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MLP Ratings Update

By Peter Staas on Apr. 21, 2017

With the DUG Permian Basin Conference done and dusted, our focus shifts to first-quarter earnings season and the MLP Association’s annual investor conference—an event that gives us an opportunity to put management teams through their paces and talk shop with analysts and portfolio managers. Historically, this conference has produced a good crop of investment ideas.

In preparation for earnings season and this event, we went through the exhaustive (and frequently exhausting) process of digging into and updating our comments for all the names in our MLP Ratings table. For your convenience, we have appended the results to the PDF of this issue.

The majority of the master limited partnerships (MLP) that we cover appear to have put themselves on a sustainable path, though some names still need time to bring their leverage in check.

A number of midstream partnerships called for throughput on their systems to ramp up in the back half of the year, with the out-of-favor Haynesville Shale and Eagle Ford Shale potentially positioned to surprise to the upside.

A number of midstream MLPs also called for a return to distribution growth in 2018, so delivering on these expectations in the back half of this year will be critical.

This process also uncovered a few near-term trading opportunities that could be of interest to aggressive investors.

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