rconrad
Gearing up for This Year’s Most Important Event for MLP Investors
An event horizon is the point of no return. For astronomers, this occurs when the gravitational pull of a black hole becomes too great to escape. Whitewater rafters might recognize the event horizon as the...
The Nuts and Bolts of Renewable Energy
(Click Table to enlarge.) As far as many investors are concerned, companies that manufacture the components used in wind- and solar-power installations are the best way to profit from the rising adoption of renewable energy—a...
The Renewable-Energy Investment Bible
Editor's Note: Elliott Gue and Roger Conrad will host the Energy & Income Advisor's next Live Chat on April 7, 2015, at 2:00 p.m. ET. This is your opportunity to ask questions about the latest developments in the economy...
Fiddling on the Roof: How to Play the Boom in Distributed Solar Power
In the 1990s, Enron executives sold analysts, regulators and investors on the idea that profitable competitive retailers would come to dominate electricity markets. I’ll never forget attending a speech by the company’s enigmatic CEO Jeff...
An Inconvenient Truth: Clean Energy and Politics
The world can’t run on wind and solar power alone, at least not yet—that’s the inconvenient truth renewable-energy developers rarely acknowledge in their press releases and investor presentations. Their hesitation is understandable. Since President Jimmy...
Storage Warriors and Transmission Kings
In early February, I attended the fifth annual ARPA-E Energy Innovation Summit in Washington, DC, where university researchers and small and large corporations convened to highlight the latest energy-related technologies and advances. This event gives...
Talkin’ ’bout Green Generation
Yieldcos: The MLP's Second Cousin Over the past few years, the universe of energy-focused master limited partnerships (MLP) has expanded significantly through a bumper crop of initial public offerings (IPO). These MLPs took advantage of...
03/27/15: Northern Exposure
Editor's Note: We have updated our International Portfolio and International Coverage Universe to display stock prices and total returns in US dollars, as opposed to their local currencies. Canadian and Australian energy stocks have struggled...
Go Big or Go Home
The prevailing weakness and uncertainty in the energy sector favors blue-chip master limited partnerships that own indispensible infrastructure to transport hydrocarbons to various end-markets. These backbone systems, which collect volumes from a wider area, entail...
Hunting Big Yields in the Energy Patch — Part 2
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...
High-Yield MLPs: The Good, the Bad and the Ugly — Part 2
With more than two dozen non-upstream MLPs yielding more than 8 percent, many investors who followed our leading during the bloodbath of 2008-09 wonder whether they should buy the dip. We kick the tires on...
First Solar and SunPower’s Yieldco: Building Value or Cashing Out?
Editor's Note: Be sure to check out Roger Conrad's recent appearance on Chuck Jaffe's Moneylife Podcast. Download the episode here. The plunge in oil and gas prices has tarnished the appeal of master limited partnerships...
Fourth-Quarter Results from Canada’s Energy Patch
Oil and gas producers worldwide have felt the sting from lower energy prices. Although much of the media attention has focused on the US companies spearheading the shale revolution, their counterparts north of the border...
Canadian and Australian Coverage Universe
Here are the more than 80 Australian and Canadian stocks that we follow in Energy & Income Advisor's International Coverage Universe. Acadian Timber Corp (TSX: ADN, OTC: ACAZF) ACTIVEnergy Income Fund (TSX: AEU-U, OTC: ATVYF)...
02/19/15: News from the Great White North
We've updated our ratings and comments on the more than 90 Canadian and Australian equities in our International Coverage Universe. Here are a few bigger-picture takeaways from this exercise: Canadian and Australian companies continue to...
Hunting Big Yields in the Energy Patch
Over the past several years, the stock market has rewarded investors who bought the dips in the energy sector. These fond memories and perceived low valuations have prompted many bargain-seeking investors to allocate capital to...
High-Yield MLPs: The Good, the Bad and the Ugly — Part 1
With more than two dozen non-upstream MLPs yielding more than 8 percent, many investors who followed our leading during the bloodbath of 2008-09 wonder whether they should buy the dip. We kick the tires on...
Takeover Time in MLP Land
Let’s start with the good news: Oil’s more than $60 a barrel drop since summer 2014 shouldn’t ding fourth-quarter results for best-in-class midstream companies. Kinder Morgan’s (NYSE: KMI) fourth-quarter earnings underscore this point. The midstream...
Avoid Complacency: Challenges and Opportunities in the MLP Space
Roughly six months have passed since crude-oil prices began their epic decline, triggering a corresponding selloff in the energy patch and making the sector the worst performer in the S&P 500 last year. Market segments...
Under the Microscope: Conservative MLP Portfolio
The stocks in our Conservative MLP Portfolio have held up reasonably well, despite the downdraft in energy prices. Many of the blue-chip master limited partnerships in this Portfolio remain our top picks in the current...
TRENDING TOPICS
04/18/19 Takeaways from Kinder Morgan’s Earnings: Midstream Still Ripe for Picking
Kinder Morgan Inc (NYSE: KMI) kicked off first quarter earnings reporting season for US midstream last night. The highlights: 10 percent growth in distributable cash...
Mega-Deal: Chevron Buys Anadarko
This morning, integrated oil giant Chevron (NYSE: CVX) announced a deal to acquire Anadarko (NYSE: APC) in a cash and stock transaction. Under the terms...
Amerigas Gets an Offer, and We May Accept
As it turns out, we won’t have to wait until earnings reports and guidance calls to find out the results of UGI Corp’s (NYSE: UGI)...
There’s Still Life in MLPs
On August 29, 2014, the Alerian MLP Index hit an all-time high of 540 and change. Fueled by the US shale oil and gas boom,...