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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Dennis Roth who wrote (147970)	4/6/2011 11:49:48 AM
From: Dennis Roth	Read Replies (1) of 206097

CS Take on MLPs Weekly Analysis EPD – Distancing Itself From The Pack 25 pages, 43 exhibits Download Link: sendspace.com EPD – Distancing Itself From The Pack: Last week’s analyst meeting was impressive and upbeat and we remain positive on EPD. From our notes: 1) Large integrated asset base is positioned to participate in the infrastructure build-out around unconventional gas plays. Importantly, favorable NGL fundamentals are likely to persist and EPD arguably has the best industry position along the Gulf Coast. 2) Sizeable $3.4 billion 2011 capex budget will be spent largely around the Haynesville and Eagle Ford shales. 3) EPD has a cost of capital advantage after acquiring its GP. 4) Commercial mindset allows EPD to optimize its integrated assets and maximize utilization. 5) Creation of a fundamentals group gives EPD a headstart on competitors. 6) Strong cash flow coverage. 7) Visible distribution growth of 5%+.

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