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

To: E_K_S who wrote (53168)	1/15/2014 12:45:41 AM
From: Spekulatius	Respond to of 78744

Re FISH - this MLP has cratered. My take: - mediocre assets - limited potential of dropdowns from GP - small size - larger overhang from subordinated units (that eventually will receive distributions) + strong incentive from GP to make this work + high yield +small size (works either way) +high cost of capital may stunt growth I am not sure what to make of this - strong positives and significant negatives. I think if i were to establish a position, i would keep the size limited.