Posted on 10/7/20
Akamai: Cybersecurity Is The Primary Catalyst
SummaryThe company's cybersecurity segment is now growing faster than its content delivery networks ("CDN") business.For 2020, cybersecurity related revenue could approach $1 billion.As a result of . . .
Posted on 10/5/20
GE Bails On Coal While Announcing Two Big Wind Turbine Orders
SummaryGE has announced it intends to exit the new coal power plant market.At the same time, GE said it would focus on its core renewable energy . . .
Posted on 11/7/19
ConocoPhillips: Time To Invest In Renewable Solar And Wind Energy
SummaryThe company has arguably the lowest-cost resource base in the business and is throwing off tons of free cash flow ("FCF").Despite multi-billion annual stock buybacks and . . .
Posted on 9/10/19
Phillips 66 Partners: A 6.3% Yield With No IDRs Moving Forward
SummaryThe MLP currently throws off a $3.42/unit annual dividend, yields 6.3%, and still has a relatively robust growth profile moving forward.Yet the elimination of the IDRs . . .
Posted on 8/22/19
Phillips 66's Q2: Back On Track With A 12.5% Increase In The Dividend And $3.12 In Earnings
SummaryAs I suggested in my last Seeking Alpha article on Phillips 66, the company's awful Q1 was an aberration and a "one-off".That turned out to be . . .
Posted on 4/23/19
EOG Resources Vs. ConocoPhillips From An M&A Perspective
SummaryContinuing my potential M&A analysis of domestic O&G producers, today, I compare two of America's best: EOG and ConocoPhillips.From a high-level perspective, it is clear that . . .
Posted on 12/14/18
Southwestern Energy: Focus, Focus, Focus
Summary Southwestern recently divested its Fayetteville shale acreage. This will enable the company to pay down debt and focus on its core top-tier Appalachian assets. Meantime, . . .
Posted on 12/14/18
Southwestern Energy: Focus, Focus, Focus
SummarySouthwestern recently divested its Fayetteville shale acreage.This will enable the company to pay down debt and focus on its core top-tier Appalachian assets.Meantime, basis differentials for . . .
Posted on 12/11/18
ConocoPhillips: Free Cash Flow Positive At $40 WTI Oil
Summary ConocoPhillips unveiled its 2019 budget today - which is flat compared with 2018's budget. However, it's impressive that production growth is expected to be 8% . . .
Posted on 12/11/18
ConocoPhillips: Free Cash Flow Positive At $40 WTI Oil
SummaryConocoPhillips unveiled its 2019 budget today - which is flat compared with 2018's budget.However, it's impressive that production growth is expected to be 8% on a . . .
Posted on 10/29/18
ConocoPhillips Hits A Grand Slam
Summary ConocoPhillips' Q3 EPS report was proof positive its strategic plan is working to perfection. Led by the company's leading Eagle Ford position, it earned over . . .
Posted on 10/29/18
ConocoPhillips Hits A Grand Slam
SummaryConocoPhillips' Q3 EPS report was proof positive its strategic plan is working to perfection.Led by the company's leading Eagle Ford position, it earned over half-a-billion bucks . . .
Posted on 10/19/18
Phillips 66 Partners: Hamstrung By The IDRs
Summary Partnership has raised the distribution 5.3% twice in 2018. The forward annual payout is now $3.008/unit, which equates to a current yield of 5.9%. With . . .
Posted on 10/19/18
Phillips 66 Partners: Hamstrung By The IDRs
SummaryPartnership has raised the distribution 5.3% twice in 2018.The forward annual payout is now $3.008/unit, which equates to a current yield of 5.9%.With an investment-grade GP, . . .
Posted on 10/17/18
Consolidated Edison Makes A Big Move Into Solar
SummaryConEd is a dividend aristocrat that has hiked its dividend for 44 consecutive years.The company's base electric and natural gas distribution businesses generate among the most . . .
Posted on 8/29/18
Phillips 66: A Forgotten Catalyst
SummaryInvestors have become so used to management's focus on growing its chemicals and midstream segments, they may have forgotten the best.But the underlying fundamentals supporting the . . .
Posted on 5/21/18
Will Phillips 66 Roll-Up Its MLP?
Last week's announcement by Enbridge (ENB) to acquire all of its MLPs, including the golden goose from the Spectra Energy merger - Spectra Energy Partners (NYSE:SEP), . . .
Houston
