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Inergy, L.P. Message Board

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  • lner2512 lner2512 Oct 12, 2011 7:16 PM Flag

    passing this along

    A couple other points:
    MLPs performance is not measured by EPS, it is measured primarily by DCF, then by yield. His analysis seems to ignore DCF.

    Cramer has not differentiated between normal earnings and the effect of NRGY's prepayment of debt, which resulted in a one-time write off that frees future periods from almost $50M in charges.

    These weaknesses put his whole thesis in doubt, but I'd love to hear other opinions!