This is a three piece yield swap //
Long MPLX - a high quality, cheap, high yield MLP
Long PINE - an extremely high quality high yielding REIT
Short HE - an overvalued, constrained utility poised to underperform long term with heavy overinvestment in legacy renewables.
Should yield about 3% with hedged risk and some medium term upside I estimate around +40%. If your cost of capital is low, this is something to consider
Long MPLX - a high quality, cheap, high yield MLP
Long PINE - an extremely high quality high yielding REIT
Short HE - an overvalued, constrained utility poised to underperform long term with heavy overinvestment in legacy renewables.
Should yield about 3% with hedged risk and some medium term upside I estimate around +40%. If your cost of capital is low, this is something to consider
Want more high probability trade ideas?
Click here ⬇
seekingalpha.com/author/propnotes/analysis
Click here ⬇
seekingalpha.com/author/propnotes/analysis
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Want more high probability trade ideas?
Click here ⬇
seekingalpha.com/author/propnotes/analysis
Click here ⬇
seekingalpha.com/author/propnotes/analysis
Publicações relacionadas
Aviso legal
As informações e publicações não se destinam a ser, e não constituem, conselhos ou recomendações financeiras, de investimento, comerciais ou de outro tipo fornecidos ou endossados pela TradingView. Leia mais nos Termos de Uso.