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Most of our articles are for active investors, but this one is written with passive investors in mind. After all, not everyone wants to or has the time or interest. So, we present a portfolio for passive but conservative investors. We construct a portfolio solely based on funds or ETF...
Most asset classes are today priced at all-time-highs and finding Black Friday bargains is very challenging. But opportunities remain abundant in one asset class: listed hard assets. We present two of our most-undervalued Portfolio holdings. They are some of the best bargains to p...
The Marketplace Roundtable podcast series continues with a review of the energy sector and why it's time to begin allocating more heavily to this area of the market. Michael Boyd, Head of Research at Energy Income Authority, joins us to offer post-election insights and positioning vie...
The fund invests in more than just MLPs. It holds some of the top names in the Midstream sector. We take you through the "fine print" and provide our take as to why this might be a good ETF for midstream exposure. For further details see: MLPX: Midstream Exposure Via MLP...
TGY's portfolio is primarily pipeline investments. Its year-to-date performance is -74 %. It announced it will be shifting investments from pipelines to renewables and electric power. This shift is long overdue, and the market has rewarded those investments in 2020. Pipeli...
Lost in election season and pandemic news flow has been the relative stabilization in energy macro and midstream fundamentals since March. Adding to COVID-19 related anxiety in our view is an increase in concern that rapid adoption of electric vehicles and renewable energy may severel...
David Tepper’s 13F portfolio value decreased marginally from $5.76B to $5.66B this quarter. Appaloosa substantially increased PG&E during the quarter. PG&E Corp., Alibaba Group Holdings, T-Mobile US, Micron Technology, and Facebook are the five largest positions. ...
My bearish review for AMLP was based on my outlook for oil consumption and the sector weights in AMLP. I was asked to compare AMLP to FIF. FIF has a large electricity weight instead of petroleum pipe weight. FIF has performed much better than AMLP. Looking forward, electri...
High yielding energy infrastructure fund AMLP has provided a negative total return over past 10 years vs. 271% for S&P 500. AMLP is based on the Alerian Index which is mainly oil and gas pipelines. The thesis used to be oil demand growth, now it is buybacks. Oil demand has...
DTE Energy Co. plans to spin off its gas pipeline business, DTE Midstream, into a publicly traded company by mid-2021 through awarding ownership to DTE Energy shareholders in dividends. ConocoPhillips has agreed to buy U.S. shale oil producer Concho Resources for $9.7 billion, or $49....
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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...