Low Prices Boost Hopes for Natural Gas Natural gas finally has broken out of the tight trading range it’s been stuck in for the past six months. But it’s done it the hard way, by falling to a more than three-year low. However, there could be good news in the bad news. Cheaper gas prices […]
Tag: Barron’s
Thornburg Investment Management's Jeff Klingelhofer quoted in Barron's
What the Fed’s Latest Move Means for Investors The Federal Reserve left the federal-funds rate unchanged Wednesday, as expected, at 2.25%-2.50%. The Federal Open Market Committee removed the word “patient” regarding future rate adjustments from its statement, indicating it is more likely to cut interest rates at future meetings than it was in March. Read […]
Tortoise's Brian Kessens in Barron's
Oil in the U.S. Is Cheaper Than Overseas. That’s Bad News for U.S. Oil Producers Crude oil prices are forking. U.S. crude oil is priced at a near $10 discount to Brent, the international benchmark, the widest gap between the two since October of last year. That spread will create short-term winners and losers across […]
Nancy Tengler in Barron's
Dividends Can Tell You a Lot About a Sector’s Strength For stock investors on the prowl for income, there is no tool quite as handy as the dividend yield. The yield—the payout divided by the stock price—lets you quickly compare the potential rewards of stocks and even bonds. Read more here: https://www.barrons.com/articles/this-dividend-metric-can-help-you-understand-an-industry-51554463800
Robert Thummel from Tortoise in Barron's
Oil Market Bet: Iran Sanctions Won’t Boost Prices The oil market has had nearly six months to assess the possible effect of U.S. sanctions on Iranian oil exports. Surprisingly, the prospect of significantly tighter global supplies has resulted in lower prices. President Donald Trump announced on May 8 that he would end the participation of […]
Barron’s: Tortoise Wins the Race
Brian Kessens and his team at Tortoise MLP & Pipeline fund invest opportunistically in assets that span the energy-production cycle.
Tortoise in Barron’s
Playing ‘Game of Tones’ Midway Through MLP Earnings Season Interpreting management comments is the main game of earnings season for energy-focused master limited partnerships (MLPs). Read more here: http://blogs.barrons.com/incomeinvesting/2016/07/26/playing-game-of-tones-midway-through-mlp-earnings-season/
Tortoise on Brexit and MLPs
Understanding Brexit’s Impact on Midstream MLPs Monday was shaping up to be a tough day for midstream master limited partnerships. The sector-tracking Alerian MLP ETF (AMLP) was down more than 4% by early afternoon as the price of crude fell 3.4%. Crude has been falling since the Brexit vote, but MLPs held up okay on […]
Tortoise in Barron's
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 […]
Tortoise in Barron’s
5 MLP Plays for Growth as Well as Big Payouts H. Kevin Birzer of the Tortoise MLP & Pipeline Fund has averaged 24% annual returns over the past three yrs. For investors looking for income and an energy allocation, the Tortoise MLP & Pipeline Fund has performed like a hare. The mutual fund (ticker: TORTX […]
Barron’s features Tortoise in its look at MLP’s.
Boom… or Bust? Master limited partnerships have benefited from low rates and an energy boom. But what’s next?