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 reversed big intra-day selloffs to finish higher.
Antero Merging, Adding Peyto, Staying with Noble
Antero Midstream Partners‘ (NYSE: AM) merger with its general partner is the latest “simplification deal in the MLP sector.
Inside Dominion’s Offer
Dominion Energy‘s (NYSE: D) offer could do a lot to resolve uncertainty surrounding Dominion Midstream Partners LP‘s (NYSE: DM) future.
Endangered Dividends List: Heed This Early Warning System
Last week, two more members of our Energy and Income Advisor Endangered Dividends List cut distributions. We strongly suspect they won’t be the last to do so before second quarter earnings reporting season is over.
Forget Oil Prices, Focus on Differentials
Over the past two weeks the big story in energy markets has been oil price differentials, which was a major theme at this year’s MLP and Energy Infrastructure Conference (MEIC) conference. However, scratch beneath the surface and there’s a lot more going on.
Will Rising OPEC-Plus Output End the Energy Rally?
You can learn a lot about an industry by listening to earnings conference calls, digging into the quarterly numbers and financial results, but there’s no substitute for boots-on-the-ground research.
Why Energy Investors Shouldn’t Panic about Recent Weakness in Oil Prices
The potential for OPEC to scale back its production agreement doesn’t spell doom for oil prices.
Electric Vehicles: No Love for Automakers or Battery Manufacturers
Automakers and battery manufacturers aren’t the best options for investors seeking to profit from electric vehicles.
Prepping for the MLP Association’s Annual Investor Conference
The recent rally in oil prices has helped the exploration and production companies on our Focus List to catch up with the commodity. However, we continue to find favorable risk-reward propositions in the midstream space as we prepare for the MLP Association’s annual investor conference.
This Week in Master Limited Partnerships: Deals and Distribution Cuts
This weeks’ earnings announcements and conference calls highlighted the likelihood of further consolidation in the MLP space.
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Live Chat with
Elliott and Roger on Jan. 29, 2019
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
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor