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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (59440)5/9/2017 11:14:01 PM
From: Paul Senior  Read Replies (1) of 78774
 
One I have a small position in within the oil/gas mlp sector is the scary AMZA. Happens to be mentioned in this week's Barron's:

Master limited partnerships are extraordinarily attractive. The Alerian MLP Infrastructure Index is yielding around 7%. You can buy that via the Alerian MLP ETF (AMLP). Our active ETF, InfraCap MLP (AMZA), yields more because we own higher yielding MLPs and also because we use leverage and write covered calls to boost income. It is sort of supercharged. You look at other equity income opportunities and they’re not really as attractive.
finance.yahoo.com

Market seems to be saying (given AMZA's so very high distribution yield) the good times now are temporary and a setback could very well be inevitable, maybe at any time.




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