Video: Objectivity In Analysis And The MLP Enigma

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Includes: AMJ, AMJL, AMLP, AMU, AMUB, AMZA, ATMP, CBA, CEM, CEN, CTR, DSE, EMLP, EMO, ENFR, FEI, FEN, FMO, FPL, GER, GMZ, ILPRX, IMLP, JMF, JMLP, KMF, KYE, KYN, MIE, MLPA, MLPB, MLPI, MLPN, MLPO, MLPQ, MLPS, MLPX, MLPZ, NML, NTG, SMM, SRF, SRV, TTP, TYG
by: Brian M. Nelson, CFA

Summary

President of Investment Research at Valuentum Brian Nelson talks about how financial statement analysis keeps analysts objective.

He also goes into how the distribution yields of MLPs may not reflect underlying business dynamics.

Nelson also explains an inconsistency in the use of financing that supports the idea that MLPs are using external capital market issuances to fund distributions. Running time: ~15 minutes.

Hi folks,

This is the 12th episode of a series that I have started called "Off the Cuff," where I get in front of the camera and talk for about 10 minutes each episode. It's low-tech, I know - but it's "authen-tech." I like that. I'll do my best to incorporate feedback and questions going forward, so stay tuned. We have a number of the videos already filmed. We're now up to 16 content-packed videos!

In this episode (episode 12), I talk about how financial statement analysis keeps analysts objective. I go into why I think the distribution yields of MLPs (NYSEARCA:AMLP) may not reflect their underlying business dynamics. Specifically, I talk about an inconsistency in the use of financing that supports the idea that MLPs are using external capital market issuances to fund distributions. This one is a bit longer than usual, but the topics are important because they come up a lot.

Give these videos and the discussions time to get warmed up. They're not made to be fancy. I don't like bells and whistles. They're made to be conversational. I hope you enjoy this 12th episode and those that follow. Let me know what you think. Don't forget to comment. Thanks!

Disclaimer: This video and any content within are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum and Brian Nelson are not responsible for any errors or omissions or for results obtained from the use of this video or any content and accept no liability for how readers may choose to utilize the content. Assumptions, opinions, and estimates are based on our judgment as of the date of the article and are subject to change without notice. There is substantial risk of loss associated with investing in any financial instrument. Valuentum Securities is a financial publisher.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.