Featured Articles
Taking a Closer Look at Vanguard Natural Resources LLC
Tim McPartland | December 2, 2014
In an attempt to get to the facts on some of the oil and gas upstream companies from time to time in the next 10 days we are going to publish our thoughts on some research so we can know where the bargains are (or aren't) in this sectorWe have chosen to look at Vanguard Natural Resources LLC (ticker:VNR) first. Part…
Oil Issues Bounce Nicely
Tim McPartland | December 2, 2014
After a quiet start today oil and gas issues of all sorts are bouncing - this is the bounce we thought would come yesterday afternoon. It is likely that this is just some short covering and a bit of a 'dead cat bounce', and wouldn't attach too much meaning to firmer prices. Oil prices are falling and we will need…
Quiet Start to Today
Tim McPartland | December 2, 2014
December 2, 2014 9 amToday is starting off quiet with the MLP's gaining some footing after the earlier slams even though oil is off $1/barrel from yesterdays giant crude rally. It is likely we will stabalize right in here--both on crude prices and oil stock prices. Movements will likely be 'drifts' versus plunges and spikes. Watch for the EIA report…
Tough Day – 1/2% Lost in Model
Tim McPartland | December 1, 2014
Today took a 1/2% off of the performance YTD in the 2014 Model--the majority related to a couple oil/gas related preferred issues that took a heavy hit. For the time being we are holding those offending issues and moving forward with operating the balance of the portfolio. We have determined that there are a number of areas that need higher…
What the Readers Have to Say
Tim McPartland | December 1, 2014
Going through our reader correspondence we find lots of opinions of the direction of oil prices and MLP price levels. Robert B. originally wrote to opine (paraphrased) that he thought prices of MLP's we going to the 2010 levels as the crude oil pricing was similar to current crude prices. He amended that opinion a bit when he wrote that…
