High Yield Income Portfolio Updates - Feb 1

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dan_s
Posts: 34648
Joined: Fri Apr 23, 2010 8:22 am

High Yield Income Portfolio Updates - Feb 1

Post by dan_s »

Today I am working on the High Yield section of my newsletter.

I am updating the forecast/valuation models for the companies that will be the most impacted by the lower natural gas prices that I am now using in my forecast models: BSM, KRP, CIVI, CTRA and EOG
I'm posting the models to the EPG website as I finish updating them.

The midstream companies (AM, ENB, OKE, PAGP) will not be impacted directly by changes to my oil & gas price deck changes.

STR, VNOM and HMENF will not be impacted significantly by lower ngas prices, so I'm not updating those models again until they announce operations updates or their Q4 financial results.
Dan Steffens
Energy Prospectus Group
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mikelp
Posts: 200
Joined: Thu Jun 12, 2014 10:15 am

Re: High Yield Income Portfolio Updates - Feb 1

Post by mikelp »

anyone have opions here on TRGP Targa Resources ?
well liked in the MLP midstream closed-end funds universe
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