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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (52672)11/5/2013 6:21:33 PM
From: E_K_S  Read Replies (1) of 78705
 
Marlin Midstream Partners, LP (NasdaqGM: FISH) - Completed position w/ more Buys @ $17.47/share
EXCO Resources Inc. (NYSE: XCO) - Added 20% more shares @ $5.45/share
OCI Partners LP (NYSE: OCIP) - Doubled up position w/ Buys today @ $21.45/share

Continued to deploy proceeds from my MHRpD sales into more MLP's that fit my NG theme. FISH has NG gathering assets, XCO drills and operates NG wells and also owns 50% interest in NG Midstream facility and OCIP a new IPO that uses NG feedstock to produce methanol and ammonia.

All pay dividends and own assets that work into my NG theme. XCO and FISH are at near all time lows. FISH is now at a 1.8% portfolio position. OCIP is around a 1% portfolio position while XCO is at an 0.8% position.

EKS
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