If this part is true: "Topline growth has been very impressive for all of these companies, but, that is well-known at this point. Each of these companies is comfortably profitable on an EBITDA basis, and, generate plenty of cash. Growth rates for revenue in FY15 will decelerate, and may still be too optimistic as estimates come down, but, solid double-digit growth still looks attainable ", then I don't see how this part would be so, "dividend yields...may come down as they cut their distributions in coming quarters".
I'm still planning on holding all my HCLP, SLCA shares.