296 senior living communities; 145 medical buildings; might be able to squeeze out the dividend. The income statement is especially impressive when looks at the trends. It pays to examine the financial reports rather than flip comments about they can't squeeze a nickel.
Sentiment: Strong Buy
FVE gives SNH an alternative operator, an affiliate,(a benchmark of true costs) if management fees from other operators get too high. That is why SNH is more efficient with higher cash flows per share. But that would actually requiring knowing how these are interconnected rather than listen to innuendo.
The pattern, besides eliminating the dividend, has been to sell off assets, put it in the owner's pockets. It strongly appears they are liquidating the company. The continued decline in cash flow(ffo), the obvious manipulation of the share price artificially(price ffo is about 40X), will leave the shareholders holding the bag.
Sentiment: Strong Sell
Buy, Outperform or Strong Buy ratings.
Sentiment: Strong Buy
if the U.S. doesn't have a steel industry, it might as well close shop. The next President will have to win Ohio, upper Midwest and heavy industry locations. Chinese steel imports will become less. Who has met coal?
My gut tells me(in this case optimistic), nat gas goes up significantly. Consumers will squawk at higher electric prices, environmental issues will close in on cost of nat gas production forcing it higher, Deer Run gets resolved. Currently long both stock and notes.
There has been news Murray Energy and Cline have fingers in this. Does anyone know anything about this which might also be very positive.
Jrad, thanks for your insight. Awhile back, NRP mentioned Foresight/Murray alignment on Deer Run was to their advantage. Do you recall the specifics, the implications?
You should take all your money, take out a mortgage and short the stock. Just kidding. FELP has been up last few days; distribution announcement, if any will be soon. NRP apparently has some link with Massey on the Deer Creek mine and maybe some claw back rights vs. Chrissy Cline. I have no idea...just thoughts/speculation.
I assume this would make some gathering systems inoperable...not much happening in parts of the US, including BAkken and that can hurt. I still think the merger takes place and...with 100k miles, isn't ETE going to still capture big time flow? Maybe you can translate this into cash flow and distributions?
This doesn't begin to factor in the massive quantities of water needed. Is this in ample supply in Texas, Oklahoma (ever hear of diminishing water tables). You really think natural gas is going to stay low?If it ain't happening now, it ain't relevant...woohoo hang onto those cowboy boots. Ignorance is bliss.