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


To: Jim P. who wrote (41262)3/5/2013 2:45:56 PM
From: E_K_S  Read Replies (2) | Respond to of 78618
 
Atlas Pipeline Partners, L.P. (NYSE: APL) - doubled position in this NG gathering company
Linn Co, LLC (NasdaqGS: LNCO) - Peeled off high priced shares for small gain.
Gastar Exploration 8.625% Serie (GST-PA) - peeled off some high priced shares reducing this position to No. 4 in the portfolio. Booked small gain.

Reducing E&P exposure selling more LNCO shares. Moving the proceeds into APL as I build up my NG gathering and processing sector.

I continue to sell off GSTpA lowering my cost basis selling off my high price shares. Monies are being deployed into NG infrastructure companies as I feel this is an undervalued sector.

NiSource Inc. (NI) -NYSE is on my radar screen but it continues to move higher and out of my value target range. Dominion Resources, Inc. (D) -NYSE is another I am watching to enter butit too is at the high end of my value target range.

EKS