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MLP RESEARCH
Edward Ryan
Jun 3, 20248 min read
Energy Transition Reality in Four Charts - Updated June 3, 2024
Our view is that the outlook for peak oil demand is much higher and much further away than consensus thinking. We look for global oil ...
117 views
Edward Ryan
Mar 26, 20245 min read
Midstream MLPs: Stocks in Goldilocks Stage of Upcycle
New York, NY, Ed Ryan, InfraCap COO - In our view, the midstream energy sector is in the Goldilocks stage of what could be a long and...
81 views
InfraCap Management
Nov 16, 20233 min read
Retained Earnings Critical Driver of Earnings Growth
Many market strategists have been very bearish on S&P 500 (“S&P”) earnings this year based on the fact that they thought that corporate ...
261 views
InfraCap Management
Oct 22, 20238 min read
Impact on Energy Infrastructure From Middle East War
The Middle East war has caused oil prices to rise because it puts the Israel/Saudi peace agreement on hold, which would have resulted in...
164 views
InfraCap Management
Sep 13, 20238 min read
Midstream & MLP Marketplace Summary
U.S. Midstream Overview The Midstream Sector The midstream segment of the oil & gas industry is primarily involved with the...
41 views
Edward Ryan
Oct 12, 20225 min read
OCTOBER FOCUS: Midstream MLPs - Stocks in Early Stage of Upcycle
Midstream MLP stocks sold off recently, a startling turnabout after a rebound took sector prices to the highest level in almost two years. A
649 views
MLP & Energy Sector Research
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Preferred Stock Primer PLUS Key Benefits & Risks - Q2 2024 Update
What Are Preferred Stocks?
Preferred stocks (“preferreds") are hybrid equity securities with characteristics similar to debt ...
Preferred Stock Market Place Summary - Q2 2024 Update
The following is updated performance information, data, and charts for preferred stocks through Q2 2024. Preferred stocks are hybrid ...
Small Company Investing: Selecting Profitable vs. Unprofitable Companies
When constructing a portfolio, we believe it is important to select profitable companies as they tend to dramatically outperform ...
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