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
Misunderstood Merger: EQT/Equitrans is a MoneyMaker
We’ve commented frequently on the industrial logic of recombining Equitrans Midstream (NYSE: ETRN) with its former parent, natural gas-weighted producer EQT Corp (NYSE: EQT). And...
Oil and US Refiners
Just a few weeks ago, in early January West Texas Intermediate (WTI) crude oil prices were trading around $70/bbl and Brent was under $75/bbl, well...
5 Ways to Protect and Grow Your Wealth Through the Coming Energy Crisis
Please click the links to download your new reports in PDF format. The End of Easy Oil: Offshore and Overseas Uranium's Third Supercycle:...
Energy 2024 Q&A Roundtable
Editors’ Note: We’d like to start this issue by wishing readers a Merry Christmas, a joyful holiday season and a happy start to the New...