I was just doing risk/reward in my head as to why I am buying at this price. There are a number of scenarios that could happen the next several years. If like I think oil and natural gas will head up in price and transportation issues are resolved then PWE will be a HUGE winner. If we have a recession and oil prices stay down and transportation issues are not resolved expeditiously then risk of owning PWE is mitigated by the dividend. So the downside is limited if you hold two years but there is great upside potential.
Sentiment: Strong Buy