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  • Pennsylvania's Marcellus Shale: Welcome to America's Next Great Energy Boom [View article]
    :) Once you've taken profits from the CHK's and XTO's of the world, think about moving some of it into these:

    Bakken, try MDU (E&P unhedged; highway spending bonus)
    and try HLND (Continetal Resource's pipeline company)
    Barnett, try ETE (high splits with excellent growth),
    Marcellus, try MWE (no GP or IDR's),
    Rockies, try EPB or WMZ (drop-down pipeline assets)

    The pipelines will bottom when hedge funds who were playing the spread and buying PIPE shares finish deleveraging. Then the partnerships will provide new investors very attractive tax-deferred growth with income. OOOH AAAH. Check the $AMZ index, KMP, etc., if you think pipes can't get the job done over time. Hope to see a few 10% distributions outside of the E&P partnerships before the bottom arrives.


    Jul 13 22:05 pm |Rating: 0 0 |Link to Comment
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