Market Cap: $1.7 billion Holly Energy Partners ( HEP) specializes in oil and gas logistics. The company operates a system of petroleum product and crude gathering pipelines in Texas, New Mexico, Oklahoma and Utah, distribution terminals in Texas, New Mexico, Arizona, Utah, Idaho, Oklahoma and Washington and refinery tankage in New Mexico, Kansas, Wyoming and Utah. The company fits my theme to a tee. Fundamentally, earnings are expected to rise 18% in 2012 and 6% in 2013. Given what I mentioned about the increasing need for storage and transportation, I believe that the forward 2013 estimates are too conservative. >>7 Dividend Stocks That Want to Pay You More Cash The company, like Calumet Specialty Products, operates as a limited partnership and has a payout of nearly 6% to its shareholders. On a total return basis, shareholders can expect to earn 20% from Holly Energy Partners in 2012.