Investing Topics: Master Limited Partnerships

Portfolio Clean-Up

By Elliott H. Gue on Jan. 10, 2018

Continued market strength makes dips an opportunity to buy on the long side. However, sector and company specific developments lead us to sell a couple Wealth Builders Portfolio members and add one.

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.

The Long View: Economics Favor Stacked Energy Plays

By Elliott H. Gue on Nov. 20, 2017

Although our outlook for oil prices and the US energy patch favors an overweight position in core midstream holdings, nimble investors can generate alpha in upstream names by buying when oil prices retreat to the low end of their range and taking some profits off the table when they recover.

One Upgrade, One Downgrade

By Elliott H. Gue on Nov. 10, 2017

Energy stocks have lagged the rally in oil prices, suggesting that the sector could be due to play catch-up. We upgrade one pick and downgrade another.

The Discipline of Steel

By Roger S. Conrad on Nov. 9, 2017

Third-quarter earnings season is in full swing. One of our favorite utility stocks earns a higher buy target, while our two master limited partnerships (MLP) continue to generate excess cash flow, enabling them to reduce their reliance on the equity market for fresh capital.

10/13/17: Slowing But Still Growing

By Roger S. Conrad on Oct. 13, 2017

Enterprise Products Partners LP's decision to slow its rate of distribution growth comes from a position of strength.

Macro Income Talk

By Roger S. Conrad on Oct. 11, 2017

What could take utility stocks down a peg? At the end of the day, a rotation out of dividend-paying stocks could pose the biggest risk. These realities mean that active investors should stay disciplined and be nimble; volatility creates pain—and opportunities.

INVESTING EXPERTS

Elliott H. Gue

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Roger S. Conrad

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Yiannis G. Mostrous

Editor: Capitalist Times

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Investing Topics: Master Limited Partnerships

Portfolio Clean-Up

A Changing of the Guard in Midstream MLPs

The Long View: Economics Favor Stacked Energy Plays

One Upgrade, One Downgrade

The Discipline of Steel

10/13/17: Slowing But Still Growing

Macro Income Talk

Reviewing Midstream Energy IPOs

Ordering from the Value Menu

Catalysts for Growth, Part 2

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous