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Buy Northern Tier Energy LP
Tom Dorsey • Mon, Jun 3 • 32 Comments
19% Dividend Potential With Northern Tier
Equity Options Guru • Tue, May 21 • 32 Comments
Look Out For Lower Q2 Dividend From Northern Tier Energy
Tim Plaehn • Fri, May 17 • 43 Comments
Northern Tier Energy: A Refinery MLP With A 19% Yield
Albert Alfonso • Wed, May 15 • 37 Comments
Northern Tier Energy LP Class A Reports Today - Here's Why You Should Take This Dividend
Tom Dorsey • Mon, May 13 • 23 Comments
20% Dividend Potential With Northern Tier
Equity Options Guru • Thu, Apr 18 • 82 Comments
Northern Tier Energy: A Strategically Located Refiner With A 20% Yield
Albert Alfonso • Wed, Apr 3 • 55 Comments
Laid-Back Portfolio Adds Northern Tier Energy
Giancarlo Nicoli • Wed, Mar 6 • 37 Comments
Keep A Close Eye On The Northern Tier Energy Dividend
Tim Plaehn • Sun, Jan 13 • 109 Comments
My Must-Own 17% Dividend Yield Equity
Todd Johnson • Sun, Dec 2, 2012 • 131 Comments
Is Northern Tier A Pipeline To Profits?
MagicDiligence • Fri, Nov 30, 2012 • 8 Comments
IPO Preview: Northern Tier Energy LP (NTI)
IPOdesktop • Wed, Jul 25, 2012 • 20 Comments

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The Brent-WTI Price Differential Continues To Contract But How Are Refiners Reacting?
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3 High-Yield Refiners For Income Investors
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8 High-Yield Dividends To Research Now
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Last Week's 13D/G Filings By Leading Fund Managers In Basic Materials And Energy
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Bakken Update: An Overview Of World Refining And How To Invest In 2013
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5 Of The Strangest MLPs
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Dividend-Chaser With A Purpose
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Smart Money Is Buying These 4 Oil And Natural Gas MLPs
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Year Of The Refiner For Income Investors
Tim Plaehn • Mon, Feb 18 • 23 Comments
4 Financial And mREIT Ex-Dividends To Consider This Week
Paul Zimbardo • Mon, Feb 18 • 9 Comments
Oil Refining Stock P/E Multiples
Chris Damas • Wed, Feb 6 • 75 Comments
Protected Principal Retirement Strategy: Getting Off Of Dead Center
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A High-Yielding MLP? Look Closer
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Take Some Oil Refiner Profits
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Valero Beats By A Mile
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Northern Tier Energy LP Management Discusses Q1 2013 Results - Earnings Call Transcript
Tue, May 14 • 4 Comments
Northern Tier Energy's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Mar 14 • 3 Comments

Northern Tier Energy Reports First Quarter 2013 Results and Declares Quarterly Cash Distribution

PR Newswire (May 13, 2013)
Northern Tier Energy LP Announces Pricing of Public Offering of 12,000,000 Common Units

PR Newswire (Apr 30, 2013)
Northern Tier Energy LP Announces Public Offering of Common Units

PR Newswire (Apr 29, 2013)
Northern Tier Energy Schedules Earnings Release and Conference Call for First Quarter 2013 Results

PR Newswire (Apr 12, 2013)
Northern Tier Energy LP Comments on EPA's Proposed Tier III Standards

PR Newswire (Apr 3, 2013)
Northern Tier Energy LP 2012 K-1 Tax Packages Now Available on Company Website

PR Newswire (Mar 18, 2013)
Northern Tier Energy Reports Full Year and Fourth Quarter 2012 Results

PR Newswire (Mar 13, 2013)
Northern Tier Energy LP Declares Fourth Quarter 2012 Distribution Of $1.27 Per Unit

PR Newswire (Feb 11, 2013)
Northern Tier Energy LP Announces Pricing of Public Offering of 10,700,000 Common Units

PR Newswire (Jan 17, 2013)
Northern Tier Energy LP Announces Public Offering of Common Units

PR Newswire (Jan 16, 2013)
Northern Tier Energy Announces Management Changes and Reaffirms Fourth-Quarter Operational Guidance

PR Newswire (Dec 21, 2012)
Homework: What Cramer Didn't Know About...

at CNBC.com (Dec 17, 2012)
Lightning Round: FirstEnergy, Mellanox & More

at CNBC.com (Dec 10, 2012)
Process Unit Upset; Operations Restored to Normal Status

PR Newswire (Nov 27, 2012)
Northern Tier Energy Announces Record Third Quarter Adjusted EBITDA and Declares Initial Cash Distribution

PR Newswire (Nov 12, 2012)
Northern Tier Energy LP Issues Updated Guidance for Third Quarter 2012

PR Newswire (Oct 18, 2012)

NTI vs. ETF Alternatives

Company Description

We are an independent downstream energy limited partnership with refining, retail and pipeline operations that serves the PADD II region of the United States. We operate our assets in two business segments: the refining business and the retail business. For the three months ended March 31, 2012,... More

Sector: Basic Materials

Industry: Oil & Gas Drilling & Exploration

Country: United States

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Monday, May 13, 5:45 PM After-hours top gainers, as of 5:15 p.m.: PDII +26.9%. NSPH +20.1%. III +11.6%. TTWO +4.1%. NTI +2.9%.
After-hours top losers: MOSY -9.4%. ATAX -4.6%. SPH -4.3%. WES -3.9%. IMUC -3.6%. Comment! [On the Move]
Monday, May 13, 5:06 PM Northern Tier (NTI): Q1 EPS of $1.30. Revenue of $1.12B beats by $135.97M. Shares +2.4% AH. (PR) 2 Comments [Earnings, Breaking News, On the Move]
Friday, May 3, 12:24 PM "Oil's well" with these energy stocks - BTE, APC, DVN, NTI, LINE/LNCO - which Corvette Kid says could average 40%-plus total return in 12-18 months. Of Baytex, shares can push $60 if production growth hits forecast targets and heavy oil prices continue to recover. Devon management has all but indicated a sale is on the table, which could bring 60% upside. 5 Comments [Energy, Quick Ideas]
Monday, April 29, 5:07 PM Northern Tier Energy (NTI) -3.9% AH after announcing a public offering of 10M common units representing interests held by Northern Tier Holdings LLC; NTI will receive no proceeds from the offering. Comment! [Energy, On the Move]
Thursday, April 11, 3:33 PM Phillips 66 (PSX -2.9%) shares slump as it reports an emission at its Rodeo refinery in California related to an unplanned unit shutdown. It's part of a broad slump in refiners today, picking up pessimism in the sector which has led to sharp recent losses: VLO -4.8% (despite a plug by Jim Cramer), HFC -4.4%, TSO -3.3%, MPC -3.2%, WNR -2.9%, CVI -2.4%, ALJ -2.3%, NTI -2.2%. 4 Comments [Energy, On the Move]
Thursday, April 4, 2:35 PM Cowen's Sam Margolin notes gasoline margins have fallen 35% since March 8, which may keep refiner stocks volatile near-term, but he likes the medium-term picture as prices stabilize. Top drivers of refining stock performance over the past two years - accelerated return of cash, monetization of secondary assets, feedstock cost advantages vs. competing global refineries - remain in place for the coming year. 5 Comments [Energy]
Wednesday, April 3, 5:15 PM Most troubling for refiners amid a two-day rout: Crack spreads have tumbled recently, with gasoline at a premium of $29.81/bbl to WTI today; it was $33 a week ago. As Bloomberg notes, the narrowing is due to a decline in gasoline prices, which hurts refiners: "People are factoring in some refineries coming back online, and we’ve yet to see any pick-up in demand,” one analyst says. 7 Comments [Energy]
Wednesday, April 3, 3:10 PM Commenting on the EPA's proposed Tier 3 rules, Northern Tier Energy (NTI -0.3%) says its St. Paul Park Refinery produces its gasoline in accordance with current standards, and proposed updated standards will have no material financial impact; preliminary assessments predict no capital spending will be needed to comply with the new rules. Shares had been down as much as 6.6% this morning. 2 Comments [Energy]
Wednesday, April 3, 11:17 AM Looks like another bad day for refiners on fears of increased costs from tougher standards on gasoline, even as BAML says yesterday's selloff of Valero (VLO -4.8%) was overdone. WNR -7.6%, PSX -6.9%, MPC -6.2%, ALJ -6.1%, NTI -5.3%, TSO -4.7%, HFC -4.7%. CVR Refining (CVRR -1.5%) is lower even after announcing estimated costs to meet Tier 3 standards are less than $20M. 21 Comments [Energy, On the Move]
Tuesday, April 2, 3:13 PM Valero (VLO -6%) says proposed new rules aimed at reducing sulfur content in gasoline would cost it hundreds of millions of dollars in equipment construction and upgrades alone. In addition to spending $300M-$400M initially to implement the rule, VLO also predicts operating costs would rise by an undetermined amount every year due to the rules proposed Friday by the EPA. (earlier) 53 Comments [Energy, On the Move]
Tuesday, April 2, 2:29 PM Shares of refiners are taking a beating today, apparently on fears of increased costs from proposed tougher standards on gasoline. The EPA is proposing the so-called Tier 3 rules that will require refiners to reduce the sulfur content of gasoline to 10 parts per million by 2017 from 30 ppm. VLO -6.2%, TSO -3.5%, MPC -4.3%, ALJ -4.5%, PSX -3.1%, HFC -3.2%, WNR -4.8%, NTI -5.5%. 39 Comments [Energy, On the Move]
Monday, March 18, 2:44 PM Northern Tier Energy (NTI -2.5%) is downgraded to Hold from Buy at Cowen, which says NTI is nearing fair value with the benefits of its Bakken/Canadian crude slate already embedded in current valuation and given current peak cycle conditions. Concern over the rising cost of ethanol RINs could mount in 2014 upon increased ethanol blending requirements. 4 Comments [Energy, Quick Ideas, On the Move]
Wednesday, March 13, 5:34 PM Northern Tier Energy (NTI): Q4 EPS of $1.08 misses by $0.37. Revenue of $1.24B beats by $0.11B. (PR) 6 Comments [Earnings, Breaking News, Energy]
Wednesday, March 13, 12:42 PM It's worth noting that Macquarie, in sounding the alarm over biofuels costs that could hurt earnings for refiners, thinks the problem won't hurt all refiners equally. It says the well positioned companies are those that are better integrated between refining and midstream product terminal assets that support self-blending of ethanol, such as MPC, NTI, TSO and WNR. 13 Comments [Energy, Quick Ideas]
Tuesday, February 12, 7:47 AM Northern Tier Energy (NTI) sheds 4.8% premarket after announcing last night a quarterly distribution cut to $1.27/share from $1.48 in its first post-IPO payout. The annualized yield on this high-flyer drops to 17.2%. (PR) 10 Comments [Energy, On the Move]
Monday, February 11, 5:44 PM After-hours top gainers, as of 5:15 p.m.: RXN +13%. GTE +9%. MAS +5%. NCLH +4%. BCOR +3%.
After-hours top losers: AMSC -8%. ORIG -5%. NTI -5%. MTGE -3%. GMED -3%. Comment! [On the Move]

razz88
I have 600 shares of $NTI and am thinking about picking up a 100 shares at a time on pull backs to get to 1000 shares. Any thoughts on that?
Jun 9, 9:20 AM
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taxman100: I try to add if it goes under $25 - to me their location and market is exactly where you want to be if a refiner.
Jun 9, 10:57 PM
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razz88: I agree. I love the business model.
Jun 10, 2:30 PM
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Joseph P. Porter
$NTI seems to be on something of a minor run of late. They and $KKR are two stocks I'd like to see do well consistently.
Jun 7, 1:13 PM
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weed
Tiny $NTI position is my winner for the day. Hooray!
Jun 5, 3:42 PM
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Perkins Cove: weed, sometimes "even" is your best play. Cheers guys....
Jun 5, 4:52 PM
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weed: PC, I break my rules, I pay the price. I carry on.
Jun 5, 5:31 PM
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Mike Maher
Damn $NTI took a beating today...probably an add here #refiners #mlp
Jun 1, 12:52 AM
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Vampyroteuthis infernalis: would the increase in padd II region prices offset the NTI downtime during the qtr or have you set lowered goals for the august div.
Jun 3, 12:15 PM
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Mike Maher: Didnt know about the downtime this Q, but longer term I think WTI prices will go lower as US supply increases, which should help margins
Jun 3, 2:30 PM
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gman14
$NTI-Yikes..what's happening today?
May 31, 3:09 PM
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taxman100
$NTI - add a few shares every time it drops under $25.
May 23, 10:38 AM
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AlbionWood: Tempted to do some bottom-fishing myself here.
May 23, 2:34 PM
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taxman100: I'm holding at least until Keystone is built - may as well make $ off of envirionmental elitists. 60 cents 3rd qtr & 1.35 4th = 18% @24.75.
May 23, 4:01 PM
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Paul Zimbardo
8 High-Yield #Dividends To Research Now http://seekingalpha.com/a/uzx3 $AVA $COP $HE $NTI $PAAS $SLF $TRI $TYG #Stocks #News #Investing
May 21, 12:14 PM
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dhdhoora
$NTI had another sweet quarter and announced a better than expected $1.23 dividend. Well run, spreads holding, driving season starting!
May 13, 10:44 PM
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jinghe: $NTI 05/21 ex dividend date 05/23 record date 05/30 pay date
May 15, 9:04 AM
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jinghe: $NTI 05/21 ex dividend date 05/23 record date 05/30 pay date
May 15, 9:25 AM
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noobie107
$NTI distribution of $1.23 per unit that will be paid in cash on May 30, to common unit holders of record as of May 23.
May 13, 4:57 PM
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thomst04: nice little distribution NTI
May 13, 5:01 PM
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Elliott Gue
Cool feature on recent widening of WTI-WCS price spread and Midwest refinery turnarounds. http://bit.ly/17Xj9pc $NTI, $SU
May 13, 9:47 AM
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LATEST REPLIES

razz88
I have 600 shares of $NTI and am thinking about picking up a 100 shares at a time on pull backs to get to 1000 shares. Any thoughts on that?
Jun 9, 9:20 AM
Reply (2)

• !Report Abuse
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taxman100: I try to add if it goes under $25 - to me their location and market is exactly where you want to be if a refiner.
Jun 9, 10:57 PM
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razz88: I agree. I love the business model.
Jun 10, 2:30 PM
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weed
Tiny $NTI position is my winner for the day. Hooray!
Jun 5, 3:42 PM
Reply (9)

• !Report Abuse
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Perkins Cove: weed, sometimes "even" is your best play. Cheers guys....
Jun 5, 4:52 PM
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weed: PC, I break my rules, I pay the price. I carry on.
Jun 5, 5:31 PM
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Mike Maher
Damn $NTI took a beating today...probably an add here #refiners #mlp
Jun 1, 12:52 AM
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Vampyroteuthis infernalis: would the increase in padd II region prices offset the NTI downtime during the qtr or have you set lowered goals for the august div.
Jun 3, 12:15 PM
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Mike Maher: Didnt know about the downtime this Q, but longer term I think WTI prices will go lower as US supply increases, which should help margins
Jun 3, 2:30 PM
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taxman100
$NTI - add a few shares every time it drops under $25.
May 23, 10:38 AM
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AlbionWood: Tempted to do some bottom-fishing myself here.
May 23, 2:34 PM
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taxman100: I'm holding at least until Keystone is built - may as well make $ off of envirionmental elitists. 60 cents 3rd qtr & 1.35 4th = 18% @24.75.
May 23, 4:01 PM
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dhdhoora
$NTI had another sweet quarter and announced a better than expected $1.23 dividend. Well run, spreads holding, driving season starting!
May 13, 10:44 PM
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jinghe: $NTI 05/21 ex dividend date 05/23 record date 05/30 pay date
May 15, 9:04 AM
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jinghe: $NTI 05/21 ex dividend date 05/23 record date 05/30 pay date
May 15, 9:25 AM
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noobie107
$NTI distribution of $1.23 per unit that will be paid in cash on May 30, to common unit holders of record as of May 23.
May 13, 4:57 PM
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thomst04: nice little distribution NTI
May 13, 5:01 PM
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noobie107
$ALDW quick drop before the dividend ex-date. $NTI up. What gives?
May 7, 10:26 AM
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noobie107: The SEC filing was great. The stock dropped 1.48 because of the dividend. The rest of the drop was because people just sold off....
May 8, 10:58 PM
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noobie107: .... just for profit taking.
May 8, 10:58 PM
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noobie107
What's keeping $NTI down?
May 3, 11:51 AM
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111fishes: ALDW is acting somewhat the same; for the 1/4 div of $1.58- thought folks would be chasing the prices up. own shrs of both.....GLTA
May 3, 1:35 PM
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noobie107: ALDW has been behaving fine for me. I bought some yesterday for $25.30. It's NTI that is giving me a headache.
May 3, 3:05 PM
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Philip Trinder
$NTI announces 10 million unit equity offering
Apr 29, 4:54 PM
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gman14: Thanks Philip regarding the distribution question
Apr 30, 3:41 PM
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Philip Trinder: jmacsol thanks, so your estimated yield is ~15.1% at today's close / gman14 YW / underwriters have to love today's trading in $NTI
Apr 30, 4:33 PM
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Philip Trinder
Heads up on $NTI 1Q13 distribution estimate $1.15 to $1.25 (vs. $1.27 for 4Q12) as per 8-K: http://1.usa.gov/14WX9wV
Apr 26, 6:43 PM
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taxman100: So, the "float" should increase, which could be a negative for the unit price.
Apr 28, 11:43 PM
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Philip Trinder: Yes the publicly traded float will increase, could be negative impact, depends what market thinks about insiders' selling again, we'll see
Apr 29, 10:59 AM
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worthless111
$ $NTI SP drop. Are the TPG shares coming on ?
Apr 11, 12:05 PM
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worthless111: TPG is invest firm holding shares on $NTI for possible near term sale( info @tpg.com ) The SP drops when occurs ~ 3 %
Apr 15, 2:17 PM
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worthless111: Noone seems to want to talk about it except Robert H...it is going to be a factor !
Apr 15, 2:27 PM
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Albert Alfonso
bought some $NTI @ 26.50.
Apr 11, 3:26 PM
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Albert Alfonso: I could have bought for 26.00 earlier, but was distracted. I think 27+ is likely near term, though plan to hold L-T.
Apr 11, 3:27 PM
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poclerk: $NTI Bought today at $25.80, but not gloating, because my other purchase was at $29.80 back in March.
Apr 12, 7:08 AM
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Philip Trinder
Tier 3 EPA Panic for Refiners http://bit.ly/XoKnUC $ALDW $CLMT $CVRR $NTI $VLO
Apr 2, 8:14 PM
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Philip Trinder: Agreed, they'll just get blended into the 2017 crack spread, and capex needed by the Refining MLPs doesn't seem too material
Apr 3, 12:21 PM
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worthless111: Philip, iyo how much will the SP drop when TPG actually places the shares ? I called them for advice on timing but nr.Thanks
Apr 8, 10:51 PM
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hkcentraler
$NTI filed to sell up to $385mn units for offering
Apr 1, 9:32 AM
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Robert Hennecke: Thanks. You would think that the refinery was on fire. The market is insane.
Apr 3, 11:53 AM
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razz88: What will happen to the share price if there is a 385mm offering?
Apr 7, 11:28 PM
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jphayes21
bought $NTI at $24, could not figure out what was going on until now. looks like this is a knee jerk reaction. thoughts?
Apr 3, 11:46 AM
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poclerk: Damn good man, jphayes, damn good man!
Apr 3, 4:54 PM
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hkcentraler: Short squeeze may happen if the company decide to launch the offering. Otherwise, hard to push the offering
Apr 3, 6:52 PM
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NTI Northern Tier Energy

NTI

Northern Tier Energy