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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (32050)	9/17/2008 11:14:52 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78476

My biggest bet is in MLP's as well. Many seem to have fallen in a liquidity trap where folks are running for the exits: BWP-mentioned befor here in much detail. A fairly low risk proposition. In fact if I could name the lowest risk business of all the companies I am invested in that would be it. ETE - the General Partner of ETP. 9% yield and a strong possibility of 20% growth for a couple of years. ETP is an MLP with a very good track record, they were first movers with the Barnet shale and have pipes all over Texas, the MIdcontinantal express. Some commodity exposure. CPNO- decent balance sheet and great track record. Build in growth and no need for financing for a year or more, IMO.No IDR's (which means they have no separate GP). Commodity exposure. I also own some MGG (GP of MMP) and bought some TLP (terminals but exposure to Morgan Stanley possibly). I think I am just going to close my eyes and collect the cash. My yield is going to be about 10% blended and should be growing strongly. I bought some AFC (preferred but really is ALD debt) for around 10$ today. Also purchased some MSFT (safe heaven stock). Closed my short in WFC today, probably the only position in the green.