Analysis

  • July 27, 2010

Second-quarter results from two of our favorite Conservative Portfolio holdings bode well for future distribution growth and suggest that fundamentals in the market for natural gas liquids remain robust. Read More

  • July 20, 2010

The industry benchmark Alerian MLP Index slipped in May but hit fresh 52-week highs in July, and the Alerian MLP Total Return Index--which includes reinvested dividends--has touched new all-time highs. But energy-focused don't appear overvalued: MLPs offer an attractive yield relative to historical norms and compared to other income-producing groups. Read More

Master limited partnerships are usually considered stable, income-focused investments. But our favorites have been strongly outperforming the typical S&P 500 stock on price as well. Read More

  • July 6, 2010

Despite all the sensationalist headlines about slowing global growth, credit market conditions for the master limited partnerships are strong and fundamentals support further upside for the group. Read More

Conservative Holding Enterprise Products Partners LP’s (NYSE: EPD) exposure to the Gulf of Mexico will have little impact on results. The inevitable trend toward onshore exploration and production will actually help the company. Read More

  • June 7, 2010

The need to build out infrastructure to support onshore US unconventional gas, NGLs and oil production will drive growth for energy-focused master limited partnerships. The Macondo disaster will accelerate efforts to boost onshore output, outweighing any negative impacts from lower production volumes in the Gulf of Mexico. Read More

MLPs haven’t been spared in this selloff. But a history of rising distributions and prospects for future growth make our Portfolio holdings compelling buys right now. Read More

Don't use stop-losses to manage your MLP positions. Last week demonstrates that a little discretion amid chaos will lead to longer-term profits. Read More

  • May 7, 2010

The recent pullback marks a buying opportunity for our favorite MLPs. Read More

  • April 23, 2010

Master limited partnerships (MLP) stand to benefit as US producers ramp increase their output of oil and natural gas liquids from shale plays. Here's how to profit. Read More

We're booking a profit on a big winner, a prodigous rally having lifted it well above our buy target. It's current yield no longer justifying the risks involved, it's time to lock in a portion of our gain. Read More

  • April 9, 2010

After this solid showing, the natural question on many investors’ minds is whether our picks--and the MLP market in general--are overvalued. Read More

  • March 29, 2010

Don’t assume that concentrated exposure to fee-based businesses means that our Conservative Portfolio recommendations can’t grow distributable cash flows and raise distributions. Read More

Time and again we’ve seen these MLPs surge well above our recommended buy prices--which are based on fundamental business value--only to retreat again. It’s always better to be patient. Read More