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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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3 views
I rate NML a buy due to its 7.96% yield, 10.57% NAV discount, and strong exposure to stable midstream energy assets. The fund's concentrated portfolio, low leverage, and outperformance versus AMLP and the S&P 500 highlight management's skill and risk control. Current geopolitical tensions, especially in Iran, could boost U.S. oil demand, benefiting NML's holdings despite expected volatility.
