AROC - Archrock: A Growth Play In The Midstream Sector
Introduction
I have logged a couple of articles on what I think is a sector revival in the gas compression and transmission business. These sectors have been pretty much left for dead and really have not participated in the robust OSV recovery that peaked in February of this year. However, I think that dynamic is starting to change. As an example, my positions in pipeline MLPs have improved markedly in the last six months. The contract compression companies have lagged behind, leaving some opportunity to ride the wave up.
Off their lows, and sometimes multiplying