Category Archives: Other

GP Valuation Comps 1106015

MLPP 110515 GP Valuation Comps Updating and adding these two pages to the Weekly Snapshot report going forwards.

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Kinder Morgan Merger Tax Implications 081914

  (Click to view) Update 1 Source (8/20/14): Kinder Morgan Citi MLP Conference Aug 20-21 Initial Source: Kinder Morgan Merger Presentation

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Top 10 MLP Funds Apr 2014

The following chart shows the top 10 MLP focused funds, ETFs, ETNs, etc. ranked by their trailing twelve month (“TTM”) total returns as of April 4, 2014. I also included the MLP Protocol Sprint Portfolio and the Alerian MLP Total Return Index … Continue reading

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Slotoroff v. Kinder Morgan Inc. 020714

Yesterday Bloomberg posted an article called “Kinder Morgan Sued by Investor Over Pipeline Distributions,” noting that Jon Slotoroff, a unit holder of Kinder Morgan Energy Partners (KMP), has sued Kinder Morgan Inc. (KMI) seeking damages for alleged improper distribution of … Continue reading

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CVRR 2013 Guidance Update and Yield Estimates

CVRR’s management has graciously been providing distribution guidance since going public this past January. Here’s how that guidance has changed over the past six months: In the IPO Prospectus on pages 63-64 they provided an estimate for Full Year 2013 Distributions … Continue reading

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Tier 3 EPA Panic for Refiners 040213

There are four publicly traded MLPs that own refining assets: ALDW, CLMT, CVRR and NTI. In my analytics I currently have the Variable Rate Refining MLPs ALDW, CVRR and NTI categorized as “Extremely Risky” and CLMT as “Very Risky” and today was an example of … Continue reading

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Deloitte Oil and Gas Conference Summary Report

I just posted a copy of the summary report from Deloitte’s 2012 Oil & Gas Conference: A new world of opportunity on the MLP Resources page (click MLP Resources tab above to view full report). The report is a great summary of … Continue reading

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Investing as War

One analogy that comes to mind when thinking about the market in a big picture sense is that of all-out war. Every market participant wants to win that war and generate better returns than their competitors and make no mistake, … Continue reading

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Northern Tier Energy (NTI) 4Q12 Distribution Estimate

The new class of variable rate MLPs that contain refining assets are having an excellent run of things since their IPOs. Their distributions are entirely dependent upon their effective crack spreads for the quarter so trying to put together a solid estimate … 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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