Analysis
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Clear FilterThe 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
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
Our new Aggressive Portfolio recommendation is a leveraged play on a midstream natural gas business with extensive coal interests. Read More
Investors should consider the relationship between general and limited partners when choosing master limited partnerships. 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
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
Master limited partnerships continue to enjoy access to capital at favorable terms--a key to growing distributions. 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
The recent pullback marks a buying opportunity for our favorite MLPs. Read More
Though distribution growth inevitably leads to price gains, sticking to value-based buy targets is as important with MLPs as it is with traditional equities. Read More
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
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
Taxes are going up under the Obama administration. The best place to find cover: safe and steady MLPs. Read More
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
Conditions are favorable for MLPs with exposure to natural gas liquids. Here's how to play it. Read More