Progress over the past month was measured in distribution increases and equity offerings rather than investing returns. But make no mistake: the midstream sector is on the mend. Read More

A month into a powerful relief rally big risks and opportunities remain. We have updates on rejected midstream contracts, the Energy Transfer soap opera, a portfolio reshuffle and a new recommendation in renewables. Read More

In contrast with MLP valuations, many midstream distributions continue to climb. We have the earning season’s early highlights and updates on propane MLPs and solar yieldcos. Read More

We’ve updated our rankings of Best Buys, put the rest of the portfolio on hold, tallied last year’s disappointing results and expect 2016 to go better despite the terrible start. But don’t dismiss the bear case as crazy. Read More

As the Fed prepares for liftoff we explore the risks to MLPs from higher rates, excessive leverage and the recent dents they’ve suffered. Plus: a survey of the sector’s liquidity and funding needs and a new buy with a familiar ring. Read More

A comprehensive review of the latest results for all the portfolio picks reveals lots of resilience and some exciting opportunities. Read More

The recent MLP rally deserves the benefit of the doubt, as do Kelcy Warren’s plans  for Williams. But we’d rather steer clear of the Bakken. Plus: The IRS is keeping busy. Read More

An alternative assets manager and an affiliated REIT with tempting yields are joining the portfolio while three refiners get the boot. The midstream sector remains in a deep funk that won’t lift until energy prices march much higher. Read More

Our new Best Buys add exposure to tankers and refiners, and we’ve added a dirt-cheap renewables project developer down on its luck. With second-quarter results out of the way, the market action has improved. Plus: Getting cozy with the bears. Read More

The entire portfolio produced a first-half gain and our Best Buys returned 8% while the Alerian MLP Index was losing double digits. Plus: new picks on land and sea. Read More