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

To: Jim P. who wrote (40070)	11/19/2010 4:14:36 PM
From: E_K_S	Read Replies (1) \| Respond to of 78715

Hi Jim - So this is the long term plan for WPZ Williams Partners to Significantly Expand Midstream Presence in Marcellus Shale prnewswire.com - Partnership Agrees to Acquire Cabot Oil & Gas' Midstream Assets in Susquehanna County, Pa. - New Dedicated Gathering Agreement Reached with Cabot - Significant Gathering System Expansions Also to Begin in 2011 From the article:"...The partnership has also agreed to a new long-term dedicated gathering agreement with Cabot for its production in the northeast Pennsylvania area of the Marcellus Shale. The 25-year agreement covers an area of mutual interest that currently includes 138,000 gross acres...." ================================================================== Still think WMB is the better value just for their 76% interest in WPZ. Hopefully WMB will raise their dividend. Both are on my watch list. EKS

To: Jim P. who wrote (40070)	8/16/2013 12:30:41 PM
From: E_K_S	Respond to of 78715

Williams Partners L.P. (NYSE: WPZ) Started new position @ 48.35/share ONEOK Partners, L.P. (NYSE: OKS) Added shares to position at $ 48.27/share Summit Hotel Properties, Inc. 7 (INN-PC) - These are the 7.125% Series C Cumulative Started up a position in WPZ after selling my earlier buys @ $51.00/share. Both OKS and WPZ did sizable secondary offers at higher prices ($49.61/share & $49.00/share respectively). Both of these MLP's have good NG gathering assets and pipeline infrastructure. WPZ is probably the better value buy at current levels but I think the long term growth prospects for OKS are better. I added INNpC to the INNpB I already own. Discounted yield close to 8% but the C's have potential to get back to PAR which would result in a nice capital gain. I now hold equal amounts of C's and B's w/ a n avg yield at 7 5/8%. EKS