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Permania And MLP Madness

By  Elliott H. Gue
Issue No.103 . Apr. 21, 2017

The Energy & Income Advisor team has recovered from the DUG Permian Basin conference, which we attended in Fort Worth, Texas. Readers can find our top takeaways and best investment ideas from the event in the slide deck and video presentation that we put together earlier this month.

As we mentioned in our presentation, we left the conference impressed with the quality of the stacked resource base in the Delaware and Midland basins, plays that we expect to continue to take market share over the long run because of their superior economics and ample midstream infrastructure. Our Focus List and Model Portfolios include a number of names that offer exposure to this growth story, though we prefer the midstream segment in the current environment.

With the DUG Permian Basin Conference done and dusted, our focus shifts to first-quarter earnings season and the MLP Association’s annual investor conference—an event that gives us an opportunity to put management teams through their paces and talk shop with analysts and portfolio managers. Historically, this conference has produced a good crop of investment ideas.

In preparation for earnings season and this event, we went through the exhaustive (and frequently exhausting) process of updating our comments for all the names in our MLP Ratings table. For your convenience, we have appended the results to the PDF of this issue.

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  • MLP Ratings Update

    By Roger S. Conrad on Apr. 21, 2017

    In preparation for the MLP Association's annual investor conference, we went through the exhaustive (and frequently exhausting) process of digging into and updating our comments for all the names in our MLP Ratings table.

  • Focus On The Permania

    By Elliott H. Gue on Apr. 21, 2017

    The latest additions to the Energy & Income Advisor Focus List have lagged of late, primarily because of the selloff in West Texas Intermediate crude oil. In light of these recent market moves, we we revisit our outlook and investment strategy.

  • Highlights From The International Portfolio And Coverage Universe

    By Roger S. Conrad on Mar. 27, 2017

    The International Portfolio’s conservative sleeve posted an average total return of 24.2 percent in 2016, while our aggressive picks gained an average of 48.9 percent. Their fortunes have reversed this year: Our conservative holdings have gained an average of 4.9 percent, while our aggressive picks have lost 5.2 percent. This shift reflects investors taking a risk-off approach after last year’s big run-up in commodity-sensitive names. We highlight some of our favorite international stocks for conservative investors as well as a few interesting speculations.

  • Consolidation in Canada's Oil Sands

    By Roger S. Conrad on Mar. 24, 2017

    Industry consolidation and recent pipeline approvals are encouraging developments for Canada's oil-sands operators, but investors should continue to focus on quality and only buy when the price is right.

  • Alberta's Power Play Creates Longer-Term Opportunities

    By Roger S. Conrad on Mar. 23, 2017

    Alberta plans to shut down all its coal-fired power plants 2030, an ambitious target that will be a huge adjustment for a province that historically has relied on this thermal fuel to generate more than half of its electricity. Albeit daunting, this transition creates a massive longer-term opportunity for some of the holdings in our International Portfolio.

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    Elliott and Roger on Mar. 30, 2017

  • 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