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When More Is Better

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

Extremes in Sentiment, Not Valuation

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

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

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

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

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

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

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

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

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




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Editors

Elliott Gue ELLIOTT GUE
Editor: Personal Finance, The Energy Strategist, The Energy Letter
Roger Conrad ROGER CONRAD
Editor: Canadian Edge, Utility Forecaster, Maple Leaf Memo, Utility & Income

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