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Tim Plaehn

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  • Williams Partners Builds On Dividend Yield In Spite Of Cash Flow Shortfall [View article]
    That is the topic for an upcoming article.
    Mar 28 06:24 AM | 0 Likes Like |Link to Comment
  • Rentech Nitrogen Partners Forecasts Smaller Dividend, Buy On Dips For Future Growth [View article]
    Useless. You want to look at EBITDA and distributable cash flow.
    Mar 24 01:58 PM | 2 Likes Like |Link to Comment
  • Rentech Nitrogen Partners Forecasts Smaller Dividend, Buy On Dips For Future Growth [View article]
    I will look into the UAN energy costs and write up an article if there is something of interest there.
    Mar 24 12:19 PM | 2 Likes Like |Link to Comment
  • Rentech Nitrogen Partners Forecasts Smaller Dividend, Buy On Dips For Future Growth [View article]
    Noted. Thanks.
    Mar 24 11:16 AM | 1 Like Like |Link to Comment
  • Rentech Nitrogen Partners Forecasts Smaller Dividend, Buy On Dips For Future Growth [View article]
    Thanks for that information. How is coke valued in relation to natural gas?
    Mar 24 08:55 AM | 0 Likes Like |Link to Comment
  • Will The Energy Transfer Partners/Equity 'Hot Mess' Work Out For Investors? [View article]
    I noted on the press release that ETE is giving up IDRs for 2 years after selling its Holdco holdings to ETP for mostly ETP units and will get half-IDRs for the next two years. Holdco does not seem to be putting out accretive cash flow for ETP.
    Mar 21 05:57 PM | 1 Like Like |Link to Comment
  • Will The Energy Transfer Partners/Equity 'Hot Mess' Work Out For Investors? [View article]
    Are your dividend stocks those with growing distributions or more toward the high-yield but not growing type?
    Mar 20 06:51 AM | 0 Likes Like |Link to Comment
  • Will The Energy Transfer Partners/Equity 'Hot Mess' Work Out For Investors? [View article]
    I am just inferring that they overpaid from the conference call comments quited in the article.
    Mar 19 06:13 PM | 0 Likes Like |Link to Comment
  • Is LinnCo LLC The Perfect Income Stock? [View article]
    Mark, the business model followed by Linn Energy requires the company to be on a constant hunt for new oil producing assets to acquire. Oil wells deplete over time and Linn is not much focused on drilling new wells, Instead it buys already producing oil wells. There is plenty of assets to buy, but if for some reason Linn could not raise money by selling more LP units or borrowing, the company's cash flow rates would eventually dry up along with the oil and gas it produces and sells.
    Mar 19 01:21 PM | 0 Likes Like |Link to Comment
  • Will The Energy Transfer Partners/Equity 'Hot Mess' Work Out For Investors? [View article]
    Just received my morning SA email on the dividend sector and noticed that there are 3 ETP focused articles today. If you read all three, please drop a comment with your thoughts. Thanks.
    Mar 19 08:33 AM | 0 Likes Like |Link to Comment
  • Will The Energy Transfer Partners/Equity 'Hot Mess' Work Out For Investors? [View article]
    Bull market in stocks, especially dividend paying stocks. New highs every day will pull up almost all players.
    Mar 19 08:26 AM | 1 Like Like |Link to Comment
  • Annaly, Chimera And CreXus May Soon Combine Into One Diversified Mortgage REIT [View article]
    When Annaly owns Crexus and if it bought Chimera, it would be paying fees to itself if the management fees continued. Annaly owns FIDAC.
    Mar 17 07:11 PM | 0 Likes Like |Link to Comment
  • Annaly, Chimera And CreXus May Soon Combine Into One Diversified Mortgage REIT [View article]
    It will be interesting the see if anyone else is/was interested in Crexus. Starwood recently made a big acquisiton, so I think that company is going in another direction.

    Another interesting question is how much in management fees for FIDAC will be lost by bringing first Crexus and then possibly Chimera into the fold?
    Mar 17 07:26 AM | 1 Like Like |Link to Comment
  • Is LinnCo LLC The Perfect Income Stock? [View article]
    I found an article that shows one law firm investigating the transaction, but it seems this particular bunch of lawyers looks at every announced acquisition of a public company.

    Short interest in Berry has fallen off a cliff, which to me is a good indicator that the deal is done.
    Mar 15 11:35 AM | 1 Like Like |Link to Comment
  • Is LinnCo LLC The Perfect Income Stock? [View article]
    I have not seen anything, probably because I am not following Berry. I will do a little research.
    Mar 15 11:25 AM | 0 Likes Like |Link to Comment
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