MS: Buy MLP Phillips 66 Partners For Yield

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Rupert Hargreaves
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MS: Buy MLP Phillips 66 Partners For Yield “Strong Yieldcos exhibit similar traits as the highest-quality, durable growth, dropdown-focused MLPs. Yet strong Yieldcos have traded down to levels that imply minimal future growth. We see this disconnect from the highest-quality MLPs as unsustainable.”  — Morgan Stanley North American Equity Insight: Why Quality Yieldcos Should Trade With Quality MLPs North American Yieldcos and a number of MLPs are undervalued and underappreciated by the market, an anomaly that’s presenting investors with an extremely attractive opportunity to pick up yield –that’s according to a new report from Morgan Stanley’s equity research department. Hawk Ridge Management: Up 7.7%…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk