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Investing Topics: Dividend Stocks

International Update

Our International Portfolio has fared well since its inception, with our conservative allocation generating a total return of 31.3 percent and our aggressive strategy overcoming an unprofitable bet on Just Energy (TSX: JE, NYSE: JE) to post a 12.4 percent gain. Seven of our picks have posted total returns of more than 30 percent. We round up the highlights from their second-quarter results and add a new name to our International Coverage Universe.

Making Sense of the Marcellus Shale’s Midstream Madness

The stakes are high for the masters of midstream, particularly in the Northeast where surging output of natural gas has overwhelmed local demand and existing takeaway capacity, depressing the prices at Pennsylvania’s Leidy Hub relative to the Henry Hub in Louisiana.

Q2 in Review: Aggressive MLP Portfolio

Our Aggressive MLP Portfolio has delivered a total return that's on par with the Alerian MLP Index, as the big gains posted by our turnaround picks have been offset by higher-yielding fare that has lagged the market.

Q2 in Review: Conservative MLP Portfolio

Our Conservative MLP Portfolio has delivered an average total return of 29.2 percent since its inception in mid-November 2013, outperforming the 23.8 percent return generated by the Alerian MLP Index. Here's our assessment of each holding's second-quarter results and our updated outlook for their future prospects.

More Thoughts on the Kinder Morgan Mega-Deal and Its Implications

Rather than regarding Kinder Morgan Inc.’s consolidation of its associated limited partnerships as a referendum on the MLP structure or the end of an era, investors should regard this move as a fresh start for the midstream giant--an opportunity to reshape itself to meet the demands of the marketplace and competitive environment.

Enterprise Products Partners LP: Great Company, Not a Great Stock

Enterprise Products Partners LP boasts one of the strongest balance sheets and growth prospects in the MLP universe. However, a frothy valuation means that investors should stand aside and wait for a pullback before adding to or establishing a position in the name.

  • Live Chat with

    Elliott and Roger on Sep. 30, 2014

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Coverage Universe

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLP Ratings

      Our assessment of every energy-related master limited partnership.

    • International Coverage Universe

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor