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

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From: Dennis Roth	8/1/2011 9:42:52 AM
	1 Recommendation Read Replies (1) of 206085

Midstream MLP Recap Themes Playing Out: Strength on Crude & Liquids, Storage & Retail Propane Margins Deflate 1 August 2011 ¦ 20 pages citigroupgeo.com Top Picks to Focus On — Our top recommendations remain largely focused on NGL and crude levered names. Look for volumes and margins to remain strong. The main drivers of fundamentals are A) Strong upstream activity focused on liquids-rich shale & crude plays, B) Bottlenecks that have increased regional spreads, and C) Overall pricing trends that are being driven by global demand. APL, EPD, DPM, PAA, OKS, & WES are preferred MLPs.

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