Fertilizer MLPs: The Good, The Bad And The Ugly

ByAlanHHI:Those of us who have been investing in high dividend paying stocks have done very well this year. The high payers in my portfolio have been split between financial preferred stocks and Master Limited Partnerships (MLP). I examined preferred stocks in an earlier article.

This report was sent to subscribers on October 20, 2010.  Join our free mailing list to receive this actionable info 48 hours before the public… EXECUTIVE SUMMARY: • Investors are bidding up prices of MLPs as generous distributions compare favorably to low fixed income yields.

By Dan Pritch: By JT Master limited partnerships are one of the fastest growing investments on Wall Street. Oil and gas companies divest high cost assets with MLP issues while investors find MLPs attractive for their high yields and tax benefits.

By Dividend Monk: Kinder Morgan Energy Partners LP (NYSE: KMP) is one of the largest Master Limited Partnerships with a strong history of distribution growth and outperforming the market.

By Tom Lydon: Investors searching for yield are taking a liking to master limited partnerships, or MLPs. More MLP funds such as Global X MLP ETF (MLPA) are hitting the market, and there are plans to launch additional offerings.

Since the end of 2007, the Alerian MLP Index has generated a total return of 76.5 percent, about 75 percent of which came from price appreciation. The S&P 500, on the other hand, lost 2 percent over the same period. This outperformance reflects strong fundamentals, but you can't rule out market psychology and demographics when making the investment case for master limited partnerships (MLPs).

The Energy Report submits:Judging from fund flows into some of the Master Limited Partnerships (MLPs) he tracks, investors apparently agree with Stephen Maresca, Morgan Stanley's MLP expert, that the midstream sector of the oil and gas industry has gone mainstream.

The Energy Report submits:Master limited partnerships (MLPs) are growing in popularity as baby boomers nearing retirement flock to yield. In this exclusive interview with The Energy Report, Credit Suisse Managing Director and Senior Analyst Yves Siegel targets MLPs that are still growing faster than this burgeoning sector and dispels rumors that MLPs could be subject to new taxes.