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  • The Mortgage REIT Business Doesn't Work ... [View article]
    Here's one dated at the peak Sept 2012. We were way ahead of this one:

    http://seekingalpha.co...

    Thanks!
    Aug 23 11:49 AM | Likes Like |Link to Comment
  • Distribution Coverage Deteriorates At Linn Energy [View article]
    Seriously?
    Aug 23 11:18 AM | Likes Like |Link to Comment
  • Distribution Coverage Deteriorates At Linn Energy [View article]
    Hi Gigem,

    We remember even smart investors telling us the mREITs were hedged. Yet, they weren't and the selloff was terrible.

    Thanks for reading.

    The Valuentum Team
    Aug 23 11:16 AM | Likes Like |Link to Comment
  • Distribution Coverage Deteriorates At Linn Energy [View article]
    Hi WheresTheDough,

    We're not sure where you are coming from. My name is Brian Nelson and I am the President of Valuentum. You can read my bio at the following link:

    http://bit.ly/TZX0Tn

    We continue to do incredibly well by our readers, and even better for our members.

    We're just going to do good work. If you want to sign up as a membership, we'd welcome you.

    Thank you,

    Brian Nelson, CFA
    President, Equity Research
    Valuentum Securities, Inc.
    Aug 23 11:13 AM | Likes Like |Link to Comment
  • BlackBerry: Strategic Alternatives Signal Failure [View article]
    Thank you all for reading!

    All the best,

    The Valuentum Team
    Aug 23 11:10 AM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Hi Nick,

    Our Dividend Cushion is focused on the long-term -- we fully expect ConocoPhillips to raise its dividend in the next few years. However, dividend growth investors are looking for hikes in each of the next 25-30 years or more. We're not so sure over this time horizon, given the firm's capital structure, volatility of industry, commodity price swings, and future cash flow from operations generation relative to capital requirements.

    We're not saying that we don't like ConocoPhillips. We're just saying that the firm is not best-positioned to raise its dividend consecutively for the next decade or so. And for this, we think its dividend growth potential is very poor.

    Granted, our assessment could change on the basis of better than expected cash flow generation or continued allocation of cash to retire debt.

    Thanks for reading!

    The Valuentum Team
    Aug 22 12:13 AM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Thanks Casey! Very much appreciated.
    Aug 21 07:29 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Hi Casey,

    I guess we'll say: read the financial statements! :)

    The Valuentum Team
    Aug 21 04:09 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Hi FleetUSA3226,

    The dividend is independent to our assessment of the firm's likelihood for capital appreciation, which is what our Valuentum Buying Index assesses. Here's more info on that:

    http://bit.ly/viu9MH

    Great discussion!

    Thanks for reading,

    The Valuentum Team
    Aug 21 04:03 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Thanks for reading flumeride!
    Aug 21 04:02 PM | 1 Like Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    We think CLR, EOG, and APC are the most likely acquisition candidates across the energy space due to their shale assets in North America.

    Hope you find these leads at the very least interesting to pursue further!

    All the best,

    The Valuentum Team
    Aug 21 04:01 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Hi khatcher,

    Again, we'll point to the dangers of "group think" on these boards. Nobody said Conoco's dividend was going to be cut tomorrow. Our view is that Chevron has a stronger one -- a look at their balance sheets is perhaps one of the biggest differentiators.

    Thanks for reading!

    The Valuentum Team
    Aug 21 04:00 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Hi NickS2001,

    The crowd is often wrong on Seeking Alpha, as we've demonstrated recently with the mREITs, so please do your own digging and analysis. Again, we'll point to our body of research on COP at the following link:

    http://bit.ly/ZwmziO

    Hope you'll come check it out!

    All the best,

    The Valuentum Team
    Aug 21 03:59 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Hi oldokie,

    Though we haven't seen any of your work, we have quite a bit on our site. At risk of disappointing Seeking Alpha with this link, here's where you can find our body of research on ConocoPhillips:

    http://bit.ly/ZwmziO

    All the best,

    The Valuentum Team
    Aug 21 03:58 PM | Likes Like |Link to Comment
  • Why ConocoPhillips' Dividend Is Not Great...Anymore [View article]
    Hi Casey Hoerth,

    Please take a free trial of our site. You'll be impressed at how much scaffolding there is!

    All the best,

    The Valuentum Team
    Aug 21 03:57 PM | Likes Like |Link to Comment
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