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.
Refiners: One of the Few Bright Spots in a Dark Period for the Energy Patch
Shares of US refiners have outperformed since oil prices swooned. Here’s why and what’s to come.
High-Yield MLPs: The Good, the Bad and the Ugly — Part 1
With more than two dozen non-upstream MLPs yielding more than 8 percent, many investors who followed our leading during the bloodbath of 2008-09 wonder whether they should buy the dip. We kick the tires on half these high yielders to determine which ones to buy, hold and sell. Remember that our favorite MLPs appear in our Model Portfolios.
Buying the Selloff: Upbeat on Downstream Operators
Shares of US refiners have languished in recent months, but out outlook for regional crude-oil prices suggests that our two favorites should be in the money once again in 2015. Meanwhile, our favorite airline stock provides a hedge against lower crude-oil prices and has sold off precipitously amid fears that an ebola pandemic will curtail travel. Buy now.
PBF Logistics LP: Following a Well-Worn Path
With PBF Logistics LP’s (NYSE: PBFX) initial public offering, refiner PBF Energy (NYSE: PBF) followed in the footsteps of first mover HollyFrontier Corp (NYSE: HFC) and became the latest independent refiner to spin off its storage and transportation assets as a MLP.
06/26/14: Condensate Conundrum
An article in the Wall Street Journal about two private letter rulings from the Commerce Dept raised quite a hullaballoo in the energy market. Here’s our analysis of this news and its investment implications.
V-MLPs: A Refined View
Three of the 10 publicly traded partnerships that pay variable distributions own and operate small refineries and related assets. Although these stocks were hot commodities when they first went public, investors’ interest cooled after crack spreads narrowed and distributions shrank rapidly. But there’s opportunity in this space for investors with a nose for value and special situations.
Energy Takeout Menu, Part 1
Elliott Gue highlights his top takeover plays in the energy sector.
04/14/14: Taking Profits and Cutting a Slight Loss
Energy & Income Advisor’s portfolios continue to outperform their benchmarks. We book a 60 percent gain on one of our winners and take a slight loss on one of our laggards.
Refiners vs E&P Companies
Shares of North American refineries have rallied by 30.9 percent since September 2013, while the Bloomberg North American E&P Index, which tracks a basket of 48 exploration and production companies, has given up 4 percent of its value over the same period.
Live Chat with
Elliott and Roger on Sep. 27, 2022
Portfolios & Ratings
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