Investing Topics: Master Limited Partnerships
Cove Point Approved: What’s Next
By
Roger S. Conrad on
Oct. 2, 2014
Dominion Resources (NYSE: D) is marching forward after receiving approval for it's Cove Point, Maryland facility, and making plans to spin off that and other assets in a new master limited partnership.
Utilities Navigate Energy Politics
By
Roger S. Conrad on
Sep. 24, 2014
The People's Climate March near New York City's Central Park, and other demonstrations around the country remind us that energy companies must navigate environmental politics skillfully in order to thrive. Upcoming elections will bring many issues up for debate and make keeping an eye on politics and policy matters critical.
09/19/14: The Turnaround Continues
By
Roger S. Conrad on
Sep. 19, 2014
Our top turnaround play for 2014 continues to reward our faith.
AmeriGas Partners LP: Value in Propane Distribution
By
Roger S. Conrad on
Sep. 13, 2014
Historically, propane distributors’ profits have been challenged by unpredictable weather, volatile wholesale prices, competition from natural gas and an extremely dispersed customer base. In the past, these obstacles translated into erratic returns for shareholders.
The industry’s solution: Increased scale through consolidation. Propane distributors—mostly master limited partnerships (MLP)—continue to consolidate, expanding their geographic reach and improving their purchasing power. These efforts have resulted in steadier sales and boosted margins.
Five Big Deals to Build Wealth
By
Roger S. Conrad on
Sep. 4, 2014
Five of our Portfolio holdings have closed or announced deals that figure to be big-time profit boosters.
The Short End of the Stick
By
Roger S. Conrad on
Aug. 31, 2014
Perhaps those dastardly short sellers aren’t so smart after all.
SCANA’s Nuclear Negotiations, Kinder’s Big Move and Four Earnings Reports
By
Roger S. Conrad on
Aug. 18, 2014
Four more Portfolio holdings report, plus we take a look at the Kinder Morgan Mega-Deal and SCANA Corp's negotiations with South Carolina regulators.
Bonds: What to Do in a Seller’s Market
By
Roger S. Conrad on
Aug. 17, 2014
The seller's market for bonds favors dividend-paying equities, but investors need to remain disciplined and avoid overpaying for quality.
Kinder Morgan: All Together Now
By
Roger S. Conrad on
Aug. 14, 2014
Kinder Morgan Inc.'s plan to consolidate Kinder Morgan Energy Partners LP, Kinder Morgan Management LLC and El Paso Pipeline Partners LP enriched investors and punched short sellers in the gut.
08/11/14: Our Take on the Kinder Morgan Mega-Deal
By
Roger S. Conrad on
Aug. 11, 2014
Last night, Kinder Morgan Inc. announced a series of transactions to acquire all outstanding equity interests in Kinder Morgan Energy Partners LP, Kinder Morgan Management LLC and El Paso Pipeline Partners LP. Here's our take.
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