Takeover Time in MLP Land
A number of trends suggest that the MLP space is poised for consolidation. Here’s how to play it.
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.
Upstream MLPs Search for Scale
Breitburn Energy Partners LP’s recently proposed acquisition of QR Energy LP demonstrates that the search for scale is alive and well among upstream MLPs, as private-equity buyers ratchet up the competition for asset acquisitions.
Takeover Talk in the MLP Space
In recent years, mergers and acquisitions activity has driven outperformance in the MLP space. We live by a hard and fast rule when it comes to investing in potential takeover targets: The stock in question must have other upside drivers to provide a degree of protection if the expected transaction never comes to fruition.
Energy Takeout Menu, Part 1
Elliott Gue highlights his top takeover plays in the energy sector.
International Energy Portfolio — Aggressive Holdings
We introduce the 10 holdings in the International Energy Portfolio’s aggressive category.
MLP Takeover Talk
Investors should expect the boom in mergers and acquisitions to continue in the MLP patch. We examine the factors driving this trend and highlight a handful of potential takeover candidates.
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Live Chat with
Elliott and Roger on Jan. 29, 2019
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Coverage Universe
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLP Ratings
Our assessment of every energy-related master limited partnership.
International Coverage Universe
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