Analysis

Your only protection as an investor is to make sure of the underlying businesses of the MLPs you own. If the business is sound and growing, the unit price is going to go higher over time, even as it pays you a rising stream of distributions. If it’s not, the distribution will stagnate, at best. Read More

  • February 26, 2010

The MLP Profits Portfolio Conservative Holdings are involved in fee-based business lines and have minimal commodity-price risk. They’re known for their consistent cash flows and steady performance. Read More

The time to buy anything is not when it’s run up, but when others are running it down. And when commodity prices start to head higher, this is the MLP group in best shape to profit. Read More

  • February 12, 2010

Here's a rundown of some of the recent acquisitions and expansion projects announced by three of our Growth Portfolio Holdings. Read More

This week my MLP Profits co-editor Elliott Gue and I addressed the Orlando MoneyShow. This year’s event was bigger than most, and there was, not surprisingly, a great deal of interest in MLPs. Here are the highlights of questions we answered at the show. Read More

With myriad opportunities to buy and build assets, secondary offerings continue to fuel growth in distributable cash flow and distributions, eventually sending unit prices higher as well. Read More

  • January 15, 2010

Our coverage universe is off to a solid start in 2010; the industry benchmark Alerian MLP Index is up a little over 2 percent, and our Aggressive Portfolio picks are up by roughly twice that amount. Read More

Rising cash flow boosts distributions, lifting unit prices. Higher unit prices mean equity capital can be raised more cheaply, increasing the number of energy projects that are profitable to acquire or construct. More projects are built or bought, lifting cash flow further and thereafter distributions. Read More

  • December 31, 2009

It’s official: The benchmark Alerian MLP Index logged the best one-year gain in its 14-year history in 2009, a 77 percent total return. After a rally of that magnitude, it’s only logical for investors to wonder if it’s too late to jump aboard. Read More

One group is certain to benefit from the entry of Super Oils into the natural gas market: energy infrastructure master limited partnerships, the purest plays being our Conservative Holdings. Read More

  • December 18, 2009

The big payoff for George Mitchell came in 2002 when Devon Energy (NYSE: DVN) acquired his firm in a $3.5 billion deal, a fitting recognition of the experience and acreage his firm had in the Barnett Shale. Read More

No distribution is worth its salt unless the company writing the checks is solid and growing. MLPs enjoy rich tax advantages that allow them to pay much higher distributions than ordinary corporations. But only reliable cash flow guarantees a payout’s stability. Read More

  • December 4, 2009

MLPs involved in the coal mining business take a relatively low-risk approach that allows them to protect revenues amid a volatile and unpredictable market. Read More

High-quality energy assets with effective monopoly positions that generate virtually recession-proof fee income: That’s the never-ending story of the MLPs in our Conservative Portfolio. Read More

  • November 20, 2009

Publicly traded general partners offer investors a compelling way to leverage their returns in certain MLPs. Read More

No yield is worth its salt unless it’s sustainable. That’s a lesson heedless yield chasers learned all too painfully during the bear market, as the profligate slashed payouts and saw their share prices crater, some to oblivion. Read More

  • November 9, 2009

Four of the six recommendations in the MLP Profits Aggressive Portfolio have reported third quarter results. All four amply covered their distributions for the period. Read More

High-quality energy assets with effective monopoly positions that generate virtually recession-proof fee income: That’s the hallmark of the six master limited partnerships that populate the MLP Profits Conservative Portfolio. Read More