Two High-Yielding Energy Plays

As regular readers of this column know, I depend on energy master limited partnerships for a good portion of my income portfolio. I particularly like entities participating in the impressive expansion of the domestic production, storage and distribution of gas and oil. I continue to believe we are in the early innings of a secular expansion that the Independent Energy Agency (IEA) says will have the U.S. energy independent by 2030.

I believe natural gas will continue to gain market share from coal in powering industrial and utility demand. Coal faces new potential regulations from the Environmental Protection Agency and resistance from an administration that is not in its corner, so natural gas should thrive in this environment. The fuel will eventually make inroads in consumer demand as well (for instance, natural-gas-powered cars and trucks). Oil infrastructure will also need to expand as we continue to produce more of our own domestic supply....307 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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