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Picks, Pans and Takeaways from the 2018 MLP & Energy Infrastructure Conference

By  Elliott H. Gue
Issue No.128 . Jun. 15, 2018

As we have for more than a decade, we attended the 2018 MLP & Energy Infrastructure Conference (MEIC) in late May.

This year, we had the occasion to listen to presentations, participate in breakout sessions and one-on-one conversations with senior management at roughly 30 of the largest midstream energy companies in the US.

This week’s issue of Energy & Income Advisor will follow a slightly different format than usual.

During and following the conference, we compared notes and discussed some of our key questions and takeaways from MEIC.

Many of these discussions were recorded and, in this issue, we present an edited transcript of our conversations surrounding 7 key talking points: General takeaways from MEIC, MLP to corporation conversions, the FERC ruling on cost of service rates, US energy infrastructure bottlenecks, our picks (recommendations) coming out of MEIC, our main pans (stocks to avoid).

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  • Picks, Pans and Takeaways from the 2018 MLP & Energy Infrastructure Conference

    By on Jun. 15, 2018

    General Takeaways from the MLP & Energy Infrastructure Conference (MEIC) Roger Conrad (RC): The first thing I think both of us noticed was how much smaller this year’s event was than last year’s, and certainly than it was four years ago in Jacksonville. That was really the peak of the boom for MLPs and I remember how uncomfortable you and I were then about how popular the sector was.

  • What Drives Performance for Exploration and Production (E&P) Companies?

    By Elliott H. Gue on Jun. 2, 2018

    When I analyze any industry group I like to start by attempting to answer one simple question: What are investors looking for? In other words, it’s crucial to understand which quantitative metrics and/or stock characteristics drive stock market returns over time. Answer that one question and you’ll be well-positioned to select stocks that outperform their peers and the broader market.

  • Portfolio Makeover

    By Peter Staas on May. 21, 2018

    Simplification transactions—where the general partner and limited partnership merge to eliminate incentive distribution rights—have become all the rage among master limited partnerships (MLP). As part of our efforts to make Energy & Income Advisor more user-friendly, we’ve undertaken a simplification push of our own, consolidating the three model portfolios into a single, actively managed strategy that includes specific position sizes.

  • Focus List: Upgrades and Downgrades

    By Peter Staas on May. 21, 2018

    Solid first-quarter results prompted us to increase our buy targets for two of the names on our Focus List. Although the midstream and upstream names on our Focus List have outperformed, we have decided to part ways with one laggard.

  • Q1 Earnings: So Far, So Good for Focus List

    By Peter Staas on Apr. 30, 2018

    First-quarter earnings season has been good to the names on our Focus List.
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      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

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