Opinions
Michael Simpson, CFA
Taylor NGL LP Fund
TAY.UN-T
PAST TOP PICK
May 14, 2008
(A Top Pick July 4/07. Up 26%.) Acquired by Altagas (ALA.UN-T).
$11.090
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TOP PICK
Runs a natural gas processing plant. Derive their product from industry flow of natural gas in major pipelines. Extremely well managed. They're incentivized to make distributions per unit grow. Trades at a cash return of about 8.5%. Acquisition minded, so should see distributions grow.
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