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Investing Topics: Upstream Operators

International Update

Our International Portfolio has fared well since its inception, with our conservative allocation generating a total return of 31.3 percent and our aggressive strategy overcoming an unprofitable bet on Just Energy (TSX: JE, NYSE: JE) to post a 12.4 percent gain. Seven of our picks have posted total returns of more than 30 percent. We round up the highlights from their second-quarter results and add a new name to our International Coverage Universe.

Q2 in Review: Aggressive MLP Portfolio

Our Aggressive MLP Portfolio has delivered a total return that’s on par with the Alerian MLP Index, as the big gains posted by our turnaround picks have been offset by higher-yielding fare that has lagged the market.

Profitable Trend: Horizontal Drilling Picks up Steam in Permian Basin

The Bakken Shale, the Eagle Ford Shale and the Marcellus Shale may get all the press, as output from these plays continues to grow. But the Permian Basin–an area in west Texas that’s been in production for more than a century–appears poised for a breakout this year.

Swimming Upstream

Despite the underperformance of master limited partnerships (MLP) that produce oil and gas this year, New Source Energy Partners LP still went public. Here’s out take on this upstream operator and Emerge Energy Services LP, a newly listed MLP that pays a variable distribution and produces specialized silica sand for use in hydraulic fracturing.

Blue-Chip MLPs’ Outlook for North American Energy Markets

We look to commentary from the management teams at Enterprise Products Partners LP and Plains All American Pipeline LP for insights into the direction of North American commodity prices and emerging opportunities throughout the energy value chain.

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  • Live Chat with

    Elliott and Roger on Nov. 30, 2017

  • 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

    • Roger S. Conrad

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

    • Elliott H. Gue

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

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor