Seeking Alpha

21thomas99

21thomas99
Send Message
View as an RSS Feed
View 21thomas99's Comments BY TICKER:
Latest  |  Highest rated
  • 3M Likely To See Continued Growth In Coming Years [View article]
    Tomm H,

    You must be living the dream: You never make mistakes or are careless with anything. If you have been guilty of either, you definitely would not attack others for doing the same. Or, would you?
    Dec 6, 2014. 09:42 AM | 1 Like Like |Link to Comment
  • The REIT Way To Feast On Dividends And Sleep Well At Night [View article]
    Anonymous2,

    mREITs usually are not included in Brad's articles as he tends to shun these types of securities on account of their fundamentals.

    Brad has written why he shies away from mREITs, it's just a matter of looking through his articles to find the one(s) covering these particular holdings.
    Nov 26, 2014. 05:02 PM | Likes Like |Link to Comment
  • Kinder Morgan: Another Domino Falls Into Place [View article]
    Simply only as an addendum, David, these pipeline assets were left unused by Enron. Enron, at that time, was leaving behind this part of the business and going into energy trading.
    Nov 17, 2014. 05:28 PM | Likes Like |Link to Comment
  • REITs Are Prime-Time Players, Baby! [View article]
    ClubRob,

    You need to revisit the definition of a "ponzi scheme."

    Make sure it is the actual definition, as opposed to some contrived meaning.
    Nov 14, 2014. 07:55 PM | 1 Like Like |Link to Comment
  • We've Become Very Interested In Kinder Morgan [View article]
    As an update, this lawsuit was dismissed by in Delaware court. As the judge said to the plaintiff(s?),
    You have no case.'
    Nov 6, 2014. 03:59 PM | 5 Likes Like |Link to Comment
  • Alerian Explains: The Kinder Family [View article]
    wdjax0n,

    What an ignorant comment.

    Kinder left Enron before illegalities began at Enron. In fact, these shenanigans did not begin until his replacement (Jeffrey Skilling) was found.
    Sep 15, 2014. 08:22 PM | 5 Likes Like |Link to Comment
  • Kinder Morgan Disassembles For Greater Growth [View article]
    Uncle Pie, before claiming you know what you are talking about (re: 'I guess you can take the man out of Enron, but you can't take the Enron out of the man!'), you need to take the time in making sure you have your facts in order.
    Aug 13, 2014. 05:26 PM | Likes Like |Link to Comment
  • Kinder Morgan deal risks unpleasant tax surprise for some investors [View news story]
    "Units" are used in lieu of "shares" when discussing MLPs. "units" versus "shares" is just a matter of terminology. They both mean the same.
    Aug 13, 2014. 10:22 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - The Most Bountiful M&A Year I Have Seen (8/11/14) [View article]
    Yes, all KMP unitholders will get KMI.

    Specifically, 1 unit of KMP equals a little more than 2 shares of KMI (2.1?? shares), plus $10.77 per unit.

    A more specific answer will be found at kindermorgan.com, in the Investor Relations website, in the Press Releases.
    Aug 12, 2014. 01:13 PM | 1 Like Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    This isn't the place for such ramblings.
    Aug 11, 2014. 08:20 PM | 1 Like Like |Link to Comment
  • Digital Realty Has A Powerful Moat Of Dividend Repeatability [View article]
    'Office buildings have no moat, and have low returns on invested capital. They are easy to build, and the market gets oversupplied with vacant buildings, like it is now.'

    If what you say is factually correct, then how has BXP stayed successful for so long? How has the management of BXP become one of the most admired management teams in the REIT space?
    Jul 31, 2014. 07:51 PM | 3 Likes Like |Link to Comment
  • Digital Realty Has A Powerful Moat Of Dividend Repeatability [View article]
    EPS is not much of a practicable metric for REITs, which is why their EPS doesn't match up with their dividend per share.

    As glorysk87 states, RE-related depreciation skews the EPS.
    Jul 31, 2014. 10:17 AM | Likes Like |Link to Comment
  • An Intelligent Investor Should Consider REITs [View article]
    Bruce, thanks for this misplaced criticism.

    Have you considered taking your own suggestions in writing a "balanced article" for any REIT? How would its message materially differ from the great work Brad does?
    Jul 18, 2014. 10:28 AM | 6 Likes Like |Link to Comment
  • El Paso: Avoid This MLP [View article]
    'In this quarter, El Paso generated less revenue, had a coverage ratio of less than 100%...'.

    For the 2nd and 3rd fiscal quarters of every year, the KM companies have a coverage ratio of less than 1. For the remaining two quarters -- and for the year as a whole -- this coverage ratios is at least.

    Those knowledgeable with the KM entities are at least familiar with this.
    Jul 17, 2014. 10:00 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan: The Trans Mountain Pipeline Has Become The New Keystone XL [View article]
    Bruce,

    Have you considered other hobbies? There must be other outlets for your energy.
    Jun 9, 2014. 05:37 PM | Likes Like |Link to Comment
COMMENTS STATS
402 Comments
615 Likes