Secular Trend: Best-of-Breed Pipeline Firms
470 views
Rate Now:
average rating: 0.00 / 0 ratings
Created by Steve Old Boy
DESCRIPTION:
Date updated:08-17-2008
Oil/gas pipeline firms tend to have nice dividend yields and relatively steady revenues. Due to the secular forces at work, it's a good bet they'll continue to be profitable investments over the long term.
In compiling this watch list, I leaned on a few simple criteria. Each company must have:
• Wide moat rating (Morningstar) — this decision pretty much took care of itself, for the reasons mentioned below
• C or better stewardship grade (Morningstar)
• C or better stock grade (Navellier)
The reason for the apparent redundancies in the list is that many of these companies are organized as GPs/MLPs. This gives investors a couple different options depending on whether they're seeking mainly income or growth, among other considerations. Some background info:
http://en.wikipedia.org/wiki/Master_limited_partnership
Pipeline operators tend to be profitable as all get out. It seems to be a lot easier to make $ by moving and storing oil/gas than by extracting or refining it. Plus a network of pipelines and terminals isn't such an easy set of assets for a potential competitor to duplicate (which probably explains why the widest moats in the oil/gas industries tend to be found here). When the markets aren't chasing the flavor of the month, they tend to revert back to fundamentally sound companies like these.
-
BGH
Buckeye Gp Holdin - $27.40
- -1.26%
- $27.45
No Analysis added
-
BPL
Buckeye Partners - $52.22
- +0.71%
- $52.09
Significant recent insider buying activity.
-
BWP
Boardwalk Pipelin - $27.62
- +0.44%
- $27.11
Significant recent insider buying activity.
-
EPD
Enterprise Pt Uts - $28.50
- -0.80%
- $28.69
The Enterprise family of companies is an intriguing play. Dan Duncan, Chairman & CEO, owns a boatload of shares. Despite the limited rights unitholders have in a MLP, it's probably safe to say his interests are aligned with theirs. Plus with Enterprise's diverse holdings, investors can get exposure to a massive nationwide network of assets.
-
EPE
Enterprise Gp Hld - $33.18
- +0.55%
- $33.46
The Enterprise family of companies is an intriguing play. Dan Duncan, Chairman & CEO, owns a boatload of shares. Despite the limited rights unitholders have in a MLP, it's probably safe to say his interests are aligned with theirs. Plus with Enterprise's diverse holdings, investors can get exposure to a massive nationwide network of assets.
-
KMP
Kinder Morgan Ene - $55.07
- -0.27%
- $55.04
The creme de la creme. As Morningstar's analysts put it, Richard Kinder is a rare visionary and definitely a great steward of shareholders' capital.
-
KMR
Kinder Morgan Mng - $47.13
- -0.08%
- $46.98
The creme de la creme. As Morningstar's analysts put it, Richard Kinder is a rare visionary and definitely a great steward of shareholders' capital.
-
MGG
Mgg - $0.00
- N/A
- $N/A
No Analysis added
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. WisdomTree Intl Consum...
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » John Shier
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
Jim Cramer's Portfolios of the Week
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
11.05.09 | 12:05 PM
Squeezing the Shorts: Late Earni...
By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...
11.04.09 | 15:18 PM
Cramer's Take on Headline Stocks...
more articles
By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
11.04.09 | 11:12 AM
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZA
Banjo's Garden Pic Thread
05.10.09 | 12:33 PM From author
banjoman
The Presidential/Political Thread
01.02.08 | 08:05 AM From author
Dave Cox
Wealth distribution by race and ...
more forums
11.23.08 | 18:44 PM From author
Valerie J
Q.
JCI profit last 62 years, divide...
11.08.09 | 19:14 PM Asked by
casecollectibles
A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.
Q.
Steel....playing catch up now. ...
03.24.09 | 11:34 AM Asked by
dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
today 's lists
Rising on Unusual Volume
Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more
TheStreet.com TV Videos
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
52-Week Lows
Here is a list of some of the biggest stocks that hit 52-week lows on Nov. 2, 2009. more
Comments not available