Credit Suisse

[mkarpoff]

Credit Suisse analysts announced that they believe a 40% upside and a reversion to the mean is possible for mlps. It seems to me that, because mlps are somewhat less volatile than regular E&P companies, we might see an even higher % bounce for them. How nice would that be?

[dan_s]

Unless you think oil & gas prices are going to stay down for a VERY LONG TIME, the list of upstream companies that are oversold is getting longer each day.

Because upstream MLPs have so much of their production hedged, they should be in good shape.