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Investing Topics: Midstream Operators

Avoid Complacency: Challenges and Opportunities in the MLP Space

Investors shouldn’t gloss over the emerging challenges in the MLP space. Instead, focus on the names that are best-positioned to deal with these headwinds and continue to build wealth for their unitholders.

IPO Analysis: Columbia Pipeline Partners LP (NYSE: CPPL)

Columbia Pipeline Partners LP’s (NYSE CPPL) initial asset base comprises midstream infrastructure accumulated by NiSource (NYSE: NI) when the utility industry consolidated in the 1990s. We highlight our favorite way to add exposure to this growth story.

Midstream Madness

Midstream names have regained a good chunk of their losses over the past few days, but investors still have questions about the extent to which the recent retrenchment in crude-oil prices will affect their growth prospects. We highlight our favorites.

International Update

Our International Portfolio has fared well since its inception, with our conservative allocation generating a total return of 31.3 percent and our aggressive strategy overcoming an unprofitable bet on Just Energy (TSX: JE, NYSE: JE) to post a 12.4 percent gain. Seven of our picks have posted total returns of more than 30 percent. We round up the highlights from their second-quarter results and add a new name to our International Coverage Universe.

Making Sense of the Marcellus Shale’s Midstream Madness

The stakes are high for the masters of midstream, particularly in the Northeast where surging output of natural gas has overwhelmed local demand and existing takeaway capacity, depressing the prices at Pennsylvania’s Leidy Hub relative to the Henry Hub in Louisiana.

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    Experts

    • Roger S. Conrad

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

    • Elliott H. Gue

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

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor