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MLPs tanking

Posted: Fri Dec 13, 2013 11:37 am
by bobs
Perhaps due to more taper talk but seem like a general sell off that is over done...any thoughts?

Re: MLPs tanking

Posted: Fri Dec 13, 2013 12:24 pm
by dan_s
Yes, it is related to the new round of tapering talk.

Re: MLPs tanking

Posted: Fri Dec 13, 2013 2:30 pm
by setliff
VNR has not been touched. i had not noticed the others.

Re: MLPs tanking

Posted: Fri Dec 13, 2013 9:35 pm
by 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.

Re: MLPs tanking

Posted: Fri Dec 13, 2013 9:39 pm
by 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.