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Albert Alfonso  

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  • Kinder Morgan: A 7% Dividend Hike To Top Off A Strong Quarter [View article]
    alschroed,

    I would have to disagree. As a dividend-growth investor, I want a steady pipeline of increasing income. However, maybe setting a payout ratio target (based on TTM DCF) would be a good idea. For example, MO aims to pay dividends of 80% of its adjusted EPS.
    Apr 17, 2015. 09:24 AM | Likes Like |Link to Comment
  • Kinder Morgan: A 7% Dividend Hike To Top Off A Strong Quarter [View article]
    RLP,

    KMI always beats its dividend growth targets. I am thinking something along the line of 48/50/52/54, or $2.04 per year for 2015. 2016 would then be 55/56/57/58, or $2.26, up 10.7%, compared to 2015, above the guidance of 10% growth.
    Apr 17, 2015. 06:00 AM | Likes Like |Link to Comment
  • Philip Morris: The Bears Get Smoked [View article]
    Bill Maurer,

    Yet, the market is focusing on the good, not the bad. PM crushed estimates. The overwhelming bearish sentiment may have marked a bottom. Besides, FCF will improve with the weaker dollar.
    Apr 17, 2015. 05:01 AM | 6 Likes Like |Link to Comment
  • AT&T: The Die Has Been Cast [View article]
    oilrich,

    I'm with you on principal. However, ATT has been too heavy handed and too public with its approach. I think they need to be more subtle.
    Apr 16, 2015. 07:24 PM | Likes Like |Link to Comment
  • AT&T: The Die Has Been Cast [View article]
    Mayascribe,

    The time to buy ATT is when it is lagging the markets. The time to sell is when investors are overpaying for the income (yield below 5%). This is a slow money stock -- 3 to 5% EPS growth per year. The 11x forward PE is near fair value.
    Apr 16, 2015. 07:18 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: A 7% Dividend Hike To Top Off A Strong Quarter [View article]
    ChuckXX,

    Some areas were inline, others good, others bad. Excess DCF for Q1 was $200M+. For Q2-Q4, it is projected to be $150M+. Not too much to complain about.
    Apr 16, 2015. 07:16 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan: A 7% Dividend Hike To Top Off A Strong Quarter [View article]
    youngdiv,

    Yup. Just look at the DCF chart for KMI since its IPO. Its been trending up, though it is "spiky".
    Apr 16, 2015. 07:14 PM | Likes Like |Link to Comment
  • Philip Morris beats by $0.15, beats on revenue [View news story]
    Very solid report.
    Apr 16, 2015. 07:29 AM | 5 Likes Like |Link to Comment
  • Kinder Morgan: Time To Get Bullish? [View article]
    woodywood.com,

    A stock dividend is non-cash. No taxes until you sell the shares.
    Apr 15, 2015. 04:42 PM | Likes Like |Link to Comment
  • Crude futures extend gains on less than expected inventory build [View news story]
    TWL,

    I am referring to the inventory trend (+oil, -gasoline), not the price action (which is bonkers). We still have excess supply, but the seasonal factors are at work. We'll see big drawdowns in May/June as refiners run at max.
    Apr 15, 2015. 03:50 PM | 1 Like Like |Link to Comment
  • Franchisees unsettled with new plans at McDonald's [View news story]
    The return data fails to include dividends. MCD's 5 year total return is 63% if you add the dividends (no re-investment).
    Apr 15, 2015. 03:44 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: Citigroup Is Bullish [View article]
    The Citi note was actually fairly bearish. They do not expect a return to $100 oil. However, they think COP will do well with oil at $60 to $70.
    Apr 15, 2015. 02:48 PM | Likes Like |Link to Comment
  • ConocoPhillips: Citigroup Is Bullish [View article]
    gawilley,

    We were at $65 last week. The market is telling us something. I think we'll see $70+ soon.
    Apr 15, 2015. 01:29 PM | Likes Like |Link to Comment
  • Crude futures extend gains on less than expected inventory build [View news story]
    Crude is following its normal trend. Inventories will be used up as more refiners come online. They need to build stockpiles of gasoline for the summer.
    Apr 15, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Memorial Production Partners - Time To Take Advantage Of The Recent Secondary? [View article]
    saratogahawk,

    We're already at pre-secondary levels. The dip did not last. Watch out for $20 if oil hits $60 per bbl.
    Apr 15, 2015. 11:35 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
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