Sunday, February 24, 9:31 AM
MLPs are a multidecade story, not multiyear, says Chris Eades (CEM, EMO, CTR). His partner in a mini-Barron's roundtable, Kyri Loupis takes note of non-economic factors which keep MLP yields higher than REIT yields. "Maniacally focused" on yield, MLP investors should instead consider yield growth as a key metric, says Eades. His top pick is Targa Resources Partners (NGLS), still considered as having huge exposure to commodity prices even as fee income is set to rise to 65% of revenues.
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