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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mattyice who wrote (53576)	3/11/2014 2:20:02 PM
From: E_K_S	Read Replies (1) \| Respond to of 78734

Have you located a Web site that calculates this metric on a time series? I wonder if there is something similar that is easily reviewed for several MLP's? The closest report I have found is the monthly Citi MLP report that Dennis Roth posts goo.gl . I am assuming that Citi in their ranking might use COROA as one of their valuation measures but it's only a guess. The Citi report provides me a good comparative view on several MLP's. I further drill down my review based on the assets they own and their operating regional footprint. I keep a running list of about 20 MLP's that make my first cut. Then on any company specific event that hit's my list of MLP candidate stocks, I see if I want to buy/sell or remove from my list. For my type of investing, the metrics I follow has to be timely and easy to calculate. I want to avoid the landmines but even w/ this approach I got blind sided by BWP. EKS

To: Mattyice who wrote (53576)	3/17/2014 3:57:37 PM
From: mopgcw	Read Replies (1) \| Respond to of 78734

trying not to get scared off by how they issue equity and debt to fund distributions - seems like a toxic combo imo - but never the less i think prudent mlps can provide some long term value. to be honest, I am not sure why you would want to try hard to get comfortable with MLPs that cannot cover their distribution. Personally, if they cannot, I would want to spend a LOT of time understanding why they will be able to cover the distribution in the near future. you are correct it is a very toxic combination. a prudent MLP as you note will not have this issue. best, Geo