Pipelines

MLP Relative Valuations

Financial journalists and media pundits are fascinated by the concept of absolute valuation, especially after a prolonged rally in the stock market. Using metrics like price to earnings (P/E) or enterprise value to EBITDA, they...

By |July 30, 2014|Uncategorized|

06/27/14: Good Stocks on the Rise

Enbridge Energy Partners LP (NYSE: EEP)--Buy<35 Last week, Model and MLP Portfolio holding Enbridge Energy Partners LP (NYSE: EEP) announced changes to its partnership agreement with Canadian pipeline giant Enbridge (NYSE: ENB), which owns a general-partner interest...

By |June 26, 2014|Alert|

Takeover Talk in the MLP Space

Whereas some MLPs can unlock shareholder value with the assistance of their sponsor or self-help measures, three formerly out-of-favor names last year delivered total returns in excess of 100 percent after a third party acquired...

By |June 17, 2014|Feature Article|

Energy Takeout Menu, Part 2

Newalta Corp (TSX: NAL, OTC: NWLTF) Drilling for oil and gas produces environmental contaminants, from wastewater to tailings; the more North America grows its energy output, the greater the need to dispose of and/or recycle...

By |May 27, 2014|Feature Article|

MLP Mania

Editor’s Note: The Energy & Income Advisor team will attend the National Association of Publicly Traded Partnerships’ upcoming MLP Investor Day, an annual event where we’ve uncovered some of our best investment ideas in recent years. Over this grueling...

By |May 11, 2014|Uncategorized|

Canada’s LNG Potential

Already the world’s third-largest producer of fourth-largest exporter of natural gas, Canada boasts more than 60 trillion cubic feet of conventional reserves and almost 400 trillion cubic feet of shale gas. But unlike in the...

By |April 24, 2014|Feature Article|

03/03/14: KMP’s Maintenance CAPEX

Andrew Bary questioned the sustainability of Kinder Morgan Energy Partners LP’s (NYSE: KMP) in Kinder Morgan: Trouble in the Pipelines?, the cover story from the Feb. 22 issue of Barron’s. Although the story catalyzed a...

By |March 4, 2014|Alert|

Earnings Cavalcade

Regardless of developments in global currency markets, the picks in our International Portfolio continue to execute and grow their earnings, putting them on track to deliver robust returns over the long haul. Of the companies...

By |February 25, 2014|Feature Article|

02/05/14: Down and Out Down Under

For US investors, the Australian Stock Exchange has been nothing short of a bloodbath over the past 12 months, largely because of the precipitous decline in the value of the Australian dollar relative to the...

By |February 5, 2014|Alert|

Canadian Values

Canadian equities underperformed last year. The S&P/TSX Composite Index eked out a 5.5 percent return in US dollars since the beginning of 2013, lagging the 31.2 percent gain posted by the S&P 500. Meanwhile, the...

By |January 7, 2014|Feature Article|

TRENDING TOPICS

Live Chat

with Elliott Gue and Roger Conrad

On 03/28/2024

Live Chat with Elliott Gue and Roger Conrad

PREVIOUS LIVE CHATS

Go to Top