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  • Roger S. Conrad

Permania And MLP Madness

By Elliott H. Gue on Apr. 21, 2017

The Energy & Income Advisor team has recovered from the DUG Permian Basin conference, which we attended in Fort Worth, Texas. Readers can find our top takeaways and best investment ideas from the event in the slide deck and video presentation that we put together earlier this month.

As we mentioned in our presentation, we left the conference impressed with the quality of the stacked resource base in the Delaware and Midland basins, plays that we expect to continue to take market share over the long run because of their superior economics and ample midstream infrastructure. Our Focus List and Model Portfolios include a number of names that offer exposure to this growth story, though we prefer the midstream segment in the current environment.

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 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.

Energy & Income Advisor

Your complete guide to energy investing, from growth stocks to high-yielders.

In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.

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  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Producers and Drillers

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLPs and Midstream

      Our assessment of every energy-related master limited partnership.

    • International Coverage

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor