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FleetUSA3226

FleetUSA3226
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  • Update: Chevron's Jack/St. Malo Project Is Almost Operational [View article]
    For followers of CVX and the Ecuador/Donziger mess, a Politico article today:

    http://politi.co/1uCVqY3
    Sep 16 06:43 AM | 1 Like Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    A great article and example I will share with my most timid friends.
    Sep 4 08:25 AM | 1 Like Like |Link to Comment
  • Reorganization could be costly for long-time Kinder Morgan Partners' owners [View news story]
    @toomuchgas. Yes, that's why it is called "return of capital". Just like in an annuity.
    Sep 2 06:32 AM | Likes Like |Link to Comment
  • Reorganization could be costly for long-time Kinder Morgan Partners' owners [View news story]
    @darnoc. As KMI goes higher your net assets increase since you are getting 2+ shares for each share of KMP.
    Sep 2 06:31 AM | Likes Like |Link to Comment
  • Reorganization could be costly for long-time Kinder Morgan Partners' owners [View news story]
    @darnoc. You need a good CPA and ALL your K-1s. It isn't as bad probably.
    Sep 2 06:28 AM | Likes Like |Link to Comment
  • Reorganization could be costly for long-time Kinder Morgan Partners' owners [View news story]
    As an aside, I wonder what the arbs are doing with this transaction?
    Sep 1 08:27 AM | Likes Like |Link to Comment
  • Reorganization could be costly for long-time Kinder Morgan Partners' owners [View news story]
    You need to get all the K-1s and do the full recalc. Based on what Morningstar and the WSJ said you are missing something. I don't trust "on line" calculators.
    Aug 31 09:59 AM | 1 Like Like |Link to Comment
  • Russia Risk To Western Companies (Mostly) Overblown [View article]
    Putin has long since measured Obama and believes the Ukraine is his for the taking. Like a snake devouring a pig.
    Aug 28 06:22 AM | 1 Like Like |Link to Comment
  • KMP an after-tax loser in Kinder consolidation deal, Wells Fargo says [View news story]
    @KMR Holder. Amen
    Aug 27 06:14 AM | Likes Like |Link to Comment
  • REITs Attractive Even With Rising Rates [View article]
    Think about it: The economy is weak, job growth is not robust, and the Treasury has issued billions in new debt to finance this Administration's expensive plans.

    The result is that any increase in the interest rates will cause the government debt to explode.

    Hence, low interest rates benefit the government bottom line just as much as the economy.

    Therefore, I think the interest increases will be late and very slow to grow. IMO
    Aug 26 04:36 PM | 1 Like Like |Link to Comment
  • Weekly Intelligence For MLP Investors [View article]
    @Mr. Fudd. I don't think there will be any preliminary K-1. As it is those are tough to produce (otherwise we would get them in January like the 1099s).

    Since it will be a sale you can either sell your KMP now and keep some cash aside for taxes (increase estimates too) or sell some of the KMI you get upon conclusion of the deal for taxes.

    Elsewhere I have read that people in your position need to get together all your prior year K-1s as there is "gold" in the details - losses that can be used to offset some of the current income recapture.
    Aug 25 09:04 AM | Likes Like |Link to Comment
  • Kinder Morgan Shareholders Are The Winners Of This Transaction [View article]
    @KMR holder. exactly. 8% + the tax deferred benefit.
    Aug 23 04:03 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Shareholders Are The Winners Of This Transaction [View article]
    I have been reading all the sweet and sour comments from the KMP holders concerning the expected tax impact of the KMI swap. However, no one has taken into consideration the full picture -- the investment, income generated, and tax posture during their whole period of ownership. They mostly just complain about 2014 and loss of the higher KMP dividend to be replaced by the $2 KMI dividend.

    Someone good at numbers needs to show the full picture. I am sure it is very good and 2014 is just a recapture of SOME of the past benefits.
    Aug 22 11:58 AM | Likes Like |Link to Comment
  • Monday Mailbag: Kinder Morgan [View article]
    That would be very difficult given the disclosures required by the SEC. However, I am sure their planning department have a few projects they are evaluating for 2015.
    Aug 20 12:44 PM | Likes Like |Link to Comment
  • My Updated Valuation Of Johnson & Johnson [View article]
    JNJ is a triple A company with only $13B in long-term debt (per Morningstar). I wouldn't think any interest rate movements in 2015 would make much of a dent in their financial picture.
    Aug 20 12:41 PM | Likes Like |Link to Comment
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