Northern Tier Energy LP (NYSE:NTI)

CAPS Rating: 5 out of 5

Results 1 - 19 of 19

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Member Avatar RandomStockPicks (23.46) Submitted: 4/17/2013 12:05:54 AM : Outperform Start Price: $24.22 NTI Score: +2.67

Can a random number generator (www.random.org) produce the best 100 stock picks that will beat the market over the years? Let’s find out. :)

My process, for those interested:
I use www.random.org number generator to produce a number between 1 and 7,801. There are 7,801 stocks available to choose on the Motley Fool CAPS Game. Once I get a number, I go to the list, find that stock, and select that stock to outperform for the next five years.

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Member Avatar JMacSol (45.47) Submitted: 3/11/2013 8:26:58 PM : Outperform Start Price: $29.96 NTI Score: -18.12

Crack spreads expected to be strong in the near-term, dividend is safe, valuation should increase until it reaches ~10% annual dividend yield

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Member Avatar raygg1 (< 20) Submitted: 2/28/2013 11:32:54 AM : Outperform Start Price: $27.68 NTI Score: -13.63

A 17% yield puts a smile on my face.

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Member Avatar ParisHgtsBruce (< 20) Submitted: 2/26/2013 3:00:19 PM : Outperform Start Price: $26.44 NTI Score: -10.75

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.

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Member Avatar hittmiss1 (< 20) Submitted: 2/25/2013 11:33:14 PM : Outperform Start Price: $24.00 NTI Score: +3.91

Cheap oil creates big profits for refiners.

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Member Avatar Herbstmd (59.73) Submitted: 2/23/2013 11:12:08 AM : Outperform Start Price: $27.81 NTI Score: -13.68

Dividend is attractive

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Member Avatar whhastings (< 20) Submitted: 2/11/2013 6:45:55 PM : Outperform Start Price: $26.28 NTI Score: -8.81

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.

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Member Avatar DrGoldin (98.46) Submitted: 2/8/2013 2:07:33 PM : Outperform Start Price: $27.23 NTI Score: -12.30

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!

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Member Avatar Bergaler (< 20) Submitted: 1/26/2013 10:39:18 PM : Outperform Start Price: $22.34 NTI Score: +7.56

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

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Member Avatar bjm61188 (< 20) Submitted: 1/26/2013 4:55:39 PM : Outperform Start Price: $22.34 NTI Score: +7.56

What yield will this stock have in 1213?

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Member Avatar shiftsuper (55.40) Submitted: 1/22/2013 2:55:56 PM : Outperform Start Price: $21.99 NTI Score: +8.44

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"

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Member Avatar awallejr (79.96) Submitted: 1/17/2013 12:08:06 PM : Outperform Start Price: $22.66 NTI Score: +4.11

playing the spread for yield.

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Member Avatar loangolfer (< 20) Submitted: 1/11/2013 9:33:34 AM : Outperform Start Price: $22.27 NTI Score: +5.43

Travis Johnson stock gumshoe

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Member Avatar mktlab68 (< 20) Submitted: 12/29/2012 3:33:47 PM : Outperform Start Price: $22.93 NTI Score: -3.73

Benefitting huge from the shale oil revolution. These guys make more money on the ever growing crack spread between WTI and Brent.

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Member Avatar SierraGal51 (< 20) Submitted: 12/20/2012 3:38:00 PM : Outperform Start Price: $24.91 NTI Score: -8.47

Price will accelerate to bring yield more in kine with sector. Enjoy the ride!

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Member Avatar nonzerosum (90.76) Submitted: 12/4/2012 12:48:24 PM : Outperform Start Price: $21.87 NTI Score: +3.01

Forgot to put this one in when OGIB recommended them. I put a big bet on this one too, basically that the WTI spreads will hold. I think the changes in US production are structural and will stay for several years.

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Member Avatar kulls81 (< 20) Submitted: 11/29/2012 1:07:43 PM : Outperform Start Price: $21.28 NTI Score: +6.89

Magic Formula 11-29-12

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Member Avatar ikkyu2 (99.45) Submitted: 9/5/2012 12:30:24 PM : Outperform Start Price: $16.55 NTI Score: +41.19

Deej's pitch: http://caps.fool.com/Blogs/an-update-on-the-mlp-ipo/759343

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Member Avatar TMFDeej (99.47) Submitted: 7/29/2012 10:39:31 AM : Outperform Start Price: $12.74 NTI Score: +86.00

Here's yet another MLP IPO, which historically have significantly outperformed the S&P 500.

I realize that its yield is variable, but at its current planned distribution rate Northern Tier Energy (the name of the company is wrong here in CAPS) has a current yield of nearly 19%.

I have no love for refining, but the business will continue to exist for quite some time plus NTI owns more than just a refiner, it has storage tanks, a dock, pipeline interests, etc.

When the yield-hogs realize how huge this company's distribution is, variable or not, they will likely chase the stock and drive up it's price.

Regarding the variable nature of the dividend payment, let's face it, all dividends are ultimately variable. Either a company is going to earn enough to sustain its payout or it won't. If a company isn't making enough money to maintain its payment it will eventually have to be cut. Paying out a dividend in excess of available cash maintains the illusion of consistency, but ultimately is not sustainable.

Deej

Results 1 - 19 of 19

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