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Summary The Organization of the Petroleum Exporting Countries and its allies on 5 October announced plans to reduce oil production quotas by 2 million barrels a day (b/d) starting in November. While the oil market has rallied on the OPEC+ announcement, this retracement is rather m...
Summary This is the fourth round of the battle between our two favorite sectors. Both have beaten the market, but we have a clear preference for one. We examine the fundamentals in light of tightening energy market fundamentals. Investing comes down to choosing the b...
Summary For the first time in quite a while, the fixed income space has something appealing to offer income investors – decent yields. Higher yields are coming at a cost, with rising interest rates putting downward pressure on both stocks and bonds this year. As fixed i...
Summary RICs cannot own more than 25% MLPs, and as a result, these funds tend to have lower yields than C-Corp funds that are 90-100% MLPs. Investors can gain exposure to MLPs through exchange-traded notes, which are unsecured debt obligations of an issuer. Investors can gain ...
Summary HIPS is a high-yield ETF with a portfolio diversified in CEFs, MLPs, mortgage REITs, and BDCs. The yield is very attractive, but price history shows a steep capital decay. The problem is structural: the 4 asset categories of its portfolio have the same issue. An al...
Summary There are two types of MLP funds – those structured as RICs, which own up to 25% MLPs, and those structured as corporations, which tend to be 90-100% MLPs. Similar to direct MLP investment, return of capital distributions from an MLP fund structured as a corporation...
Summary The energy markets have been volatile for most of 2022, continuing a two-year trend that dates to the early days of the coronavirus pandemic. The rising rig count and share buyback and M&A activity in midstream, especially in the Permian Basin, indicate strength in the...
Summary Warren Buffett has been buying energy stocks hand-over-fist in 2022. We are also bullish on energy. However, instead of going long the sector via XLE, we believe there is a better approach for income investors. Warren Buffett's Berkshire Hathaway ( BRK.A ...
Summary Ray Dalio recently said we "are starting to see all the classic early signs" of a recession. He believes that the Federal Reserve will attack inflation until the economic pain becomes too great to be viewed as a viable tradeoff. We share our outlook for the S&P 500...
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. ...
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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...