Streetwise MLPs Articles
Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources."
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The Aristocrats! MLP Edition
Source: Hinds Howard, MLP HINDSight (12/27/11)
"What would a list of MLP distribution aristocrats look like, and how would it have performed?"
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MLP Performance Review: Is It Safe?
Source: Hinds Howard, MLP HINDSight (12/23/11)
"The MLP index is on track to post a 2011 price change of around 5% and a total return of more than 10%. It will mark another year of MLPs outperforming the S&P 500."
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America's Energy Pipeline Dreams
Source: Marin Katusa, Casey Research (12/16/11)
"From the heated nature of the Keystone XL debate, one could be forgiven for thinking that long, high-volume pipelines are something new to America. In truth, there are now over one million kilometers of oil and gas pipelines crisscrossing the United States."
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The Changing Nature of Global Gas Projects
Source: Kent Moors, Money Morning (12/14/11)
"The age of 'spot' market prices in the gas sector is rapidly approaching, and it's about to change the way the markets operate for everyone involved. Thus, it's increasingly necessary to estimate worldwide gas prospects in order to determine effective price levels."
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Deck the Halls with MLP Equity
Source: Hinds Howard, MLP HINDSight (12/10/11)
"Another week, another billion dollars of MLP equity issued. MLPs had a decent week, continuing the recent trend of barely flinching in response to mountains of new paper."
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If You Invest in Crude Oil, You Need to Know This
Source: Andrew Snyder, Resource Investor (12/8/11)
"A massive spike in crude oil prices may be on the way; the news from the Mideast is not good. It is no longer a question of when we put our crosshairs on the back of Iran's head. We are already at war."
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TransCanada Keystone XL Pipeline Faces Political Peril: Ian Doig
Source: The Energy Report Editors (12/6/11)
The TransCanada Pipeline project could be one of the most important oil infrastructure developments in a generation. For an analysis of what is holding the project up and what investors should be watching in the industry, The Energy Report, asked Ian M. Doig, editor of Doig's Digest.
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MLPs: A Simple Way to Put More Cash in Your Pocket
Source: Martin Hutchinson, Money Morning (12/1/11)
"These days, high-yielding investments are a must-have for investors. This market is simply too volatile to be taking long shots."
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A Crude Awakening
Source: Alasdair Macleod, Resource Investor (11/30/11)
"The combination of the most rapid global monetary expansion in peace-time history and soaring oil prices is an inflationary disaster in the making."
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When Flat Feels Great
Source: Hinds Howard, MLP HINDSight (11/22/11)
"MLPs shook off the largest equity issuance week of all time last week and managed to finish 0.8% higher."
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Five Prevalent Misconceptions About MLPs
Source: Hinds Howard, MLP Hindsight (11/17/11)
"There are retail and institutional MLP investors that don't know much about them, some of them may even know things about MLPs that are not true."
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Why the Oil VIX is Broken (and How to Profit Anyway)
Source: Kent Moors, Money Morning (11/14/11)
"The oil market we're now facing is fundamentally different from the one we encountered a year ago. It requires a fundamentally different approach."
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Kenny Feng: What Are MLPs and Why Are They Outperforming?
Source: Zig Lambo of The Energy Report (11/8/11)
Increasing U.S. energy demand has spawned a similarly growing investment space in Master Limited Partnerships (MLPs). These partnerships provide investors with the opportunity to share in the income generated mainly through the transportation, distribution and storage of oil and natural gas. In this exclusive interview with The Energy Report, Kenny Feng, president and CEO of Alerian, which maintains the Alerian MLP Index, gives us the ins and outs of the MLP business, highlighting the unique benefits and risks associated with these income-generating investment vehicles.
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The Elusive MLP Free Lunch
Source: Hinds Howard, MLP Hindsight (11/3/11)
"Researching individual stocks is not a core competency of many advisors, and cheap, liquid ETFs make hiring a manager unattractive."
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LPs Streaking Higher on M&A Deals
Source: Hinds Howard, MLP Hindsight (10/25/11)
"For the week, the MLP Index was up 2.4%, and is on a streak of 10 straight positive days. MLPs have now bounced 10.4% off the October 4th close."
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General Partners: The Parasite Trade
Source: Hinds Howard, MLP Hindsight (10/20/11)
"Accept your role as a limited partner in exchange for favorable tax treatment, high distributions and limited liability."
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Debt and MLPs
Source: Hinds Howard, MLP HINDSight (10/13/11)
"Generally, MLP balance sheets have more debt than a typical stock, and that's ok."
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Capital Markets Still Open, MLPs Load Up
Source: Hinds Howard, MLP Hindsight (10/11/11)
"MLPs have been more conservative since 2008 in terms of distribution coverage and leverage, for the most part, and they are better positioned now to weather a second Black Swan market event in three years, if it were to happen."
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Amine Bouchentouf: Offshore Oil Key to Future Supplies
Source: Zig Lambo of The Energy Report (10/6/11)
Despite the risks and unfavorable public opinion associated with offshore drilling, the truth remains that the keys to unlock the planet's vast remaining oil resources lie beneath ocean floors, in places like the Gulf of Mexico, Brazil and even the Arctic. In this exclusive interview with The Energy Report, noted commodities expert Amine Bouchentouf tells us why he likes the prospects for oil explorers and producers and how the potash business is fueling food production for a growing world.
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Moral Victory: MLPs Outerperform in Q311
Source: Hinds Howard, MLP Hindsight (10/4/11)
"MLPs are doing significantly better than the equity indexes, but as the saying goes, you can't eat relative performance."
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No Taxation Good, Liquidity Crisis Bad
Source: Hinds Howard, MLP Hindsight (9/29/11)
"For the most part, MLPs have done a good job of shoring up balance sheets and coverage ratios over the last 2-3 years since the last liquidity crisis and are well positioned to outperform."
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Fun with Correlation and MLPs
Source: Hinds Howard, MLP Hindsight (9/27/11)
"The MLP sector is generally more inefficient than the broader market and provides more opportunities for the active manager."
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Richest MLP People in America
Source: Hinds Howard, MLP Hindsight (9/22/11)
"The new rich list is out, the one that lists the 400 richest Americans."
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Kevin Smith: Generate Huge Cash Distributions with MLPs and Royalty Trusts
Source: George Mack of The Energy Report (9/15/11)
There are few places to hide in turbulent markets, but low bond yields and faltering commercial real estate are driving income investors to U.S. royalty trusts and master limited partnerships (MLPs), where high energy prices are generating huge quarterly cash distributions for shareholders. In this exclusive interview with The Energy Report, Raymond James Associate Analyst Kevin Smith discusses his favorite names where investors are reaping both income and growth.
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