+ Watch ALDW
on My Watchlist
I love MPL spinoffs and have done very well with them in real life and in CAPS.
Screen: Under $10B, Top 10% EBIT/EV, Z Score >1.81
a capital asset close to resource supply with distribution and gooddividend. seems like money in the bank to me.
Strategically located, high payout ratio
When figuring the return one must figureThe distribution of 20 % for total reurn
same thesis as nti - the crack spreads are structural because of the fracking revolution
Strong market niche placement, cash thrifty, coupled with their mission statement "run at maximum through-put capacity," means this is a mighty little company. I bought as much as i could afford after doing comparisons.
Secret to pick. Psssshhhhhhh
Huge beneficiary of the shale revolution. Low US oil vs High Brent = More money for ALDW...and ALJ as a beneficiary as they own 84%
- recent IPOed refiner, underfollowed- 26% yield, completely dependent on WTI/Brent spread- waiting for yield chasers to bid this up- not a long-term holding
New MLP from a conservative existing company with a solid track record and lower cost structure than most.
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