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das555

das555
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  • Atlantic Power (AT) declares C$0.09583/share monthly dividend, in line with previous. For shareholders of record Sep 28. Payable Oct 31. Ex-div date Sep 26. (PR[View news story]
    Also C$.09853 = US$.0989 which gives a US Div annual % of 8.06.
    Sep 14 12:30 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources (VNR) -4.4% premarket after announcing a public offering of 6M common units at $27.51 each, representing limited liability company interests. Net proceeds will be used to pay down outstanding debt under VNR’s senior secured revolving credit facility. [View news story]
    Only for the second quarter as VNR allocated 40% of its annual capital expenditures during that quarter and these expenditures made no contribution to the distributable cash flow during the quarter.
    Management estimates DCR coverage of 125% for 2012 and 135% for 2013.
    Sep 12 06:37 PM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources (VNR) -4.4% premarket after announcing a public offering of 6M common units at $27.51 each, representing limited liability company interests. Net proceeds will be used to pay down outstanding debt under VNR’s senior secured revolving credit facility. [View news story]
    What makes a market. Different views.
    Sep 12 11:48 AM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources (VNR) -4.4% premarket after announcing a public offering of 6M common units at $27.51 each, representing limited liability company interests. Net proceeds will be used to pay down outstanding debt under VNR’s senior secured revolving credit facility. [View news story]
    Nice opportunity to get in.
    Sep 12 09:27 AM | Likes Like |Link to Comment
  • Energy Transfer Partners (ETP): Q2 EPS of breakeven may not be comparable to consensus estimate of $0.38. Revenue of $1.24B (-23.8% Y/Y) misses by $300M. Distributable cash flow totaled $275.2M vs. $223.3M in the year-ago quarter. (PR[View news story]
    Thank you for including distributable cash flow comparison for this MLP.
    Aug 7 05:11 PM | Likes Like |Link to Comment
  • Income Investors Take A Look At Atlantic Power Corp [View instapost]
    I own AT in an IRA and no tax is withheld by e*trade; it is withheld in my taxable account but by US/Canada treaty is credited to my US tax liability when I file form 1116.
    Jul 30 05:36 PM | Likes Like |Link to Comment
  • Income Investors Take A Look At Atlantic Power Corp [View instapost]
    In addition, the withheld tax can be credited to your US tax liability by filing a form 1116. Good company
    Jul 30 04:47 PM | Likes Like |Link to Comment
  • Linn Energy (LINE): Q2 EPS of $0.31 misses by $0.09. (PR)  [View news story]
    I disagree - EPS is not an important metric for MLPs and should not therefore be the headline banner for quarterly reports for an MLP. Rather, distributable cash flow is the important metric for an MLP and its growth or contraction is key to an investment decision. As stated in today's Energy Strategist live chat by Elliottt Gue concerning LINE :
    "the wire services continue to report earnings numbers which are meaningless for Linn".
    Your comment is way off base though commonly shared by the uninformed.
    Jul 26 05:29 PM | 3 Likes Like |Link to Comment
  • Linn Energy (LINE): Q2 EPS of $0.31 misses by $0.09. (PR)  [View news story]
    When will SA editors ever learn that EPS for an MLP is irrelevant....
    Jul 26 09:39 AM | 1 Like Like |Link to Comment
  • Linn Energy's Recent Drop In Price Shows An Opportunity To Buy, Not A Weakness [View article]
    Missing an "earnings per share" for an MLP is immaterial. Great company.
    Jun 21 05:29 PM | 2 Likes Like |Link to Comment
  • Coming Week Market Movers: Spain And 3 Other Sources Of Panic [View article]
    Good perspective.
    For longer term investors the "action advice": "For cash not needed, bias reliable income producing assets tied to the above stronger currencies or safe havens" is solid. In my view, this encompasses solid, dividend paying Canadian equities (read PBA, ATGFF, ARESF etc.).
    Thanks Cliff.
    Jun 10 10:56 AM | 1 Like Like |Link to Comment
  • It's Time To Invest, Not Panic [View article]
    Occasionally, when boredom prevails and the gambling itch becomes pronounced (a "virtual" Las Vegas anywhere my computer is) I may enter a "trade" (looking for a short term cash win). However, as reason must not be abandoned even in Las Vegas, I will never trade an equity that I am not very familiar with and if the trade does not work out that I would not be satisfied to hold as a longer term investment - thus postponing my "win", even if not as exciting as the immediate thrill of a winning throw of the dice.
    Jun 10 10:33 AM | 1 Like Like |Link to Comment
  • Making More Money From Kinder Morgan [View article]
    KMP as an MLP is already tax efficient as "dividends" are largely return of capital thus mitigating tax liability until the shares are sold. I am uncertain as to whether dividends paid as shares are also considered the same way (return of capital) though I suspect they are. The major advantages of KMR are its lower cost for equivalent dividends and the absence of a K-1.
    May 14 12:40 PM | 1 Like Like |Link to Comment
  • Linn Energy (LINE): Q1 EPS of $0.25 misses by $0.15. (PR)  [View news story]
    Once again the headline writer shows ignorance of MLP's important metric - EPS is meaningless, why not report distributable cash flow?
    Apr 26 09:37 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners (KMP): Q1 EPS of $0.61 misses by $0.02. Revenue of $1.8B (-3% Y/Y) misses by $0.5B. Shares -0.7% AH. (PR)  [View news story]
    As has been repeatedly written about and again emphasized by Richard Kinder in the conference call, EPS is not the important metric for an MLP - rather it is distributable cash flow from which dividends are paid. This metric was up 13%, thus allowing yet another increase in dividends.
    Apr 18 10:48 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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