Previous 10 | Next 10 |
Oil and gas midstream stocks are not E&Ps, though they're trading as if they were. Oil macro conditions will remain positive for midstream above $70 per barrel. With shareholder value remaining stable or growing, midstream stocks are likely to see a swift recovery. For f...
While the environment is more favorable for the oil and gas industry, EPD is trading at the same level as in early 2022. The maximum distribution growth achievable for EPD today is 5%. Everything above 4% is a success. For practical purposes with a certain margin of safety, EPD sh...
The strength in LNG markets has spurred a resurgence in long-term offtake agreements, which are key to advancing LNG export projects towards Final Investment Decision (FID). The strong macro environment for LNG and improved outlook for projects has translated into strong equity perfor...
Midstream was clobbered along with the rest of the energy sector. The selloff was broad-based, and there was nowhere to hide. We explore what the selloff means for the energy sector and midstream equities. For further details see: Midstream Weekly Recap: The Bear Jumps O...
The dividend coverage remains tight (or worse). The financial leverage is very low. Capital expenditures will decline, so the dividend coverage will increase. Excess capacity should allow free cash flow to rise considerably in the future. This midstream is run very conserv...
It seems that the large banks always forecast oil prices to go to the extreme of their current trends. We expect that a combination of demand destruction and growing supply will help moderate prices. We also expect the Russia-Ukraine War to quiet down in the coming months as Russi...
DRIP is a double-short oil ETF. But its Index does not match 2X returns of the nearby NYMEX futures contract nor SCO, another double-short ETF. Holding the ETF long-term would have been a disaster. But it can be useful short-term, such as Oct-Dec 2018, Jan-Mar 2020. And an...
Midstream traded down but managed to outperform the S&P 500. Inflation fears are spooking investors but will have less of an impact on midstream equities and their income generation prospects. The week’s selloff provides a good entry point for investors looking to incre...
The length of midstream contracts can vary from a few years to 20+ years, but importantly, contracts help support stable cash flows used to pay the attractive dividends offered by many energy infrastructure companies. Contract tenures vary by company and asset type. At the longer end ...
Midstream MLPs, as measured by the Solactive MLP Infrastructure Index, increased 7.64% last month. The index increased by 25.39% since last May. The current yield on MLPs stands at 6.93%. MLP yields remained higher than the broad market benchmarks for Emerging Market Bonds (6.32%), Fi...
News, Short Squeeze, Breakout and More Instantly...
2024-07-19 18:40:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-07-01 06:47:00 ET Pipeline and midstream energy stocks have had a strong start to 2024. This can been seen in the performance of major sector exchange-traded funds (ETFs) such as the Alerian Energy Infrastructure ETF (NYSEMKT: ENFR) , up about 18% year to date, and the ...
2024-05-29 02:32:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...