Hey rrb1981, I could not agree more. TMG is very cheap here. Forget the upside...it's the extremely limited downside that gets me excited - this thing is so asset rich and management is improving the capital structure by leaps and bounds with the new TLP issuance and the Morgan Stanley contract. Curious as to what names your "bargain list" is showing. I am currently looking at MERCS, ABXA.OB, and WSRT.OB. Would be happy to elaborate on these if you like. What are you looking at?
Well, for one, TMG is looking interesting again. TLP of course will be interesting depending on the price, which I believe will be cheap enough to interest me.
Aside from that, MWP is ever more interesting due to the issues that MWE has had filing its 10-K(SarBox compliance). NBP, is interesting if the fall out continues. A couple of the E&P's are looking good, including PXP.