Poll

What sparks the next move higher for MLPs?

View Results »

Loading ... Loading ...

Week Thoughts: MLP Recovery One Year In

12Feb
MLPs were little changed this week overall, finishing down 0.4% overall, for a nice round 7.5% total return for the year overall, well ahead of the S&P 500, utilities and oil prices.  Oil prices were volatile this week, but remain comfortably above $50/bbl.  Gas prices remain above $3.00/mmbtu, but with much less of a cushion than at the beginning of

Week Thoughts: FERC IDRs

05Feb
MLPs were up for a 3rd straight week (on a total return basis), edging out the S&P 500 and utilities.  NGL prices shot higher, while natural gas prices dropped, improving processing economics and helping commodity-levered gathering & processing MLPs.  The Alerian MLP Index has produced 7.9% total return so far this year, and the total return index

Week Thoughts: American Splendor, Canadian Carnage

29Jan
A combination of correlation (with oil strength), causality (pipeline executive orders) and seasonality (January effect, distribution capture) sent MLPs shooting 5.5% higher for the week overall, in the best week of trading for the MLP Index since April of last year.  Tuesday and Wednesday were both 2%+, the first back-to-back 2%+ days since that same week
Load more posts