Oil higher to start the week – Is oil going higher or lower from here, with Rob Thummel, Tortoise Capital Advisors, and Bob McNally, Rapidan Group founder.
Energy Roundtable: 12 Oil Rebound Picks Four pros guide investors through the sector’s turmoil—and pick stocks and bonds for the next boom. Energy investors have arrived at the fifth stage of grief—acceptance. It hasn’t been easy. The price of oil has dropped 62% in the past two years, as easy access to credit helped fuel […]
Thummel: Oil Could Reach $50 By End of 2016
Shale Is Here to Stay so Buy EOG and Pioneer U.S. shale production isn’t going away but not all shale is created equal, and that should guide investment decisions in the sector, according to Brians Kessens, a portfolio manager with Tortoise Capital. Read more here: Shale Is Here to Stay so Buy EOG and Pioneer
Irrational Pessimism – Throwing The Baby Out With The Bath Water Since first publishing kortsessions.com in February 2013, I have tried not to get into the weeds on individual stocks ideas. We are all about the media and the adverse outcomes in store for those who rest their investment policy on their pronouncements. When I […]
Is the oil crash over? Prices soar 30% in 11 days Oil has stopped crashing. Investors around the world freaked out when oil prices plummeted to a 13-year low of $26.05 a barrel on February 11. But they are now sitting at $34 a barrel, marking an incredible 30% spike in the span of just […]
A Case For MLP Investing After graduating from college in 1981, one of my first assignments as an auditor for Peat Marwick, now KPMG, was to assist on the Panhandle Eastern Pipeline audit. With that brief experience, I became intrigued with pipelines, and remain so 3 ½ decades later. Read more here.
Why oil will hit $50 this year Tortoise Capital Advisors Managing Director Rob Thummel explains his forecast for oil and what areas of energy his long-only funds are focused on.
Oil Drops to 12-Year Low on China Worries Tortoise Capital Managing Director Robert Thummel weighs in on the price and production of oil, and discusses his investment strategy. He speaks on Bloomberg GO.
Patient Investors Look To MLPs For Income…A 2016 Outlook No doubt about it, current market conditions are tough but distribution cuts across the board are being priced into MLPs right now. So while things are likely to be volatile for the near term, we think they can only get better, especially if you have a 12+ […]
MLP Manager Attracts Strong Flows Despite Market Plunge Master limited partnerships (MLPs) have taken a beating since September last year, swept up in the energy industry turmoil caused by the plunge in crude oil prices. MLP manager Tortoise Capital Advisors has seen its assets under management dragged down with the market, but the firm has […]
How to Make Money in the Energy Sector Tortoise Capital Advisors Managing Director Robert Thummel discusses challenges in energy sector investing. He speaks on “Bloomberg GO.” (Source: Bloomberg)
A Pause in MLP ‘Negative Feedback Loop’ Read the article here.
Energy infrastructure MLPs to bounce in 2016: Trader By Tom DiChristopher The energy infrastructure sector and master limited partnership stocks are due for a bounce in 2016 after getting beaten up this year, Tortoise Capital Advisors’ Rob Thummel said Monday. Read the full article on CNBC.com here.
Leading energy manager: Here is where energy rebounds in 2016
OPEC’s ‘Wait And Watch’ Decision — Who Wins In A Low Oil Price Environment? Well, the 168th OPEC meeting in Vienna, Austria just concluded. The oil markets are reacting to official and unofficial commentary from OPEC’s members. For context, let’s look at what has happened since the last OPEC meeting in November 2014. U.S. oil […]
What Investors Need To Know Now About MLPs Read the piece here.
Investment Opportunities Exist Within Volatile Energy Market Read the full commentary here.
Hanging In With the Yieldcos Stock prices are down for the wind and solar energy companies, and analysts see dividend growth ahead. But income investors need to be careful. To say that the fledgling “yieldco” sector is experiencing growing pains is putting it mildly. In the past six months, this crop of renewable energy stocks […]
Wild Swings Buffet MLP Investors Many factors contributed to the 26% drop in these energy infrastructure companies over the past year. Unfortunately those factors aren’t going away any time soon. By Amey Stone Master limited partnerships (MLPs) have long been prized by income investors for their attractive yields, favorable tax treatment, and relative stability. But […]
Second quarter numbers for the midstream sector looked healthy, noted Tortoise Capital Advisors in a mid-year review. New projects were placed in service during the quarter with additional projects scheduled to commence later in 2015 and 2016. “Our projection for capital investment in MLP, pipeline and related organic growth projects through 2017 remains strong at […]
Is Now the Time to Invest in Oil and Energy Stocks? Robert Thummel, portfolio manager at Tortoise Capital Advisors, talks about ways to make money in the energy markets in spite of lower oil prices. He speaks on “Bloomberg Markets.” (Source: Bloomberg)
Betting big on nat gas We think crude prices move up, but natural gas stocks can do well in a low-priced environment, explains Matt Sallee, Tortoise Capital managing director & portfolio manager.
Tortoise Expects Generous Distribution Growth from MLPs By Amey Stone The bear market in master limited partnerships accelerated last week, with the sector falling 8.4% as many companies reported earnings. MLPs are now down 18.3% for year, and down 30% from peak level a year earlier. Read the full article here.
Tortoise Capital Advisors Managing Director Rob Thummel discusses the impact of President Obama’s climate plan on energy investments. He speaks on “Market Makers.” (Source: Bloomberg)
Master limited partnerships (MLPs) which had put up a great show last year despite plunging oil prices saw a weak start to the year. MLPs finally had to give in to the oil price massacre. However, the weakness in the space gave many an entry point in these products, given their high level of yield. […]
Tortoise Capital Advisors Introduces its First MLP ETF Tortoise Capital Advisors, a Kansas-based money manager specializing in energy investments, introduced its first exchange traded fund today, the Tortoise North American Pipeline Fund (NYSEArca: TPYP). Read more here.
Thummel: High yields, new deal backlogs make PAA, EPD, MMP top MLPs Read the piece here.
3 MLP Picks with High Yields and New Deal Backlogs By Amey Stone Master limited partnerships (MLPs) have had a rough time since about mid-May. Along with all yield-oriented securities, they’ve been buffeted by rising interest rates. Volatile oil prices and a major spill from one of the biggest companies in the index havn’t helped. […]
[hmp_player] Matt Sallee on Bloomberg Radio – Part One Matt Sallee on Bloomberg Radio – Part Two