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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.
Dec 11, 2015
Dec 8, 2015
Dividends Not Safe as Energy Markets Swoon
We continue to monitor the carnage in the oil and gas markets, and we encourage readers to evaluate each firm’s unadjusted Dividend Cushion ratio to assess capital-market dependency. For most midstream entities and upstream entities that remain inescapably tied capital cycle builds, the risks are extreme.
Dec 7, 2015
Master Limited Partnership Model Still At Risk
The bust may still be ahead of us.
Nov 3, 2015
MLPs Breaking Out But More Questions
The data points continue to pile up against the sustainability of this business model…
Oct 27, 2015
A 10%+ Cost of Capital for Midstream Equities Is Reality
Kinder Morgan floated equity capital at a cost of ~12%. The implications are far-reaching.
Oct 6, 2015
Transaction Alerts: Moving Closer to Market Neutral on Energy
The absence of energy exposure in the Best Ideas Newsletter portfolio for much of the slide in the price of crude oil has been a tremendous source of upside. The elimination of several profitable positions in the Dividend Growth Newsletter portfolio several months ago has added to significant outperformance there. But now…we’re inching back into energy, if ever so slightly and on a highly diversified basis.
Oct 4, 2015
Dividend Increases for the Week Ending October 2
Let's take a look at companies raising their dividends this week.
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 21, 2015
Higher Maintenance Costs for Pipelines?
Plains All American Pipeline has garnered national attention with two pipeline spills in the past two months. Let’s take a look at the reasons behind Plains All American Pipeline’s infrastructure problems.
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.


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.