Monthly Archives: January 2013

MLP Protocol 012513

Key adjustments from last week: Adjusted BPL for a 6.0 million unit equity offering at $52.54 on January 23. Added a Markets and Levels page that shows recent trends for the following: Alerian MLP Index, Alerian Total Return MLP Index, … Continue reading

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CVR Partners, L.P. (UAN) 4Q12 Distribution

Disclosure: I bought a small Put position in UAN today (Jan 24) What do you think CVR Partners will announce as their distribution for the fourth quarter of 2012? From their January 9th Press Release: The company reaffirms its expectation for … Continue reading

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MLP Protocol 011813

Key adjustments from last week: Added USA Compression Partners, L.P.  (“USAC”) to the Gathering & Processing MLP segment after its IPO at $18 on January 14 (deal size was increased from 10 million units to 11 million units and the price … Continue reading

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MLP Protocol 011113

Key adjustments from last week: Adjusted CLMT for a 5.0 million unit equity offering at $31.81 on January 7. Adjusted TLLP for an 8.5 million unit equity offering at $41.70 on January 8. Adjusted XTEX for a 7.5 million unit … Continue reading

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The Yield Curve Curve 010813

When you think about the interest rate yield curve, how do you picture it in your head? Is it a curve showing current rates for various maturities? When you think about interest rates over an extended time frame, how do you picture … Continue reading

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MLP Protocol 010413

Key adjustments from last week: Adjusted tax rate inputs to increase assumed tax rates on qualified dividends from 15% to 23.8% and to increase assumed tax rates on the taxable portion of distribution income for MLPs from 35% to 43.4%. Recent … Continue reading

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