Oil & Gas: Master Limited Partnerships

March 21, 2013

Buy ($175)

Topics covered: U.S. Energy Infrastructure Build Out, Outlook for Natural Gas Liquids, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Low Treasury Yields and MLP Dividends, Increasing Demand for Midstream Assets, Emerging Shale Plays

Companies covered: Union Pacific Corporation (NYSE:UNP), Devon Energy Corporation (NYSE:DVN), Walt Disney Company (The) (NYSE:DIS), Chesapeake Energy Corporation (NYSE:CHK), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Crosstex Energy LP, BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sandridge Energy Inc. (NYSE:SD), Plains All American Pipeline, L.P. (NYSE:PAA), Kinder Morgan Energy Partners, Enbridge Energy, L.P. (NYSE:EEP), Boardwalk Pipeline Partners L.P. (NYSE:BWP), Western Gas Partners, LP (NYSE:WES), Magellan Midstream Partners L.P. (NYSE:MMP), DCP Midstream Partners, LP (NYSE:DPM), Copano Energy LLC, Anadarko Petroleum Corporation (NYSE:APC), Eagle Rock Energy Partners, L.P. (NASDAQ:EROC), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Vanguard Natural Resources LLC (NASDAQ:VNR), Spectra Energy Partners, LP (NYSE:SEP), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Linn Energy, LLC (NASDAQ:LINE), Legacy Reserves LP (NASDAQ:LGCY), El Paso Pipeline Partners, L.P, Berry Petroleum Corporation (NASDAQ:BRY), AmeriGas Partners, L.P. (NYSE:APU), Targa Resources Partners LP (NYSE:NGLS), Genesis Energy, L.P. (NYSE:GEL), Enterprise Products Partners L.P. (NYSE:EPD), Sunoco Logistics Partners LP (NYSE:SXL), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Dow Chemical Company (NYSE:DOW), Atlas Pipeline Partners, L.P. (NYSE:APL)