MOST HATED MLPS
All in my never to be humble opinion of course
1. Cheniere LNG (CQP)
2. Constellation Energy Partners (CEP)
3. Linn Energy (LINE)
4. Calumet Specialty Products (CLMT)
5. tie US Shipping (USS), Breitburn (BBEP)
MOST LOVED MLP
1. Atlas Energy Resource (ATN)
2. Kinder Morgan Partners (KMP
3. Oneok LP (OKS)
Of course a lot depends on where you buy em and where you sell em. Calumet i think has really suffered as refiners of any kind are just getting squeezed to death with 115 dollar oil. If oil prices ever come down (and we know that is just against the laws of physics); this one might finally stop falling.
Notice the love list is very short. More would be on it before the mid March ball squeeze!
MLP index back up 32 cents nearing 288. Market feels pretty good in here.
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2 comments:
you may want to take another look at ATN
As u said, it all depends on one's purchase price. I'm a happy camper with my CEP and LINE. CEP is trading below NAV at 13.6% (my origonal price) and LINE at 11.7% tax defered. Plus they have the lowest Debt to Equity ratio of the group. More money flows to the bottom line. I view LINE's sale as a smart move. Mr. Market obviouly thinks otherwise.
Reading-tee-leaves
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