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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (30908)	3/12/2019 9:07:03 AM
From: E_K_S	Respond to of 34328

Pipeline easements undervalued I wonder if there is any value added to BV and/or Goodwill. It's almost the opposite of what KHC did in writing down their goodwill value in their overvalued 'Brands' taking a charge against tangible BV. I do think these companies could expand their easement 'rights' to include Solar and/or Wind turbans. New technologies makes these renewable energy options possible and could add to current/future revenue streams. Also, 5G Cell Towers, fibre cable comes to mind too. This new 5G/6G can deliver wireless broadband to rural home customers at very affordable prices. Use the same easements for all of this new technology infrastructure. Wrap it up in one new expanded easement contract and even have a subsidiary company oversee and manage these assets. That's what makes new emerging technology so exciting. It can leapfrog legacy applications and many times the new technologies can deliver larger revenue streams than the legacy uses. EKS

To: robert b furman who wrote (30908)	3/13/2019 11:43:13 AM
From: JimisJim	3 Recommendations Recommended By Celtictrader dvdw© Hoatzin Read Replies (2) \| Respond to of 34328

You want actionable opinion/research, Bob? I just posted this at Isopatch's board -- note, just my opinion, but AR is maybe the best and least known NGL player, certainly in the Utica and Marcellus -- Iso can tell you more, but I've almost lost count how many stacked plays there are in those fields... only concern seems to be debt, but that seems unwarranted to me in the larger context after rolling up the MLP part of the biz and NGLs rule the patch right now -- liquid gold (to see the post rollup balance sheets to see what I mean about needless concerns about debt, see the SA article on it here ( seekingalpha.com ): "In the patch, Antero has almost always been seen as a quality outfit... the public and by extension, the investing public, still haven't got a clue what it's position in the Utica and Marcellus shales means LT... stacked plays that none of us will live to see fully produced by a company that so far, hasn't made any significant mistakes managing it's resources and cash... it's been making the right moves with its midstream biz as well and looks like its roll up of the MLP into the C Corp will help their balance sheets. I do not understand why AR is grossly undervalued right now. I've been contemplating shifting some money into it -- those ng lease payments are already starting to pile up and haven't even got to the 1/8 cut of produced oil and ng (mostly ng)... I gotta say, AR has way better plays in Ohio, Penn., and W. VA than the play beneath my holdings. NGLs are liquid gold at the moment."