Focus List Update: Underweight Upstream Pays Off, But Midstream Pulls Back
With the exception of Algonquin Power & Utilities Corp (TSX: AQN, NYSE: AQN), the names on our Focus List have pulled back over the past few weeks, though they have still outperformed the S&P 500 Energy Index.
On The Record: Key Quotes From Midstream MLPs’ Fourth-Quarter Earnings Calls
While reading through transcripts of master limited partnerships’ fourth-quarter earnings calls, we compiled a series of quotes from management teams that provide insight into some of the macro trends that will continue to drive returns and opportunities in the space.
Let’s Get Cracking: Playing The US Petrochemical Boom
A wave of incremental ethane cracking capacity sited on the US Gulf Coast will come onstream over the next several years. We examine the implications and the best ways for investors to profit.
Enterprise Products Partners LP: Great Company, Not a Great Stock
Enterprise Products Partners LP boasts one of the strongest balance sheets and growth prospects in the MLP universe. However, a frothy valuation means that investors should stand aside and wait for a pullback before adding to or establishing a position in the name.
Three Forthcoming MLP IPOs to Buy
In addition to the seven energy-related MLPs that have completed their initial public offerings thus far in 2014, eight prospective publicly traded partnerships have filed their initial registration statements with the Securities and Exchange Commission (SEC). Three of these names stand out as good bets for investors.
Commodity Price Outlook for 2014
The past year brought its fair share of volatility to North American energy markets. Here’s our take on what’s in store for 2014 and how to position your portfolio.
Blue-Chip MLPs’ Outlook for North American Energy Markets
We look to commentary from the management teams at Enterprise Products Partners LP and Plains All American Pipeline LP for insights into the direction of North American commodity prices and emerging opportunities throughout the energy value chain.
NGL Price Update: The Lighter End of the Barrel
Although US ethane prices likely will remain depressed for at least the next three years, the price of propane has staged a comeback since the end of the second quarter.
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor