Hammerfest, Norway claims to be the northernmost city in the world. Although you might quibble that an area with population of only 10,000 isn’t much of a city, a booming energy industry could swell the population in coming years. Read More
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We are not hosting a chat in September, but we look forward to resuming our chats in October. We will inform you by email when the next one is scheduled. Read More
Three partnerships have filed S-1 forms with the Securities and Exchange Commission since we last wrote about MLP IPOs. Read More
Holding stocks in a volatile, range-bound market can be a harrowing experience for investors. However, these environments also offer plenty of opportunities for disciplined investors who pay close attention to valuation and buy high-quality names when the stocks sell off temporarily. Read More
We’ve geared our stock selections to take advantage of rising day-rates on fixtures in the capacity-constrained ultra-deepwater market, where few rigs are available in 2013. Read More
One of the newest, most promising areas for deepwater exploration is offshore East Africa. Read More
With the majority of energy-focused master limited partnerships (MLP) having reported quarterly results, we have an opportunity to reflect one of the key trends that emerged from the deluge of financial data: the extent to which the dramatic decline in the price of natural gas liquids reduced firms’ distributable cash flow (DCF) and payout coverage. Read More
In the first of this two-part series, we explain why NGL prices will likely remain volatile in coming years. Next week's issue will focus on the extent to which fluctuations in the price of these commodities will impact the 17 publicly traded partnerships that own natural gas-processing assets. Read More
With second-quarter earnings season drawing to a close, we revisit our valuation models for the three buy-rated oil and gas royalty trusts in the Growth Portfolio and review the solid performance of two of our top bets on shale oil. Read More