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Energy Transfer Partners, L.P. Message Board

  • MINCE38 MINCE38 Feb 12, 2008 3:18 PM Flag

    Bottom line: What are this co's future plans?

    Can anyone explain what the differences in the future plans for earnings growth and expansion are between the MLP's in this sector? Seems very sketchy to me.

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    • If future distribution growth [as opposed to earnings growth[ is sketchy, then you are not paying attention to the right metrics.

      [1] prior distribution growth - specifically RECENT distribution growth, is a very strong indicator of future distribution growth.

      [2] the dcf/distribution ratio is a very strong indicator, with lower ratios leading to higher growth. If one does not have a focus on DCFs, then one is missing the right picture.

      [3] analyst forward CAGR estimates are somewhat accurate - and I strongly believe that the average investor gives insufficient attention to that metric.

      [4] investment in cap growth expenditures is a leading indicator of future earnings growth, with those MLPs with a higher percentage of cap growth expenditures to enterprise value having the higher potential for per unit growth.

      This [the MLP sector] is a homework intensive sector. Due diligence is rewarded here. Do you research and report back to us. There are several here who will give you feedback.

      Bob a.k.a. Factoids

 
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