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Investing Topics: US Energy Renaissance

IPO Analysis: Hess Midstream Partners LP (NYSE: HESM)

The proposed initial public offering of Hess Midstream Partners LP will monetize Hess Corp’s processing, transportation and terminal assets in North Dakota’s Bakken Shale, a prolific oil-producing play. Here’s our take on the prospective publicly traded partnership.

IPO Analysis: PES Logistics Partners LP (NYSE: PESL)

PES Logistics Partners LP owns a 45 percent interest in North Yard Logistics, an operating company whose cornerstone asset is a rail unloading terminal that can accommodate up to three 120-railcar unit trains per day. Do the risks outweigh the potential rewards for investing in this prospective publicly traded partnership?

IPO Analysis: Columbia Pipeline Partners LP (NYSE: CPPL)

Columbia Pipeline Partners LP’s (NYSE CPPL) initial asset base comprises midstream infrastructure accumulated by NiSource (NYSE: NI) when the utility industry consolidated in the 1990s. We highlight our favorite way to add exposure to this growth story.

Midstream Madness

Midstream names have regained a good chunk of their losses over the past few days, but investors still have questions about the extent to which the recent retrenchment in crude-oil prices will affect their growth prospects. We highlight our favorites.

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.

More CAPEX, More Problems: A Survey of Big Oil

When casual investors think of the energy stocks, one of the Seven Sisters—BP (NYSE: BP) NYSE: BP), Chevron Corp (NYSE: CVX), Eni (NYSE: E), Exxon Mobil Corp (NYSE: XOM), Royal Dutch Shell (NYSE: RDS B), Statoil (NYSE: STO) and Total (NYSE: TOT)—likely springs to mind.

But these Western energy giants have come in for a great deal of criticism over the past several years, as investors lose patience with the industry’s massive capital investments and limited production growth.

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    Elliott and Roger on Sep. 27, 2018

  • 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

    • Elliott H. Gue

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

    • Roger S. Conrad

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