Tickers in this Article: BBEP, PGH, EXLP, PVR, CMLP
Written by Rebecca Lipman

Looking for more exposure to the basic materials sector? There are many ways to approach a stock, but here we looked for names that have a dividend (yield above 1%) and low short floats (below 5%) to indicate that the short-term expectations are relatively bullish.

Lastly, we wanted to find companies with the backing of institutional investors, such as hedge funds. Specifically, we searched for names with net buying from institutions in the current quarter.

Interactive Chart: Use the Compar-O-Matic to compare analyst ratings for the stocks mentioned below:



Business Section: Investing Ideas
Here are the stocks that resulted from this screen. Do you think these basic material stocks warrant the bullish sentiment?


Use this list as a starting point for your own analysis. (Click here to access free, interactive tools to analyze these ideas.)

1. Breitburn Energy Partners L.P. (Nasdaq:BBEP): Engages in the acquisition, exploitation and development of oil and gas properties in the United States. Market cap is at $1.32B, and the most recent closing price is at $19.03. Dividend yield is at 9.58%, and float short is at 0.9. Net institutional purchases in the current quarter at are at 4.4M shares, which represent about 6.57% of the company's float of 67.01M shares.

2. Pengrowth Energy Corporation (NYSE:PGH): Engages in the acquisition, exploration, development and production of oil and natural gas reserves in the Western Canadian Sedimentary Basin. Market cap is at $3.27B, and the most recent closing price is at $8.97. Dividend yield is at 9.17%, and float short is at 5.28. Net institutional purchases in the current quarter are at 28.4M shares, which represent about 7.9% of the company's float of 359.37M shares.

3. Exterran Partners, L.P. (Nasdaq:EXLP): Provides natural gas contract operations services to customers in the United States. Market cap is at $825.76M, and the most recent closing price is at $22.34. Dividend yield is at 8.81%, and float short is at 1.67. Net institutional purchases in the current quarter are at 2.1M shares, which represent about 11.84% of the company's float of 17.73M shares.

4. Penn Virginia Resource Partners LP (NYSE:PVR): Engages in the management of coal and natural resource properties; and gathering and processing of natural gas in the United States. Market cap is at $2.01B, and the most recent closing price is at $25.49. Dividend yield is at 8.2%, and float short is at 0.52. Net institutional purchases in the current quarter are at 3.7M shares, which represent about 5.07% of the company's float of 72.95M shares.

5. Crestwood Midstream Partners LP (NYSE:CMLP): Engages in gathering, compressing, treating, processing and transporting natural gas primarily on the Barnett Shale formation of the Fort Worth Basin in north Texas. Market cap is at $1.09B, and the most recent closing price is at $25.54. Dividend yield is at 8.02%, and float short is at 1.82. Net institutional purchases in the current quarter are at 20.1M shares, which represent about 89.25% of the company's float of 22.52M shares.

6. Regency Energy Partners LP (NYSE:RGP): Engages in the gathering, treating, processing, compression and transportation of natural gas and natural gas liquids (NGLs). Market cap IS at $4.28B, and the most recent closing price is at $25.18. Dividend yield is at 7.31%, and float short is at 0.74. Net institutional purchases in the current quarter are at 6.7M shares, which represent about 6.09% of the company's float of 109.94M shares.

7. Genesis Energy LP (NYSE:GEL): Operates in the midstream segment of the oil and gas industry in the Gulf Coast area of the United States. Market cap is at $2.45B, and the most recent closing price is at $30.96. Dividend yield is at 5.85%, and float short is at 0.92. Net institutional purchases in the current quarter are at 3.5M shares, which represent about 5.91% of the company's float of 59.18M shares.

8. DCP Midstream Partners LP (NYSE:DPM): Engages in gathering, compressing, treating, processing, transporting, storing and selling natural gas in the United States. Market cap is at $2.13B, and the most recent closing price is at $45.81. Dividend yield is at 5.67%, and float short is at 1.24. Net institutional purchases in the current quarter are at 3.9M shares, which represent about 13.04% of the company's float of 29.90M shares.

9. Chesapeake Midstream Partners, L.P. (NYSE:CHKM): Operates, develops and acquires natural gas gathering systems and other midstream energy assets in the United States. Market cap is at $4.24B, and the most recent closing price is at $28.68. Dividend yield is at 5.41%, and float short is at 0.71. Net institutional purchases in the current quarter are at 6.3M shares, which represent about 14% of the company's float of 45.01M shares.

10. MarkWest Energy Partners LP (NYSE:MWE): Engages in the gathering, processing and transportation of natural gas. Market cap is at $7.33B, and the most recent closing price is at $60.15. Dividend yield is at 5.26%, and float short is at 1.02. Net institutional purchases in the current quarter are at 9.9M shares, which represent about 11.25% of the company's float of 87.97M shares.

11. Nevsun Resources Ltd. (AMEX:NSU): A natural resource company, together with its subsidiaries, engages in the acquisition, exploration, development and production of mineral properties. Market cap is at $739.71M, and the most recent closing price is at $3.64. Dividend yield is at 2.7%, and float short is at 0.5. Net institutional purchases in the current quarter are at 43.4M shares, which represent about 21.96% of the company's float of 197.61M shares.

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Kapitall's Rebecca Lipman does not own any of the shares mentioned above. Institutional data sourced from Fidelity, all other data sourced from Finviz.

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