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Analyst Interview Excerpt
"Must-Have" Exposure in MLPs - John D. Edwards - Morgan Keegan& Company, Inc.


Full article published: 12/07/2009


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TWST: Energy infrastructure is kind of a broad space, where do you focus your attention?
Mr. Edwards: We focus our attention on the energy master limited partnerships, specifically, mostly those dealing with infrastructure.

TWST: In general terms, what's going on in that space so far this year?
Mr. Edwards: So far this year, it's actually been extremely positive. The total return in the sector is over 60%, so it's been a very strong year.

TWST: What's driving that?
Mr. Edwards: The main driver has been falling cost of capital and the capital markets moving from a dysfunctional mode to relatively normal functioning. I mean we still have a little ways to go in that regard, but that's been the primary driver.

 

Tickers included in this excerpt: BWP, EPD, EPE, ETE, KMP, PAA

 

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