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Subject:  Link to SA article on MLPs Date:  6/2/2015  10:49 AM
Author:  factoids Number:  78433 of 86821

I am best known for writing about MLPs and providing data on that sector. My latest effort is

The market strongly tends to follow rules (or correlations) like
1 - Dividend and distribution growth companies tend to out perform the market or sector in which they are located.
2 - Companies with rising earnings projections tend to out perform - and companies with falling earnings projections tend to under perform.
3 - Companies with lower payout ratios tend to have faster rising dividends and distributions.
4 - Companies with volatile earnings projections tend to own assets or have business models that cause that volatility - and the volatility is repeated year after year.
5 - Companies with volatile earnings projections tend to sell at lower valuations. Thus a dollar of earnings growth tends to result in smaller price movements compared to less volatile companies.

I use these correlations to set valuations. I am not perfect is making the assessments for growth (CAGR projections) or risk (RRR assessments). But the assessments are backed by metrics. The assessments are fairly accurate. Using my data tends to result in improved investments choices over time -- or at least that is what my readers tell me.

I wanted to let you know that a good data set is available in the above article. I hope I am forgiven by the few who might find this post 'spam'.
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