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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  Consequently, this section is no longer updated and will go public at some point.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:
+4 CQH, CTL and macro notes09:59 04-May-18
+4 SLB, AES and new natural gas picks02:25 01-Dec-17