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Remember when energy prices collapsed in late 2008 and early 2009? Investors who heeded our call to load up on our favorite master limited partnerships (MLP) and other energy stocks during this epic dip made out like bandits.

This time it’s different. Whereas frenzied drilling activity in unconventional oil and gas plays drove huge upside for savvy investors over the subsequent years, the shale revolution has dramatically increased spare production capacity.

Instead of betting on a return to the old normal, investors should position their portfolios for the new normal, a period of overcapacity in the services industry and increasing competition between basins and producers for market share. The winners will boast low production costs and solid balance sheets.

Instead of buying the dip indiscriminately, focus on the names in our conservative portfolio, especially the stocks with a heart next to them–those are our best buys in today’s market.

In this issue, we finish our survey of the highest-yielding MLPs and uncover a gem or two amid the rubble.

Next Issue Date : Mar. 16, 2015View Past Issues

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    Elliott and Roger on Mar. 3, 2015

  • 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