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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (62224)	7/23/2019 8:03:16 PM
From: Elroy	Read Replies (1) of 78462

Do you invest in MLPs? If so, you should consider UAN for your reversion to the mean portfolio. It makes fertilizer. It's a variable distribution MLP, so it pays out this quarter the free cash flow (or something like that) that it earned last quarter. It used to be $12 per share and pay out over $1 per year. Then fertilizer went into the dumps, and it didn't pay a thing for about three years. It has resumed distributions for the last two quarters (11 cents and 7 cents) and the "sentiment" around fertilizer is (I think, no expert here) improving. Seems a good reversion to the mean investment. If it can pay regular dividends (after not paying them for so long) and then get, I don't know, a 10% yield (??), it's pretty easy to see it trading a lot higher than it is today.

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