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Investing Topics: Dividend Stocks

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.

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

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

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      Managing Editor: Capitalist Times and Energy & Income Advisor