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.
Narrowing Our Focus
We narrow our Focus List and dig deep into our picks’ fourth-quarter results to kick the tires on our investment theses.
Canada’s Comeback
Canadian energy stocks have rallied hard with oil and gas prices, but investors should remain cautious, stick with our strategy and focus on high-quality names.
The Conservative Party: A Show of Strength from Lower-Risk MLPs
Our favorite conservative MLPs posted fourth-quarter results that demonstrate their staying power and growth prospects.
Oil Prices, Production Volumes and MLP Investment Strategy
The most recent issue of Energy & Income Advisor, Dusting off the Crystal Ball, laid out our outlook for the stock market, the US economy and the prices of oil, natural gas and natural gas liquids (NGL) over the coming year. These views shape our strategy for investing in master limited partnerships (MLP) in the near term and for the long haul.
MLP Equity Issuance: Past and Present
Overall equity issued by energy-focused master limited partnerships (MLP) declined by 58 percent last year; we expect this trend to continue in 2016.
Get out of My Dreams and into My Portfolio
There’s more pain coming for MLPs in the near term, creating a real buying opportunity for investors with a longer time horizon. To help you out, we’ve created a list of Dream Buy Prices for our favorite MLPs in an effort to take advantage of any panic that might ensue if our forecast pans out and oil prices suffer another leg down.
MLPs to Avoid
How can you tell which midstream MLPs are worth holding and which positions are worth folding?
The Risks as We See Them
Examining what drove the recent correction in master limited partnerships can help us to identify the pockets of risk and the best-positioned names for when the market returns to its senses and focuses on individual stories.
Changes to the International Portfolio
We expect even the hardest-hit International Portfolio holdings to survive the current down-cycle. However, we have concerns about how long this recovery might take; in some instances, we’re be better off taking a loss and re-allocating capital to stocks that stand a better chance of making money over the next few years.
 |
|||
 |
 |
 |
|
 |
|||
 |
 |
||
 |
|
|
|
Live Chat with
Elliott and Roger on Oct. 29, 2019
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