Our Research

Most discussed stocks and topics this week (irrespective of Model Portfolio): OKE (Long); ENLC; WMB; KMI; DVN; OVV; TLN; RRC; Natural Gas Outlook; Hypothetical M&A scenarios. We have also had a lot of investor discussions around…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are…

For the prior week, we had estimated a weekly storage injection of 32bcf versus the actual 35bcf reported (identical to last week’s number) this past Thursday. While the injection number was slightly more bearish vs….

The ‘premium valuation’ issue Is a frequent topic that popped up in a plethora of investor conversations following Wednesday’s deal announcement. The Medallion as a ‘package deal’ to get ENLC uncontested is something we conjured…

We are marking the position reduction at an intra-day price (~9:45AM) of $88.65. OKE has been one of the best performers in the portfolio since inception on January 10th. We estimate total return of ~30%….

We are marking the position reduction at an intra-day price (~9:45AM) of $88.65. OKE has been one of the best performers in the portfolio since inception on January 10th. We estimate total return of ~30%….

Key Takes: Initial deal math checks out but implies more accretion on the ENLC side of things vs. Medallion (Read On). Several questions on read-throughs for OKE’s base business in the Bakken. Could someone come…

***Charts best viewed on website (link below). Full details within*** This is real-time data we receive from our prime broker, not lagged data you see on Bloomberg, FactSet, etc. Shares on Loan (‘SOL’) are simply shares…

Within we provide a detailed table showing our official TSCG (The Schneider Capital Group) Naturel Gas storage balance forecast through the end of the year (and highlighted end of injection season). We believe the biggest…

Within we provide a detailed table showing our official TSCG (The Schneider Capital Group) Naturel Gas storage balance forecast through the end of the year (and highlighted end of injection season). We believe the biggest…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are…

But first: For Tomorrow’s EIA Storage number we are forecasting an injection of ~24Bcf, slightly below consensus estimates calling for a ~25Bcf add. The prior five year average is 41bcf. We have been high the…

***Charts best viewed on website (link below). Full details within*** This is real-time data we receive from our prime broker, not lagged data you see on Bloomberg, FactSet, etc. Shares on Loan (‘SOL’) are simply shares…

We look at ~21 companies in our coverage universe (in alphabetical order): AM/ ARIS/ CQP/ DTM/ ENB-CA/ ENLC/ EPD ET/ GEL/ HESM/ KMI/ KNTK/ LNG/ MPLX/ OKE/ PAA/ SUN/ TRGP TRP-CA/ WES/ WMB. The below…