RWRocksOn

Attractive Outlook for MLPs Following September Lows

see my postings on APL/AHD/ATLS on the Motley Fool's boards. Sorts by rec's. The Boards are free.

I have been buying AHD over the past month. As APL's dish increases, there will be a disproportionate increase in AHD's dish. ATLS is also a great buy and was ridiculous at under 20. Someone downgraded them on debt covenant issues and the details don't really match the fear. I've owned a variation of Atlas for 4-5 years now.


On Oct 12 09:17 PM 1930pkc wrote:

> anyone have feelings about APL with 20+

Kinder Morgan Energy: A Little Corruption, American Style

actually, the price you pay to piggyback onto Knight (fka KMI) is the stock price. The stock price for KMP/KMR reflects the distribution per share not (directly) the earnings. Those buying the stock do need to look to the splits to understand how future growth will affect their cut of the dish. In addition, the leverage applied by the company and embedded in the yield for a given dish must also be understood by the investor to appropriately value the stock. If the splits were otherwise (more favorable to KMP, for example) then the stock price would be higher. The yield will be about the same no matter the split for a given interest rate, inflation and projected growth environment.


On Nov 29 08:10 PM W. Eichler wrote:

> Someday KMP will have Distribution per Unit of $10.00.
> At that time the GP will receive 42.375% of that amount.
> The LPs will receive 57.625%. And that is the price to piggy-back

>
> on this great company.