Energy Transfer LP Blog | Talkmarkets | Page 1
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The Disappearing MLP Buyer
Article By: Simon Lack Sunday, March 29, 2020 10:23 AM EDT
There’s a big difference between investing in pipeline corporations with their wide investor base, and MLPs whose pool of natural buyers is withering.
In this article: AMLP, EPD, MMP, ET
EC Updating The Coming Pipeline Cash Gusher
Article By: Simon Lack Sunday, March 8, 2020 10:26 AM EDT
More and more midstream companies are changing from distributable cash flow to free cash flow reporting and the trend is a positive for investors in the sector.
In this article: ENB, EPD, KMI, TRP, ET
Energy Insiders Are Backing Up The Truck
Article By: Charles Sizemore Saturday, March 7, 2020 1:12 PM EDT
Energy insiders are aggressively buying their own stock. Kinder Morgan’s Richard Kinder and Energy Transfer’s Kelcy Warren made major purchases in February.
In this article: KMI, ET
Tepper's Appaloosa Adds Intelsat, Exits Boeing In Q4
Article By: The Fly Sunday, February 16, 2020 1:32 PM EDT
David Tepper's Appaloosa Management disclosed in an SEC filing its holdings as of December 31, 2019. The fund's top holdings as of December 31, in order of size, were Alphabet Class C, Facebook, Amazon, Alibaba, and Micron.
Today’s Pipelines Leave MLPs Behind
Article By: Simon Lack Sunday, February 9, 2020 10:11 AM EDT
Midstream energy infrastructure and MLPs used to be synonymous, but widespread distribution cuts and investor abuse have left the old, rich Americans who used to be the investor base betrayed.
In this article: AMLP, ET
Dividend Increases Up To 25% Could Be In The Cards For These Energy Stocks
Article By: Tim Plaehn Wednesday, January 29, 2020 7:24 AM EDT
Before the energy commodity and stock sector crash in 2015, energy midstream stocks paid steadily growing dividends that income investors loved. The steady stream of dividend increases propelled share higher.
In this article: KMI, PAA, ET
Look For These 5 Energy Stocks To Raise Dividends In January
Article By: Tim Plaehn Monday, January 6, 2020 7:20 AM EDT
Now that the book is closed on 2019, next up for the stock market will be individual company earnings reports for the fourth quarter and full year. I recommend dividend-paying stocks based on the fundamental strengths if the underlying businesses.
In this article: EPD, KMI, PAA, WES, ET
Looking Back On 2019
Article By: Simon Lack Sunday, December 29, 2019 7:15 PM EDT
Reviewing the past year’s stats provides a useful perspective on what pipeline investors are thinking about.
In this article: ENB, TRP, ET
Pipeline Bond Investors Are More Bullish Than Equity Buyers
Article By: Simon Lack Sunday, December 22, 2019 10:16 AM EDT
Today’s bond investors are willingly locking in low and negative real yields – in many cases even negative nominal yields. Two compelling explanations are inflexible investment mandates, and fear of another 2008 financial crisis.
In this article: LNG, KMI, OKE, TRP, WMB, ET
One Way For High-Yield Energy Midstream Stocks To Boost Share Prices
Article By: Tim Plaehn Monday, November 18, 2019 4:12 PM EDT
The midstream energy sector has been a scary place for investors. Despite high dividend yields, it seems that no kind of news will stop the relentless slide in share prices.
In this article: EPD, MPLX, ET
Energy Transfer LP: Did A Merger Make This 9.7% Yield More Secure?
Article By: Marc Lichtenfeld Thursday, November 7, 2019 1:00 AM EDT
Let’s take a look at the new combined company and see if the distribution (partnerships pay distributions instead of dividends) is any safer.
In this article: ET
Criticizing MLPs Helps Them
Article By: Simon Lack Sunday, October 13, 2019 10:13 AM EDT
Criticism of individual companies is intended to draw attention to ways they could improve their behavior, lifting stock prices to the benefit of all investors. The Shale Revolution remains a huge success story for production.
In this article: XOM, ET, CVX
Pipelines Get Adult Supervision…Private Equity
Article By: Simon Lack Sunday, June 23, 2019 9:20 AM EDT
One solution to poor capital allocation decisions is to favor public companies with a significant private equity investor. Many energy companies could benefit from greater financial discipline.
In this article: EPD, KMI, PAA, LNG, TGE, CEQP, ET
Better Odds With Pipelines
Article By: Simon Lack Sunday, May 19, 2019 11:38 AM EDT
Investors keep pounding away on planned growth capex, and companies are generally responding by guiding to less spending this year and next while still emphasizing their slate of attractive opportunities.
In this article: ENB, EPD, WMB, TELL, ET
Why Energy Transfer Can’t Get Respect
Article By: Simon Lack Sunday, May 12, 2019 10:30 AM EDT
Energy Transfer perhaps the least loved pipeline company in a sector that investors find lukewarm at best. ET is priced far below where they’d take the company public, if it wasn’t already a listed company.
In this article: ET Also: BRK-A, WMB, PAGP, BPL
Pipeline Earnings Good; Investors Skeptical
Article By: Simon Lack Sunday, May 5, 2019 8:49 PM EDT
Although pipelines stocks delivered very strong performance through March, in recent weeks investors have started to question the rally’s resilience.
In this article: APC, CVX, EPD, OKE, OXY, WES, WMB, CEQP, ENLC, ET
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