EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors.
How to Profit From MLPs Overnight
A few months ago the NYTimes ran an interesting piece on the difference between intra-day and overnight returns on the stock market. The article compared a strategy of buying on the open and selling every day at the close (“IntraDay”), with a strategy of buying on the close and selling the next morning at the […]
Energy Infrastructure Stability Should Encourage More Buying
Volatility is not the investor’s friend. Some will immediately take issue with this – volatility caused by falling prices can mean opportunity, and volatile rising prices are surely welcome. While true, investments that gyrate cause investor stress which often leads to poorly timed sell decisions. Although a company’s long-term profitability should be more important, the […]
Why Electric Cars Help the Shale Revolution
A friend of mine recently returned from a trip to Texas and Louisiana, where he met with many contacts and friends in the energy infrastructure sector. In-person discussions and site visits can often leave a more powerful impression than reviewing events from a distance. My friend, an experienced investor, returned with his already optimistic view […]
MLP Funds Made for Uncle Sam
2013 and 2014 were great investing years. The S&P500 was +32% in 2013 and followed up with +14% the following year. MLPs also delivered strong performance. As long-time investors know, the Alerian MLP Index peaked in 2014 and even now remains 35% lower, while the S&P500 has continued to scale new heights. Investors in MLP-dedicated […]
MLPs Searching for a New Look
This year’s MLPA conference at the Hyatt Regency Orlando reflected the sector’s current transition. It was rebranded from years past to be the MLP & Energy Infrastructure Conference (MEIC), now open to energy infrastructure corporations as well as MLPs. Revealingly, this inevitable recognition of the continuing shift of MLPs to a corporate structure was not […]