Recent

% | $
Quotes you view appear here for quick access.

Inergy, L.P. Message Board

birdluck1 6 posts  |  Last Activity: May 22, 2015 12:25 PM Member since: Oct 7, 2005
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    BRG

    by birdluck1 Oct 3, 2014 5:09 PM
    birdluck1 birdluck1 May 22, 2015 12:25 PM Flag

    Ethison: When I. Suggested buying. BRG in Oct 2014, you asked if the cash flow. Covered the dividend. I replied that it did not but was projected to do so early in 2015. They are now within a few cents of covering and project doing so next quarter. The execution of deals has been excellent, and I now have as much confidence in BRG as I do in IRT and APTS. They just completed a large follow on offering with no loss of share price. Yield is 8.5%.

  • How can the aquisition of TSRE which has yield of 5.5% be accretive to IRT with yield of around 8%? TSRE already has substantial debt, so adding leverage cannot be the answer. The only possibilty seems to be that TSRE is internally managed and IRT will drop RAS as external manager. If this is true, then how will that effect RAS CAD?

  • Reply to

    Distributions up to today

    by nymarv10956 Apr 21, 2015 4:50 PM
    birdluck1 birdluck1 Apr 23, 2015 1:21 PM Flag

    The revised guidance is lower than the rosy picture given last quarter, when NGLS predicted distribution increases in line with last year. Now they predict 4-7 % increases with 1.0 coverage. This is not bad, but quite different from last year.

  • Reply to

    Defending Foulger

    by jmyduce Feb 5, 2015 11:23 AM
    birdluck1 birdluck1 Mar 23, 2015 1:15 PM Flag

    I second your opinion about Davis. I have consistantly purchased RAS on dips based on my careful reading of his analysis. There are very few posters on financial boards as diligent and rational as he is. I am a loser on paper with RAS, since I started buying at 8.30, but I sleep well, knowing that Davis has made it possible for me to perform my due diligence and arrive at rational decisions regarding risk vs. reward. Like Davis, I have a buy order in at 6.50.

  • birdluck1 by birdluck1 Mar 5, 2015 8:00 PM Flag

    After reading one your of DAR's posts in Oct while on a vacation trip, I purchased an additional 4000 shares of NSAM at 17.75. It paid for my trip ten times over. Thanks again for sharing your knowledge of NRF and NSAM. I greatly appreciate it.

  • Reply to

    First Solar and Sun Power YieldCo

    by electricquad Feb 24, 2015 3:38 PM
    birdluck1 birdluck1 Feb 24, 2015 4:42 PM Flag

    YieldCo will likely own its own assets using unsecured debt, raising equity to purchase the assets that First Solar drops down. So it likely mean loss of future business with First Solar, but not competition.