Afraid of Dividend Cuts? Buy Bonds
Investors looking for big yields and a larger margin of safety should consider bonds issued by junk-rated issuers that also have big dividend payouts.
06/27/14: Good Stocks on the Rise
We review some of the emerging themes in Canada and Australia’s energy industries, raise our buy targets on several names in our International Portfolio and swap one laggard for a long-term winner that could benefit from a near-term upside catalyst.
The Art of Bottom Fishing
With an eye toward value and capital preservation, we prefer to focus on potential turnaround stories where distribution growth has slowed or stalled, but the payout doesn’t appear to be under threat. At the same time, management must have a credible plan to restore the MLP’s fortunes and exceed the market’s low expectations.
Finding Value among the High Flyers
Alon USA Partners LP was one of the top-performing publicly traded partnerships when it debuted on the New York Stock Exchange in 2012. Although the stock tumbled by 30 percent the next year, we see reasons to be bullish on this name in 2014.
Live Chat with
Elliott and Roger on Oct. 28, 2021
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Producers and Drillers
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
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