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  • Seadrill: Holding Might Be Better Than Selling At Current Price Levels [View article]
    Goalkick9. The article was published yesterday. However, my analysis of the company is not affected by short-term movements in the stock price. I am advocating a long-term stance.
    Dec 17, 2014. 11:53 AM | 2 Likes Like |Link to Comment
  • Plug Power: My Expectations About The Third-Quarter Earnings [View article]
    This article was published yesterday.
    Nov 12, 2014. 10:35 AM | Likes Like |Link to Comment
  • Update: Transocean Earnings - There Should Not Be Too Much Focus On The Impairment Charge [View article]
    Apologies for the errors in the article. We have taken care of the issue. Thank you for pointing out the errors.
    Nov 12, 2014. 01:11 AM | Likes Like |Link to Comment
  • Semi-Custom Segment Will Help AMD Grow [View article]
    Thank you for pointing out the error, Samlebon2306. We have made the necessary corrections.
    Oct 24, 2014. 09:21 AM | 1 Like Like |Link to Comment
  • Update: GT Advanced Technologies Applies For Chapter 11 Bankruptcy [View article]
    Yes, tallguyz. Common shareholders suffer the most. Extremely unexpected news.
    Oct 6, 2014. 12:31 PM | 2 Likes Like |Link to Comment
  • Is Altria A Solid Dividend Pick? [View article]
    As I mentioned in the article, Green Smoke acquisition will not be material to Altria - it just shows that the company is keeping pace with the trend in the market. I agree that Altria should try to grow through SABMiller as the room exisits, and it looks like the company is trying to push SABMiller in that direction through its directors on the board.
    Oct 3, 2014. 06:08 AM | Likes Like |Link to Comment
  • Is Altria A Solid Dividend Pick? [View article]
    Thank you.
    Oct 3, 2014. 06:05 AM | Likes Like |Link to Comment
  • Is Altria A Solid Dividend Pick? [View article]
    Thank you for reading.
    Oct 3, 2014. 06:05 AM | Likes Like |Link to Comment
  • Is Altria A Solid Dividend Pick? [View article]
    Clearly mentioned in the article that the company mainly works as a holding company, meaning it does not need to hoard cash and pays 80% of its free cash flows in dividends. So, the payout is not a concern - the company wants to maintain this payout ratio. Cash flows have been growing despite falling revenues, mainly because the company has a number of sources of cash - some of these are mentioned in the article, SABMiller, Phillip Morris, and other subsidiaries.

    And finally, the company has been buying back shares (mentioned in the article), which is bringing down its share base - this is also resulting in lower growth in overall dividend payments than the free cash flows growth. Altria grew dividends at 8% and free cash flows at 12%. The company should actually be able to save more cash even after growing dividends. If SABMiller decides to grow into Africa as expected in the above linked article, then the growth in cash flows will be even higher. keeping all these factors in mind, I do not see Altria dividends coming under any threat in the short-term.
    Oct 2, 2014. 09:19 AM | 10 Likes Like |Link to Comment
  • Expansions Mean More Cash For Kinder Morgan Energy Partners [View article]
    That's what I said in the article, Ruffdog. The crude fee-based contract only comes under threat if the E&P company decides to reduce the rig count or production due to the sustained low crude prices. However, as the Contango image shows, the environment has been favorable for E&P companies.
    Sep 25, 2014. 08:54 AM | Likes Like |Link to Comment
  • Enterprise Products Partners: These Projects Will Be Key For The Partnership [View article]
    The Aegis Pipeline is 270-mile long pipeline -- it will be completed in stages and the first stage will be completed and operational in the current quarter. EPD has not announced how much capacity out of a total of 425,000 bpd will be operational during this quarter, but the partnership will certainly get some benefit of this project in the third quarter.
    Sep 14, 2014. 01:58 AM | Likes Like |Link to Comment
  • Kinder Morgan Shareholders Are The Winners Of This Transaction [View article]
    Thank you for pointing out the error, Alscherod. We meant "MLPs do not pay corporate taxes" but unfortunately a typing error resulted in "MLPs do pay corporate taxes". We have submitted the correction.
    Aug 21, 2014. 10:32 AM | 1 Like Like |Link to Comment
  • Is Valero Energy A Good Investment? [View article]
    Thank you for pointing out the error, MAYHAWK. We have submitted the correction.
    Aug 19, 2014. 02:29 PM | Likes Like |Link to Comment
  • FuelCell Energy Remains One Of The Best Picks In The Sector [View article]
    @The Opportunist. We do not cherry pick in order to support our thesis. We always try to give the unbiased opinion as we do not have any favorites. I have updated the chart and added HYGS as you mention yourself below that we are also optimistic about HYGS. The title of the article says "one of the best picks" we did not say FCEL is the absolute best pick in the sector. Thank you for reading the article and your input.
    Aug 6, 2014. 01:13 PM | 2 Likes Like |Link to Comment
  • What Will Drive Future Growth For Kinder Morgan Energy Partners? [View article]
    Thank you for the kind comments, BAC219. We have talked about NGL and its export prospects in our other energy articles. We will try to write an article about KMP and further expand our research in this article and how it will impact KMP.
    Jul 2, 2014. 04:56 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
168 Comments
213 Likes