The 4 best months for MLPs

I love taking advantage of market inefficiencies or quirks; spinoff mispricings, CEF discounts, etc. Its one of the most entertaining and profitable of past times. I’ll share one with you today in the MLP sector and I hope it makes you some money in the future. Lets dive in. What Read more…

Not all MLPs are created equal

Its pretty common investment wisdom that a bull market hides a lot of mistakes. Companies of all types, quality, and sizes go up together. Fortunately, this doesn’t last forever. Tough markets tend to separate the wheat from the chaff and expose any weaknesses in business models, cost of capital, etc… Read more…

Update on MLP valuation

Well, the MLP correction I discussed earlier seems to have run its course for now. I thought this would be a good time to see what this correction has done for MLP valuations relative to history. I last did this back at the end of Q1 2011 and was planning Read more…

Opportunity brewing in MLP land

There looks to be a correction developing in the MLP sector that may bring up a significant opportunity that income investors should begin to have a plan for. Lets look at the drop in prices recently, potential reasons for the drop, and what it means for the sector and more Read more…