Comments for PAA - Stockpickr! Your Source for Stock Ideas

Comments for PAA

Added By	Comments	Type	Date Added
RhinoStocks	Increased dividend to $0.92 from $0.905 for shareholders of record on 11/3.	Love	October 27, 2009
barrons3	Outperform - Price 47.42 on Aug. 11 by Raymond James Plains reported adjusted 2Q09 EPU [earnings per unit] of 74 cents, surpassing our estimate of 63 cents and consensus of 66 cents. Of note, adjusted EPU excluded about $6 million (4 cents/unit) of one-time items. Adjusted Ebitda [earnings before interest, taxes, depreciation and amortization] of $240 million arrived above our estimate of $226.7 million and consensus $234 million, as higher-than-expected volumes drove 8% better-than-expected profits from [the transportation group], while [the facilities group] benefited from higher fees per barrel -- with segment profit coming in 18% better than forecast. Results from core fee-based operations were enough to offset slightly lower marketing results, which were 11% below expectations, as lower margins offset higher volumes. Plains increased '09 adjusted Ebitda guidance from [a range of] $952 million to $1.002 billion to [a range of] $962 million to $1.012 billion, representing 11% y/o/y growth. Market cap: $5.9 billion.	Love	August 15, 2009
sasshar10	continuing gains and dividend	Love	August 07, 2009
tfrazier824	MLP w/solid earnings and div	Love	May 26, 2009
High Dividends	quarterly payout is $0.905 a share, 5% above the previous quarter's payout.	Love	April 18, 2009
barrons3	Outperform - Price 39.31 on Nov. 11 by Raymond James Adjusted 3Q08 [earnings per unit] of 70 cents, beat our E 56 cents and consensus 64 cents. Plains' visible stream of growing, fee-based cash flows, expansive footprint, strategic/synergistic business model, and focus on liquidity preservation underscore our belief that Plains is a core holding. Moreover, at a current yield of about 9%, the units offer a compelling long-term valuation...We [see] a three-year...[compound annual growth rate] of about 5%...we're lowering target from 60 to 50, on changes to our dividend discount/yield model. Market cap: $4.8 billion.	Love	November 15, 2008
bkosmal	Low risk business with large (6-7%) steady dividends and growth. Strong tax advantages and low correlation with other investments (i.e. stock market) Plains All American Pipeline, L.P., through its subsidiaries, engages in the transportation, storage, terminalling, and marketing of crude oil, refined products, and liquefied petroleum gas and other natural gas-related petroleum products (LPG) in the United States and Canada. The company operates in three segments: Transportation, Facilities, and Marketing. The Transportation segment transports crude oil and refined products on pipelines and gathering systems.	Love	November 22, 2007
Mikesleypoo	Solid slate of projects will fuel organic growth.	Love	August 08, 2007
jaysharda	growth	Love	July 14, 2007
pbertelli	dividend	Love	June 07, 2007
dreansbury	precious metal play	Love	June 07, 2007
mmeyer2333	dividend	Love	April 19, 2007
rgnash	Dividend and growth	Love	March 16, 2007
traverse	a tortoise play	Love	March 08, 2007
Barrons	"There has been a tremendous amount of market interest in the midstream companies, companies with pipelines and transportation like Kinder Morgan Energy Partners [KMP], Enterprise Products Partners [EPD] and Plains All American Pipeline [PAA] -- I'm on the board of Plains All American."	Love	February 10, 2007
john wilkerson	oil dividend	Love	January 12, 2007
James Sanchez	Income	Love	January 09, 2007
HUGH MCNAMARA	GROWTH	Love	December 11, 2006