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When More Is Better

• August 31, 2010
• By Roger Conrad

New equity offerings by MLPs provide opportunities to establish or add to positions on the cheap. And they typically point to rising distributions, too.

Recent Articles

Extremes in Sentiment, Not Valuation

• August 24, 2010
• By Elliott H Gue

Just because MLPs have performed well doesn’t mean they’re overvalued. But as always, it pays to be selective and patient.

Betting to Buy Low

• August 16, 2010
• By Roger Conrad

The average return for MLP Profits Portfolio Holdings is beating the S&P 500 and the Alerian MLP Index. Do not chase recommendations that trade above our buy targets.

More Good News

• August 10, 2010
• By Elliott H Gue

Master limited partnerships are reporting strong second-quarter results; roughly 70 percent paid out higher distributions this quarter than a year ago. In the past two issues of MLP Profits, we’ve covered quarterly results from six MLPs. Here’s a rundown of six more.

Upward and Onward

• July 30, 2010
• By Roger Conrad

Three Aggressive Holdings reported second-quarter results. Their numbers, and a distribution increase from a Conservative Holding, confirm that this earnings season is shaping up well for the MLP Profits Portfolio.

On Track

• July 27, 2010
• By Elliott H Gue

Second-quarter results from two of our favorite Conservative Portfolio holdings bode well for future distribution growth and suggest that fundamentals in the market for natural gas liquids remain robust.

Why Energy-Focused MLPs are Still a Buy

• July 20, 2010
• By Elliott H Gue

The industry benchmark Alerian MLP Index slipped in May but hit fresh 52-week highs in July, and the Alerian MLP Total Return Index--which includes reinvested dividends--has touched new all-time highs. But energy-focused don't appear overvalued: MLPs offer an attractive yield relative to historical norms and compared to other income-producing groups.

MLP Profits

• July 12, 2010
• By Roger Conrad

Master limited partnerships are usually considered stable, income-focused investments. But our favorites have been strongly outperforming the typical S&P 500 stock on price as well.

MLPs Outperform

• July 6, 2010
• By Elliott H Gue

Despite all the sensationalist headlines about slowing global growth, credit market conditions for the master limited partnerships are strong and fundamentals support further upside for the group.

Questions, Answers and a New Addition

• June 28, 2010
• By Roger Conrad

Our new Aggressive Portfolio recommendation is a leveraged play on a midstream natural gas business with extensive coal interests.

The General Partner's Take

• June 18, 2010
• By Elliott H Gue

Investors should consider the relationship between general and limited partners when choosing master limited partnerships.

The Gulf, UBTI and Carried Interest

• June 10, 2010
• By Roger Conrad

Conservative Holding Enterprise Products Partners LP’s (NYSE: EPD) exposure to the Gulf of Mexico will have little impact on results. The inevitable trend toward onshore exploration and production will actually help the company.

Macondo and Master Limited Partnerships (MLP)

• June 7, 2010
• By Elliott H Gue

The need to build out infrastructure to support onshore US unconventional gas, NGLs and oil production will drive growth for energy-focused master limited partnerships. The Macondo disaster will accelerate efforts to boost onshore output, outweighing any negative impacts from lower production volumes in the Gulf of Mexico.