rconrad
NextEra Energy Partners LP: Built to Last, But High Price May Not
Editor's Note: Roger Conrad and Elliott Gue will share their expertise with investors at the upcoming MoneyShow San Francisco, which will take place Aug. 21 to Aug. 23 at the Hilton Union Square. Roger will give...
06/27/14: Good Stocks on the Rise
Enbridge Energy Partners LP (NYSE: EEP)--Buy<35 Last week, Model and MLP Portfolio holding Enbridge Energy Partners LP (NYSE: EEP) announced changes to its partnership agreement with Canadian pipeline giant Enbridge (NYSE: ENB), which owns a general-partner interest...
Enbridge Energy Partners LP Gets a Little Help from Its Friend
Like the Schedule K-1s that befuddles many investors at tax time, incentive distribution rights (IDR) are a subject that investor relations employees are likely tired of discussing. Although the K-1 is more complicated than the...
Takeover Talk in the MLP Space
Whereas some MLPs can unlock shareholder value with the assistance of their sponsor or self-help measures, three formerly out-of-favor names last year delivered total returns in excess of 100 percent after a third party acquired...
Washington Watch: Why it Pays to be in the Know
You get what you pay for when it comes to investment information. A notable exception: The US Energy Information Administration’s massive statistical treasure trove for all things energy, which is free to anyone with Internet...
Thoughts on the NAPTP’s Annual MLP Investor Conference
At the click of a button, stock screens can sift through tens of thousands of companies by their numbers. Unfortunately, these eminently useful tools fail to consider a key intangible: quality of management. Last week,...
Energy Takeout Menu, Part 2
Newalta Corp (TSX: NAL, OTC: NWLTF) Drilling for oil and gas produces environmental contaminants, from wastewater to tailings; the more North America grows its energy output, the greater the need to dispose of and/or recycle...
Sketching the International Scene
All of our International Portfolio holdings have reported quarterly results, with only Just Energy Group (TSX: JE, NYSE: JE) failing to meet or exceed its internal guidance. (See Just Energy Disappoints, But Will It Self-Destruct?)...
05/18/14: Just Energy Disappoints, But Will It Self-Destruct?
When a company reports disappointing quarterly, management can expect a grilling during the subsequent conference call. However, Q-and-A portion of high-risk International Energy Portfolio holding Just Energy’s (TSX: JE, NYSE: JE) earnings call couldn’t have...
MLP Mania
Editor’s Note: The Energy & Income Advisor team will attend the National Association of Publicly Traded Partnerships’ upcoming MLP Investor Day, an annual event where we’ve uncovered some of our best investment ideas in recent years. Over this grueling...
LNG Investment Bible, North American Edition
Editor's Note: We discovered an error in our calculations regarding EV to EBITDA estimates related to Cheniere Energy Partners LP's (NYSE: CQP) anticipated cash flow from its Sabine Pass LNG export facility. Based on the...
Canada’s LNG Potential
Already the world’s third-largest producer of fourth-largest exporter of natural gas, Canada boasts more than 60 trillion cubic feet of conventional reserves and almost 400 trillion cubic feet of shale gas. But unlike in the...
The LNG Investment Bible, International Edition
Investors have an enduring love affair with liquefied natural gas (LNG), likely because of the highly publicized political debate over whether the Dept of Energy would approve proposed export schemes to ship US natural gas...
Australian LNG: Survey and Picks
Over the past 20 years, Australia has doubled its natural-gas output and emerged as the world’s third-largest exporter of liquefied natural gas (LNG). And according to projections from the US Energy Information Administration, Australia will...
And the Winners Are…
The holdings in our model Portfolios posted solid fourth-quarter results and have continued to outperform their benchmarks. Since the MLP Portfolio’s inception on Nov. 15, 2013, our holdings have delivered an average total return of 7.16...
International Portfolio: The Solid Fourth-Quarter Results Continue
In local currency terms, the 20 names in our International Portfolio have returned an average of 11 percent since the strategy’s inception on Nov. 15, 2013--double the gains posted by the S&P/TSX Composite Index and...
02/26/14: Thank You, Barron’s
They’re at it again. In the never-ending quest for page views, Barron’s has returned to a familiar target: Kinder Morgan Inc. (NYSE: KMI) and Kinder Morgan Energy Partners LP (NYSE: KMP). The financial publication’s Feb....
The International Scene
The strong US dollar has made it tough sledding for the stocks in our International Portfolio, though the recent rally in the Canadian dollar has provided a welcome tailwind for our Toronto-listed holdings. However, the...
Earnings Cavalcade
Regardless of developments in global currency markets, the picks in our International Portfolio continue to execute and grow their earnings, putting them on track to deliver robust returns over the long haul. Of the companies...
Keystone XL: Controversy and Opportunity
Editor's Note: At the World MoneyShow Orlando, Roger Conrad recorded two video interviews: one about two of his favorite master limited partnerships and another about Canadian dividend payers. More than five years have passed since TransCanada Corp...
TRENDING TOPICS
Special Deep Dive Year-End Roundtable
Earlier this month, Roger and I released a special Outlook 2019 Issue for Energy & Income Advisor sister publication Deep Dive Investing. It’s a transcript...
12/28/18 Time for Some Year-End Moves
We still smell investor panic in the air. But the trading action of the past couple days is nonetheless encouraging, as the stock market has...
12/28/18 Time for Some Year-End Moves
We still smell investor panic in the air. But the trading action of the past couple days is nonetheless encouraging, as the stock market has...