High Yield Income Portfolio Updates - Nov 26

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dan_s
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Joined: Fri Apr 23, 2010 8:22 am

High Yield Income Portfolio Updates - Nov 26

Post by dan_s »

I am updating the HY portfolio company forecast models today and posting them to the EPG website homepage. Several have announced dividend increases. MPLX is going to pay a nice "special dividend" since Q3 results were so good.
Most of them are not impacted by lower oil prices.

MNRL is the exception since none of their production is hedged. Higher natural gas and NGL prices will offset most of the impact of lower oil prices. The other minerals companies (BSM, FLMN and VNOM) don't have as much unhedged oil.
Dan Steffens
Energy Prospectus Group
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