I used an "it is all about earnings" theme in the updates I posted this week-end. Those updates can be found at
For those who are looking for it - you can find the 'its all about the distribution to earnings ratio' story in the data, too. I expect that these two stories will repeated with MLPs in the coming weeks. I am an investor that makes metrically driven decisions. That focus has led to CAGR and RRR awareness. That awareness has led to superior total returns - most of the time. The unwritten moral of this trilogy - don't read the data without harvesting the story. Parse the data until the story is revealed.