The amount of information that comes at investors during earnings season, frankly, can be overwhelming. But skimming the earnings statement and skipping the conference call means you may be missing out on some color from the best and brightest CEOs. In this video, contributor Aimee Duffy takes a look at a comment Plains All American Pipeline (NYSE:PAA) CEO Greg Armstrong made about the oil-by-rail movement on his earnings call. 

Investors know that midstream master limited partnerships have been scrambling to build out their rail assets as producers favored shipping via rail over pipeline in some plays. Enbridge Energy Partners (NYSE:EEP), for example, was one MLP that really took it on the chin in past quarters when producers abandoned the pipeline, but things are beginning to shift yet again and Enbridge's third quarter numbers may surprise you. Does Armstrong's statement square with Enbridge's performance? You can find out in the video below.