Suburban Propane Distribution
The shares of SPH will essentially be a gift at this point, as NRGY shares have gone down because of the divestment of their large propane business. We now own a smaller company which is focused on their 27% growth area (see quarterly report). Propane is nice - I also own APU, but not a big growth industry. Pipelines are where it is at right now, and NRGY is in the right place. I already own Suburban Propane, and with their addition of NRGY's business should be doing well. The winter is forecast to be colder than normal, so this looks like a win win situation.