MLPs tanking

[bobs]

Perhaps due to more taper talk but seem like a general sell off that is over done...any thoughts?

[dan_s]

Yes, it is related to the new round of tapering talk.

[setliff]

VNR has not been touched. i had not noticed the others.

[dan_s]

Higher gas prices help VNR and a lot of the upstream MLPs. More than enough to offset the fear of tapering, IMHO.

SXE IR manager has reviewed our profile, which was sent out this afternoon. It looks very promising.

[dan_s]

Southcross Energy Partners LP (SXE): An updated profile which includes our forecast model has been posted under the MLP Tab.

I sent the profile to SXE for their IR Manager to look over. She had a few minor changes.

If you are looking for high yield plus growth, SXE looks very good to me.

Their CEO is speaking at our luncheon in Houston on Tuesday, so I will have more comments Tuesday afternoon.