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Akaralph

 
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  • 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 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 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 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 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 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 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 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 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 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 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 09:00 AM | 1 Like Like |Link to Comment
  • QR Energy Benefits From The Merger, How About BreitBurn? [View article]
    According to MLP Data BBEP's coverage ratio as of 6/30/14 is 1.06X

    http://bit.ly/1eqTuL7
    Jul 27 07:50 AM | Likes Like |Link to Comment
  • Did BreitBurn Get A Good Deal By Acquiring QR Energy? [View article]
    The caliber of SA articles has definitely declined. In many ways, it is now becoming a site for articles focusing on penny stocks.

    Looking at this article, it is evident that the author does not have a clue as to how MLPs operate, that they do not pay "dividends", and that most of the information can be obtained by reading the acquisition announcement.

    Yet SA chooses to pay a premium so that we have the privilege of reading it once again.
    Jul 26 11:58 AM | 4 Likes Like |Link to Comment
  • My High Dividend Yield Retirement Portfolio Delivers 8.8% Of Income For This Retiree [View article]
    I hope that you do well with your mREITs. Take care.
    Jul 25 08:57 AM | 1 Like Like |Link to Comment
  • Memorial Production Partners: Unit Offering A Sign To Buy [View article]
    While I hold MEMP am watching it closely, particularly the coming quarter's report. For the 1st Q 2014 the coverage ratio was only 0.70X, and a drop from the 1.02X of Q4 of 2013.
    Jul 24 05:20 PM | 3 Likes Like |Link to Comment
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