Just my opinion on one stock you posted in energy as out of favor, and why.... CVI
Far from trustworthy energy company as it is 80+ % a one person ATM... Carl Icahn. He is very familiar to us energy guys from activism and the days of CVRR where he paid himself (CVI) a huge special D to avoid giving a bunch to the MLP CVRR of his GP CVI. There were only three single refiner MLPs then NTI, CVRR, ALDW, now gone.
And in some circles or SA comment sections a question will come up "why not consider KMI and it's a strong business model" Answer:
Kindered once... twice shy
Interestingly enough the word Kinder is now a verb.
I have said this before regarding two very big influences in my MLP history... you can guess which one I still consider with reverent respect .
Dan Duncan, or Richard Kinder.
Randa Duncan Williams carries on the family tradition of excellence with EPD.