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

To: E_K_S who wrote (60687)	4/11/2018 7:50:29 PM
From: Spekulatius	Respond to of 78774

D traded for a premium for quite some time, because of their growth in midstream assets. They were able to lay of some of the cost by using the MLP dropdown model, which right now does not see, to be working. DM is hit hard, because most of D dropdown assets are FERC regulated. While I do think that the ruling will be overturned, or the effects alleviated otherwise, things are the way they are and D may have to raise more equity instead of using dropdowns to DM. I still think this has not fully played out. I would want to see a shareprice closer to $60 before purchasing the stock.