Electric Vehicles: Best Investment Ideas for the Transition
We run through a number of industries with leverage to the electricification of transportation, highlighting potential pitfalls for investors to avoid and the businesses that offer the most near-term upside.
Electic Vehicles: Focus on the Pie on Your Plate, Not the Pie in the Sky
In picking stocks with exposure to electric vehicles, we aim to identify names that also offer leverage to near-term upside catalysts.
Too Much of a Good Thing: WTI-Midland Trades at a Discount to the Gulf Coast
Surging oil production from the Permian Basin and insufficient takeaway capacity means that West Texas Intermediate delivered to Midland, Texas, trades at a widening discount to Brent and Light Louisiana Sweet crude oils. We examine how long this arbitrage opportunity could last and which energy companies stand to benefit.
Three Deals a Week: Key Takeaways from Recent Acquisitions in the Energy Sector
The past week brought a bumper crop of acquisitions involving publicly traded energy companies, sparking scuttlebutt about a resurrection in M&A activity in the sector—a welcome upside catalyst that could help to bring generalists back to the space.
Love Among The Ruins? The Prospects For MLP M&A
What does Energy Transfer Equity LP’s rejected takeover offer for NuStar GP Holdings LLC tell us about the prospects for mergers and acquisitions in the MLP space?
Why Master Limited Partnerships Are Issuing More Bonds and Preferred Stock
Equity issuance by master limited partnerships (MLP) has fallen off a cliff this year, but these names have stepped up their sales of bonds and preferred units.
Why Nontraditional Master Limited Partnerships Have Outperformed in 2018
A lack of market depth means that some of the highest-quality master limited partnerships have struggled to gain traction this year, helpting to explain why many of this year’s top performers come from off the beaten path.
US Shale Operators: Showing Restraint, Or Encountering Constraints?
In the past, we’ve argued (correctly) that market participants and investors who bet against the resilience and potential upside in US oil production do so at their own peril. However, with the market now accustomed to these upside surprises, investors shouldn’t overlook the potential constraints on US production growth.
NuStar Energy LP Brings the Pain, But We Remain Selectively Bullish on MLPs
NuStar Energy LP’s 45 percent distribution cut provides yet another sign of the changing of guard underway in the midstream industry. That said, amid all this pain, we remain selectively bullish on master limited partnerships.
Narrowing Our Focus
We narrow our Focus List and dig deep into our picks’ fourth-quarter results to kick the tires on our investment theses.
 |
|||
 |
 |
 |
|
 |
|||
 |
 |
||
 |
|
|
|
Live Chat with
Elliott and Roger on Apr. 26, 2018
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