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Enterprise Products Partners L.P. Message Board

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  • goto_gofer goto_gofer Nov 22, 2009 10:01 PM Flag

    Diversification

    Thanks for the commentary Bob. It's interesting taking a peek at others' portfolios and maybe picking up a few ideas.

    To diversify beyond EPD's core businesses, it seems we either paddle upstream to an E&P or way downstream to storage and non-pipeline transportation. Looking at the higher risks there, I'm not sure the incremental yield fairly compensates their new unit holders for the extra risk. Two points come from that observation:
    1. The most important part of diversifing is the timing of your entry into a new MLP.
    2. Perhaps EPD is unfairly undervalued.

    With coal MLP's being this year's stinker, maybe that is where one should be adding exposure. I can see the politics of the moment, but my coal MLP has a real nice yield....

 
EPD
26.47-0.13(-0.49%)Aug 30 4:02 PMEDT