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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (62761)10/31/2019 3:51:55 PM
From: Spekulatius  Read Replies (1) of 78715
 
re ENB , it looks like I bet on the wrong horse. I believe the weakness in WMB is related to concerns about WMB Northeast G&P operations, which projected somewhat slower growth nex year, due to less volumes.

Hard to make sense if it - sentiment in this sector is clearly very negative. Same with MMP, which is down significantly today, despite beating earnings, perhaps concern about overbuild in the Permian?

I leave WMB alone for now, but if EPD goes below $25, I think I will pick up some units.
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