1 100 MLPs down 2.75%, bargains to be found, but for compliance reasons I can no longer talk specifics $$ Wed Jan 27 19:02:24 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 8289836606 18928471 web $VNR announced 5% increase in distribution, yields 9.4%...good little company Tue Jan 26 12:38:48 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 8233490508 18928471 web VNR $PAA files S-1 for its planned natural gas storage MLP subsidiary...http://bit.ly/85Jrj6 Mon Jan 25 14:03:09 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 8192548721 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> PAA $WES raises distribution 3.1% quarter over quarter, 10% YOY...http://bit.ly/6XPeFk Thu Jan 21 14:02:13 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 8027879433 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> WES $WMZ was up 16%, $WPZ was up 18% and $WMB was up 8.5% on the news today Tue Jan 19 21:22:32 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7960044141 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> WMB WMZ WPZ This morning, $WMB announced restructuring (in a positive way) to its MLPs, with $WPZ becoming the parent of $WMZ...http://bit.ly/5c5y7Q Tue Jan 19 21:21:34 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7960014122 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> WMB WMZ WPZ $NRGY announces equity offering, should be around $160mm, use of proceeds to pay down debt...http://bit.ly/7ahYMs Tue Jan 19 21:16:05 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7959839214 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> NRGY Really interesting, $PAA taking page from $EPD and $DEP book, will form MLP subsidiary of gas storage business...http://bit.ly/93hrNN Fri Jan 15 20:29:05 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7800647148 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> DEP EPD PAA CMG Focus averaged 18%/yr return last 10 years, but investors lost 11%/yr?? Strong argument against mutual funds. http://bit.ly/84P9QN $$ Thu Jan 14 21:36:58 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7762362031 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> Genesis Energy, L.P. Increases Quarterly Distribution (Business Wire) $GEL http://viigo.im/24G0 Thu Jan 14 13:47:59 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7748055581 18928471 <a href="http://viigo.com" rel="nofollow">Viigo</a> GEL market choking on all of this equity supply, $EPB down 5.85% in after market trading... Tue Jan 12 21:35:13 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7683547543 18928471 web EPB $EPB and $NGLS announce equity offerings after close today, makes 4 equity deals this week in MLPs... Tue Jan 12 21:14:43 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7682891265 18928471 web EPB NGLS 1st 4Q MLP distribution ancmts today with 3 increases: $EPD (1.4% QOQ, 5.7% YOY), $DEP (1.1%, 4.1%), $EPE (2.9%, 12.8%)...not bad Tue Jan 12 14:40:27 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7670737656 18928471 web DEP EPD EPE Sold some $CPNO 2day, yield compression trade over, shifting focus to MLPs that'll grow distributions, $CPNO won't this year Tue Jan 12 06:33:40 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7660560248 18928471 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> CPNO $TLP and $LGCY announce equity offerings this afternoon, likely will not be only offerings this week in MLP land Mon Jan 11 21:29:29 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7643620994 18928471 web LGCY TLP $NRGY acquires natural gas storage assets for $65mm, continuing their buying spree...http://bit.ly/4qtFat Mon Jan 11 13:52:45 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7629899885 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> NRGY $PVA looks like it's preparing to sell out of its stake in $PVG / $PVR, see S-3 filed with SEC...http://bit.ly/7F5nkz Fri Jan 08 19:09:29 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7529055285 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> PVA PVG PVR Latest blog post on MLP Basics...http://bit.ly/6hWtEZ $$ Thu Jan 07 22:20:43 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7494388195 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> dollar up, commodities / MLPs down but recovering...$EPD priced offering at 32.42, down ~0.20 since, only down 2.6% since last close Thu Jan 07 17:05:20 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7484936566 18928471 web EPD $ENP down 3.2% today, yields 10.8% right now with good coverage, I'm confused by the price action, but likely just profit taking Thu Jan 07 15:57:42 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7482854111 18928471 web ENP I'm out of pocket today, but from what I can tell on my mobile browser, $ETE is on fire Wed Jan 06 15:41:21 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7444260472 18928471 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> ETE and so it begins, $ETP out w/equity offering this evening of ~$225m to pay down debt, should benefit $ETE..http://bit.ly/7NEiFE Tue Jan 05 21:21:06 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7415783275 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> ETE ETP another strong day for Alerian MLP Index, up around 1.0% on the day. $APL (up 7%+) and $PVR (up 5%+) leading the way today. Tue Jan 05 18:37:25 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7411238417 18928471 web APL PVR http://bit.ly/6nOBdY - as expected (at least by me), Ellis replaces Mike Linn as CEO of Linn Energy ($LINE), positive development Mon Jan 04 23:05:57 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7382318070 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> LINE Dec 11, $CPNO crossed $21, I tweeted then $CPNO could catch up with peers & reach $25, 2day crossed $25, up 25% since 12/1 Mon Jan 04 16:53:39 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7372218705 18928471 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CPNO literally every MLP is in the green right now, alerian MLP index up 1.5% close to 290 $$ Mon Jan 04 14:38:30 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7368546260 18928471 web $NRGY to finance its deal 50/50 debt and equity, stock will likely suffer from some overhang (or at least not pop) as we wait for that deal Mon Jan 04 14:12:02 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7367841612 18928471 web NRGY $MWE announces sale of 50% JV in Starfish to a subsidiary of $ENB...http://bit.ly/7fboy8 Mon Jan 04 14:09:17 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7367770304 18928471 <a href="http://bit.ly" rel="nofollow">bit.ly</a> ENB MWE $NRGY announced acquisition of Liberty Propane for $223mm this morning, also good for $NRGP...http://bit.ly/7sfrDK Mon Jan 04 14:06:59 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7367711126 18928471 web NRGP NRGY 2page article in forbes on $ETP and kelcy w this wk, coming off bad 3Q, PR machine and acquisition talk to distract everyone Sun Jan 03 06:16:12 +0000 2010 hinds15 http://a1.twimg.com/profile_images/304070768/24eaa9b_normal.jpg 7324349514 18928471 <a href="http://ubertwitter.com" rel="nofollow">UberTwitter</a> ETP