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--- info:mlp_enchilata_part_one [2008/06/09 03:00] – tomgee
+++ info:mlp_enchilata_part_one [2008/06/09 04:52] (current) – tomgee
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 ==== Enchilada part five ====
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 Enchilada part seven - the very long explanation
-The Whole enchilada part seven - a fictionalized narrative and an introduction to rocket science
+==== The Whole enchilada part seven ====
+- a fictionalized narrative and an introduction to rocket science
 The other day my neighbor dropped by to ask questions about some of the spreadsheets I had posted on the IV board, and on other spreadsheets done by the brokerages or done by me and not recently shared with the good folks at IV. And he was complaining that 'there are just too many dang numbers. There is [1] EPS - and [2] the trend in EPS growth. There is [3] DCF [distributable cash flow] estimates and [4] DCF growth trends. There are [5] CAGRs - and some of those CAGRs look kinda flakey. There are [6] distributions and [7] trends in distribution growth." [And we will temporarily ignore some of the other numbers he listed - like ratings and target prices.] "It's sort of like juggling every time I have to make an investment decision. And just like juggling, I can handle two balls and sometimes three - but when you get to that fourth ball - the balls (or in this case the spreadsheets) start going every which way - and I just get flustered. And that is just with analyzing ONE MLP. When you start to compare two MLP’s against each other - that adds up to fourteen dang balls in the air at once. There has got to be a simpler way!"