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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Ed Ajootian who wrote (184564)	6/23/2014 9:06:13 AM
From: E_K_S	Read Replies (2) \| Respond to of 206167

Are there any stocks in this sector that might be a good candidate for a drop down MLP and/or a carve-out MLP? Remember what DVN did awhile back as part of their restructuring efforts doing a "carve-out" of some of their shale oil producing assets. They received a large percentage of the combined MLP units which generates excellent FCF and income (back to the GP DVN) that translates to a higher sustained dividend to the DVN shareholders. As the U.S. shale land is developed, I expect much more consolidation especially in the Midstream companies. We have had several large deals announced in 2014 and probably several more too. EKS