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Summary Midstream outperformed the S&P 500 and other energy sub-sectors. The sector is the obvious alternative for investors seeking income and inflation protection. We see continued outperformance for midstream amid a high inflation and bullish energy backdrop. ...
Summary MLPs are pass-through entities that enjoy special tax treatment. As pass-through entities, MLPs avoid the double-taxation associated with investments in C-Corporations. Typically, 70-100% of MLP distributions have been considered a tax-deferred return of capital, which mea...
Summary CorEnergy has struggled to deliver on the promise of its new acquisition. Numbers look troubling for common shares but we are now driving the distress into the preferred shares as well. We recommend one play for those brave enough to venture in here. Sometime...
Summary A lot of inflation expectations are driven by energy prices and perhaps more modestly, by the costs of basic foodstuffs. Inflation expectations are also linked tightly to agricultural prices, most particularly corn. Backwardation, or inversion, has characterized the cr...
Summary Recent U.S. legislation alters the trajectory of GHG emissions and expands the opportunity set for midstream issuers. The bill enhances and expands the incentives for a diverse array of investments, enabling decarbonization across the U.S. economy. The strength of IRA ...
Summary Oil prices have seen three straight months of price declines and are down more than 30% from their relative high in June, but energy stocks have been relatively resilient, particularly MLPs. Much of the weakness in oil prices has been driven by demand concerns related to t...
Summary AMLP has significantly outperformed the markets in 2022, and I believe shares have future upside potential. While outperforming the markets, AMLP has provided investors with a dividend yield that has exceeded 7% in the TTM. AMLP provides an easy way to invest in a bask...
Summary Kayne Anderson Energy Infrastructure Fund (KYN) is a closed end fund focused on MLP equities. KYN takes significant single name risk with the top six holdings accounting for almost 50% of the fund holdings. The fund is up more than 20% in 2022. This article covers ...
Summary Income investors like retirees love midstream for the high yield but hate MLPs for their K1 tax forms. AMLP offers a 7.5% yield and no K1. AMLP is a classic sucker yield trap with steadily falling income and -61% inflation-adjusted returns over 12 years if you took payouts...
Summary In this article, I want to cover the only oil stock I kept in my portfolio while I locked in some gains from my other holdings. Eni is implementing a new dividend policy with a variable quarterly dividend instead of a semi-annual one. The current scenario sees Eni retu...
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2024-07-19 18:40:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-07-01 06:47:00 ET Pipeline and midstream energy stocks have had a strong start to 2024. This can been seen in the performance of major sector exchange-traded funds (ETFs) such as the Alerian Energy Infrastructure ETF (NYSEMKT: ENFR) , up about 18% year to date, and the ...
2024-05-29 02:32:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...