Penn Virginia Resource Partners, L.P.

  • Major Coal MLP Continues to Diversify Its Assets

    By Alex Gray - June 25, 2013 | Tickers: NRP, PVR, RNO

    After suffering from the bloodshed in the coal markets over the last few years, Natural Resource Partners (NYSE: NRP) has recovered from its recent lows reached in the fourth quarter of last year. While coal will continue to supply the bulk of the revenue to this Master Limited Partnership (MLP), management recognizes the uphill battle in the coal industry. To that end, some recent acquisitions should serve to further diversify more »

  • Coal or Gas: How About Both?

    By Reuben Brewer - June 19, 2013 | Tickers: ARLP, CNX, NRP, PVR

    Electric utilities care about price more than fuel source, so natural gas and coal use will continue to seesaw back and forth for years. You can protect yourself by buying companies with exposure to both commodities like CONSOL Energy (NYSE: CNX), Natural Resource Partners (NYSE: NRP), and PVR (NYSE: PVR).

    The Future Is Variable

    In a recent presentation, Alliance Natural Resources (NASDAQ: ARLP) projected that global coal demand will increase more »

  • A Big Change Comes With Big Risks

    By Reuben Brewer - April 8, 2013 | Tickers: EPD, PVR, TRP

    After more than 100 years of owning royalty coal properties, PVR (NYSE: PVR) has shifted gears to become a natural gas pipeline company. The move seems to make sense, but it comes with notable risks.

    PVR

    PVR has owned and leased out coal properties since the late 1800s. That's a long time to be in one line of business. With coal under increasing pressure from environmentalists and increased supplies more »

  • A Big Change Comes With Big Risks

    By Reuben Brewer - April 3, 2013 | Tickers: EPD, PVR, TRP

    After more than 100 years of owning royalty coal properties, PVR (NYSE: PVR) has shifted gears to become a natural gas pipeline company. The move seems to make sense, but it comes with notable risks.

    PVR

    PVR has owned and leased out coal properties since the late 1800s. That's a long time to be in one line of business. With coal under increasing pressure from environmentalists and increased supplies more »

  • This Company Is Changing Its Stripes

    By Reuben Brewer - April 1, 2013 | Tickers: NRGY, NRP, PVR

    Penn Virginia Resource Partners (NYSE: PVR) is making a change from coal to natural gas pipelines. This shift coupled with the still weak coal market has left the market concerned about the limited partnership's distribution. Management, however, seems pretty confident that it won't be an issue.

    Out with the Old

    PVR's history in the coal industry dates back to 1882. Up until a few years ago, coal more »

  • A Barbell Approach to Dividends

    By Reuben Brewer - November 16, 2012 | Tickers: T, ETP, LDR, LMT, PVR

    Investors looking to live off of their dividend income face two competing factors. On one side, they want enough income to support the lifestyle they desire today. On the other side, they need enough income growth to support the lifestyle they desire in the future. Deciding how to deal with these opposing forces can be difficult. A barbell approach might just be the answer you are looking for.

  • On The Dividend Trash Pile: Coal Companies

    By Reuben Brewer - November 8, 2012 | Tickers: ARLP, CNX, BTU, PVR

    While regulation remains a wild card, value investors with longer time horizons may have some incredible buying opportunities in the coal industry. This is particularly true in light of the post election sell off in coal stocks. A few to consider are: Peabody Energy, Alliance Resource Partners (NASDAQ: ARLP), CONSOL Energy (NYSE: CNX), and PVR Partners (NYSE: PVR).

  • Magnetar Capital Loves These Overlooked Energy Stocks

    By Meena Krishnamsetty - September 14, 2012 | Tickers: EOG, ESRX, PVR, TK, UTX

    Founded in 2005, Magnetar Capital is headquartered in Evanston, Illinois and also has a presence in New York, London, and Beijing. A “magnetar” is a neutron star with an extremely powerful magnetic field that produces bursts of energy resulting in the brightest objects observed in the universe. The hedge fund believes this name is fitting because they attract world-class professionals, and the company fosters an environment that brings energy and more »

  • High Yielding Coal MLP's: These 2 Have Substantial Yield AND Upside

    By Peter Epstein - August 15, 2012 | Tickers: ARLP, NRP, OXF, PVR, RNO

    I track four coal-heavy MLP's with distribution yields ranging from about 7% to 22%. The four names under consideration are Alliance Resource Partners (NASDAQ: ARLP), Natural Resource Partners (NYSE: NRP), Rhino Resource Partners (NYSE: RNO) and Oxford Resource Partners (NYSE: OXF). There's also Penn Virgina, but its much more diversified, coal-related sources of revenue are not a majority.

    Coal markets have had a very rough trailing 12 months more »