I noted in Value Line a change in their "Portfolio II - Stocks for Income and Price Appreciation" (Summary and Index section):
Meanwhile, we are cutting our losses on Macquarie Infrastructure Corp. The shares fell markedly after the infrastructure services company slashed its dividend upon the release of fourth-quarter results. It plans on using the savings to repurpose certain assets and invest in growth projects. The asset change has to do with the loss of six long-term customers for a certain oil storage service.
I hadn't seen this last bit of news (six customers) until this announcement. It doesn't seem to be selling off any further than its recent lows, so I'm sticking with it and its dividend for now. It would be nice to know how much of total revenue those six clients represent.
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