SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (56561)1/4/2016 11:26:10 AM
From: Grommit  Read Replies (1) of 78782
 
SE. I understand your issues.

1. I am relying on spek to do deep analysis. :o)

2. The diff between SE and KMI seems to be the funding needs and sources. SE states "no SE equity issuance expected" I am not sure if that applies to subs like SEP & DPM.

3. "We also have significant liquidity available across the company... This financial flexibility gives us confidence in our continued capacity to successfully fund our growth projects in an efficient and cost-effective manner.... 90% of our revenues are contracted with customers who are investment-grade or are secured by investment-grade equivalents like letters of credit.... we remain confident in our ability to deliver on the $0.14 annual dividend increase guidance we shared with you earlier this year.."

4. This is not my traditional investment of late. Riskier than apartment reits, for sure. A leap (or a small jump?) of faith for me.






.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext