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

To: E_K_S who wrote (37699)	5/1/2010 1:19:55 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

re LG - I sold my small position, mostly because I saw better opportunities. The 11$ in cash flow is incorrect, check your numbers. I think it's priced inline with the group but will benefit more if NG prices go up with their unregulated business. It's a decently managed company and fits well into a dividend portfolio. Speaking of dividend stock - have you looked at TOT. The stock is down quite a bit and now yields 5.6%. Their earnings were a bit disappointing due to their refinery business but overall they are executing well. I as fishing for a few shares this Friday but my limit order narrowly missed.

To: E_K_S who wrote (37699)	11/18/2010 3:00:58 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78744

TYG, others mentioned here: "Analyst: Funds Investing In MLPs Set For 10-13% Annualized Growth" (Barron's 11/17) "Despite this year’s strong run by closed-end funds that invest in master-limited partnerships, the group remains undervalued and positioned for more growth, according to a report by Ladenburg Thalmann issued Wednesday... Analyst Eduardo Seda believes that yields should average in the 3%-6.5% range over the next few years for closed-end funds focused on MLPs. The average yield on MLP CEFs now is roughly 6.3%, he noted. His projection is that the group should produce annualized total returns — counting yield plus price appreciation — of 10% to 13% in the next five years. Some of the MLP CEFs funds Seda views as best-positioned for total return growth through 2015 include: * The Cushing MLP Total Return Fund (SRV) * The Claymore MLP Opportunity Fund (FMO) * The Kayne Anderson MLP Investment Co. Fund (KYN) * The Kayne Anderson Energy Total Return Fund (KYE) * The Tortoise Energy Infrastructure Fund (TYG) * The ClearBridge Energy MLP Fund (CEM) “The MLP sector is positioned to benefit from several growth opportunities as a result of new discoveries of oil and natural gas resources, as well as from a recovery in the U.S. economy,” Seda wrote." blogs.barrons.com