Midstream companies for High Yield - Jan 27

[dan_s]

Today I am updating my forecasts for the four midstream companies in our High Yield Income Portfolio.
They are all going to generate more than enough DCF to maintain their dividends and some have already announced dividend increases.

Antero Midstream (AM) is the smallest of the group, but they have steady revenue growth generated by AR's drilling program.
Enbridge Inc. (ENB) is a new addition that has raised their dividend.
ONEOK, Inc. (OKE) announced a small increase in their dividend & an aggressive stock buyback.
Plains All American Pipeline (PAA) is an MLP, so I prefer their general partner (PAGP), which is a C-Corp. that pays the same dividend.

My updated forecast models were posted to the EPG website on Jan 27.