Streetwise MLPs Articles
Chen Lin: How My Portfolio Gained 63% in 2012
Source: Zig Lambo of The Energy Report (1/17/13)
Chen Lin has gotten so much attention for his investment success, new subscribers to his newsletter, What Is Chen Buying? What Is Chen Selling?, have to line up on a waiting list. Luckily, he sat down with The Energy Report to share some of the investment ideas that helped his portfolio climb 63% in 2012. Learn how Lin played price differentials and dividends to create outstanding gains in a challenging year, and what his moves for 2013 may be.
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US Energy Independence: The Next Big Thing for 2013?
Source: Rita Sapunor of The Energy Report (12/27/12)
Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or on the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned.
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How to Find Undervalued Energy Stocks: Ray Saleeby
Source: Peter Byrne of The Energy Report (12/18/12)
To find undervalued energy stocks that offer upside and stability, look for utilities with undervalued energy assets. That's Ray Saleeby's preferred method, and the experienced value investor has shared his top picks in this Energy Report interview, along with some research pointers. Read on to find spin-off pearls missed by overspecialized market analysts.
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What Every Investor Should Know About Income and Growth: Kenny Feng
Source: George S. Mack of The Energy Report (11/20/12)
More and more investors are catching on to the steady returns and market resilience that master limited partnerships (MLPs) have historically offered. And when MLP investors evaluate sector performance, they frequently use the Alerian MLP index as their benchmark of choice. Alerian maintains the standard indices for MLPs, and in this Energy Report interview, the company's president and CEO, Kenny Feng, explores some of the issues vital to income- and growth-seeking investors.
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Election Roundup: Who Are the Winners and Losers in Energy Markets?
Source: Rita Sapunor of The Energy Report (11/8/12)
Energy policy was a pivotal issue in this year's presidential election, with Obama favoring clean energy, Romney championing coal and both candidates emphasizing the need for U.S. energy independence. President Barack Obama took the opportunity to reaffirm his stance in his victory speech, calling for bipartisan collaboration to face challenges, including "freeing ourselves of foreign oil." But he made no further mention of his energy policy agenda. What's next for energy investors?
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Bruno del Ama: Do ETFs Offer Value for MLPs?
Source: Brian Sylvester of The Energy Report (10/16/12)
Bruno del Ama is co-founder and CEO of Global X, which has recently rolled out its own MLP ETF. But as del Ama asserts, how to gain exposure to this promising asset class is really a matter of investor preference. In this exclusive interview with The Energy Report, del Ama explains the differing structures of popular MLP ETFs on the market and names the MLP stocks that are delivering success.
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VPs Debate, Gas Inflates, MLPs Deflate. . .Distributions to Disinflate?
Source: Hinds Howard, MLP HINDSight (10/14/12)
"In the absence of news, commodity prices drove the bus, which helped MLPs outperform the S&P 500 for the week."
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US Power Demand Will Cause 'Daily Volatility' in Natural Gas Flows: TransCanada
Source: Platts (10/10/12)
"The upcoming challenge has pushed pipeline companies to join forces with regional transportation organizations, power generators and ISOs to develop a cohesive framework for operators and services."
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Solid Q3 for MLPs
Source: Hinds Howard, MLP HINDSight (10/4/12)
"This post is going to be light on commentary and heavy on colorful charts as we attempt to take stock of recent performance, seasonality and winners and losers."
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Pipeline Infrastructure Needed for the Bakken
Source: Brianna Panzica, Energy & Capital (10/2/12)
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource."
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Taylor MacDonald Unearths Profit-Makers in the Oil and Gas Service Sector
Source: Zig Lambo of The Energy Report (9/20/12)
Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing.
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Are MLPs Too Good to Be True? PM Darren Schuringa Crunches the Numbers
Source: George S. Mack of The Energy Report (9/11/12)
Master limited partnerships (MLPs) have outperformed the markets for 11 of the past 12 years. With more investors catching on to these low-risk, high-income vehicles, can the outstanding returns continue? Manager Darren Schuringa of Yorkville Capital Management says yes. But as Schuringa explains in this exclusive interview with The Energy Report, MLPs are a different animal, and investors in this space will need some specialized metrics in their toolkits. Read on for due diligence tips and some names that pass muster.
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Infographic: The What, Where and How of Shale Extraction
Source: Visual Capitalist (9/10/12)
"Shale gas is trapped thousands of feet underground. How do we extract it and what does the process look like?"
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Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report (9/6/12)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential.
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Why $40/bbl Predictions Are Dangerous
Source: Kent Moors, Oil & Energy Investor (8/27/12)
"These doom and gloom predictions are highly oversimplified and potentially dangerous to you as an investor."
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MLP Markets Had 'Too Much Input'
Source: Hinds Howard, MLP HINDSight (8/6/12)
"This week in the MLP space, we had too much input, with a constant stream of earnings releases and conference calls, schizophrenic commodity prices and a volatile overall stock market."
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MLPs Are Muddling Through the Earnings Season
Source: Hinds Howard, MLP HINDSight (7/30/12)
"Stick with the news, because more earnings reports are coming this week. Good luck out there."
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The Federal Reserve, Gold, Oil, & the Dollar's Demise
Source: Chris Vermeulen, The Gold and Oil Guy (7/29/12)
"Over the longer term, a weak dollar is positive for precious metals and other hard assets."
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MLPs Are an Energy Safe Haven
Source: Todd Bunton, Zacks Investment Research (7/27/12)
"For investors wanting to add some defense to their portfolio while also generating solid income, MLPs can be a great addition."
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A New Trend Stirring In Natural Gas. . .
Source: Matt Insley, Natural Resource Hunter (7/25/12)
"Natural gas prices are up over 50% in the past few months; it shows a new trend emerging in natural gas usage."
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The Trajectory Shows Oil Prices Will Rise
Source: Kent Moors, Oil & Energy Investor (7/21/12)
"We are now witnessing a return to a 'normal' oil market. But that doesn't mean a lack of volatility or a narrow range of trading."
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A Price Shock for Canadian Natural Gas?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (7/5/12)
"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?"
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MLPs Finish Lousy Quarter Strong
Source: Hinds Howard, MLP HINDSight (7/2/12)
"For all that talk of equity overhang a few weeks ago, MLPs have found a way to raise the equity necessary to continue to grow."
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US Could Be Independent of Middle East Oil by 2035
Source: MarketWatch, Steve Gelsi (6/29/12)
"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico."
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Shale Oil Stocks Are Poised to Earn Investors Big Profits
Source: Don Miller, Money Morning (6/29/12)
"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships."
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