You would not want to buy SDT or SDR because SD is on the verge of bankruptcy and delisting. SD operates and maintains the trust's wells. An SD bankruptcy might mean they can longer provides services to the trust and production could come to a halt. The bottom line is I would not recommend buying SDT or SDR until the situation with SD becomes clearer.
The Saudis have shown no signs or interest in cutting production. The Saudis are afraid if they cut production other producers will swoop in and take their customers. It's going to take time for the glut of CL for sale on the global market to rebalance. Low CL prices will force producers with weak financials into bankruptcy which will remove some of the dead wood from the market and this will help to rebalance supply. If you have a multi-year investment horizon and you buy producers with strong financials and a beaten down share price you'll make a killing down the road when CL prices normalize. There some great names for sale at fire sale prices but you have to pick very carefully and have the stomach to ride out volatility, if you do then you are going to make some serious money.
Exporting oil won't do much for CRK because the world is awash in CL. Iranian oil will soon hit the global markets and contribute to the glut of #$%$'s going to take time for the CL supply to rebalance. None of the producer countries want to cut production for fear of losing customers. If you have a multi-year investment horizon and pick the right companies with strong enough financials to wait out the production glut you will make a killing.
I can dig up the coverage ratio but I was hoping someone might know it. The MLP sector selloff has created an attractive entry point to add to existing names and buy new ones.. I have an MLP portfolio with positions that are mostly GPs and growth oriented MLPs so consequently the yield is a little lower than the sector average. I am interested in adding some new MLP names with higher yields. ETP is interesting.