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Linn Energy, LLC (LINE) Message Board

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  • momtokodiak momtokodiak Dec 19, 2008 12:44 AM Flag

    Question about MLPs

    How much is too much LINE? I don't think I can add anymore without too much concentration.

    I am damn near 40% LINE right now. Everything I had that was a "spec" holding was dumped and put into LINE.

    Smallish position in EVEP (10%).

    About 30% COS-UN.to and 10% PBG.to.

    Remainder spread between POT, RIG, UPL and GDX puts sold short and covered part with cash and part with margin. Once the puts expire or whatnot I'll probably try to add LGCY assuming oil starts to put in a "bottom."

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