These guys are analysts not Carnac the Magnificent.

Obviously a bad call, but there were no clues that I can find even now that this was coming, and certainly none in the partnership’s recent financials or management comments. So, looking back, I’m not sure that I would have done anything differently without the benefit of hindsight. I’ll be very interested in a fuller explanation and obviously the forecast from management when Global reports results on March 10. Finally, not as an excuse but rather as additional perspective on the recent market action, GLP closed at 15.86 on 1/19, the day before the MLP sector’s most recent low point. It’s now at 16.11. There were safer picks on that Best Buys list that were identified as such, and others offering more upside potential along with the extra risk. Another pick, Capital Products Partners, has rebounded 29% since 1/19. I feel exactly as responsible for that one as I do for GLP, which is to say not at all. I attempted to provide accurate, timely analysis on the relative value of MLPs based on the information available at the time. You get to decide whether I succeeded or failed, and to what degree.