TGC Industries Inc. Blog | Talkmarkets | Page 1
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Tallgrass Endgame Approaches
Article By: Simon Lack Wednesday, November 27, 2019 7:37 AM EDT
Most sell-side analysts are constrained in providing critical analysis of the companies they cover because their firms are usually trying to do investment banking business with them.
In this article: TGE, BX
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3 High-Yield Buyout Candidates To Pad Your Portfolio
Article By: Tim Plaehn Monday, November 4, 2019 8:36 AM EDT
Despite solid earnings reports, and growing cash flow coverage of dividends, share prices of 3 high-yield buyout candidates remain low and fall even farther on any piece of perceived negative news.
In this article: MIC, NGL, TGE
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Momentum Crash Supports Pipeline Sector
Article By: Simon Lack Sunday, September 15, 2019 11:22 AM EDT
Large pools of capital are deployed based on factor bets like Momentum and Value, relying on research that ascribes long term equity returns to them. Momentum has been outperforming Value for several years but that recently changed.
In this article: TGE, USO
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MLPs: Five Years On, Cheaper Than Ever
Article By: Simon Lack Sunday, September 8, 2019 10:27 AM EDT
The end of August was the five year anniversary of the peak in MLPs. The Alerian MLP index, albeit much changed and diminished since August 2014, remains 38% lower including dividends.
In this article: TGE, XOM, OIH, XLE
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HH Private Equity Sees Value In Unloved Pipelines
Article By: Simon Lack Sunday, September 1, 2019 2:38 PM EDT
Retail investors struggle with the failure of growing production to lift the prices of midstream energy infrastructure, with its toll-model fairly insulated from commodity prices. Public market valuations differ from how private equity sees things.
In this article: TGE, PDCE, ENLC, BIP
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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
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The Quiet Investors In Energy
Article By: Simon Lack Sunday, March 31, 2019 10:10 AM EDT
Realizing the full potential of the Shale Revolution has demanded a lot of capital – over $1TN by one estimate. Management teams’ desire to grow has increasingly conflicted with investors’ insistence on greater cash returns.
In this article: MMP, TRGP, TGE
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Energy Transfer: Cutting Your Payout, Not Mine
Article By: Simon Lack Sunday, November 25, 2018 10:13 AM EDT
MLPs are still cutting payouts. Energy Transfer has excelled at imposing such “stealth distribution cuts”.
In this article: AMLP, KMI, OKE, SEMG, TRGP, WMB, TGE, WGP, PAGP, ENLC, AMGP, ET
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Another MLP Jumps Ship
Article By: Simon Lack Sunday, October 14, 2018 10:26 AM EDT
Last week Antero Midstream became the latest MLP to simplify their structure. This is further evidence of the declining opportunity set for MLP-dedicated funds, and cause for investors to seek exposure to energy infrastructure that goes beyond MLPs.
In this article: AM, D, ENB, KMI, PAA, SEMG, TRGP, WMB, TGE, PAGP, AROC, AMLP, AMZA, EPD, ETE, MMP
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Stocks For You To Swing-Trade: BAC, STLD, TGE
Article By: Ryan Mallory Wednesday, July 18, 2018 5:48 PM EDT
Take a look at three trading ideas to prep you for the next trading session.
In this article: BAC, STLD, TGE
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A Chat With Tallgrass CEO David Dehaemers
Article By: Simon Lack Sunday, April 15, 2018 1:16 PM EDT
Continuing our series of interviews with senior energy executives, we recently had the opportunity to catch up with David Dehaemers, President and CEO of Tallgrass Energy GP (TEGP).
In this article: TEGP, TEP, TGE
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1 to 11 of 11 Posts