Previous 10 | Next 10 |
By Brian Watson, CFA, Senior Portfolio Manager In January, the master limited partnership ((MLP)) sector saw two more companies eliminate incentive distribution rights (IDRs) and the beginning of Q4 earnings season. In our Chart of the Month, we look back at oil demand during the SARS ...
With many investors using energy infrastructure in income portfolios, the outlook for dividends (or distributions for MLPs) comes up in almost every investor conversation. For quite some time, we have characterized MLP distribution growth as moderating from the old days of 6-8% growth. This ca...
The Fortune Teller ("TFT") is a well-known Seeking Alphacontributor who has been involved in the capital markets for over three decades. TFT is the main "spinner" of Wheel of Fortune ("WoF"), a Marketplace service that was launched in March 2017 and known to be a one-stop shop covering all as...
You might remember last year when I wrote a few mid-week posts on global listed infrastructure topics. I explained back then: in exchange for the weekly posts that we publish free of charge, you might have to endure some posts about listed infrastructure, a topic you likely did not come to "ML...
In recent years, Q4 has not been kind to midstream energy, and 2019, so far, has not been an exception. Yet despite shorter-term headwinds, like tax-loss selling pressure, we remain optimistic for the asset class over a longer time frame as fundamentals and valuations continue to contradict re...
Note: This article is a co-production between The Macro Teller ("TMT"), moderator of Macro Trading Factory ("MTF"), and The Fortune Teller ("TFT"), moderator of Wheel of Fortune ("WoF"). Putting Things Into Perspective, News-Wise With the news regarding the killing of Qasem Soleimani * ...
In a challenging macro environment for the energy space, the broad midstream universe has performed defensively this year. MLPs may finish down for the third consecutive year on a price-return basis given performance through December 10, with MLP performance substantially diverging from midstr...
By Brian Watson, CFA, Senior Portfolio Manager The master limited partnership ((MLP)) sector saw a series of events take place in November, including the conclusion of third quarter earnings season and yet another MLP simplification eliminating incentive distribution rights. And while ...
The December MLP Monthly Report can be found here offering insights on MLP industry news, the asset class's performance, yields, valuations, and fundamental drivers. Summary News: 1) DCP Midstream ( DCP ) announced the elimination of all general partner economic interests in DCP and ...
A Glance in the rear-view mirror In March of 2013, I penned my 14th edition of kortsessions.com, "Buy, sell or Fold?" We had just broken definitely above the previous record high (March 2000, S&P 500, 1550). The actual record high did occur in October 2007 (1576) but it was a very shor...
News, Short Squeeze, Breakout and More Instantly...
First Trust North American Energy Infrastructure Fund Company Name:
EMLP Stock Symbol:
NYSE Market:
2024-07-21 06:46:00 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...
2024-07-11 03:58:00 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...
2024-06-21 06:16:00 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...