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  • Roger S. Conrad

Investing Topics: Midstream

Good Bond Hunting

Although bonds lack the liquidity of equities and require more up-front capital to purchase, income-seeking investors shouldn’t overlook the opportunities in this corner of the energy market. Because bonds have a higher position in the capital structure than stock, a company usually privileges its interest payments over dividends or distributions to investors who own common shares or units.Bondholders also benefit more from dilutive equity issuance than shareholders.

 

MLP Strategy Update

The recent relief rally hasn’t changed our outlook for the MLP space and investment strategy. Despite the severity of the selloff and rapidity of the recovery, even our favorite publicly traded partnerships could find themselves engulfed in another maelstrom of indiscriminate selling. Not only will squeezing out the excesses of the past take time, but a number of headline risks will continue to haunt the space over at least the next 12 months.

 

Get out of My Dreams and into My Portfolio

There’s more pain coming for MLPs in the near term, creating a real buying opportunity for investors with a longer time horizon. To help you out, we’ve created a list of Dream Buy Prices for our favorite MLPs in an effort to take advantage of any panic that might ensue if our forecast pans out and oil prices suffer another leg down.

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  • Live Chat with

    Elliott and Roger on Jun. 29, 2022

  • 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

    • 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