Avoid These MLP Value Traps
The prospect of sky-high yields may draw some bargain hunters to hard-hit upstream master limited partnerships; history suggests that there’s more downside to come for these names.
Warren Buffett’s Biggest Mistake: A Warning for “Value” Investors
Warren Buffett’s biggest investment mistake holds an important lesson for investors eyeing value opportunities in the energy sector.
Sand in the Gears: Elevated Downside Risk for High-Flying Proppant Producers
We pounded the sand for Hi-Crush Partners LP in early 2013, when the stock was a high-yielding value play. Today, investors need to take their heads out of the sand and sell.
3 Reasons Why US Natural-Gas Prices Will Remain Low
Unless we stand on the cusp of a new ice age, investors shouldn’t expect a sustainable rally in US natural-gas prices.
Five Myths about SeaDrill That Could Cost You Real Money
SeaDrill has given up 36 percent of its value since the start of September, yet some uninformed market pundits continue to pound the table for the stock. These five myths about SeaDrill could cost you real money.
Making Sense of the Marcellus Shale’s Midstream Madness
The stakes are high for the masters of midstream, particularly in the Northeast where surging output of natural gas has overwhelmed local demand and existing takeaway capacity, depressing the prices at Pennsylvania’s Leidy Hub relative to the Henry Hub in Louisiana.
More Thoughts on the Kinder Morgan Mega-Deal and Its Implications
Rather than regarding Kinder Morgan Inc.’s consolidation of its associated limited partnerships as a referendum on the MLP structure or the end of an era, investors should regard this move as a fresh start for the midstream giant–an opportunity to reshape itself to meet the demands of the marketplace and competitive environment.
Enterprise Products Partners LP: Great Company, Not a Great Stock
Enterprise Products Partners LP boasts one of the strongest balance sheets and growth prospects in the MLP universe. However, a frothy valuation means that investors should stand aside and wait for a pullback before adding to or establishing a position in the name.
Upstream MLPs Search for Scale
Breitburn Energy Partners LP’s recently proposed acquisition of QR Energy LP demonstrates that the search for scale is alive and well among upstream MLPs, as private-equity buyers ratchet up the competition for asset acquisitions.
Coal Still King Despite Would-Be Usurpers
Imagine a future where US coal-fired power plants continue to generate reliable baseload power, while CO2 collected during their operation fuels the shale oil boom.
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Live Chat with
Elliott and Roger on Jun. 29, 2017
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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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Peter Staas
Managing Editor: Capitalist Times and Energy & Income Advisor