8/10/15: Expect Good Luck With These 13 Best Buys

By Igor Greenwald • August 10, 2015

MLP Profits has published an updated Best Buys list featuring Magellan Midstream Partners (NYSE: MMP), Energy Transfer Equity (NYSE: ETE), Enterprise Products Partners (NYSE: EPD), Marathon Petroleum (NYSE: MPC), Western Refining (NYSE: WNR), Delek Logistics Partners (NYSE: DKL), UGI (NYSE: UGI), EQT (NYSE: EQT), EQT Midstream Partners (NYSE: EQM), DHT Holdings (NYSE: DHT), Scorpio Tankers (NYSE: STNG), EuroNav (NYSE: EURN) and Capital Products Partners (NASDAQ: CPLP).

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PeterG

08/11/15 ‐ 6:35am ET August 11, 2015 at 6:35am ET

Re MLP Profits:

It would be helpful if all your presentations were consistent in their contents, which they are not.

The just posted “Expect Good Luck With These 13 Best Buys” bulletin mentions 3 new Best Buys (MPC, DHT, EURN) that are not listed in the Aggressive Portfolio where the bulletin places them.

And many of the securities in your portfolios, including continuing listings and current Best Buys STNG, WNR, and UGI, do not have supporting data listed in the “How They Rate” table.

Please try to be complete in data presentation; lack of completeness and consistency could suggest slapdash work to subscribers, even if this is not in fact the case.

Igor Greenwald

08/11/15 ‐ 4:42pm ET August 11, 2015 at 4:42pm ET

I’m working to make sure all recent recommendations are reflected in the portfolios by the time the next issue hits on Monday. In the meantime, please check out my recent writeup on MPC here: http://www.investingdaily.com/mlp-profits/articles/23199/marathon-pete-takes-a-shortcut-to-jackpot/ and DHT and EURN here: http://www.investingdaily.com/mlp-profits/articles/23200/new-targets-on-high-seas-2/. And thanks again for subscribing and participating iin this afternoon’s chat.

Mr. Ed, The Talking Horse

08/11/15 ‐ 9:52am ET August 11, 2015 at 9:52am ET

Igor, I noticed that ETP is not on the list, but it did beat estimates in some respects and is paying a +8% yield. Why do you favor ETE over ETP? Thank you.

Igor Greenwald

08/11/15 ‐ 4:45pm ET August 11, 2015 at 4:45pm ET

Still like ETP and it remains a Buy at this price, but I view it primarily as a yield/capital-rental vehicle. Most if not all of the long-term value created at ETP will eventually accrue at ETE, whether via current incentive distribution rights or acquistions using ETP’s equity to increase future IDR flows.

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