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Icahn Enterprises, L.P. Message Board

billknight3402 7 posts  |  Last Activity: Sep 4, 2014 10:47 AM Member since: Dec 1, 2006
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  • billknight3402 by billknight3402 Sep 4, 2014 10:47 AM Flag

    With about $22B in debt and losing about $1B a year servicing this debt I wonder how well D will function with the new massive projects they have planned? A small tick-up in interest rates could prove to be a major problem for D, in my opinion. What would happen to the great dividend then? I was looking at this as an investment, but after first look D seems to be getting over extended? Opinions from current investors?

  • Reply to

    Tank car retrofitting

    by boss1819 Aug 23, 2014 4:26 PM
    billknight3402 billknight3402 Aug 27, 2014 9:10 AM Flag

    Another possibility is for a Republican to be elected and the Keystone pipeline (and others) be competed and many the rail cars will become obsolete.

  • Reply to

    Tank car retrofitting

    by boss1819 Aug 23, 2014 4:26 PM
    billknight3402 billknight3402 Aug 26, 2014 9:40 AM Flag

    It would seem to me that if you lease an item and new regulations come along that require an upgrade due to changes in the regulations controlling these items then the responsibility for the upgrade should be that of the owner and not the lessee. But whatever the actual lease says will determine responsibility. There are probably a great deal of contracts to go through and they may have different lease terms. There may also be a clause that says changes to regulations during the lease may be the responsibility of the lessor (or some percentage may be added to the monthly rate to cover such costs. "You don't get what you deserve, you get what you negotiate" Chester Karrass. And who knows what they negotiated.

  • billknight3402 billknight3402 Aug 7, 2014 9:28 AM Flag

    I have a small position in GSK and I made that position because of that steep decline and because of the dividend. Because of the further decline in principle for GSK the first year dividend has been wiped out. But if you are right about further increases in dividend values for US ADR's I think the rate of return is hard to pass up and will not be ignored long.

    Sentiment: Buy

  • Reply to


    by sobji8 Jul 23, 2014 11:34 AM
    billknight3402 billknight3402 Jul 24, 2014 11:01 AM Flag

    Yes, it is a nice payout percentage wise, but since this is treated as an LP you pay tax on it like normal income, not a dividend.

  • billknight3402 by billknight3402 Jul 15, 2014 12:21 PM Flag

    What happens if PTN drops below $1? DO they get a nasty note from the board that says "If you do not get the stock price above $1 by (90 days I think) you will be de-listed? I have seen that before and the usual fix is a reverse stock split and that never turns out well. Is PTN subject to that? I think nobody wants to own a pink sheet stock. I am a concerned stock holder, not a short, so please do not start that kind of bashing.

    Sentiment: Hold

  • billknight3402 billknight3402 Jul 11, 2014 4:59 PM Flag

    I was looking at this today because of the dividend. But I tend to agree with you. Haw can you pay a $1 dividend when you only make $.33? Seems unsustainable to me....How do they do that or are dividends likely to be suspended or do they just keep borrowing more money?

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