Larry Berman CFA, CMT, CTA
EnLink Midstream Partners LP
ENLK-N
WEAK BUY
Jun 04, 2018
He loves the transportation and distribution business in the US (pipelines). These guys are probably one of the better positioned players in the US space. He owns AMLP-N for this exposure. It is quite interest rate sensitive. It is a yield play. It is close to the top end of the range.
He loves the transportation and distribution business in the US (pipelines). These guys are probably one of the better positioned players in the US space. He owns AMLP-N for this exposure. It is quite interest rate sensitive. It is a yield play. It is close to the top end of the range.