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
相关出版物
免责声明
这些信息和出版物并非旨在提供，也不构成TradingView提供或认可的任何形式的财务、投资、交易或其他类型的建议或推荐。请阅读使用条款了解更多信息。
Want more high probability trade ideas?
Click here ⬇
seekingalpha.com/author/propnotes/analysis
Click here ⬇
seekingalpha.com/author/propnotes/analysis
相关出版物
免责声明
这些信息和出版物并非旨在提供，也不构成TradingView提供或认可的任何形式的财务、投资、交易或其他类型的建议或推荐。请阅读使用条款了解更多信息。