In a market where most income-oriented groups offer near record-low yields, investors are starving for income. All MLPs offer market-beating distributions, as well as attractive tax advantages, but fight the temptation to blindly reach for the highest yields. Read More

The current pullback and any additional downside to come over the next few weeks should be regarded as a gift, a second chance to buy into recommended stocks at attractive levels. As I note in today's issue, the fundamentals for energy markets remain strong; I now expect crude to top its 2008 highs by sometime in 2011. Read More

In the case of master limited partnerships (MLPs), focusing on earnings per unit--the MLP equivalent of EPS--not only provides an incomplete picture of a company's health but it's also downright misleading. Read More

For energy companies, the handful of quarterly numbers released to date suggest that the downturn for the oil and gas industry that began in the summer of 2008 drew to a close in the first half of 2008. The coming upturn should rival the energy bull market of 2004 through 2008 in both scope and duration. Read More

To profit from the boom in deepwater spending, focus on Brazil, my favorite region in The Deepwater Golden Triangle. Read More

As the world’s final frontier of oil production, deepwater projects will command hundreds of billions in investment over the next decade. Investors who position themselves to benefit from that deluge of cash stand to enjoy tremendous gains. Read More

On Wednesday I had the pleasure of speaking to the Indiana Energy Conference for the second consecutive year. I recap some of the highlights and share my take on climate-change legislation and its implications for investors. Read More

In this issue I highlight three of my top investing themes for the coming rally in energy-related stocks, focusing on both short-term and longer-term trends. I’ll also explain a few tactical shifts and add two new names to the model portfolios Read More