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Akaralph  

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  • Vanguard Natural Resources: Hunt Oil Asset Acquisition Will Boost Monthly Distributions [View article]
    "there's a very good chance we could see an annualized distribution range of $2.85/unit-to-$3.00/unit by the end of 2014, and an annualized distribution range of $2.90/unit-to-$3.30/unit by the end of 2015."

    Please provide concrete numbers to back up these "predictions".
    Aug 4, 2014. 11:59 AM | 2 Likes Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    HEP's 2ndQ conference call will be on August 5. 1stQ DCF was $41.8 million, of which $37.3 was distributed. Coverage was 1.12X.
    Aug 3, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    Many conference calls will take place this week so you might wait to see how DCF and coverage ratios look. Would certainly stick with the midstream MLPs.
    Aug 3, 2014. 08:34 AM | 1 Like Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    Michael -

    Wasn't being critical, just curious.

    Gosh, and I thought you would have millions just from SA revenues.
    Aug 2, 2014. 04:55 PM | 2 Likes Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    Looking to add HEP on a further dip (correction). Am curious since you extol its virtues, why do you not own it?
    Aug 2, 2014. 01:56 PM | 1 Like Like |Link to Comment
  • Mart Resources: It's The Right Time To Buy This African Oil Play [View article]
    Between terrorism, an unstable political situation and the spread of ebola in Africa, there are probably hundreds of better energy opportunities out there.

    My guess is you don't sleep very well at night with this one.
    Aug 2, 2014. 09:00 AM | 3 Likes Like |Link to Comment
  • Genesis Energy, L.P.: A Look Ahead To The Company's Q2 Earnings [View article]
    ETP, OKS, PAA, HEP, EXLP, MWE - all look good; will look better after correction.
    Aug 1, 2014. 12:01 PM | Likes Like |Link to Comment
  • American Realty Capital Properties: 8% Yield Play Gains Traction [View article]
    blondie -

    Appreciate the compliment.
    Jul 31, 2014. 01:44 PM | Likes Like |Link to Comment
  • Genesis Energy, L.P.: A Look Ahead To The Company's Q2 Earnings [View article]
    GEL is an MLP. As such it does not pay a dividend - it pays a distribution.

    As far as evaluating an MLP, you should know that EPS is not a valid metric. Why do you not include information (among the canned stuff) about DCF, the coverage ratio and CAGR - these are important!

    For someone who claims to have covered the oil & pipeline sector, this article certainly shows no originality.
    Jul 30, 2014. 08:20 AM | 2 Likes Like |Link to Comment
  • American Realty Capital Properties: 8% Yield Play Gains Traction [View article]
    blondie -

    No problem with ARCP at all except it would be a better purchase if the dividend was covered.

    As far as my "bashing" mREITs, I warned folks beginning in late 2012 to get out. Those that did were spared many dividend cuts, price declines and eroding BV.

    After five dividend cuts, it is about time AGNC had some good news. I note in their earnings report that nothing is said about a dividend increase.
    Jul 29, 2014. 12:16 PM | 4 Likes Like |Link to Comment
  • American Realty Capital Properties: 8% Yield Play Gains Traction [View article]
    Those numbers are taken from the earnings released this morning and are for the most recent quarter.
    Jul 29, 2014. 10:37 AM | Likes Like |Link to Comment
  • American Realty Capital Properties: 8% Yield Play Gains Traction [View article]
    OK, but with current FFO at .20 and AFFO at .24 the dividend is not being covered.
    Jul 29, 2014. 09:23 AM | 2 Likes Like |Link to Comment
  • QR Energy Benefits From The Merger, How About BreitBurn? [View article]
    They do have it included now.
    Jul 27, 2014. 05:50 PM | 1 Like Like |Link to Comment
  • QR Energy Benefits From The Merger, How About BreitBurn? [View article]
    rlp -

    According to BBEP's 7/24 earnings release for the quarter ended 6/30/14 the coverage ratio was 0.86X.

    http://yhoo.it/1nvdwbL
    Jul 27, 2014. 09:05 AM | 1 Like Like |Link to Comment
  • QR Energy Benefits From The Merger, How About BreitBurn? [View article]
    Thanks, I thought it might be.
    Jul 27, 2014. 09:00 AM | 1 Like Like |Link to Comment
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