FMD Capital Management

Posts Tagged: energy

My New Favorite MLP ETF

Written by David Fabian, May 10th, 2017

Income investors have always had an affinity for master limited partnerships, or MLPs.  These unique vehicles offer exposure to the energy sector through a high yield, equity-like security.  Their business models and tax structures are such that they can pass through a great deal of their profits to shareholders in the form of dividends.  This makes them coveted for both their unconventional returns vs stocks or bonds in addition to their healthy income streams. Read more

3 ETF Charts Showing Red Flags

Written by David Fabian, March 22nd, 2017

I’m normally an optimistic, “glass-half-full” kind of guy.  I roll my eyes every time I see a headline decrying the next market crash or cataclysmic event that will cripple the global economy.  I’m quick to discern speculation from truths and prefer taking the opposite side of most mainstream assumptions.

It’s not that I see everything through rose colored glasses, but rather that I have found an unruffled approach to be a strong foundation for better decision making.  Navigating the markets with a calm and calculated strategy produces far superior returns than simply worrying about what dangers might lurk around every corner.  Read more

What You Need To Know Before You Buy An Infrastructure ETF

Written by David Fabian, November 15th, 2016

Donald Trump’s victory as the 45th President of The United States has Wall Street scrambling to identify key investment themes for 2017.  One such idea that has been repeated often over the last week is “infrastructure spending.” This thesis is based on the notion that Trump has a builder’s mentality and professional history to back it up.  Many are now speculating that he will pour a great deal of time and resources into stimulating the economy through various infrastructure projects.

But what does this mean for a typical investor and how can they represent this concept in their portfolio?

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MLP ETFs Have Ridden The Energy Recovery Wave In 2016

Written by David Fabian, October 25th, 2016

The multi-year plunge in oil and natural gas prices has been partially arrested in 2016 and one high yield investment sector is riding the recovery wave higher.  Master limited partnerships, or MLPs, are operators of pipeline, storage, and energy infrastructure assets primarily focused in North America.

These publicly traded entities enjoy a special tax advantage that allows them to return a large portion of their operating income to shareholders in the form of dividends.  As such, they are coveted by income investors for their above-average yields and alternative business models compared to conventional dividend stocks or bonds.

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