Last December, we spoke with Libby Toudouze, partner and portfolio manager at Swank Capital. Toudouze favored energy companies, particularly master-limited partnerships (MLP), because they offer high income, predictable growth and are a play on the nation’s insatiable demand for energy. Here’s a look at how her picks have fared since last year.

Genesis Energy LP (AMEX: GEL) owns and operates crude oil gathering, marketing and pipeline assets in several southern states. It recently raised its quarterly distribution by 10.3 percent. In the third quarter, net income rose to $19.1 million, a sequential increase of 67 percent.

The company is already making growth strides in the new year with its purchase of oil pipeline interests from Marathon Oil Corp (NYSE: MRO) for $205.9 million on Jan. 4. Shares of Genesis Energy have returned 23.1 percent since recommendation.

Linn Energy LLC (NSDQ: LINE) is an oil and natural gas development limited liability company. Toudouze said that Linn Energy’s expansive acreage and operations should enable the company to grow its distribution by high single digits consistently for years to come. For the third quarter, Linn Energy reported its average daily hydrocarbon output rose by more than 30 percent over the prior year’s period. The firm was also able to repurchase 400,000 shares in the third quarter and 130,000 more shares in October as part of its stock buyback program.