Kevin O'Leary Energy Transfer Partners L. P. ETP-N TOP PICK Oct 01, 2008

Looking over the next 20 years, there is going to be roughly $687 billion of CapX in energy infrastructure. Capital is going to flow to the ones that already have existing assets, as well as those that have the ability to create new assets. This is one of those companies. You’ll make 8%-10% a year, not a wild 20%-30% upside. Yield of 6.42%. Thinks this is going to go 11 innings.

(Top Pick Jul 2/14, Down 21.54%) You look at the correction in oil hitting harder than expected and then you look at the yield and the outlook for energy. This would be a good value play where you get paid to wait.