1Q19 MLP Distribution Recap: Outlook Improving in Spite of Cuts
Most AMZ and AMZI constituents grew their 1Q19 distributions sequentially and on a year-over-year basis. The 20% increase from Plains All American (PAA) helps soften the impact of...
3Q18 MLP Distribution Recap: With 3Q Cuts Behind Us, How Will Current Trends Affect Future Distributions?
While many MLPs in the AMZ and AMZI grew their distributions for 3Q18, there were five distribution cuts, including a modest cut from a variable distribution MLP and a backdoor cut.
MLP Summer Recap Video
If you’ve been on vacation or mentally been on vacation this summer, we’ve put together a brief video to give an update of what’s been happening in the MLP space, including MLP performance,...
Revisiting MLP Distribution Growth
After speaking with a number of MLP stakeholders, it seems like all people really want is to see “where has the cash gone?”. With this post, we hope to paint a straightforward picture of what the...
What Happened in October: for MLPs, Money Talks and BS Walks
October was all about MLP cash: who increased distributions, who kept them flat, who didn’t increase as much as expected, and through it all, investor expectations mattered more than numbers.
The Irrational Investor: MLPs Trading on UNfundamentals
No one sane would argue that MLPs have been the best of all possible investments this year, but current trading sentiment has started to swing even further away from fundamentals.