Takeover Targets
Takeover Time in MLP Land
Let’s start with the good news: Oil’s more than $60 a barrel drop since summer 2014 shouldn’t ding fourth-quarter results for best-in-class midstream companies. Kinder Morgan’s (NYSE: KMI) fourth-quarter earnings underscore this point. The midstream...
Upstream MLPs Search for Scale
Editor’s Note: Roger Conrad and Elliott Gue will share their expertise with investors at the upcoming MoneyShow San Francisco, which will take place Aug. 21 to Aug. 23 at the Hilton Union Square. Roger will give five...
Takeover Talk in the MLP Space
Whereas some MLPs can unlock shareholder value with the assistance of their sponsor or self-help measures, three formerly out-of-favor names last year delivered total returns in excess of 100 percent after a third party acquired...
Energy Takeout Menu, Part 1
Weatherford International (NYSE: WFT) The smallest of the Big Four oil-field services firms, Weatherford International’s size, recent struggles and industry-leading position artificial lift make the company a potential takeover candidate. Between 2011 and 2013, Weatherford...
International Energy Portfolio — Aggressive Holdings
ARC Resources (TSX: ARX, OTC: AETUF) An investment in ARC Resources represents a low-risk call on long-term demand for Canada’s inexpensive natural gas. Although the price of this commodity won’t increase until export capacity come...
TRENDING TOPICS
The Year of Natural Gas: Commodity Price Outlook and Our Thoughts on the Natural Gas E&Ps
A little over a year ago, we first called 2025 “The Year of Natural Gas.” In short, our view was that ongoing demand growth for...
Alert: Unfavorable Arbitration Ruling for Venture Global
After the market close last night, Venture Global (VG) announced that the International Chamber of Commerce (ICC) arbitration panel ruled in favor of BP Gas...
Update – Summer Volatility: Oil, Gas and our Top E&P Recommendations
Front-month natural gas prices have endured a significant decline since late June and that’s hit shares of our favorite producers. Meanwhile, there’s been significant market...
Hess Corp and Chevron Merge: Our Thoughts
EIA Actively Managed Portfolio recommendation Hess Corp (NYSE: HES) has now officially merged with Chevron Corp (NYSE: CVX). As a result, our 40 shares of...