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
Early Energy Q1 Returns: Shale Discipline in Force
Four Energy and Income Advisor Model Portfolio companies have now released Q1 results and updated guidance: Services companies Baker Hughes (NYSE; BKR) and SLB Ltd...
Earnings and Partners/XPLR Strategic Review
Annual filings are far more detailed than quarterlies. The trade-off for investors is they take longer to compile. Nonetheless, there’s already been plenty of action—as...
Oil: The Imaginary Glut
Last week, crude oil prices broke from a tight trading range to the highest levels in about three months. In my view, there’s more upside...
Nuclear Energy and the AI Data Center Boom
I recently sat down with James Early of BBAE Pro to talk about winners and losers in the AI-driven nuclear renaissance, and how stock prices...