Dean M

22 Dividend Stocks with Good Fundamentals

ok you got me there, my comments were directed at value plays in general. Maybe the MLPs bear further research on my part.


On May 07 11:17 AM Smackdown wrote:

> Dean, the MLP picks in the list have all outperformed by a huge margin.
> ETP, NS, PAA. Look at their track records. DEP and DPM (started
> buying in fall and not when it was high) have also done incredible
> on YTD basis and since the fall lows. I backed up the truck and
> margined and added all of these in Nov/Dec. I am up about 150%
> from the market lows. 60% YTD. I am up about 15% annualized
> for the last two years, fully invested in the market, no shorts.
> And I get enough cash flow I could retire. Not exactly all downside
> with little upside. No?
>
> I also was buying EEP, TPP, EPD, TCLP, and KMP.
>
> Forget the price 1.5 years ago. I was buying these 10-15 years ago.
> EPD has returned 420% for the last 10 years. S&P is negative
> over the same time frame. The fall drop in MLPs was overdone
> and was directly the result of Lehman forced sales and Hedge forced
> sales. This is opportunity. Too bad many bears are blinded
> in their exuberence to understand that this is/was a once in a lifetime
> opportunity.

22 Dividend Stocks with Good Fundamentals

I wouldn't play these at all now. It seems as though they haven't participated much in the current rally but have sunk with the plummeting markets over the past 1.5 years. Ie all downside, little upside in a market that always seems to provide another shoe to drop.