Master Limited Partnerships Archives

Master Limited Partnerships

A Changing of the Guard in Midstream MLPs

By Roger S. Conrad on Dec. 18, 2017

We understand investors’ pessimism toward MLPs. Including distributions, the Alerian MLP Index has performed poorly this year. Although sentiment toward midstream MLPs remains weak, the doom and gloom gives savvy investors an opportunity to lock in above-average yields on high-quality names that stand to benefit as US onshore oil and gas production takes market share over time.

MLP M&A: Deals, Deals, Deals

By Elliott H. Gue on Oct. 28, 2016

This week brought rush of third-quarter earnings and three acquisitions involving midstream MLPs. Here’s our take on this flurry of deal announcements.

The Canadian Invasion and Other Trends in MLP M&A

By Roger S. Conrad on Sep. 9, 2016

We delve into some the recent trends in mergers and acquisitions involving master limited partnerships and other midstream operators.

Key Quotes from Midstream MLPs’ Second-Quarter Earnings Calls

By Elliott H. Gue on Aug. 28, 2016

Second-quarter earnings season is done and dusted for midstream master limited partners (MLP) that own pipelines, processing and fractionation capacity.

Thoughts from the MLP Association’s Annual Investor Conference

By Elliott H. Gue on Jun. 7, 2016

The Master Limited Partnership (MLP) Association hosted its annual investor conference in Orlando last week and, as always, the Energy & Income Advisor team was on the ground to talk to management teams and fellow investors. Here are some of our bigger-picture takeaways from the event.

A Lesson for MLP Investors from Past Selloffs

By Roger S. Conrad on Jan. 19, 2016

The utility sector's implosion in 2002 and 2003 has some important lessons for MLP investors: Don't panic, focus on fundamentals and add to any high-conviction ideas incrementally.

Key Takeaways from the NAPTP’s MLP Investor Conference

By Roger S. Conrad on May. 30, 2015

We attended the National Association of Publicly Traded Partnerships' MLP Investor Conference and lived to tell the tale. Here are some of our key takeaways from the most important event of the year for MLP investors.

Gearing up for This Year’s Most Important Event for MLP Investors

By Roger S. Conrad on Apr. 13, 2015

The most important event of the year for MLP investors is just around the corner.

Takeover Time in MLP Land

By Roger S. Conrad on Jan. 30, 2015

A number of trends suggest that the MLP space is poised for consolidation. Here's how to play it.

Linn Energy: All the Right Moves, But More Downside to Come

By Elliott H. Gue on Jan. 14, 2015

Despite management's best efforts, there's more downside in store for Linn Energy.