Seeking Alpha
View as an RSS Feed

Tim Plaehn  

View Tim Plaehn's Comments BY TICKER:
Latest  |  Highest rated
  • Potential Dividend Reduction For Buckeye Partners [View article]
    I haven't taken an in depth look at the company since 2012. Different world then. Distributions are growing at 4-5% per year, with 1.0 times coverage.
    Aug 28, 2015. 05:23 PM | Likes Like |Link to Comment
  • High Growth REITs To Consider In The Current Market Dip [View article]
    Charlie, thanks for the comment.
    I do cash flow analysis on individual stocks, but that more in depth analysis goes to my newsletter subscribers. This was more of a here are some growth ideas article.

    From my in depth analysis, CONE, SWAY and EXR have business growth models that will generate significant (15% to 20%) free cash flow growth for at least the next several years.
    Aug 28, 2015. 05:21 PM | 1 Like Like |Link to Comment
  • Summit Hotel Properties - Looking For A 40% Dividend Increase [View article]
    I know. I am pretty disappointed in management so far. INN is a recommended position in one of my newsletters, and I am giving them one more quarter.
    Aug 28, 2015. 01:17 PM | Likes Like |Link to Comment
  • High Growth REITs To Consider In The Current Market Dip [View article]
    Nicely put.
    Aug 28, 2015. 10:49 AM | Likes Like |Link to Comment
  • High Growth REITs To Consider In The Current Market Dip [View article]
    I think the hotel REITs are very good values. CONE looks good compared to a couple of weeks ago.
    Aug 28, 2015. 09:35 AM | Likes Like |Link to Comment
  • High Growth REITs To Consider In The Current Market Dip [View article]
    I understand your strategy. But consider a 4% yield with dividends growing at 20%. Your yield on cost is at 6% in about 2 years and continues to increase from there. Something to consider with a few positions.
    Aug 27, 2015. 05:38 PM | 2 Likes Like |Link to Comment
  • Should All Upstream MLPs Suspend Distribution Payments? [View article]
    Let's hope the new CFO brings in some fresh thinking, and gives me a call for my opinion.
    Aug 27, 2015. 12:02 PM | 1 Like Like |Link to Comment
  • Should All Upstream MLPs Suspend Distribution Payments? [View article]
    The China rate of growth may be slowing, but there still is growth, and the China economy still consumes 1/10th the crude per capita of the U.S. I think crude consumption there will continue to accelerate.

    Iran is still a question. How much excess can the country really produce, especially at $45 per barrel. One might assume that their infrastructure may not be up to the task and require a lot of capital investment to get to their production potential.
    Aug 27, 2015. 11:10 AM | Likes Like |Link to Comment
  • Should All Upstream MLPs Suspend Distribution Payments? [View article]
    The CFO had been hit by several controversies concerning his personal financial situation. Margin calls and such. I think the board probably lost faith in him and gave a nudge out the door.
    Aug 25, 2015. 04:37 PM | 2 Likes Like |Link to Comment
  • Dividends & Income Digest: MLPs Still Offer Appealing Opportunities, But They're Not For The Faint-Hearted [View article]
    Possibly because of the moderate amount of leverage. Also as a new fund, AMZA did not have a bunch of tax credits that would hold up the NAV. With its big yield and 1% quarterly dividend growth I am using AMZA as a ride out the bear/correction type of place to accumulate shares.
    Aug 24, 2015. 01:14 AM | Likes Like |Link to Comment
  • Dividends & Income Digest: MLPs Still Offer Appealing Opportunities, But They're Not For The Faint-Hearted [View article]
    I wrote this article a while back that outlines the ETF's active management strategies.
    http://seekingalpha.co...
    Currently they are also buying puts on the crude oil ETFs to pick up cash flow as crude drops.
    Aug 23, 2015. 09:43 PM | Likes Like |Link to Comment
  • Dividends & Income Digest: MLPs Still Offer Appealing Opportunities, But They're Not For The Faint-Hearted [View article]
    I have spent a lot of time talking to the management team of AMZA and I believe their active management strategies will add real value for investors compared to a vanilla AMZI tracking ETF.
    Aug 23, 2015. 09:32 PM | Likes Like |Link to Comment
  • Dividends & Income Digest: MLPs Still Offer Appealing Opportunities, But They're Not For The Faint-Hearted [View article]
    Nope. As far as I know, UBTI is only reported on partnership units held in a "tax advantaged" account. If you own BX in a taxable account and have reported UTTI on those units, I stand corrected.
    Aug 23, 2015. 09:31 PM | Likes Like |Link to Comment
  • Should All Upstream MLPs Suspend Distribution Payments? [View article]
    That number was probably meant as 6 million barrels per day. The world consumes a bit more than 90 million per day, and according to Deutsche Bank, the natural decline rate is 5% to 8% annually.
    Aug 23, 2015. 04:19 PM | 3 Likes Like |Link to Comment
  • Dividends & Income Digest: MLPs Still Offer Appealing Opportunities, But They're Not For The Faint-Hearted [View article]
    Also, as far as I know it is impossible to predict the amount of UBTI before they are owned in the IRA.
    Aug 23, 2015. 03:28 PM | Likes Like |Link to Comment
COMMENTS STATS
1,476 Comments
1,469 Likes