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Clayton Rulli  

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Latest  |  Highest rated
  • Kinder Morgan opens nearly 2% lower after cautious Barron's piece [View news story]
    Rich Kinder just added more shares @ 38.9 and KMI issues $100M warrant buyback authorization. http://1.usa.gov/1e9f7mo, http://1.usa.gov/1IzQole

    Class dismissed
    Jun 12, 2015. 02:46 PM | 6 Likes Like |Link to Comment
  • Why We're Dumping Kinder Morgan Right Now [View article]
    added more today. TY you everyone for selling, I like the prices i got
    Jun 12, 2015. 01:38 PM | 2 Likes Like |Link to Comment
  • My Updated Thoughts On MannKind [View article]
    such garbage. because exubera failed afrezza has to as well? With that attitude you should just crawl into your nearest cave and live like golem
    Jun 12, 2015. 08:07 AM | 10 Likes Like |Link to Comment
  • Tonix Pharma presents additional data supporting TNX-102 SL for fibromyalgia [View news story]
    the time we must wait to hear phase 3 results is already built into the stock. don't forget possible development of headache treatment drug as kicker
    Jun 11, 2015. 10:02 PM | 1 Like Like |Link to Comment
  • Why We're Dumping Kinder Morgan Right Now [View article]
    See the latest KMI investor presentation for more accurate information about KMI's health http://bit.ly/1FMPWwP
    Jun 11, 2015. 06:08 PM | 2 Likes Like |Link to Comment
  • Why We're Dumping Kinder Morgan Right Now [View article]
    Lsuavecito

    you say KMI has been a laggard... compared to what? The fact is KMI has held up better than most energy companies, but then again Im not sure what you are comparing it to.

    Feel free to compare to any other comnpany... XOM, XLE, ETC ETC ETC

    http://yhoo.it/1b4f4pD#{"comparisons":"XLE,X...
    Jun 11, 2015. 03:44 PM | 10 Likes Like |Link to Comment
  • Why We're Dumping Kinder Morgan Right Now [View article]
    Dear author:

    Why should DCF consider growth cap ex? KMI issues debt and/or equity to fund new projects because new projects are very expensive. No midstream company would ever be able to expand if they were restricted to funding expansions by only using cash flows from existing projects. DCF is the best way to value midstream companies and REITS because of high initial cost of projects.
    :::insert multiple exclamation points:::
    Jun 11, 2015. 03:33 PM | 7 Likes Like |Link to Comment
  • Why We're Dumping Kinder Morgan Right Now [View article]
    dividend projection assuming 10% growth guidance comes true:
    FY 2015 2.00
    FY 2016 2.20
    FY 2017 2.42
    FY 2018 2.66

    If targets are achieved share price will follow
    Jun 11, 2015. 02:30 PM | 14 Likes Like |Link to Comment
  • Why I Sold Kinder Morgan, And Bought Airgas Instead [View article]
    Thomas

    I'm not sure they intend to pay it off :-) Since R. Kinder owns so much stock and has a $1 salary, his interest is probably to continue to pay as much dividend as possible, which works out for me because that's what I want too. Since KMI pays most of their cash out to shareholders, they must issue debt and/or stock to fund expansions. This is just a fact of the business model and it's a common in the midstream space since pipelines are so expensive and take decades to pay for themselves.
    Meanwhile, as investors frown on KMI's business model of issuing debt for expansions, companies like AAPL issues debt specifically to pay dividends and buyback stock because their overseas investments are behind the tax man's firewall. Whatever.
    Jun 11, 2015. 09:05 AM | 5 Likes Like |Link to Comment
  • Why I Sold Kinder Morgan, And Bought Airgas Instead [View article]
    because that is the best way its still pipelines with heavy depreciation incentives
    Jun 10, 2015. 02:20 PM | 9 Likes Like |Link to Comment
  • Why I Sold Kinder Morgan, And Bought Airgas Instead [View article]
    PE ratios for MLP entities is not the way to go. Look at DCF
    Jun 10, 2015. 11:18 AM | 16 Likes Like |Link to Comment
  • Why I Sold Kinder Morgan, And Bought Airgas Instead [View article]
    A couple of things to consider....

    "I also liked the fee-based structure of this midstream crude oil giant, which seemed to support the current dividend and the 5-year dividend growth plan laid out by the management after the company's consolidation."

    KMI is focused on natty gas, not oil.

    "As of Dec. 31, 2014, KMI lugged around $41 billion in debt, which had further increased to $43 billion by the end of Q1 2015. Assets over the same period increased from $83 billion to $86 billion, showing that debt/assets for Q4 2014 was 0.49, edging up to 0.50 by Q1 2015. The company's long-term debt has been increasing since 2010, growing from $13.2 billion to $40 billion by the end of Q1 2015."

    KMI probably has to first issue debt then construct a project or do an acquisition after. Your same time frame comparisons of debt/assets may not be the best tool.

    On a lighter note, Rich Kinder just bought 100 K more shares @ $39.99 http://1.usa.gov/1cLLg1R

    Now is time to buy KMI, not sell
    Jun 10, 2015. 10:54 AM | 43 Likes Like |Link to Comment
  • Corporate Buybacks; Connecting Dots To The F-Word [View article]
    Id rather companies use their gigantic cash hoards to buy back stock instead of hiding it in overseas investments and having it stuck there because of tax implications
    Jun 9, 2015. 10:26 AM | Likes Like |Link to Comment
  • MannKind: A Company To Watch Closely [View article]
    congrats on getting this published... similar to a hole in one
    Jun 9, 2015. 10:24 AM | 2 Likes Like |Link to Comment
  • Corporate Buybacks; Connecting Dots To The F-Word [View article]
    If I own stocks being bought back with company funds, does that mean I am fraudulently making profits too?
    Jun 9, 2015. 09:57 AM | Likes Like |Link to Comment
COMMENTS STATS
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