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I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I lack the usual attributes that qualifies me to write on investing. I am a retail investor. But I do gather, process and analyze significantly more... More
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  • MLP General Partner Stats 10-25-13 2 comments
    Oct 26, 2013 12:42 PM

    Distributions and dividend stats will be updated at the beginning of November. I also expect to add the WES and CMLP GPs to the list in January 2014.

    Publicly Traded GP's for MLPs 10-25-13
     

     


     12-31-12CurrentDistrib/Q3 DistDist/dcfDist/dcfYear-to-Date Percent Change
     PricePriceQuarterYield20132014PricePr+DistEPSTargetDCFDist*cagr

    ATLS34.7448.910.44003.60100.0064.9440.7944.590.000.003.5376.00100.00
    AHGP47.5858.700.78505.3598.1389.7123.3728.326.036.093.2313.1112.50
    ETE45.4868.570.65503.82103.5687.3350.7755.09-25.3246.74-20.944.8021.79
    KMI35.3336.490.40004.3896.9787.433.286.68-5.973.893.1215.637.78
    NSH27.6926.490.54508.23100.4698.64-4.331.57-22.15-21.190.936.86-25.00
    OKE42.7556.390.38002.7060.8050.6731.9134.573.3918.40-10.7116.39-9.09
    TRGP52.8479.270.53252.6985.2066.1550.0253.047.5835.602.0436.995.26
    WMB32.7436.240.36634.0485.1767.5110.6914.05-40.164.081.1817.92-14.71
    XTXI14.3420.900.12002.3087.2764.0045.7548.260.0092.240.000.0080.00

    The GP Average 4.1290.8475.1528.0331.80-8.5120.65-1.96 

    Historical GP Month-End Yields:

    Jan 07: 3.92%Feb: 3.72%Mar: 3.58%April: 3.32%May: 3.16%June: 2.88%
    July 07: 2.89%Aug: 3.42%Sept: 3.52%Oct : 3.84%Nov: 4.06%Dec: 4.06%
    Jan 08: 4.34%Feb: 4.58%Mar: 4.97%April: 4.66%May: 5.00%June: 5.22%
    July 08: 5.91%Aug: 6.04%Sept: 7.67%Oct : 9.67%Nov: 17.21%Dec: 20.95%
    Jan 09: 21.61%Feb: 11.54%Mar: 11.84%April: 11.05%May: 5.80%June: 5.92%
    July 09: 5.32%Aug: 5.61%Sept: 5.49%Oct : 5.24%Nov: 4.94%Dec: 4.55%
    Jan 10: 4.47%Feb: 4.34%Mar: 4.11%April: 4.08%May: 4.43%June: 4.33%
    July 10: 3.75%Aug: 4.40%Sept: 3.91%Oct : 3.76%Nov: 3.66%Dec: 3.59%
    Jan 11: 4.13%Feb: 3.85%Mar: 3.93%April: 3.98%May: 4.15%June: 4.06%
    July 11: 4.13%Aug: 4.55%Sept: 4.85%Oct : 4.39%Nov: 4.59%Dec: 4.22%
    Jan 12: 4.22%Feb: 4.05%Mar: 4.05%April: 4.03%May: 4.45%June: 4.47%
    July 12: 4.24%Aug: 4.22%Sept: 4.16%Oct : 4.25%Nov: 4.56%Dec: 4.47%
    Jan 13:Feb:Mar:April:May:June: 4.12%
    July 13: 3.95%Aug: 4.30%Sept: 4.31%Oct :Nov:Dec:
    MLPs of the GPs DCF and Price/DCF Stats 10-25
     

     


     DCF / Unit [in cents]DCF GrowthP/DCF Ratios
    Co.2010201120122013201411-1212-1313-14201220132014

    APL1672302482943177.83%18.55%7.82%15.6013.1612.21
    ARLP733837632691710-24.49%9.34%2.75%11.8210.8110.53
    ETP3403653703814181.37%2.97%9.71%14.0713.6712.46
    KMP44046952355454911.51%5.93%-0.90%15.2614.4114.54
    NS445460313396445-31.96%26.52%12.37%12.8210.139.02
    OKS232335330303334-1.49%-8.18%10.23%15.8417.2515.65
    NLGS265340317308344-6.76%-2.84%11.69%16.0216.4914.76
    WPZ374425340333380-20.00%-2.06%14.11%15.4915.8213.86
    XTEX164200165159149-17.50%-3.64%-6.29%12.0712.5213.36

    Average    -9.065.186.8314.3313.8112.93

    GP DCF and Price/DCF Stats 10-25

     

     


     DCF / Unit [in cents]DCF GrowthP/DCF Ratios
    Co.2010201120122013201411-1212-1313-14201220132014

    ATLS260121106176271-12.40%66.04%53.98%46.1427.7918.05
    AHGP21523728032035018.14%14.29%9.37%20.9618.3416.77
    ETE24023026525330015.22%-4.53%18.58%25.8827.1022.86
    KMI00153165183na7.84%10.91%23.8522.1219.94
    NSH1851972102172216.60%3.33%1.84%12.6112.2111.99
    OKE9416125025030055.28%0.00%20.00%22.5622.5618.80
    TRGP00170250322na47.06%28.80%46.6331.7124.62
    WMB00144172217na19.44%26.16%25.1721.0716.70
    XTXI40424655759.52%19.57%36.36%45.4338.0027.87

    Average    10.2619.2322.8929.9124.5419.73

    Yield + CAGR Total Return Expectations

     

     

    CompanyQ3-13ConsensusTotalBondsDCFMyTotal RtnConsensusPr Impl
      YieldCAGRReturnRatingsAccrRRRs- RRRRatingsCAGR

    Atlas PipelinesATLS3.60%20.00%23.60%B+5.0014.509.102.310.90
    AllianceAHGP5.35%9.00%14.35%none3.0013.001.353.07.65
    Energy TransETE3.82%9.50%13.32%BBB-3.0011.002.322.07.18
    KinderKMI4.38%9.70%14.08%BBB1.0010.503.582.26.12
    NuStarNSH8.23%3.00%11.23%BB+4.0011.60-0.373.23.37
    OneokeOKE2.70%15.00%17.70%BBB1.5010.507.202.17.80
    TargaTRGP2.69%20.00%22.69%BB2.0011.7010.992.09.01
    WilliamsWMB4.04%14.50%18.54%BBB3.0011.007.541.96.96
    Cross-TexXTXI2.30%18.00%20.30%B+4.0014.006.302.711.70

    Disclosure: I am long TRGP, WMB.

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Comments (2)
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  • Butterfly Seeker
    , contributor
    Comments (322) | Send Message
     
    Thanks for the update!
    26 Oct 2013, 01:16 PM Reply Like
  • fbincome
    , contributor
    Comment (1) | Send Message
     
    thanks for the valuable information
    30 Oct 2013, 01:36 PM Reply Like
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