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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. Jan 31, 2018
Boeing!
Image shown: Boeing's shares have been rocketing higher of late! We couldn’t be more pleased with how one of our best ideas for consideration has performed: Boeing! Jan 15, 2018
Dividend Increases/Decreases for the Week Ending January 12
Let's take a look at companies that raised/lowered their dividend this week. Dec 14, 2017
Video: What Cash Flow Are You Talking About?
President of Investment Research Brian Nelson reviews important topics from the first six episodes of "Off the Cuff," and goes into great detail about all the intricacies of "cash flow" from traditional free cash flow to enterprise free cash flow valuation. You know you want to watch. Running Time: ~14 minutes. Dec 11, 2017
Omega Healthcare and Holly Energy Partners: Case Studies in REIT and MLP Income Evaluation
Image shown: The performance of the Vanguard REIT ETF (VNQ) during the Financial Crisis in 2007-2009. An assessment of a REIT’s or MLP’s dividend/distribution strength not only should reflect firm-specific fundamentals, but also external market conditions, which are paramount to the sustainability of most any REIT’s or MLP’s payout. Let’s remind readers of this important dynamic, which is captured via the two different Dividend Cushion ratios, and walk through what goes into the analysis we pursue when making a change with respect to our assessment of a company’s dividend health or safety. Oct 25, 2017
Kinder Morgan Versus Enterprise Products Partners?
Image Source: Stefan Baudy. Question: Valuentum's latest note on Kinder Morgan hinted the company's situation is improving, even though its ratings are weaker than Enterprise Products Partners'. Would you please compare these companies? Is Valuentum saying Kinder Morgan is a better bet than Enterprise Products Partners because Kinder Morgan is a corporation and not an master limited partnership? Oct 19, 2017
Kinder Morgan’s Dividend Growth For Next Year Is Achievable; Here's Why
Image Source: Roy Luck. After its infamous dividend cut, Kinder Morgan is getting things back on track. We applaud management for its ability to bounce back from a tumultuous energy-resource pricing environment. Oct 15, 2017
Dividend Increases/Decreases for the Week Ending October 13
Let's take a look at companies raising/lowering their dividends this week. Aug 17, 2017
Recent Stock Drops; Dividend Cut Coming at Plains?
Image Shown: Plains All American's stock price may be building in a distribution cut that may materialize in the near term. Several companies disappointed the Street as of late. Though the broader equity markets have been generally calm and steadily-advancing, some underlying constituents have been anything but. 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. The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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