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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (56558)	1/4/2016 10:15:53 AM
From: Paul Senior	Read Replies (1) of 78777

Grommit, why isn't SE like KMI in these respects: Promise to increase dividend. Plan lot of new projects. Raise capital from stock issuance. Raise capital from debt market. Revenue growth: -8.6% (Yahoo) Debt/equity = 143% (Yahoo. Other sites show different) (KMI: 124%) Some analysts say capital markets closed or difficult for mlp's. Possible structural changes to mlp model. ====== I believe I am learning that I can't figure/understand the value of these mlp's - or trust managements' promises -- given my experience with KMI. It seems to me SE will do okay/well/very well if/as oil/gas prices increase, and the entire oil/gas sector/related move up. Otherwise, isn't there risk? I don't see why SE won't cut back on div or have to raise capital at a bad time -- maybe a KMI similarity. If I were holding for dividend(distribution), I'd look elsewhere for maybe better safety. But of course, jmo. I wouldn't bet against you, but I don't see what you/others see so favorably in this one.

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