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Akaralph  

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  • Shell's New Midstream MLP To Deliver Value And Dividends To Investors [View article]
    The chief benefit will be that through the MLP one can be a unitholder of Shell's midstream assets. The MLP will pay higher distributions than Shell and will be the beneficiary of dropdowns from Shell, which I assume will be the GP.
    Jul 5, 2014. 03:00 PM | Likes Like |Link to Comment
  • Shell's New Midstream MLP To Deliver Value And Dividends To Investors [View article]
    I was not trying to be a smart-aleck. I do not follow many IPO's.

    Typically when an energy company files for an MLP IPO it is like creation of a new stock. I do not believe that owners of RDS will get any shares of the IPO unless they purchase them on the open market.
    Jul 5, 2014. 08:57 AM | 1 Like Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    BBEP raised their monthly distribution:

    http://yhoo.it/1n2zF0x
    Jul 5, 2014. 08:50 AM | 5 Likes Like |Link to Comment
  • American Capital - An Attractive Stock In The Agency Mortgage REIT Space [View article]
    Gout-

    Let's see who is right in eight months.
    Jul 5, 2014. 08:47 AM | Likes Like |Link to Comment
  • American Capital - An Attractive Stock In The Agency Mortgage REIT Space [View article]
    I lost some money on mREITs in the 2007-2009 bear market, but not as much as most.

    Once I saw earnings dip and dividends starting to get cut in late 2012, I began to warn folks on SA to get out.

    I still see tremendous risk in the mREIT sector, and believe anyone investing for retirement should not own them.
    Jul 4, 2014. 11:44 AM | 1 Like Like |Link to Comment
  • American Capital - An Attractive Stock In The Agency Mortgage REIT Space [View article]
    Let's see - since June 2009 the "sustainable" dividend has decreased from $1.50 to the present level of $.65. Unless earnings begin to cover the present dividend further cuts are in the cards.

    In case you are unaware, the GDP is not exactly faring well, and the unemployment numbers are the result of 92 million no longer being in the labor force, coupled with an extremely large number of unemployment benefits ending last month.

    Lastly, since AGNC is such a great stock to own, why have you not put any of your own capital to work?
    Jul 4, 2014. 08:17 AM | 6 Likes Like |Link to Comment
  • Shell's New Midstream MLP To Deliver Value And Dividends To Investors [View article]
    Do you know how to use Google?

    http://bit.ly/1s2Airt
    Jul 3, 2014. 08:54 AM | Likes Like |Link to Comment
  • Shell's New Midstream MLP To Deliver Value And Dividends To Investors [View article]
    Usually this is not the case with an MLP IPO.
    Jul 2, 2014. 01:51 PM | 2 Likes Like |Link to Comment
  • Shell's New Midstream MLP To Deliver Value And Dividends To Investors [View article]
    If you want to gain credibility when writing about MLP's don't interchange the terms "dividends" and "distributions". MLP's do NOT pay dividends, they pay distributions. These are derived from the MLP's distributable cash flow.

    That said, Shell's IPO could well be interesting.
    Jul 2, 2014. 08:19 AM | 5 Likes Like |Link to Comment
  • 2 Attractive High Yield Energy Plays [View article]
    healthreform -

    This might help you:

    http://bit.ly/1z5vgPJ
    Jul 1, 2014. 01:58 PM | 1 Like Like |Link to Comment
  • 2 Attractive High Yield Energy Plays [View article]
    Pablomike -

    If you are looking for a good upstream producer paying an increasing monthly distribution look into VNR.
    Jul 1, 2014. 01:26 PM | 2 Likes Like |Link to Comment
  • 2 Attractive High Yield Energy Plays [View article]
    After closing this deal, EROC is not left with much from which to generate future DCF.
    Jul 1, 2014. 12:56 PM | 2 Likes Like |Link to Comment
  • 2 Attractive High Yield Energy Plays [View article]
    Wouldn't touch EROC with a ten foot pole:

    http://bit.ly/1z5eAHV
    Jul 1, 2014. 11:56 AM | 1 Like Like |Link to Comment
  • This Oil Marketer Is A Good Play [View article]
    As an MLP, Lehigh pays a distribution, not a dividend.

    The key metrics for evaluation of any MLP are: distributable cash flow, the dcf coverage ratio and CAGR. You do not mention any of these!

    While Lehigh looks good on the surface the Q1 coverage ratio was only .76x.

    When will you be "snapping it up"?
    Jul 1, 2014. 07:47 AM | 4 Likes Like |Link to Comment
  • 3 Things To Like About Atlantic Power Corporation [View article]
    According to Yahoo (which can certainly be wrong) AT is going to lose $.72 this year and about $.55 next year.

    This should be enough to result in another dividend cut or no dividend. There are many, many Canadian dividend payers to buy before this one.
    Jun 29, 2014. 10:05 AM | 1 Like Like |Link to Comment
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