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AmeriGas Partners LP Message Board

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  • erusa62 erusa62 Jul 25, 2012 4:27 PM Flag

    This article shows what the company really thinks about the customer.

    You probably have stock in that Pharmacy company who just paid 3 billion. I understand the type of person you are. The dollar is first and to hell with the rest. Have an opinion on fraud in corporate America??

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    • While I have no idea what pharma you refer to I do hold a modest portfolio of solid dividend/distribution producers, bonds in the likes of T and IBM, and funds like Royce Value. Conservative, well run, dominant positions.

      I have an opinion on the distributable cash flow of APU less maintenance capital expenditure-- namely that it is more than adequate to pay our distributions. I'll leave the minutae of daily operations of the company to it's capable managers and the vast majority of commenters here in YMBland who seem to think this is the venue to cure all that ails corporate America rather than exchange info and views about the financial performance of an investment.
      I'll look in here after the next quarterly report to see if others might have insights from that event. It may well be that there will be some costs associated with the merger that will present a headwind. I would view those as short term leading to a larger and more efficient company.

      APU now the largest by far in the US (actually larger than Ferrel, Suburban, and Inergy combined).

      Certainly interested in other views about the operations of the company but I just don't see the utility of interviewing drivers or scounging up obscure comments on a website for disgruntled customers. Those isolated views do not really provide much insight into the total picture for a company with over $2.5B in revenues.

      But you are quite right that money isn't everything.

      Peace,

      TJM

 
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