12-06-2015, 11:47 PM
Tough call here...Tough call. I have a big position. Ultimately i am waiting on the company press release to say anything more, but on a macro level if the natural gas goes big starting 2017 as coal leaves the grid and ng replaces, the company should do fine. But as a well-covered, dividend artistocrat-like investment- this is nothing like it.
It's basically a REIT-like utility. WPC trades at the same debt/EBITDA ratio. If natural gas becomes the thing at the grid, it should do great.
I have a gremlin on my shoulder about whether renewables will be more disruptive than I think.
I have a very big KMI position. Hopefully this week we'll get Santa for the dividend...and not Krampus.
It's basically a REIT-like utility. WPC trades at the same debt/EBITDA ratio. If natural gas becomes the thing at the grid, it should do great.
I have a gremlin on my shoulder about whether renewables will be more disruptive than I think.
I have a very big KMI position. Hopefully this week we'll get Santa for the dividend...and not Krampus.