Is Targa Resources the Next Energy Midstream Buyout?

Is Targa Resources the Next Energy Midstream Buyout?

The steep declines in the energy commodity prices have led to speculation about mergers or acquisitions in the sector. I primarily follow the MLP and related companies, and so far in 2015, acquisition activity has been light. Vanguard Natural Resources LLC (Nasdaq:VNR) has agreed to acquire a couple of smaller upstream MLPs and Enterprise Product […]

When to Put MLPs Into a Retirement Account

When to Put MLPs Into a Retirement Account

Master limited partnerships (MLPs) offer the combination of attractive current yields, distributions that often grow every quarter, and exposure to the energy sector through the ownership of infrastructure assets that keep the sector operating. When I make presentations at investor conferences, a question that always comes up is: “Can I own MLPs in my retirement […]

2 Speculative Stocks to Sell Today

2 Speculative Stocks to Sell Today

There’s a boom in the market right now fueled by cheap debt. Buybacks and M&A are at frothy levels as companies attempt to keep share prices higher without organic growth. The economy is starting to show cracks, and stocks are likely in for a turbulent summer. These two stocks in particular may soon buckle. Just […]

Refiners Are Set to Have a Blowout Quarter

Refiners Are Set to Have a Blowout Quarter

Oil refiner stocks are set to record big earnings growth this quarter, making them one of the rare bright spots in an overbought market. Tim Plaehn recommends four in this sector that should outperform the rest of the market. The greatly untold story related to lower crude oil prices has been the growing profits in […]

It’s Time to Sell These 5 Bloated Stocks

It’s Time to Sell These 5 Bloated Stocks

These five stocks have had impressive runs, but now is the time to sell your shares. A culmination of cheap debt and a commitment to keep share prices higher in the near-term has built a bubble in these five stocks. Beware, as any piece of bad news could send their stock prices cratering.  The bull market in stocks […]

Stop Worrying About a Rate Hike

Stop Worrying About a Rate Hike

News from the Fed about when interest rates will be raised has become a fixation for the market. But, investors must have forgotten that the Fed used to change rates upwards of ten times a year! Save yourself a headache and learn exactly how a rate hike will affect your portfolio.  I really don’t get […]

Oil Prices are About to Soar: Here’s Why

Oil Prices are About to Soar: Here’s Why

Since the start of the year, watching the so-called experts on the financial news channels try to predict the price of oil has been amusing. Mostly because they have been comically inaccurate. This is how I remember some of the conversations. In January, the benchmark West Texas Intermediate crude oil price hit $44 per barrel. […]

A New MLP Fund with a New Approach

A New MLP Fund with a New Approach

Note: the following write-up is from a recent issue of The Dividend Hunter, a leading investment advisory newsletter focused on high yield dividend stocks. More details on The Dividend Hunter can be at the end of the article. Master limited partnership (MLP) units are one of the most attractive investment categories available to income focused […]

Buy These 2 Growing Energy Behemoths

Buy These 2 Growing Energy Behemoths

This article is directed at two kinds of investors. In one corner, we have the former Kinder Morgan Energy Partners unit holders, who are extremely upset at the Kinder Morgan roll up and their very large tax bills. In the opposite corner are investors who would like the yields and dividend growth rates of the […]