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Investing Topics: Dividend Stocks

Foresight Energy LP: On The Sidelines Until Export Market Improves

Foresight Energy Partners is the first coal producer to go public as an MLP since the inauspicious debuts of Oxford Resource Partners LP (NYSE: OXF) and Rhino Resource Partners LP (NYSE: RNO) in fall 2012. We dig into whether this newly listed MLP is up to snuff.

Viper Energy Partners LP: Mineral Rights Gain Momentum

Viper Energy Partners owns mineral rights that entitle the MLP to an average 21.4 percent royalty interest in 14,804 gross acres in the northwest portion of Midland County, an area that’s prospective for multiple oil-bearing payzones that occur at various depths. 

Four Takeaways from the Year’s Biggest Acquisition in the Energy Patch

On June 16, 2014, Williams Companies announced an agreement to acquire Global Infrastructure Partners’ 50 percent general-partner interest and 27 percent equity interest in Access Midstream Partners LP for $5.995 billion. We examine four key takeaways from this deal for MLP investors. 

06/27/14: Good Stocks on the Rise

We review some of the emerging themes in Canada and Australia's energy industries, raise our buy targets on several names in our International Portfolio and swap one laggard for a long-term winner that could benefit from a near-term upside catalyst.

V-MLPs: A Refined View

Three of the 10 publicly traded partnerships that pay variable distributions own and operate small refineries and related assets. Although these stocks were hot commodities when they first went public, investors' interest cooled after crack spreads narrowed and distributions shrank rapidly. But there's opportunity in this space for investors with a nose for value and special situations.

The Art of Bottom Fishing

With an eye toward value and capital preservation, we prefer to focus on potential turnaround stories where distribution growth has slowed or stalled, but the payout doesn’t appear to be under threat. At the same time, management must have a credible plan to restore the MLP’s fortunes and exceed the market’s low expectations. 

  • Live Chat with

    Elliott and Roger on Jun. 26, 2014

  • Portfolios & Ratings

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    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