firms has fallen short of expectations. Early signs of dividend cuts across the commodity sector are also materializing, and we may not have seen the worst yet.


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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 no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.