You probably recognize that the biggest risk here has to do with perceived value of each of the holdings involved. It's not necessarily a matter of how well each one does but my thinking is that there may be MLPs out there that dramatically outperform others.
Right now as we speak, ALDW is moving rapidly to the upside. I expect it to climb much, much more in the near to mid to long term because it just announced a juicy distribution for Q1 of this year. And that first quarter is the slowest of the year because ALDW is a refiner whose products are most coveted in the other three quarters of the year when motorists are driving most.
Take a look at ALDW as soon as possible. Above all, visit the ALDW board for the sort of information that you can readily use without long term pondering.
Another MLP is NGL. Again, visit the board here at IHUB. It's paying a yield in excess of 10% right now.
You may ask---why bother with these MLPs when we can grab 19% just through AMZA?
It's not a matter to be disregarded, but there are other points to weigh in...it's not so simple.
If ALDW rises to $20, it's better than a doubling. Add in the 15% gained through distributions, and what we have is going to offset AMZA earnings to the tune of one and a half times in terms of return on capital. NGL is another great opportunity.
Lest you think these great opportunities are everywhere, no---they're not. I happen to follow these and believe they're the best of breed.
Let me know what you find and, more importantly, what you do. I wouldn't put it off as ALDW and NGL are moving now, especially ALDW.
Good luck to you!
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