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MLPs Are Getting Killed On Kinder Morgan Fears
Monday, December 7, 2015 - 3:40pm | 511Read More...A new note by Jefferies suggests that Kinder Morgan Inc (NYSE: KMI) should reduce its dividend to $0.01/quarter through 2017. The note has prompted a widespread sell-off in the MLP space. Credit Suisse believes that the possibility of a Kinder Morgan dividend cut means high-leverage MLPs...
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Sunpower CFO: Residential Demand Has Never Been Stronger
Friday, December 4, 2015 - 11:26am | 444Read More...SunPower Corporation (NASDAQ: SPWR)'s CFO, Chuck Boynton, spoke at the Credit Suisse 19th Annual Technology, Media and Telecom Conference on Wednesday. Boynton said the company has set an ambitious goal of tripling its volume and more than doubling its earnings. The executive also...
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Meet Landmark Infrastructure, The Rare Real Estate MLP With 40% Upside Potential
Tuesday, September 22, 2015 - 2:57pm | 476Read More...Wunderlich initiated coverage of Landmark Infrastructure Partners LP (NASDAQ: LMRK) on Tuesday. Analyst James L. Dobson issued a Buy rating and a $20 price target for the stock, which implies an upside potential of more than 20 percent from current stock prices. Shares of this MLP are up more than...
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Pointe Capital Management's Dan Willard On How Black Monday Affected MLPs
Tuesday, August 25, 2015 - 2:17pm | 395Read More...While investors and traders were focused on many of the tech and social media stocks that plunged on Monday, the MLP sector may have drifted under the radar. Speaking to Benzinga, Dan Willard of Pointe Capital Management stated that Monday was a "tough" day for MLPs with the index...
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Experts Disagree Over MLPs
Tuesday, August 11, 2015 - 11:03am | 592Read More...In a report published Tuesday, Baird analyst Ethan Bellamy turned cautious on the Master Limited Partnership sector by downgrading a gas gatherer, a diversified crude logistics provider, and an NGL producer -- all of which "suffered in unique ways" from falling oil prices and "deteriorating"...
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Calls Of Note: Shake Shack, Kate Spade And Other Notable Research Notes Worth Following On Tuesday
Tuesday, August 11, 2015 - 10:53am | 1107Read More...The following represents a hand-picked selection of notable research curated by an analyst known in some circles as "The Sith Overlord Of The Street." Longbow: Shake Shack Trends ‘Picking Up,' Maintains At Neutral Alton Stump of Longbow Research maintained a Neutral rating on shares of Shake Shack...
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Lower Oil? No Problem For These Stocks
Wednesday, July 29, 2015 - 8:12am | 465Read More...In a report published Wednesday, Wunderlich analyst James Dobson discussed which stocks he finds attractive in a low priced oil environment. Dobson noted that since June 30, the unit prices of upstream MLPs within his coverage have dropped by an average of 22 percent. The analyst added that...
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Global X Debuts New YieldCo ETF
Friday, May 29, 2015 - 2:04pm | 467Read More...Global X Funds has never been one to shy away from unconventional income strategies and their existing forays into this space have been largely successful. For example, the Global X SuperDividend ETF (Global X Funds (NYSE: SDIV)) has accumulated over $1 billion in total assets by searching out...
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Why This Analyst Believes SunEdison's YieldCo Could Be 'One Of The First Truly Global EM Yield Cos.'
Tuesday, May 12, 2015 - 2:40pm | 387Read More...Sunedison Inc (NYSE: SUNE) announced on Monday it would be reviewing its corporate structure, specifically it will evaluate the use of a general partner (GP) structure, similar to that of an MLP, to more effectively align the company structure with long-term asset ownership. In addition, the...
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RBC Upgrades HollyFrontier, Notes Improving Operational Execution
Thursday, May 7, 2015 - 11:32am | 353Read More...In a report published Thursday, RBC Capital Markets analyst Brad Heffern upgraded shares of HollyFrontier Corp (NYSE: HFC) to Outperform from Sector Perform with a price target raised to $49 from a previous $40 given improving operation execution, a new drop strategy and a large new buyback...
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Dennis Gartman: We Own A Bit Of Apple
Wednesday, April 1, 2015 - 8:58am | 154Read More...Dennis Gartman, Editor and Publisher of "The Gartman Letter" stated in Wednesday's issue that "as of yesterday, we are long a small sum of" Apple Inc. (NASDAQ: AAPL). Gartman added that he does not disclose the names of any individual stocks owned but due to "vast capital structure" of Apple, any...
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Barclays Reinstates Coverage On Sunoco
Thursday, January 22, 2015 - 12:02pm | 204Read More...Richard Gross of Barclays on Thursday reinstated coverage of Sunoco LP (NYSE: SUN) with an Equal-weight rating and $54 price target following the MACS drop down from parent Energy Transfer Partners (NYSE: ETP) and the Aloha Petroleum acquisition. “Sunoco benefits from relatively...
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Wunderlich: Degradation In Upstream MLP Valuation Continues
Tuesday, December 30, 2014 - 9:24am | 224Read More...Abhishek Sinha of Wunderlich Securities commented in a note on Tuesday that while the decline in oil prices have been largely contained over the last two weeks, the degradation in upstream MLP valuation continues as natural gas prices begin tumbling amid a warn winter season so far. “The...
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Credit Suisse Initiates Coverage On Cedar Fair, Says 'MLPs Are Fun'
Tuesday, December 23, 2014 - 12:30pm | 162Read More...Joel Simkins of Credit Suisse initiated coverage of Cedar Fair, L.P. (NYSE: FUN) on Tuesday with an Outperform rating and $53 price target. Simkins notes that Cedar Fair is a “total return story” as an MLP with a 6.4 percent yield. As such, shares should appeal to income investors considering the...
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KapStone Paper And Packaging Mulls MLP Structure
Thursday, October 30, 2014 - 4:35pm | 261Read More...KapStone Paper and Packaging Corp. (NYSE: KS) joined a list of paper companies mulling the formation of master limited partnerships for its assets. KapStone gained more than 2 percent Thursday, while other companies in the sector moved up by a similar amount. The Northbrook, Illinois-based...
