Northern Tier Energy LP Class A Reports Today - Here's Why You Should Take This Dividend [View article]
Thanks for the article. Regarding the Additional Disclosure: As an owner of NTI, the opening disclosure would say, " I am long NTI and (select one) have/have no plans.....". Up front. No confusion. Referring to the ATT commercial, "It's not complicated". Just a suggestion.
Lifetime Brands: Great Cookware Brands At A P/E Of 7 [View article]
Seems reasonable regarding Buffett except there's no moat as Tim Ayles points out above. And market cap (before a premium) is the same as your continuing value.
Kinder Morgan Partners: An Energy Toll Road [View article]
As an owner, my biggest concerns are interest rates as you mentioned. But that is when they increase, not if. And as unlikely as it might be, changes in the tax code - including a Canadian-like "Halloween Massacre" where partnerships are forced to pay taxes. Yes, many/most of the Canadian companies have recovered, but you would not have been a holder in 2006(?) when that tax change was announced.
Suncor (SU) is crying foul over transportation fees proposed by Kinder Morgan (KMP, KMI) for the expansion of its Trans Mountain pipeline, contending the latter is leveraging its position as the owner of the only Pacific outlet for Alberta’s landlocked oil to ratchet up tolls “to earn excessive and unreasonable rates of return.” Of the 13 firms contracted for capacity, only SU and Total (TOT) have formally complained. [View news story]
Kinder Morgan (KMP) agrees to acquire Copano Energy (CPNO) for $3.2B in stock, or $5B including debt, with Kinder's offer of $40.91 a share representing a 23.5% premium to Copano's close yesterday. The deal will provide Kinder with natural gas assets in Texas, Oklahoma and Wyoming, adding 6,900 miles of pipelines to the company's 46,000 existing miles. (PR) [View news story]
I wasn't sure how to reply so pick the best of the three:
1) Oh no, more dilution! Soon they'll have diluted the stock price to $100/share 2) Sell, sell, sell.....to me, right when the announce the new offering. 3) Buy Herbalife....the stock and product, they need more distributors
2 Developments On Tuesday That Show Further Strength In Ultra-Deepwater Drilling [View article]
As a novice in this area, with such expensive equipment, I'm surprised the utilization rates are so low (<70%). Maybe it is downtime due to mobilization, equipment upgrades, definition of "utilized"? Or inclusion of older equipment? Anyone care to explain. Tx
Which Stock Is The Best For You From The Kinder Morgan Family? [View article]
Sorry, I wasn't clear. I expect the KMI stock price to increase faster than KMP/R because it will be driven by greater dividend increases in KMI (on a % basis) based on what Richard Kinder has stated. I've moved most of my Kinder investment from KMR to KMI.
Which Stock Is The Best For You From The Kinder Morgan Family? [View article]
I expect KMI to increase faster than KMP/R based on Richard Kinder's comments on expected dividend increases - KMI to increase 12% annually vs KMP at 8%.
Kroger's Strategic Advantage Over Whole Foods Market And The Fresh Market [View article]
Gary - You may have misunderstood. Kroger's huge store base is an advantage because it can invest $$ in their stores to better compete with Whole Foods....and win customers back.
Kinder Morgan Energy Partners (KMP) -3% AH on news it is commencing a public offering of 3.9M common units representing limited partner interests. [View news story]
MLP IPO Review: Lehigh Gas Partners LP [View article]
Nice, through write-up. One thing that caught my eye is the Lehigh Gas Corp ownership diagram - I suspect from the S1?? Topper Group (90%), John B Reilly (10%) and Lehigh Gas GP (100%) have a total of 200%(??) Ownership Interest in Lehigh Gas Corp. I must be missing something. Again, thanks for the nice introduction to Leigh Gas Partnership.
Northern Tier Energy LP Class A Reports Today - Here's Why You Should Take This Dividend [View article]
Cramer's Mad Money - Why Analysts Were Wrong About Microsoft (4/25/13) [View article]
Lifetime Brands: Great Cookware Brands At A P/E Of 7 [View article]
Lifetime Brands: Great Cookware Brands At A P/E Of 7 [View article]
Kinder Morgan Partners: An Energy Toll Road [View article]
Suncor (SU) is crying foul over transportation fees proposed by Kinder Morgan (KMP, KMI) for the expansion of its Trans Mountain pipeline, contending the latter is leveraging its position as the owner of the only Pacific outlet for Alberta’s landlocked oil to ratchet up tolls “to earn excessive and unreasonable rates of return.” Of the 13 firms contracted for capacity, only SU and Total (TOT) have formally complained. [View news story]
Kinder Morgan (KMP) agrees to acquire Copano Energy (CPNO) for $3.2B in stock, or $5B including debt, with Kinder's offer of $40.91 a share representing a 23.5% premium to Copano's close yesterday. The deal will provide Kinder with natural gas assets in Texas, Oklahoma and Wyoming, adding 6,900 miles of pipelines to the company's 46,000 existing miles. (PR) [View news story]
1) Oh no, more dilution! Soon they'll have diluted the stock price to $100/share
2) Sell, sell, sell.....to me, right when the announce the new offering.
3) Buy Herbalife....the stock and product, they need more distributors
2 Developments On Tuesday That Show Further Strength In Ultra-Deepwater Drilling [View article]
Which Stock Is The Best For You From The Kinder Morgan Family? [View article]
Which Stock Is The Best For You From The Kinder Morgan Family? [View article]
Kroger's Strategic Advantage Over Whole Foods Market And The Fresh Market [View article]
No position in either stock.
Kinder Morgan Energy Partners (KMP) -3% AH on news it is commencing a public offering of 3.9M common units representing limited partner interests. [View news story]
Cheap 8% Yielder Is Picking Up Positive Catalysts [View article]
MLP IPO Review: Lehigh Gas Partners LP [View article]
Again, thanks for the nice introduction to Leigh Gas Partnership.
Linn Energy Raises Guidance - We Like Its Distribution [View article]