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Politics : High Tolerance Plasticity

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To: kodiak_bull who started this subject	9/20/2001 12:36:29 PM
From: Telemarker	Read Replies (2) of 23153

FWIW, I've been buying heavily the midstream energy MLPs. They've been getting hammered the past two days. Getting back into old favorites that I had been selling off as they got pricey. These businesses (energy transportation) will be among the very last to feel the impact of a worsening economy, if they feel it at all IMO. 8-10X cash flow for a quasi-utility paying out 8-9% sounds good to me with short-term interest rates rapidly heading towards 2%. Very comfortable for me to hold these. Also looking for 10% yields on the RICs. REITS holding up well. Still lots of value in Healthcare REITS yielding a relatively safe 9-10%. Disclaimer: I support my family soley with my investment income. Yield is near and dear to my heart. The case for yield as a fundamental business and risk-reducing matter is still lost upon most, I think. Would be happy to discuss if there's any interest. Hope everyone's doing well. Regards, T

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