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


To: Paul Senior who wrote (56561)1/4/2016 11:26:10 AM
From: Grommit  Read Replies (1) | Respond to of 78776
 
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.






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