This week I will be updating all of the forecast/valuation models for the companies in our High Yield Income Portfolio and posting them to the EPG website. They show up first on the home page, but you can also find them under the High Yield tab.
So far I have updated BSM, KMI, MMP, MPLX and OKE. They are all in good shape and positioned to maintain their current quarterly dividend and might raise them in 2H 2021. BSM is a minerals company that pays a variable quarterly distribution. It is heavily weighted to natural gas and I think there is a good chance that they double their distributions in a few quarters.
Forecast Updates - Feb 3
Forecast Updates - Feb 3
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group