Commodity & Infrastructure Insights

Commodity & Infrastructure Insights

Enlink’s Growth Plans Need Better Justification

Simon Lack, Portfolio Manager -
Energy investors would still like to see less spending on growth projects than company executives are pursuing. Whenever a CEO announces new spending, there’s...
Commodity & Infrastructure Insights

Enlink’s Growth Plans Need Better Justification

Simon Lack, Portfolio Manager -
Energy investors would still like to see less spending on growth projects than company executives are pursuing. Whenever a CEO announces new spending, there’s...
Commodity & Infrastructure Insights

MLPs Weak in November, As Usual

Simon Lack, Portfolio Manager -
The Alerian MLP Index now has almost a 24 year history. Investors whose experience pre-dates the 2014 high will fondly recall many strong years....
Commodity & Infrastructure Insights

Tallgrass Endgame Approaches

Simon Lack, Portfolio Manager -
Most sell-side analysts are constrained in providing critical analysis of the companies they cover, because their firms are usually trying to do investment banking...
Commodity & Infrastructure Insights

What’s Moving Oil Prices?

Kimberly Rios, CFA, CMT, Portfolio Manager -
A Podcast with Phil Flynn and Kimberly Rios discussing EIA’s Reporting Discrepancies and the New International Maritime Rules for Shipping Oil
Commodity & Infrastructure Insights

What’s Moving Oil Prices?

Kimberly Rios, CFA, CMT, Portfolio Manager -
A Podcast with Phil Flynn and Kimberly Rios discussing EIA’s Reporting Discrepancies and the New International Maritime Rules for Shipping Oil
Commodity & Infrastructure Insights

Canadian Pipelines Lead The Way

Simon Lack, Portfolio Manager -
Sentiment among energy investors remains poor. The S&P E&P ETF (XOP) is -21% for the year. Energy has sunk to 4% of the S&P500....
Commodity & Infrastructure Insights

Leverage Wipes Out Investor’s Bet on Enlink

Simon Lack, Portfolio Manager -
Managers of client capital invested in midstream energy infrastructure have had to explain recent weak performance to investors frustrated at missing out on the...
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