Aggressive MLP Spotlight

There's Upside in Energy

The time to buy anything is not when it’s run up, but when others are running it down. And when commodity prices start to head higher, this is the MLP group in best shape to profit.

Three-Legged Rally

Our coverage universe is off to a solid start in 2010; the industry benchmark Alerian MLP Index is up a little over 2 percent, and our Aggressive Portfolio picks are up by roughly twice that amount.

Shale Infrastructure

The big payoff for George Mitchell came in 2002 when Devon Energy (NYSE: DVN) acquired his firm in a $3.5 billion deal, a fitting recognition of the experience and acreage his firm had in the Barnett Shale.

MLPs in the Coalmine

MLPs involved in the coal mining business take a relatively low-risk approach that allows them to protect revenues amid a volatile and unpredictable market.

Commodity Tailwinds

Four of the six recommendations in the MLP Profits Aggressive Portfolio have reported third quarter results. All four amply covered their distributions for the period.

Upside for G&P MLPs

There is one sector of the MLP universe that’s more exposed to commodity prices than the producers over the near term: Gathering and Processing (G&P) MLPs. But this segment is showing signs of recovery and we're monitoring some beaten down names for potential inclusion in our Aggressive Growth Portfolio.

From Stability to Growth

For many Aggressive MLPs the question is no longer whether they’ll be able to maintain their current payout but how long investors will need to wait before these firms start boosting distributions again.

Pick Your Spots When Swimming Upstream

Not all E&P plays are inherently risky. A handful of partnerships have carved out profitable and surprisingly steady businesses. Better still, the average E&P-focused MLP in our coverage universe yields over 11 percent, a significant premium to the average 8.5 percent yield offered by the Alerian MLP Index.

Gathering Yields

Partnerships engaged in the gathering and processing business have taken their lumps over the past year thanks to lower commodities prices and weaker drilling activity. But these conditions won't persist forever; we highlight a high-yielding MLP that offers significant growth potential for aggressive investors.

Maritime Rules

The shipping business is well-suited for master limited partnerships (MLP), and several companies in our coverage universe are involved in the industry. The key to investing in maritime transport MLPs is to look for firms that have signed time charter contracts and have little exposure to spot rates or expiring contracts.