Alerian Insights

Alerian Insights

By the Numbers: Increasing Legislative Risk for MLPs?

Alerian details when you should start to panic about energy legislation.

What Happened: As Goes January, So Goes the Year?

Projections, production, distributions, oh my! Who’s buying, who’s selling, what happened, and all the juicy January gossip....

Just Happened: Dominion Analyst Day

If you’re invested in MLPs for their current income, then Dominion Midstream Partners (DM) is not for you. The company’s 1.75% yield as of Friday’s close is lower than both the S&P 500 and 10-ye...

By the Numbers: Distributions in Jeopardy?

Many investors assume that MLPs pay stable and growing distributions. While that’s generally true, the two are not synonymous. Along with their C Corp counterparts, MLPs in the upstream subsector ha...

Just Happened: Spectra Analyst Day

It must feel good when your stock trades up 4.4% on the day that you host your analyst meeting. Executives are excited that investors like their plan for the future, IR personnel are happy that their ...

Just Happened: Analyst Day Catch-Up, Marine Edition (GasLog, Hoegh)

Here’s the third and final installment of the Analyst Day Catch-Up. Today, we tackle the maritime names: the GasLog family and the Höegh family. We’ll begin by noting that our interest in both fa...

Just Happened: Kinder Morgan Analyst Day

Kinder Morgan kicks off 2015 with an analyst day designed not only to allay investor fears, but to explain how the growth opportunity remains for energy infrastructure in North America....
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