Investing Topics: Master Limited Partnerships
Earnings Season: There Will Be Blood
By
Roger S. Conrad on
Apr. 13, 2018
Earnings season is the time when companies share their quarterly results, good and bad. It’s also an opportunity for management teams to reset their strategy and guidance, including the dividend policy.
03/16/18: Master Limited Partnerships and the Wrath of FERC
By
Roger S. Conrad on
Mar. 16, 2018
The Alerian MLP Index has shed 16 percent of its value since Jan. 29, more than wiping out the gains over the prior month and a half. This selling has pulled this basket of 40 prominent master limited partnerships (MLP) to its lowest point in more than two years.
Yesterday’s sharp selloff stemmed from the Federal Energy Regulatory Commission’s (FERC) ruling that MLPs can no longer recover an income tax allowance on regulated interstate pipelines that operate under cost-of-service agreements.
Danger: Falling Dividends
By
Roger S. Conrad on
Mar. 5, 2018
Two names on our Endangered Dividends List cut their payouts.
A Trip to the Big-Yield Store
By
Roger S. Conrad on
Mar. 5, 2018
Like a moth to a flame, income-seeking investors often gravitate toward the biggest yields; all too many end up getting burned.
Dodging Dividend Cuts
By
Roger S. Conrad on
Feb. 24, 2018
Sweet yields can bring sour consequences down the line in an unforgiving market.
Yieldcos Reboot
By
Roger S. Conrad on
Feb. 9, 2018
US yieldcos have been around as an asset class for slightly less than five years. To date, the investment track record is a mixed bag. But the group is now getting a reboot that promises to match robust capital gains to already lofty yields.
Falling Dividends and Failing Companies
By
Roger S. Conrad on
Dec. 10, 2017
What’s worse for a company’s shareholders than a dividend cut? Well, two names on our Endangered Dividends List face the very real threat of insolvency.
Three Cuts
By
Roger S. Conrad on
Nov. 14, 2017
Three members of the Endangered Dividends List have cut their payouts since the October 2017 issue.
11/06/17: Moving Day
By
Roger S. Conrad on
Nov. 6, 2017
This midstream operator's third-quarter results surprised to the upside, but bigger-picture trends in the MLP space have prompted us to relocate this name to the Aggressive Income Portfolio.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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