The breadth and depth of Energy & Income Advisor's coverage of the energy sector is unparalleled; the publication covers every link in the energy value chain, from upstream (oil and gas producers) to midstream (pipelines and processing) and downstream (refineries and marketing).
As part of our mission, we track more than 70 dividend-paying Canadian energy stocks and every energy-focused master limited partnership. This holistic approach helps us to identify the best opportunities in the global energy market before the crowds rush in.
In this issue of Energy & Income Advisor, we introduce a new International Energy Portfolio to help investors focus on our favorite dividend-paying stocks in Canada and Australia. We also slim our Focus List to our top ideas.
Despite the recent flurry of mergers and acquisitions announced by Devon Energy Corp (NYSE: DVN), deal flow in the global oil and gas industry has slowed in recent years. In contrast, asset purchases and company takeovers by energy-focused master limited partnerships hit a new high this year and accounted for more than half the transaction value in the US oil and gas industry.
US exports of refined products have soared in recent years, increasing at an average annual rate of 9.7 percent since 2010.
The convergence of Brent and West Texas Intermediate crude oil benchmarks proved fleeting.
Looking at the performance of various segments within the MLP space, upstream (oil and gas producers) and downstream (refiners, fuel wholesalers and petrochemical outfits) operators have fared the worst this year.
We look to commentary from the management teams at Enterprise Products Partners LP and Plains All American Pipeline LP for insights into the direction of North American commodity prices and emerging opportunities throughout the energy value chain.
Will Carl Icahn's activism create long-term value for Transocean's shareholders?
Fear-mongering elements within the financial media have raised the specter of a bubble in energy-focused master limited partnerships. We examine the validity of these claims, highlight some of the bigger-picture risks to the MLP party and emphasize the importance of looking beyond distribution yields to the potential risks and rewards embedded in your portfolio.
Investors should expect the boom in mergers and acquisitions to continue in the MLP patch. We examine the factors driving this trend and highlight a handful of potential takeover candidates.
Prospective investors in a master limited partnership (MLP) must understand how much the general partner receives in incentive distribution rights and the extent to which this cut inhibits or promotes the limited partners' distribution growth.
Elliott and Roger on Nov. 20, 2013
Elliott Gue and Roger Conrad’s top energy stocks.
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.