Investing Topics: Master Limited Partnerships

Our Portfolio holdings continue to post solid quarterly results. Even better, the market’s recent pullback gives us an opportunity to buy our favorites at appealing prices.

We check in on 14 more of our Portfolio holdings that have reported quarterly earnings, and the big news on our recent WIN.

Breitburn Energy Partners LP's recently proposed acquisition of QR Energy LP demonstrates that the search for scale is alive and well among upstream MLPs, as private-equity buyers ratchet up the competition for asset acquisitions.

On July 14-15, the US Energy Information Administration held its annual conference in Washington, D.C. Speakers ranged from government analysts and statisticians, politicians and regulators to high-level industry consultants and luminaries like author Daniel Yergin. My colleague Elliott Gue and I attended to uncover investment opportunities obscured by faulty conventional wisdom. Here's our take.

Three US electric utilities are now investing in LNG exports through new acquisitions. However one of these is uniquely positioned to bring new LNG export capacity on line and open North American gas to the world.

NextEra Energy Partners LP (NYSE: NEP)--a publicly traded partnership that specializes in renewable energy--has been a slam dunk since its initial public offering (IPO) on June 26. But at these levels, there are better plays in this industry.

Five more Conrad’s Utility Investor portfolio stocks have hit new 52-week highs since the last Utility Roundup and 17 of the 30 companies in my Aggressive Income and Conservative Income Portfolios have hit 52-week highs this month.

We examine the complicated world of incentive distribution rights and why the recent restructuring of Enbridge Energy Partners LP's partnership agreement is such a big deal.

Hedgeye and Barron's called Kinder Morgan Energy Partners LP and its general partner, Kinder Morgan Inc. a "house of cards."  Richard Kinder, the partnership's Chairman and CEO, responded, "I'll buy, you sell and we'll see who's right."  Since then, this diversified owner of fee-based midstream assets has beaten its own first-quarter guidance, turning the market and burning the critics.

Last week, the Energy & Income Advisor team attended the National Association of Publicly Traded Partnerships’ (NAPTP) annual MLP Investor Conference in Ponte Vedra, Fla. Here are our takeaways.