The chase for yield has investors asking lots of questions about MLPs -- Master Limited Partnerships. Today's editorial is an 8-point checklist every investor should know before adding MLPs to their portfolios, and comes from guest editor Brian O’Connell.
by +Keith Schaefer
Can you afford to miss out on an investment opportunity...
Free cash flow in the North American energy sector is about to soar, and that trend should continue for the next 5-10 years—even with declining oil and gas prices—says US brokerage firm Raymond James (RJ).
For investors, it could (should?) mean higher multiples as energy producers turn into more sustainable...
by +Keith Schaefer
There’s always a bull market in energy—you just have to know which sub-sector to buy.
So where do my subscribers and I make money right now? You might be surprised by the answer...but first some context...
In Q3 2103, oil producers in North America were the place to be, as...
Even with WTI prices above $70 per barrel, and international Brent crude closer to $80… there really isn’t much geopolitical premium in the oil price yet.
And that’s scary (as in… scary bullish) because war in the Middle East has rarely looked more certain—in two places.
First off, oil prices are...
By Bill Powers
"Insanity: doing the same thing over and over again and expecting different results." - Albert Einstein
Therefore, energy investors in North America are insane.
Cheap money (low interest rates) and high oil prices encouraged the drilling of many marginal plays from 2010-2014--causing a huge amount of energy bankruptcies after...
I'm always looking to invest my money in oddball places in energy; subs-sectors that are outside the mainstream. That would include areas like ethanol, which I've done quite well at, and technology stocks--where I have sometimes lost a lot of money.
Other examples include small oil and gas trusts, small...
Heavy oil stocks will be The Top Investment in Energy if oil keeps gaining past the $45/barrel mark.
The secret is in the numbers. Let me show you how and why using Baytex Energy (BTE-NYSE/TSX) as a perfect example—because they have both light shale oil in the Eagle Ford and...
What’s the most un-sustainable part of the global energy complex?
Maybe you would say co-ordinated OPEC production cuts.
Or perhaps you would bring up high growth rates of shale producers.
If you talked about the lack of free cash flow among shale producers you would be getting warm…
But for me, when I...