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CQH
        coverage chart

It was announced in mid-May that Cheniere Energy Partners would be folded back into the parent company.  Consequently, this section is no longer updated and will go public at some point.  The related Holding company mainly owned CQP shares and converted its MLP distributions into dividends.  I saw this as a good way to get fairly stable high yield with the potential to grow in step with rising demand for LNG.

Although the investment was short-lived, it earned about ~40% annualized return including dividends.  Now this section serves as an example of how continuing coverage is just as important for exit strategies (see the INVN section for another example of that), and how many of my best ideas never see public coverage while they are viable.


Updates:
?2 final CQH/CQP distribution?09:36 27-Jul-18
+2 natural gas stock pricing follow-up11:57 30-May-18
+2 CQH fold-in and other natural gas and telecom follow-ups16:15 17-May-18
+1 Schlumberger schedules 2Q18 report and more14:51 16-May-18
+4 CQH, CTL and macro notes09:59 04-May-18
+2 CQP distribution increase10:03 27-Apr-18
+1 gas earnings09:33 22-Feb-18
+2 CQP dividend, UDC agreement and more17:05 23-Jan-18
?2 Fluence now official and more12:02 11-Jan-18
+1 BGC cleared as an OTF and MTF and more17:35 28-Dec-17
+2 CQH OMIB and year end notes23:15 23-Dec-17
?3 year end energy update08:29 21-Dec-17
+4 SLB, AES and new natural gas picks02:25 01-Dec-17