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

To: E_K_S who wrote (52917)	12/20/2013 11:08:39 AM
From: E_K_S	Respond to of 78748

Boardwalk Pipeline Partners, LP (NYSE: BWP) - Doubled position w/ another buy at $24.57/share QEP Resources, Inc. (NYSE: QEP) - Closed out speculative "value" play for small loss Marine Harvest ASA (OTC Markets: MNHVF) - Peeled off shares from this salmon operator @ $1.19/share Increased position by 125% for BWP w/ another add today. Stock distribution now yielding over 8% and several new projects in process that should allow distribution increases in the coming years. Specifically, their extension of their Bluegrass Pipeline which will eventually allow their gathered NG get to one of the export facilities along the Gulf Coast: Bluegrass Pipeline Announces Extension of Open Season until January 17 Open Season Extended to January 17 in response to requests of interested shippers; Pipeline Targeted In-Service Date Remains Late 2015 - Planning Connectivity to Storage, Fractionation, Petchem and Export Facilities in the Gulf Coast Closed out my speculative QEP buy where Activist investment firm Jana Partners was pushing to have QEP sell their interest in their recent MLP, QEPM to have the value more fully recognized to the common shareholders. Their proposal seemed to have lost traction so I decided to close out my small position for a small loss and continue to watch future developments. I think DVN may actually provide a better play since management has shown where they want to go with their MLP acquisitions/drop down and eventually the common DVN shareholders should see a higher dividend paid. Will start a position in DVN at $55.00/share or lower. Started to harvest my gains from this salmon farm operator (majority owned by Fredriksen). Have accumulated shares at $0.68/share and today sold 20% at $1.19/share. I do like the exposure to this "pure" play but with any one product company, their can be company specific land mines (like disease) that can wipe out future fingerling production. This happened in 2011 and only now are they back to previous production levels and fish prices are up over 30% from that period. EKS