By Bret Jensen The market measured by the S&P 500 had its worst weekly decline in two years this week. The Dow Jones Industrial Average is now negative for 2014. I noticed the energy sector was a significant laggard this week. Small cap E&P plays were particularly hard hit. Prices for oil and natural gas have […]
North Dakota’s latest fracking problem Friday, 22 Aug 2014 | 11:01 AM ET Why is natural gas being deliberately burned across the oil-rich fields of North Dakota? Morgan Brennan explains.
By Albert Alfonso In a recent article, I discussed and analyzed many of the upstream MLPs, both big and small. Among this group, one of the clear standouts was Atlas Resource Partners (NYSE:ARP). In the following article, I will take a closer look at ARP, and see whether or not this discount is warranted. An overview […]
By Bret Jensen The stock of Ultra Petroleum (NYSE:UPL) has behaved better since the primarily natural gas producer announced an asset purchase/swap with Shell. Ultra exchanged some $925 million and acreage in the Marcellus for Shell’s large Pinedale acreage in Wyoming, where it already had productive assets. There are several reasons to be positive on this […]
By Albert Alfonso The focus of this article is to analyze the upstream MLP sector as a whole, looking at metrics such as valuation, distribution yield, and coverage ratios. How do the various upstream MLPs compare? For my analysis I will be comparing the upstream MLPs listed below: Linn Energy (LINE, LNCO) BreitBurn Energy Partners (BBEP) […]