i wonder if the news is all in and the refinery mlps have settled in their new range to come... for someone opening a new position, would you write short puts on aldw, nti and cvrr here? certainly CS analysts see decent income going forward.
incidentally... on their report aldw looks interesting... they say no distribution 4Q and 1Q and then back again with something reasonable... given how clueless most investors are... would you expect the announcement of zero distribution to cut aldw in half this winter? and try to pick it up then?
finally... do you hold any nonyielders in the energy space? regular corps like marathon etc or is it all mlps and trusts with hefty coupons?
What about upcoming project with Wms ? Shouldn't that be boost to earnings. Also, pipeline goes straight down to gulf where LNG terminals building rapidly? Could be downgrades are going to line L 's pockets with more shares and $$.