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

To: E_K_S who wrote (40010)	11/11/2010 12:09:54 PM
From: Jim P.	Read Replies (2) \| Respond to of 78673

I find WPZ a little expensive based on yield and will try to get slowly. I have not been looking at other gatherers in the Marcellus. WPZ is gaining a very large footprint in the Marcellus and looking out 3 years should do very well. I like the other assets as well and am really trying to look out past the next decade on some of these plays and if the value is realized early with a deal then I am at least making money. ATLS gave away a lot of value to Chevron in the Marcellus IMO. I have not looked into EPD closely. ESA is involved in building out the pipelines so there might be some leads in there filings if there are some significant projects. Jim