reports
TALLGRASS ENERGY LP sees an upgrade to Slightly Positive due to a bett...
The general evaluation of TALLGRASS ENERGY LP (US), a company active in the Integrated Oil & Gas industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date January 3, 2020, the closing ...
- Jonathan Moreland
STRL STERLING CONSTRUCTION COMPANY INC.
OPK OPKO HEALTH INC.
NCUN CORNERSTONE BUILDING BRANDS INC
MITT AG MORTGAGE INVESTMENT TRUST INC.
LUNA LUNA INNOVATIONS
LCI LANNETT COMPANY INC.
HMST HOMESTREET INC.
FOE FERRO CORPORATION
FB FACEBOOK INC. CLASS A
MGM MGM RESORTS INTERNATIONAL
PBHC PATHFINDER BANCORP INC.
TGE TALLGRASS ENERGY LP CLASS A
MOS THE MOSAIC COMPANY
TDW TIDEWATER INC
RGLS REGULUS THERAPEUTICS
- Jonathan Moreland
TA TRAVELCENTERS OF AMERICA
STT STATE STREET CORPORATION
XNCR XENCOR INC.
USAK USA TRUCK INC.
TBK TRIUMPH BANCORP INC.
STRL STERLING CONSTRUCTION COMPANY INC.
SSNC SS&C TECHNOLOGIES HOLDINGS INC.
RRC RANGE RESOURCES CORPORATION
PXLW PIXELWORKS INC.
OPK OPKO HEALTH INC.
NVTRQ NUVECTRA
NCUN CORNERSTONE BUILDING BRANDS INC
MITT AG MORTGAGE INVESTMENT TRUST INC.
LUNA LUNA INNOVATIONS
LCI LANNETT COMPANY INC.
IVZ INVESCO LTD.
IVAC INTEVAC INC.
HMST HOMESTREET INC.
FOE FERRO CORPORATION
EVLV EVINE LIVE
DRAD DIGIRAD CORP.
DFRG DEL FRISCO'S RESTAURANT GROUP
AEL AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
FLR FLUOR CORPORATION
ADC AGREE REALTY CORPORATION
GEL GENESIS ENERGY L.P.
HFC HOLLYFRONTIER CORPORATION
KMI KINDER MORGAN INC CLASS P
MGM MGM RESORTS INTERNATIONAL
RAIL FREIGHTCAR AMERICA INC.
TDC TERADATA CORPORATION
SITE SITEONE LANDSCAPE SUPPLY INC.
EHI WESTERN ASSET GLOBAL HIGH INCOME FUND
RILY B RILEY SECURITIES INC
NHC NATIONAL HEALTHCARE CORP.
JBHT J.B. HUNT TRANSPORT SERVICES INC.
TGE TALLGRASS ENERGY LP CLASS A
MOS THE MOSAIC COMPANY
VVR INVESCO SENIOR INCOME TRUST
NVUS NOVUS THERAPEUTICS INC.
ATNX ATHENEX
JOE ST JOE CO.
TDW TIDEWATER INC
WTBA WEST BANCORP INC.
FUND ROYCE FOCUS TRUST
YETI INC.
RGLS YETI HOLDINGS
PRSP REGULUS THERAPEUTICS
TST PROSPERITY BANCSHARES
INC.
THESTREET
- Jonathan Moreland
STT STATE STREET CORPORATION
PXLW PIXELWORKS INC.
OPK OPKO HEALTH INC.
LCI LANNETT COMPANY INC.
HMST HOMESTREET INC.
DRAD DIGIRAD CORP.
DFRG DEL FRISCO'S RESTAURANT GROUP
FLR FLUOR CORPORATION
GEL GENESIS ENERGY L.P.
HFC HOLLYFRONTIER CORPORATION
EHI WESTERN ASSET GLOBAL HIGH INCOME FUND
RILY B RILEY SECURITIES INC
OTEL OTELCO INC
TGE TALLGRASS ENERGY LP CLASS A
MOS THE MOSAIC COMPANY
VVR INVESCO SENIOR INCOME TRUST
WTBA WEST BANCORP INC.
YETI YETI HOLDINGS
CTT WELLS TIMBERLAND REIT
RGLS INC.
REGULUS THERAPEUTICS
- Jonathan Moreland
TBK TRIUMPH BANCORP INC.
SSNC SS&C TECHNOLOGIES HOLDINGS INC.
RRC RANGE RESOURCES CORPORATION
NVTRQ NUVECTRA
AEL AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
ADC AGREE REALTY CORPORATION
TDC TERADATA CORPORATION
THS TREEHOUSE FOODS INC.
SITE SITEONE LANDSCAPE SUPPLY INC.
EHI WESTERN ASSET GLOBAL HIGH INCOME FUND
TGE TALLGRASS ENERGY LP CLASS A
VVR INVESCO SENIOR INCOME TRUST
JOE ST JOE CO.
PRSP PROSPERITY BANCSHARES
TST INC.
THESTREET
- Stephen Ellis
Morningstar | Tallgrass Reports Decent Quarter; Blackstone's Intention...
Tallgrass Energy's first-quarter results met our expectations, and we plan to maintain our $28 fair value estimate and narrow moat rating. EBITDA of $246 million for the quarter puts our $1 billion forecast for 2019 within reach amid continued higher contributions from the Rockies Express pipeline. Tallgrass also announced the purchase of 92% of Central Environmental Services, an Appalachian water services provider, for $52 million. Tallgrass continues to make progress on its Seahorse pipeline, ...
- Stephen Ellis
Tallgrass Reports Decent Quarter; Blackstone's Intentions Remain Uncer...
Tallgrass Energy's first-quarter results met our expectations, and we plan to maintain our $28 fair value estimate and narrow moat rating. EBITDA of $246 million for the quarter puts our $1 billion forecast for 2019 within reach amid continued higher contributions from the Rockies Express pipeline. Tallgrass also announced the purchase of 92% of Central Environmental Services, an Appalachian water services provider, for $52 million. Tallgrass continues to make progress on its Seahorse pipeline, ...
- Jonathan Moreland
SEE SEALED AIR CORPORATION
RRC RANGE RESOURCES CORPORATION
ROK ROCKWELL AUTOMATION INC.
DBD DIEBOLD NIXDORF INCORPORATED
KMI KINDER MORGAN INC CLASS P
EHI WESTERN ASSET GLOBAL HIGH INCOME FUND
SQBG SEQUENTIAL BRANDS GROUP INC
TGE TALLGRASS ENERGY LP CLASS A
IDSY I.D. SYSTEMS INC.
EQBK EQUITY BANCSHARES
VVR INVESCO SENIOR INCOME TRUST
- Jonathan Moreland
USAK USA TRUCK INC.
TNAV TELENAV
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
SEE SEALED AIR CORPORATION
SATS ECHOSTAR CORPORATION CLASS A
RRC RANGE RESOURCES CORPORATION
ROK ROCKWELL AUTOMATION INC.
OMEX ODYSSEY MARINE EXPLORATION INC.
GSAT GLOBALSTAR INC.
FB FACEBOOK INC. CLASS A
DFRG DEL FRISCO'S RESTAURANT GROUP
DBD DIEBOLD NIXDORF INCORPORATED
BIIB BIOGEN INC.
AMRS AMYRIS
ADM ARCHER-DANIELS-MIDLAND COMPANY
OASPQ OASIS PETROLEUM INC.
KMI KINDER MORGAN INC CLASS P
UNT UNIT CORPORATION
SITE SITEONE LANDSCAPE SUPPLY INC.
HIX WESTERN ASSET HIGH INCOME FUND II
EHI WESTERN ASSET GLOBAL HIGH INCOME FUND
SQBG SEQUENTIAL BRANDS GROUP INC
OTEL OTELCO INC
HIO WESTERN ASSET HIGH INCOME OPPORTUNITY FUND
TGE TALLGRASS ENERGY LP CLASS A
IDSY I.D. SYSTEMS INC.
ADMP ADAMIS PHARMACEUTICALS CORP
EQBK EQUITY BANCSHARES
SNAP SNAP INC. CLASS A
VVR INVESCO SENIOR INCOME TRUST
GNTY GUARANTY BANCSHARES INC.
FF FIRST MINING GOLD
OPNT OPIANT PHARMACEUTICALS
ARPO AERPIO PHARMACEUTICALS
JWA INC.
JOHN WILEY & SONS
INC.
- Jonathan Moreland
- Jonathan Moreland
- Jonathan Moreland
ADM ARCHER-DANIELS-MIDLAND COMPANY
HIX WESTERN ASSET HIGH INCOME FUND II
EHI WESTERN ASSET GLOBAL HIGH INCOME FUND
HIO WESTERN ASSET HIGH INCOME OPPORTUNITY FUND
TGE TALLGRASS ENERGY LP CLASS A
SNAP SNAP INC. CLASS A
VVR INVESCO SENIOR INCOME TRUST
GNTY GUARANTY BANCSHARES INC.
ARPO AERPIO PHARMACEUTICALS
INC.
- Stephen Ellis
Morningstar | Kinder Morgan Exits Oiltanking Crude Oil Export Project,...
Kinder Morgan has exited the Texas COLT crude oil export terminal, indicating that it does not align with its strategic priorities as well as citing a lengthy permitting process. This shift confirms our expectations that the project is one of the less attractive export efforts under consideration in the midstream industry at the moment. Enbridge has agreed to purchase Kinder Morgan's stake in the project, leaving Enbridge and Oiltanking Partners (a German storage firm) as the remaining partners....
- Stephen Ellis
Morningstar | TGE Updated Forecasts and Estimates from 13 Mar 2019
Expanding on our overarching theme of the incremental U.S. hydrocarbons (whether it be gas, oil, or natural gas liquids) being exported, we introduce a differentiated U.S. crude-oil exports forecast of 4 million barrels per day by 2020, sharply higher than consensus estimates of 1.4 million bpd to 2.25 million bpd. We believe consensus underestimates the ability for U.S. oil supply, particularly from the Permian Basin, to increase over the next few years and lacks a clear understanding of the ab...
- Stephen Ellis
Morningstar | U.S. Oil Export Terminals Offer a Compelling Growth Oppo...
Expanding on our overarching theme of the incremental U.S. hydrocarbons (whether it be gas, oil, or natural gas liquids) being exported, we introduce a differentiated U.S. crude-oil exports forecast of 4 million barrels per day by 2020, sharply higher than consensus estimates of 1.4 million bpd to 2.25 million bpd. We believe consensus underestimates the ability for U.S. oil supply, particularly from the Permian Basin, to increase over the next few years and lacks a clear understanding of the ab...
- Stephen Ellis
U.S. Oil Export Terminals Offer a Compelling Growth Opportunity for Mi...
Expanding on our overarching theme of the incremental U.S. hydrocarbons (whether it be gas, oil, or natural gas liquids) being exported, we introduce a differentiated U.S. crude-oil exports forecast of 4 million barrels per day by 2020, sharply higher than consensus estimates of 1.4 million bpd to 2.25 million bpd. We believe consensus underestimates the ability for U.S. oil supply, particularly from the Permian Basin, to increase over the next few years and lacks a clear understanding of the ab...
- Valens Research
Valens Equity Insights and Inflections - 2019 02 20
JNJ currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 17.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to compress from 18% in 2017 to 15% in 2022, accompanied by 2% Uniform Asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 19% by 2019, accompanied by 2% Uniform Asset growth. Moreover, management is confident about new anti-depressant treatments, long-term in...
ZAYO ZAYO GROUP HOLDINGS INC.
ACN ACCENTURE PLC CLASS A
UNH UNITEDHEALTH GROUP INCORPORATED
TXN TEXAS INSTRUMENTS INCORPORATED
SBUX STARBUCKS CORPORATION
MELLANOX TECHNOLOGIES LTD.
LEN LENNAR CORPORATION CLASS A
JNJ JOHNSON & JOHNSON
GOOGL ALPHABET INC. CLASS A
GILD GILEAD SCIENCES INC.
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
DHI D.R. HORTON INC.
FHI FEDERATED HERMES INC. CLASS B
NOV. NOV INC.
TGE TALLGRASS ENERGY LP CLASS A
AKS AK STEEL HOLDING CORPORATION
ABBV ABBVIE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
- Valens Research
TGE - Embedded Expectations Analysis - 2019 02 18
Tallgrass Energy, LP (TGE:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with an 11.6x Uniform P/E, implying bearish expectations for the firm, but management is confident about their REX pipeline, dividend coverage ratio, and historical growth Specifically, management is confident in their re-contracting negotiations for the REX pipeline. Additionally, they are confident about their dividend coverage ratio, and their growth from a small gas transport...
- Stephen Ellis
Morningstar | Post-Blackstone Investment, Tallgrass Faces Uncertainty
After a complete reversal of natural gas flows in the northern United States over the past few years, thanks to the emergence of Marcellus/Utica gas production, Tallgrass has expertly repositioned the Rockies Express Pipeline, or REX, its crown jewel. Over the past few years, Tallgrass has made the pipeline bidirectional and is able to move 2.6 billion cubic feet per day of gas out of the Northeast. Producers have eagerly snatched up the capacity, signing contracts for 15 to 20 years, greatly mi...
- Stephen Ellis
Post-Blackstone Investment, Tallgrass Faces Uncertainty
Tallgrass’ fourth-quarter results met our expectations, as did 2019 guidance of $965 million to $1,035 million, compared with our 2019 expectations of $1,041 million. We don’t plan to make a material change to our $28 fair value estimate or narrow moat rating. We continue to remain impressed with management’s ability to creatively solve midstream challenges, as evidenced by its recent series of announcements around the Seahorse and Pony Express pipelines. Tallgrass has been able to leverag...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.