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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (52732)	1/13/2014 4:42:01 PM
From: E_K_S	Read Replies (1) of 78639

Boardwalk Pipeline Partners, LP (BWP) - increased position by 30% w/ today's buy at $24.72/share With the market down 179 pts (1.09%) and the S&P 500 off (1.26%), many of the MLP's I follow were positive for the day in an other wise sour market. Specifically, the LNG shippers posted gains for the day. GMLP is on my buy list and would be a new add to my basket but the current price is still outside my price range. I like the stock below $29.00/share as a start for a few shares. This was one of the few LNG shippers that the Citi report felt was undervalued and represented a good buy based on their future charter leases. My MLP basket consists of 18 companies with a blended yield now at 7%. My top 8 holdings (by $ size) are: FISH, KMI, EPB, EPD, KMP, RGP, CLMT & APL which represent almost 24% of my taxable portfolio. The strategy is to add shares and/or start new positions as the values present themselves. My value criteria is based on future distribution from new projects and/or acquisitions and/or price declines that provide higher % distribution yields. Today I added 30% more BWP shares to my MLP basket which now yields 8.6% at the current price. EKS

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