Income Investing
No Longer A Keystone for TransCanada
Last month, the Nebraska Public Service Commission approved the northern leg of the Keystone XL pipeline, remobing the last major regulatory hurdle after the US State Dept signed off on the controversial project’s border crossing....
11/27/17: Power Swap
Earlier this month, Northland Power (TSX: NPI, OTC: NPIFF) increased its monthly dividend by a whopping 11.1 percent—its first hike since August 2006, when the company was still organized as a tax-advantaged Canadian income trust....
Lessons from Canada for US Midstream Master Limited Partnerships
In US dollar terms, the Solactive Canadian Midstream Oil & Gas Index has outperformed the Alerian MLP Index by more than 15 percentage points so far in 2017 and almost 25 percentage points since the...
International Intrigue
Although the Canadian and Australian dollars have recovered from their nadirs earlier this year, exchange rates relative to the US dollar remain considerably weaker than the ranges that prevailed from 2011 to mid-2014. The Canadian...
Midstream and MLP Update
Kinder Morgan Wheels and Deals Kinder Morgan (NYSE: KMI) took its medicine last year, slashing its quarterly dividend by about 75 percent to maintain its investment-grade credit rating and retain cash flow to fund its...
Bond Update
With seven bankruptcies this year and more to come if oil prices remain lower for longer, investors should avoid marginal North American exploration and production companies' shares at all costs. In December 2014, we highlighted a...
Avoid These MLP Value Traps
Editor's Note: Join Elliott Gue and Roger Conrad at the World MoneyShow Orlando, Feb. 4 - Feb. 7 at the Gaylord Palms Resort. The investment mavens behind Capitalist Times, Conrad's Utility Investor and Enegry & Income...
TRENDING TOPICS
Oil: The Imaginary Glut
Last week, crude oil prices broke from a tight trading range to the highest levels in about three months. In my view, there’s more upside...
Nuclear Energy and the AI Data Center Boom
I recently sat down with James Early of BBAE Pro to talk about winners and losers in the AI-driven nuclear renaissance, and how stock prices...
Drill, Baby, Drill!
If you have any interest in energy, you’ve probably heard, or read, the prevailing election narrative about oil. The fourth of twenty platform bullets on...
TC’s South Bow Spinoff: Stick With Both Pieces
It’s been roughly three weeks since TC Energy Corp (TSX: TRP, NYSE: TRP) spun off its oil and liquids pipeline operations as a new company,...