Within the oil services and equipment industries, we prefer companies with leverage to international markets and the acceleration in deepwater exploration and development. Read More
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Investors aren't giving this high-yielding master limited partnership credit for its great transformation from a coal-focused business to a predominantly midstream operation. Read More
Although units of this midstream master limited partnership sport a lower yield, the potential for supersized distribution growth makes this stock a winner. Read More
Global equity markets may have rebounded from their lows in late May and early June, but the risk-off trade has yet to run its course. Take advantage of economic uncertainty and worries about the EU sovereign-debt crisis to lock in elevated yields on our favorite dividend-paying securities. High-quality stocks that offer exposure to key long-term growth trends are also worth a nibble. In both cases, investors should ease into these positions to take advantage of any further downside. Read More
Oil and gas companies produce more than a steady stream of hydrocarbons--they also produce dividends. The recent selloff marks an opportunity to lock in elevated yields on some of our favorite names. Read More
For income-seeking investors, initial public offerings of master limited partnerships can be a lucrative opportunity to buy into long-term growth stories at favorable valuations. Read More
This oil and gas service company has the sand to succeed. Read More
Seaborne Steam Coal The US boasts the world’s largest reserves of steam coal and is a leading producer of this commodity, though the majority of this output is destined for domestic consumption. Source: BP Statistical Review of World Energy 2011 In 2011 US shipments of… Read More
An unseasonably warm winter and ultra-depressed natural gas prices have bloated coal inventories at US electric utilities and prompted an unprecedented amount of fuel switching. Meanwhile, concerns about economic growth in China, India and other key emerging markets have weighed on names with exposure to international coal markets. But rumors of King Coal's demise are greatly exaggerated. In this issue, we examine our outlook for domestic and international coal markets and highlight our top picks for value investors. Read More
Although ultra-depressed natural gas prices have enabled the fuel to win market share among US electric utilities, rumors of King Coal's death are greatly exaggerated. Read More