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Investing Topics: MLPs

Profit from General Knowledge

Income-seeking investors should consider the universe of pure-play general partners, a niche segment that comprises 12 names–six corporations and six publicly traded partnerships or limited liability companies. Although these names generally sport lower yields than the limited partnerships they manage, their superior distribution growth can generate impressive total returns. 

Focus on Undervalued Distribution Growth

Despite a challenging year for ethane and propane prices, this midstream MLP still managed to meet its target for double-digit distribution growth. With the price of these natural gas liquids bottoming out and an impressive slate of expansion projects on the horizon, the latest addition to our Focus List should deliver distribution growth of 10 percent to 12 percent in 2013.

Strategy Session

With the stock market due for a 10 percent to 15 percent pullback after its extended rally (the topic of my recent appearance on CNBC), we’ve opted to book gains on some of the stocks in our Focus List. As a replacement, we highlight an undervalued name that has the scope to grow its quarterly payout by at least 10 percent in 2013.

We also update our outlook for Linn Energy LLC (NSDQ: LINE) after delving into the upstream operator’s fourth-quarter results and factoring in its agreement to acquire Berry Petroleum (NYSE: BRY). 

02/21/13: A Game-Changing Acquisition

This morning, Focus List holding Linn Energy LLC (NSDQ: LINE) announced solid fourth-quarter results and the $4.3 billion acquisition of Berry Petroleum (NYSE: BRY)–the first-ever acquisition of a publicly traded exploration and production company by an upstream master limited partnership.

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    • Roger S. Conrad

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

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

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      Managing Editor: Capitalist Times and Energy & Income Advisor