Hi-Crush Partners LP (HCLP-N)

(A Top Pick April 20/18 - Up 0%) Stock is at the same price. A big dividend. A month ago, they announced that they would be converting to a corporation from a master limited partnership. It’s paying 3 dollars in dividends in the process.

A month ago, they announced that they would be converting to a corporation from a master limited partnership. It’s paying 3 dollars in dividends in the process. Very well position in the fracking industry. They are also ding logistics. Very well managed. (Analysts’ price target is $16.49)

They're in the sand business--fracking. The long-term outlook for fracking is positive. There are more fracks per well, and more sand per frack used. The problem is sand is not gold or copper--there's a lot of it out there. One advantage for HCLP is that only they have permanent sand right in the Permian Basin. At some point there will be consolidation for this industry. You get paid nicely to wait at a 7.5% dividend, which they will likely increase this year. They're starting to generate good cash flow.

The chart is slowly progressing bullishly. He would continue to hold it, but not necessarily add new money. (Analysts’ price target is $16.66)

They are involved in fracing sand. Over the past five years investors had been disappointed. They recently opened a mine in the Permian – the first operator there. They have locked up capacity on good long-term contracts. They see a 10% dividend increase over the year. They are projecting a 25% increase in frac sand usage. If you want to be in energy this is the one. Yield 7.5%. (Analysts’ price target is $16.36 )

This is frac sand. Keep in mind that it is an MLP, which means you are going to get a K-1 and will delay your tax return. The sand they have is the sand that everybody likes, and is crucial in fracing. Thinks their future is good. They pay a very high dividend, which is why he bought it. Had a big run up last year, so he would be a little careful about buying it for any other reason than the dividend. Feels this is the best of the companies.

The whole industry has been driven by the fracing boom over the past 3-5 years. They take sand and inject it under high pressure into the rock, trying to create fractures so that oil/natural gas can flow through. Companies are going to longer wells now, such as horizontal wells that are 2-3 miles long. They’ll do this 100 times on a single well. Because of this, the consumption of sand is going way up.

A fracing sand producer. It has been pummelled this year. They have a number of sand mines, primarily in Wisconsin. They are a big beneficiary of all the fracing and horizontal drilling that has been going on. It shouldn’t trade with the oil price, but it does. Still very profitable. Recently had to cut their dividend to preserve some cash. The future of fracing is still going to be with us for some time.

A frac sand company and probably got hit with the downturn in energy. Chart shows a neck line, and if it broke out through that, he would be all over this.

A frac sand producer. Basically a dividend paying stock. They crank out all their cash flow to shareholders. With what has happened to oil prices, you can expect that demand for frac sand is going to fall. OPEC is determined to put the US shale plays out of business. Not a stock you would want to own right now.

(A Top Pick Oct 14/14. Down 17.39%.) Had expected energy prices would be in the high $70 and low $80 range. Reduced his holdings, but at current levels it is trading near its bottom.