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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Dec 21, 2018
Dividend Increases/Decreases for the Week Ending December 21
Let's take a look at companies that raised/lowered their dividend this week.
Dec 13, 2018
Marathon Oil: Riding a Rollercoaster
Image Source: Marathon Oil Investor Presentation. Let’s take a look at how Marathon Oil, a midsized oil & gas producer, is navigating capricious oil markets at a time when the industry is waiting to see what impact the OPEC+ production cut deal might have on global energy markets.
Nov 16, 2018
Encana Adds Attractive Assets with Purchase of Newfield Exploration
Image Source: Encana third-quarter presentation. Encana already holds a nice presence in some of the most attractive oil-producing regions in North America, and its merger agreement with Newfield Exploration should only add to its appealing portfolio of unconventional plays.
Nov 2, 2018
Dividend Increases/Decreases for the Week Ending November 2
Let's take a look at companies that raised/lowered their dividend this week.
Oct 31, 2018
Upstream Oil Major On the Upswing
Image Source: Author’s Calculations and SEC Filings. ConocoPhillips appears poised to grow its dividend thanks to a materially healthier balance sheet and an improving free cash flow profile. Volatile energy resource pricing will always be a long-term risk to the payout, but the near term looks bright for the upstream oil major.
Oct 26, 2018
Dividend Increases/Decreases for the Week Ending October 26
Let's take a look at companies that raised/lowered their dividend this week.
Oct 25, 2018
Midstream Energy Pounded, MLP Distribution Cut at Golar LNG Partners
Image shown: The midstream MLP space continues to suffer. Performance of the group since mid-June 2015. Though it caught no one off guard, Golar LNG Partners’ recent distribution reduction is yet another in a long line of unsustainably high payouts in the master limited partnership space to be cut.
Oct 19, 2018
Dividend Increases/Decreases for the Week Ending October 19
Let's take a look at companies that raised/lowered their dividend this week.
Oct 10, 2018
Centennial Resources: A Pure-Play on the Delaware Basin
Image Source: Centennial Resource website. Centennial Resource Development is an upstream oil & gas company that is solely focused on developing the Delaware Basin, located in West Texas and Southeastern New Mexico. The company was created through the business combination of Centennial Resources Production LLC, Riverstone Holdings LLC, and Silver Run Acquisition Corporation back in 2016. What makes Centennial Resource Development interesting is that is it run by the founder of upstream giant EOG Resources Inc, Mark Papa, who acts as CEO and Chairman of this up-and-coming company. At the end of the second quarter of 2018, Centennial Resource Development had an economic interest in 80,100 net acres (90% operated) within the Delaware Basin.
Sep 18, 2018
Midstreams Going C-Corp, Should SEC Disallow the Measure Distributable Cash Flow?
It’s important to differentiate the concept of enterprise free cash flow valuation and the idea of capital-market dependence. The uncertainty of the MLP business model remains, as it is clear operators are shunning the MLP business model preferring C-Corps instead. According to work from Global X Funds, now 40% of the energy infrastructure market cap consists of C-Corps, up considerably from just 15% at the end of 2014. Though many simplifications have come with implied distribution cuts, the primary reason for the rise in C-Corps across the midstream space has been the rationalizing of excess MLP valuations to enterprise free cash flow assessments. We encourage the SEC to consider disallowing the use of distributable cash flow, as it is confusing to investors.


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