U.S. Silica (NYSE: SLCA) is the largest sand processing and logistics company in the U.S.
Demand for fracking sand increases along with horizontal rig counts, wells drilled per rig, lateral length, stages per lateral and proppant per stage. As the shale revolution continues, all of the above categories are expanding. Not only that, but numerous reports have also estimated that the better shale plays in the U.S. have about twenty years worth of drilling inventory with today's technology. U.S. Silica is, therefore, a solid secular growth stock here in 2014.
We will publish a profile on SCLA in a couple weeks.
EMES and HCLP are frac sand MLPs in our High Yield Income Portfolio. They should both be increasing dividends this year.
Dan
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