BreitBurn Energy Partners L.P. (NASDAQ:BBEP)

Solid MLP that while somewhat dependent upon natural gas prices is reasnoably hedged through the next several years.

If nat gas bounces back, they're in business. If not, they should still be OK.

Deej

Like we're going to have a glut of gas and oil.

Dividend! Good article: http://www.forbes.com/sites/energystockchannel/2011/10/26/this-stock-has-a-9-68-yield-and-sells-for-less-than-book/?partner=yahootix

It's cheap with a good dividend. Selling slightly below book value. Yields about 8.69%. But I have to say I wouldn't buy this one in real life. It's only a Caps pick. Margins are negative and lots of debt. But the dividend looks pretty safe, for now at least.

Positive Stock for the next few years

Increasing mid-east turmoil = oil and gold.

These are smart guys, and they have been increasing net margins. There will be increasing demand for VERY CHEAP Natural Gas as the Middle East becomes increasingly unstable, and President Obama continues restrictions on potential exploration and development in Alaska, Offshore California, and the Gulf of Mexico.
This combination and a nice 7.5% dividend is a good package.

Value of its holdings coupled with projected increases in oil prices

StockScouter:10, Navellier:B, div>7%

Other energy stocks have gone up in the last couple of months, with a dividend now around 6% from 10% earlier. Yet BBEP is still at 10%. It is lagging where it should be.

Good valuation, recovering from a liquidity problem, well hedged. Would really like for debt levels to come down

In the world of low-yielding money market accounts and CD's, sucky T-bill rates and quickly vanishing dividends to conserve cash, investments such as this one are becoming incredibly attractive. It's my belief that investors will continue chasing yield given the current macro-economic environment. With a 9% yield from dividends, this is looking more and more like a long term hold in my portfoilio.

BBEP is also currently valued at .67 book. While BV is not always a good measurement of corporate value, I think it might be a little conservative in this particular case. If I assume the market eventually takes this back to its full book valuation, given the upward pressure on stocks with high yields, I come up with an increase in market cap from 909M to 1,356M. Given the 53.3M shares outstanding, I get a share price of around $25.50. Will it make it there? Long term it probably will. But who cares? I'll sit back, collect the 9% dividend and wait for rational investors to jump back in.

OK, if it's good enough for Klarman it's good enough for me.

Good growth with higher oil prices.

I think they will reinstate their distribution this year.

5 STAR, Small-cap, dividend payer

strong 5 year ROE& profit margin improvement and still at reasonable PE ratios

market cap > 100mil,
div > 1%
Profit margin > 20%
P/E < 5,
P/Book < 5
P/Sales <10

div>3%, profit margin>10%, p/e no more than 5, p/book no more than 5, p/sales no more than 20