+ Watch NTI
on My Watchlist
Nat gas, Bakken, refinery, pipeline, divedend-$$$$ (million dollar man Ted Dibiassi song
refinery and downstream pipeline transport
I racked up a bunch of points on NTI here in CAPS after getting into the stock shortly after its IPO. Well, I'm back for a second dip after reading Vitaliy Katsenslcon's interesting article on the company in Institutional Investor. He believes that NTI is perfectly positioned to benefit from the new oil boom in the Bakken, buying oil from there at a discount to WTI and selling it at a premium because its location enables it to save on shipping costs.http://www.institutionalinvestor.com/blogarticle/3275419/How-to-Capitalize-on-the-Bakken-Oil-Boom.html?ArticleID=3275419&p=2Deej
I feel it is likely that NTI will do better than the other public sector REITS I purchased last year (and lost a large amount of money) because of their energy base. Lower dividend but hopefully more upside potential and stability.
http://www.gurufocus.com/stock/NTIDividend yield at 20%EPS this year. 2.28EPS next year: 3.832014 should be a good year for this company.
refiner in the balken oil sand region
Crack spreads expected to be strong in the near-term, dividend is safe, valuation should increase until it reaches ~10% annual dividend yield
A 17% yield puts a smile on my face.
You have to love the dividend here and going forward between the price of gas at the pump, profits from its retail operation and the sale of all the other refined products they produce I only see upside.
Cheap oil creates big profits for refiners.
Close-in Bakken oil is looking for homes at discount to WTI. St.Paul is among closest large refineries. And St. Paul has established oil and gasoline infrastructure. Margins should be good for a while. Having a high yield in this environment is almost unthinkable. Should go higher.
Unique positioned refinery receiving Canadian and Balkin oil at discount rate. Selling refined product at WTI prices. Has it own stations and stores in several states. Very high crack spread and paying high dividens.
This one has gone up about 20% while it's been sitting in my Pending queue. I still think it's a buy, but obviously I wish I had all the points that I'm due for this call!
like refiners and MLPs. I know they're a variable MLP but once a yield is 'established' with a few more earnings announcements i think the price appreciation will bring the yield into line with other established MLPs
What yield will this stock have in 1213?
Most have miscalculated the annualized yield. the 1st distribution was for 2 months only (july was not included)...most thought it was for the quarter. , so, almost a 50% upside in the announcement amount. there was an offering that increased units by 13%.The spread of WTI crude to Brent was greater in their 4th Q. they should have had a bigger Q4 than in Q3. I talked all about it in the yahoo site group "incometolive"
playing the spread for yield.
Travis Johnson stock gumshoe
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