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  • Roger S. Conrad

Investing Topics: Marcellus Shale

Q2 in Review: Aggressive MLP Portfolio

Our Aggressive MLP Portfolio has delivered a total return that’s on par with the Alerian MLP Index, as the big gains posted by our turnaround picks have been offset by higher-yielding fare that has lagged the market.

Robust Injections Validate Our Call for Retrenchment in US Natural-Gas Prices

Far too many investors and commentators mistook  last winter’s surge in natural-gas prices as the start of a durable rally. But unless last winter marked the onset of a new ice age, the underlying supply and demand trends that prevailed before the polar vortex were always going to win out.

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.

Four Takeaways from the Year’s Biggest Acquisition in the Energy Patch

On June 16, 2014, Williams Companies announced an agreement to acquire Global Infrastructure Partners’ 50 percent general-partner interest and 27 percent equity interest in Access Midstream Partners LP for $5.995 billion. We examine four key takeaways from this deal for MLP investors. 

Mighty Marcellus Shale Overwhelms Takeaway Capacity

The Marcellus Shale is a prolific, gas-producing formation in Pennsylvania and West Virginia, where robust drilling activity has driven huge production growth. But rising output has started to overwhelm local demand, pressuring smaller operators and increasing demand for new takeaway capacity.

06/18/14: Three Portfolio Holdings (WMB, WPZ and ACMP) Walk into a Deal

Model Portfolio holding Williams Companies (NYSE: WMB) on June 16 announced an agreement to acquire Global Infrastructure Partners’ 50 percent general-partner interest and 27 percent equity interest in MLP Portfolio holding Access Midstream Partners LP (NYSE: ACMP) for $5.995 billion. At the same time, a second transaction was proposed: the merger of Williams Partners LP (NYSE: WPZ) and Access Midstream Partners.

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.

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    Elliott and Roger on Sep. 27, 2019

  • Portfolios & Ratings

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      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

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      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