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Valuentum Commentary
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? 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 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. Jun 18, 2015
5 More Reasons Why We Think Kinder Morgan’s Shares Will Collapse
“...the credit rating agencies have a lot to think about. Kinder Morgan’s investment-grade credit rating is in part supported by the firm’s ability to access the equity markets to sell its own stock. But its share price is artificially propped up by the incorrect application of dividend discount models that are using financially-engineered dividends, which themselves are in part supported by the debt raised from an investment-grade credit rating, which is then used to keep raising debt and growing the dividend…and so on." Jun 11, 2015
5 Reasons Why We Think Kinder Morgan’s Shares Will Collapse
Let's walk through a handful of reasons why the company’s shares may very well collapse. Jan 23, 2015
3 Reasons Why We Like Kinder Morgan
Valuentum's Brian Nelson discusses three reasons why Kinder Morgan is included in the Dividend Growth portfolio. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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