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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (50059)	11/15/2012 9:27:44 AM
From: E_K_S	Read Replies (1) of 78753

Wow, that's a pretty big bet but I now see your point with the SE dropdowns. I was trying to figure the same thing w/ SE and it's direct distribution link to the East Coast and how to capitalize on that. I was going downstream more to the source of the fuel (ie NG) including the drillers, the NG gatherers, storage and interstate distributors and then to the end customers (this was what SE provided). SE was just too expensive but I continue to watch them and where they are building out systems and who they are partnering with. I think we are looking at the same opportunity but with different companies. We both agree the key is risk/reward and safety. I have got a few good names looking at the partners that SE & SEP do business with. One area ripe for potential value are the larger NG gatherers and the systems that feed into the SE distribution network. There is no one major player (usually an MLP) that I see is at a value price but I suspect a lot more consolidation in this area. Keep the thread posted on other undervalued midstream operators in this area. I do see a lot more growth in this region as more NG comes to the market. EKS

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