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Kinder Morgan Energy Partners, L.P. Message Board

dar200 311 posts  |  Last Activity: 17 hours ago Member since: Nov 16, 1998
  • Reply to

    2015 Preliminary Predictions

    by rogluther 20 hours ago

    Not gunna happen, Rog. The socialist pig does not know how to make a deal. All he knows from his community organizer experience is how to demand. (Ah is entitled).

    He proved his lack of negotiation skills in the 2011 budget talks. AFTER he had a preliminary deal with Boehner, he walked in and demanded another 800 billion in taxes over 10 years. That is a monster breech of business deal etiquette, the hallmark of a dishonorable snake. One just does not do that if one wants to be a trusted business associate. The repubs don't trust him with good reason.

    Trying to materially change a deal after agreement in principal but before the fine print is agreed upon is the second worst sin in dealmaking. The worst is deliberately not keeping your part of a deal, the ultra snake, immediately shunned by the honorable business community. He swore on a bible to uphold the laws of the United States.

    He is a no good dishonorable snake with no dealmaking skills. Not gunna happen.

  • Reply to

    There's 40!!!

    by dar200 Dec 23, 2014 11:37 AM

    Now over 40 combined closing price is in the history books. 22.49 + 17.58 = 40.07.

    Told ya.

  • Reply to

    DAR- SUI

    by ruswise 22 hours ago

    I would not put sui's price growth percentage in the same ballpark as nsam's.

    SUI is just a giant blob of money which is going to grow, per share wise in 2015, more than it has in the past five years due to acquisitions, but that ain't sayin much because past few year's per share growth stinks.
    SUI is as safe as an annuity with a good chance, imo, the price increase will triple inflation. Get rich slowly while sleeping like a baby.

    NSAM is a money machine with no assets with huge upside potential. But it's joined at the hip with nrf and is so new to the market, I think it could display huge volatility.

    I like ETP and ARP for the long haul as I think ETP takes too hard a hit on oil prices when most of its revenue is from long term contracts not tied to the prices of energy commodities. ARP = fat tax deferred distributions with almost a year's worth of hedge protection. Yup, capex will decrease, but as long as oil comes back in a year, arp will do just fine. If oil stays at 55 through the end of 2015, then arp distribution will seriously drop in 2016, but I think most of that price hit is already baked into the price.

    SCCO...just a couple of years to huge production increases. When capex drops off, dividend goes up. Problem here is I think Grupo is planning to take us out at a small premium before the much bigger bucks start rolling in.

    NSAM is my favorite for 2015 price growth because I don't do biotech, social media or software.

  • Reply to

    There's 40!!!

    by dar200 Dec 23, 2014 11:37 AM

    Just as the last Patriots win was ugly, it's still a W. A touch and run as you call it, when the combined price at the same time is 40 or over, the prediction was attained, fleeting as it was. A closing price of a combined 40 or over puts it in the history books which is certainly better than an intraday "touch & run".

    I think nsam is going to take care of itself just as it is in 2015, as I believe it's just a matter of the slow and lazy coming to the realization of what 2015's cad per share will be with just what we now know. I see 1.23 with no surprise news. New initiatives to increase cad is just frosting on the cake.

    As to NRF, I can't see Hamo going a year without doing something big to get the yield down. His cost of capital is way too high at over 9%. Add 1.5% for nsam and it's just too hard to move the cad per share needle, as I illustrated on the IV board with the European office deal. For tax reasons, spinning out the mortgage business is easiest, but it is just about big enough to stand alone as a public company.

    In any event, over 9% tax deferred yield is just fine with me with no price increase. I can live with that for years and years. Gimmee the tax sheltered yield from nrf and the tax deferred growth from nsam. Combined, it's a helluva investment, imo.

  • Reply to

    OT - arcp

    by saacoo3 Dec 24, 2014 9:01 AM
    dar200 dar200 Dec 24, 2014 12:03 PM Flag

    Don't know whether it's the stink from arcp that's rubbed off on nrf this morning or the stigma of mortgage reit in a rising rate environment

    Things are really bad at arcp when they have to check to make sure they really own the real estate their financials say they own.

  • Reply to

    There's 40!!!

    by dar200 Dec 23, 2014 11:37 AM
    dar200 dar200 Dec 23, 2014 4:18 PM Flag

    The annualized dividend will be 1.68 after May is announced. Capitalized at 6% = 28, 6.5% = 25.85, and 7% = 24. I expect the dividend yield will fall to between 6 and 7% once the market recognizes nrf as an equity reit with a mortgage kicker. That may take spinning out the mortgage business, in which case I am referring to a combined price.

    Annualized post spin cad for 2014 may be 1.76. I do not remember making a 2015 cad per share prediction for nrf yet. Perhaps you can identify the post which caused you to say that.

    I also have no problem with your opinion that my opinion is too high.

  • Reply to

    There's 40!!!

    by dar200 Dec 23, 2014 11:37 AM
    dar200 dar200 Dec 23, 2014 4:00 PM Flag

    Thanks for my growing belly, lunco. A prediction is merely stating a belief that an opinion will happen. The only way to expect someone else to also believe it will happen is to state the basis for the opinion. Then the reader can evaluate the sufficiency of facts and the validity of the reasoning. Sharing the facts, which are sometimes tea leaves and inference therefrom, teaches others how to do it. That's my ultimate goal. A retail investor with a reasonable amount of intelligence and a willingness to work hard CAN be ahead of the market with the right type of company.

    My mantra: Learn how to learn and you can learn anything.

  • Reply to

    There's 40!!!

    by dar200 Dec 23, 2014 11:37 AM
    dar200 dar200 Dec 23, 2014 2:15 PM Flag

    I don't do year end predictions. If nsam touches 30 on any day between now and 12/31/15 I win regardless of the price at the close on any day. Same applies to 22 and 26.

  • For dividend capture flip. Ex div 65 cents on 12/29. Hold for div & a little pop on top. Good for a safe 2%, IMO.

    If wrong, hold for earnings which includes an estimate of 2015, which will be a very nice growth year in cad per share. They may also announce May dividend increase with 4Q earnings.

    Decent flip or safe hold. A winner either way, imo.

  • dar200 by dar200 Dec 23, 2014 11:37 AM Flag

    Just saw 17.77 + 22.23 as last price at the same time. There's 40 before the end of the year as I predicted last spring, just as I predicted 17 before the split spin and 6/30 as the spin date, not to mention I predicted 50 cents in May and August last March after first presentation and also predicted a combined 50 cents in November before the 40-10 was announced.

    I predicted 40 to 50 combined by 12/31/14 with the spread being mostly determined by the nsam multiple which has been disappointing (to me). I attribute it to a slow, lazy market which has failed to see (so far) nsam's 2015 cad of 1.23. That will change with the first presentation (aka spoonfeeding) in early March. NSAM will be at least 25 within 10 days of its release.

    I also predict 28 for nsam after May presentation release and at least 30 before 12/31/15.....all barring some macro disaster like all-out war in Ukraine or middle east. Also, NRF at 22 by 12/31/15, not so much from cad per share growth, but from the market finally treating nrf as an equity reit. Spin off the mortgage business and 22 becomes 26.

    Those who have been reading me long enough can vouch for the track record of predictions. Remember this a year from now. I will.

  • Reply to

    NRF buys 1.1 billion pounds worth of properties

    by rkymtgeo Dec 23, 2014 8:50 AM
    dar200 dar200 Dec 23, 2014 9:55 AM Flag

    Detailed effect on cad posted an hour ago on IV.

  • Reply to

    NRF buys 1.1 billion pounds worth of properties

    by rkymtgeo Dec 23, 2014 8:50 AM
    dar200 dar200 Dec 23, 2014 9:18 AM Flag

    Good idea. Sooner or later the market will price nrf as an equity reit.

  • Reply to

    NRF buys 1.1 billion pounds worth of properties

    by rkymtgeo Dec 23, 2014 8:50 AM
    dar200 dar200 Dec 23, 2014 9:17 AM Flag

    The press release says euros, not pounds.

  • Reply to

    stagnant dividend

    by kenpalley2000 Dec 22, 2014 10:02 AM
    dar200 dar200 Dec 22, 2014 4:58 PM Flag

    The dividend was raised to 63 cents in April, 2005, then to 65 cents in April, 2014.......9 long years between raises while the insiders, including directors, have raised their pay by an obscene percentage.

    BTW, mission accomplished Friday night.....rare prime rib for me ( so big I took some home) and baked stuffed shrimp for wifey. Thank you. We toasted to Northstar (for my dinner trade and another flip) and to kenpalley for treating us to dinner. Merry Christmas!!

  • Reply to

    griffin holders selling?

    by ruswise Dec 9, 2014 7:09 AM
    dar200 dar200 Dec 19, 2014 4:35 PM Flag

    Sorry, I spoke before I calculated. My portfolio is up 39.81% YTD, in large part due to nrf.

  • Reply to

    griffin holders selling?

    by ruswise Dec 9, 2014 7:09 AM
    dar200 dar200 Dec 19, 2014 3:59 PM Flag

    Hey, bogus, if yahoo deletes the below copy 7 paste, read my 12/11 post, "one year from spin announcement" (or something like that).

    The spinoff of nsam was announced on 12/10/13, after the close. Pre-split nrf closed 12/10 before announcement at 9.94. It closed on 12/11 at 11.95, up 20.22% on the announcement.

    In a small IRA where I have held nrf since July, 2012 with no activity other than dripping at Fidelity, the value of the nrf position at the close on 12/10 before the announcement was 19,923. Since then, the only activity in this position has been the split/spin and dripping, so this is a theoretically perfect total return calculation dripping the Fidelity way.

    Yesterday, nrf in this account closed at 19,030 and nsam closed at 21,864, a total of 40,894 from 19,923 one year earlier, a total return of 105.26%. I'd say the spinoff was a big success.

    As to your broker, I'm up a little better than 40% this year, due, in large part, to nrf.

  • Reply to

    losing my marbles

    by halcyonhouck Dec 16, 2014 5:38 PM
    dar200 dar200 Dec 19, 2014 3:36 PM Flag

    Yahoo police deleted my copy&paste about buying SUI. I despise yahoo.

  • Reply to

    losing my marbles

    by halcyonhouck Dec 16, 2014 5:38 PM
    dar200 dar200 Dec 19, 2014 3:34 PM Flag

    Another all time high today. My core is so big (third to nsam & nrf) I just flip now. Bought 1,000 yesterday at 60.728 and sold 'em today for 62.248. Overnight 2.5% is fine with me.

    No all time high is made without prior all time highs. 4Q earnings will beat (Shiffman a sandbagger). Real pop will come from first est of 2015 affo. Dividend will be increased in April. Based on cad, I would expect 4 cents. BUT, shiffman will go cheap (2 cents) because he can get away with it. The 2 cents not added to div will buy more properties.

    NSAM ripe today for a trade (not necessarily a flip). Will be 25 within 10 days of Mar presentation, 28 after 2Q report and 30 before 12/31/15. All absent some macro disaster.

  • Reply to

    griffin holders selling?

    by ruswise Dec 9, 2014 7:09 AM
    dar200 dar200 Dec 19, 2014 10:50 AM Flag

    "yes I sold my GA shares. Broker advised it is going nowhere."

    And I suppose the broker recommended you put the proceeds into something that pays the broker a fat commission.

    You had time for sucker commissions and fees in GA2. How many years did you hold for your 15% profit on top of your 6.65% dividend? Then make believe you put the same dollars into nrf on the same day you put your dollars into GA2. If you are unable to do the hypothetical nrf investment calculation, tell me the date you put your money into GA2 and I will tell you what your nrf would be worth on 12/3, the day you cashed out.

  • Reply to

    New 2015 cad est for NSAM

    by dar200 Dec 17, 2014 3:41 PM
    dar200 dar200 Dec 19, 2014 9:05 AM Flag

    Can you do long division and convert the quotient into a percentage?

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