Saturday, January 23, 2016 10:49:48 AM
Debt
And now piling onto NLG makes all the sense in the world. As you know, the refining stocks are not what they were just a quarter, 2, 3 or four ago.
ALDW is the only one I'd like to be owning but even that one won't make it into a portfolio of mine until the CS favors tactical change. This is simply the wrong time to be banking on a feast. The oven is broken. I'll probably be a buyer in February or March but only if I see units going for under $18. I think it's going to be a long wait for those fat distributions to be back in style.
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