Takeover Talk in the MLP Space
In recent years, mergers and acquisitions activity has driven outperformance in the MLP space. We live by a hard and fast rule when it comes to investing in potential takeover targets: The stock in question must have other upside drivers to provide a degree of protection if the expected transaction never comes to fruition.
Thoughts on the NAPTP’s Annual MLP Investor Conference
Last week, the Energy & Income Advisor team attended the National Association of Publicly Traded Partnerships’ (NAPTP) annual MLP Investor Conference in Ponte Vedra, Fla. Here are our takeaways.
Energy Takeout Menu, Part 2
Roger Conrad highlights his top takeover picks in the energy patch.
Sketching the International Scene
All of our International Portfolio holdings have reported quarterly results, with only Just Energy Group (TSX: JE, NYSE: JE) failing to meet or exceed its internal guidance.
05/14/14: A Second(ary) Chance to Buy
This MLP Portfolio holding sold off after the company announced a secondary offering of units. Investors should regard this pullback as a buying opportunity.
MLP Mania
The National Association of Publicly Traded Partnerships’ annual MLP Investor Conference is just around the corner. Get excited.
MLP Valuations: The High End of the Spectrum
Combined with an understanding of an MLP’s underlying business and growth prospects, valuation can help you decide which publicly traded partnerships to add to your portfolio.
A Look at MLP Valuations
Combined with an understanding of an MLP’s underlying business and growth prospects, valuation can help you decide which publicly traded partnerships to add to your portfolio.
Canada’s LNG Potential
Investors looking to profit from Canadian LNG exports today should curb their expectations and focus on names that offer near-term upside, as well as exposure to this longer-term opportunity.
Betting on US Energy Exports
Given the expenses, uncertainties and extended timelines associated with building liquefaction infrastructure, our inclination is to steer clear of pure plays on LNG exports. We prefer names that offer exposure to this trend but also stand to benefit from other upside drivers in the near term.
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Live Chat with
Elliott and Roger on Apr. 26, 2018
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