MLPs to Avoid
How can you tell which midstream MLPs are worth holding and which positions are worth folding?
The Risks as We See Them
Examining what drove the recent correction in master limited partnerships can help us to identify the pockets of risk and the best-positioned names for when the market returns to its senses and focuses on individual stories.
Changes to the MLP Portfolio
We’ve opted to trim some of the fat from our MLP Portfolio, selling names that look like dead money to raise dry powder for the once-in-a-lifetime buying opportunity that should emerge down the road.
Revisiting Our Hedges and Best Buys
Forget what you’ve heard in the mainstream media. Trends in the futures market, elevated inventories, resilient US production and the likely end of sanctions against Iran in 2016 set the stage for further near-term downside in oil prices and an environment where price realizations remain lower for longer.
The Shipping News: LNG Overview
The market for LNG tankers looks oversupplied for at least the next two years. Nevertheless, the space offers some attractive opportunities for discriminating investors.
MLP Strategy Update
Here’s our updated MLP strategy, which highlights the best pockets of opportunity and areas of higher risk.
Ship Shape: Floating Pipelines
The marine-transport segment of the MLP universe offers robust yields for conservative and aggressive investors alike. Here are two of our favorites.
MLP Portfolio in Review
Here are our updated takes on our MLP Portfolio holdings, based on their first-quarter results and our discussions with their management teams at the National Association for Publicly Traded Partnerships’ recent investor conference.
Key Takeaways from the NAPTP’s MLP Investor Conference
We attended the National Association of Publicly Traded Partnerships’ MLP Investor Conference and lived to tell the tale. Here are some of our key takeaways from the most important event of the year for MLP investors
Hunting for MLP Value Plays
We’ll be looking for value at the NAPTP’s annual MLP investor conference.
Live Chat with
Elliott and Roger on May. 26, 2021
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Producers and Drillers
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLPs and Midstream
Our assessment of every energy-related master limited partnership.
International Coverage
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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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