Bob, I wonder what the rationale is for the upgrade on VNR. They got their line of credit slashed and have to repay principal before they can even pay their junior bonds. Wonder if Stiefel is just trying to get a client out.
Ed, since Sarge has me on ignore (his loss) he may have missed the item on the Hedgeye attack on TEP/TEGP. They supposedly released their analysis this morning and that is likely pressuring the stocks.