Oppenheimer Top Ideas Monthly: Energy and MLP

Oppenheimer on Wednesday came out with its 32 best ideas, broken down by sector. Here are its best ideas in Energy and Master Limited Partnerships Marathon Oil MRO: Annual production growth of 5-7%, mainly oil and liquids with high margins, has improved MRO's financial outlook. EnLink Midstream Partners, L.P. ENLK: We estimate 8% distribution growth in 2014 for EnLink Midstream Partners, as the merged entity is known, accelerating to 12% in 2015 driven by both organic growth projects and dropdowns.