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

To: E_K_S who wrote (50058)	11/15/2012 12:35:46 AM
From: Spekulatius	1 Recommendation Read Replies (4) \| Respond to of 78748

SEP does not need a growth kicker. It will keep doing what is has been doing and will grow in the mid single digits. This adds up to a double-digit return (distribution yield 7% plus growth rate ~5% est.= 12%total return). This is possible, even if the economy stalls. If SEP gets some head winds, and/or the unit prices go up so they can make more accretive dropdowns from SE, the growth rate will be faster. It is a medium return play with a way below average risk. I put 7% of my portfolio into it, most of it purchased today. Have another 5% in ETP and ~10% in a real estate LP. These are equity bonds that should provide distribution yield and some growth as well, even in a bad economy, fiscal cliff (which really is a slope rather than a cliff, or not.) This is my macro bet on QE3 and low interest rates until 2016 (and probably a slow growth economy going along with it). BWP is another MLP worth looking into, yielding 8.6%. This one is supported by L. I don't own it but it does look tempting.