February's energy stock of the month is an upstream master limited partnership that boasts a high-quality, oil-heavy asset base and ample opportunity for drop-down transactions from its general partner. Read More

Analyst Articles
The boom in deepwater drilling should pay off for these Portfolio holdings. Read More
Although the international rig count remains elevated and oil prices support developmental drilling, intense price competition on large-scale projects has limited margin growth for oil services firms. Read More
With natural gas prices likely to remain depressed for at least the next two to three years, producers have scaled back drilling in the Haynesville Shale and other dry-gas plays in favor of the Eagle Ford Shale and other liquids-rich basins. The implications of this strategy shift for overall drilling activity and margins on pressure pumping are unclear at this juncture. Read More
Oil services stocks have endured a tough run over the past year. But fourth-quarter results and comments from the industry's biggest players highlighted several investable themes. Read More
In the past 12 months, a dozen master limited partnerships (MLP) have gone public. We expect this trend to continue, as energy infrastructure owners seek to monetize their midstream assets and take advantage of investors’ demand for high-yielding securities Read More
In this issue, we dig into the quarterly results from the three Portfolio holdings that have reported fourth-quarter earnings thus far and evaluate the latest batch of initial public offerings in the MLP space. Read More
With encouraging economic data prompting traders to take on additional risk, it's time for investors to add equities. Read More
the total transaction value to USD2.22 trillion. Two major up-cycles in corporate dealmaking have occurred in the 12 years. The 2000-02 technology bust and the collapse of the high-flying Nasdaq halted the late 1990s boom in merger and acquisitions (M&A). The technology sector drove much of this deal flow, with… Read More