The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Seattle

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Seattle on June 1st, 2017.  The agenda included a summary of the energy industry over the last 24 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Minnesota

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Minnesota on May 18th, 2017.  The agenda included a summary of the energy industry over the last 24 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Providence

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Providence on November 17th, 2016.  The agenda included a summary of the energy industry over the last 24 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Louisiana

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Louisiana on September 28th, 2016.  The agenda included a summary of the energy industry over the last 18 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Pittsburgh

James L. Carroll, CFA, Jeffrey C. Huebner, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Pittsburgh on September 14th, 2016.  The agenda included a summary of the energy industry over the last 18 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize. 

Click here to request a copy of the presentation or for more information about speaking engagements.

MLPs After the Crash, Jewels in the Rubble

PCM Portfolio Managers recently led a roundtable event, MLPs After the Crash, Jewels in the Rubble for a handful of investors and consultants.  

Global oil prices have been on a roller coaster ride the last 24 months.  After falling 75% from their highs, oil prices have nearly doubled in the prior 4 months.  These swings went far beyond any forecasters' expectation during this time period.  Yet, history tells us that low oil prices are usually the cure for low oil prices.  Amidst this environment, we continue to have many conversations about the investment case for midstream MLPs as they provide attractive current yields, consistent dividend growth and offer the opportunity for price appreciation.

Click here to request a copy of the presentation materials