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

To: Spekulatius who wrote (59440)	5/9/2017 11:14:01 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78774

One I have a small position in within the oil/gas mlp sector is the scary AMZA. Happens to be mentioned in this week's Barron's: Master limited partnerships are extraordinarily attractive. The Alerian MLP Infrastructure Index is yielding around 7%. You can buy that via the Alerian MLP ETF (AMLP). Our active ETF, InfraCap MLP (AMZA), yields more because we own higher yielding MLPs and also because we use leverage and write covered calls to boost income. It is sort of supercharged. You look at other equity income opportunities and they’re not really as attractive. finance.yahoo.com Market seems to be saying (given AMZA's so very high distribution yield) the good times now are temporary and a setback could very well be inevitable, maybe at any time.

To: Spekulatius who wrote (59440)	5/10/2017 6:45:35 AM
From: Ditchdigger	Read Replies (1) \| Respond to of 78774

EPD....not to mention the 5% discount on reinvestment. I see I got my distribution shares yesterday at $25.71/sh. Maybe I'm way off, but I'm still super bullish on EPD for the long haul. For me it all revolves around their ports and ability to export and their NGL leadership. We're in a world of less metal and more plastics and composites, don't have to look any further than the auto or building construction industry for evidence of the continued shift. He who controls the feedstock should be in an excellent position...... From a technical view, I'd say anywhere around $27/sh is a decent entry point, bottom of the recent range.