Investing Topics: Gathering & Processing

Midstream IPOs: Rockin’ the Bakken

By Roger S. Conrad on May. 30, 2017

The flow of initial public offerings in the midstream space has slowed significantly since investor demand for master limited partnerships peaked a few years ago. We review the latest MLPs to go public or file initial registration statements with the SEC.

MLP Ratings Update

By Peter Staas on Apr. 21, 2017

In preparation for the MLP Association’s annual investor conference, we went through the exhaustive (and frequently exhausting) process of digging into and updating our comments for all the names in our MLP Ratings table.

Focus On The Permania

By Peter Staas on Apr. 21, 2017

The latest additions to the Energy & Income Advisor Focus List have lagged of late, primarily because of the selloff in West Texas Intermediate crude oil. In light of these recent market moves, we we revisit our outlook and investment strategy.

Deal Flow Accelerates In Cotton Valley And Haynesville Shale

By Peter Staas on Mar. 22, 2017

Enterprise Products Partners LP’s acquisition of Azure Midstream Partners LP’s gas-gathering and -processing assets marked the latest in a series of deals involving assets in the resurgent Haynesville Shale and the emerging Cotton Valley play. We explore what it all means and whether it’s worth placing a bet.

Focus Up

By Elliott H. Gue on Feb. 22, 2017

Our Focus List has continued to outperform the S&P 500 Energy Index over equivalent holding periods. Note that we have dropped MPLX LP (NYSE: MPLX) from the Focus List after the stock gained more than 25 percent since early December and traded above our value-based buy target for more than a month.

Portfolios & Ratings