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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (50065)	2/5/2013 10:26:05 AM
From: E_K_S	Read Replies (1) of 78744

MDU Resources Group Inc. (MDU) - Peeled off 25% of high priced shares on company's good earnings Enterprise Products Partners L.P. (NYSE: EPD) - Upped my position by 50% w/ new secondary got in @ $53.30/share MDU Resources Reports 2012 Results, Initiates Guidance for 2013 Construction businesses post 47 percent earnings growth year-over-year. Grew total liquids production 29 percent in 2012 – oil production, excluding natural gas liquids, up 36 percent. Oil reserve replacement ratio of 267 percent. Utility electric customer counts grew 9 percent in Bakken. Substantial progress made on proposed diesel topping plant. Initial earnings guidance for 2013 of $1.20 to $1.35 per common share. -------------------------------------------------------------------------------------------- Will hold remaining MDU shares if/when dividend is increased. Yield now below 3%. Will continue to add shares below $20.00/share. Also will add CenterPoint Energy, Inc. (CNP) -NYSE below $19.00/share as a replacement utility. I started a value add on this one 1/16/2013 @ $19.88/share following Grommit into the position. Several of these MLP's still yield close to 5% and even CNP and other utilities pay 4% or higher. EKS

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