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Company Overview and News

76
Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q2 2018 Update

2018-08-16 seekingalpha
The largest three positions are Alliance Data Systems, Alphabet, and Charles Schwab, and they add up to ~43% of the portfolio.
CCV LBTY NLSN CCZ GOOG AR BAC LBTYK LILAB HCA CI CMCSK BAM BAMGF BAC CMCSA BBU LBTYB LBTYA SCHW PRI JPM GOOGL CCV.CL LILAK ADS BAMKF ESRX LILA

1
Riding The Appalachian Fairway With Range Resources

2018-08-15 seekingalpha
Range Resources is a long-term, major natural gas producer operating in the Marcellus (Pennsylvania) and Cotton Valley (Louisiana) formations.
RRC STT RGRYY EQT RRL RRS AR RGRLF

76
Tracking Seth Klarman's Baupost Group Holdings - Q2 2018 Update

2018-08-14 seekingalpha
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
PCG NSAM.WI CQP PRTK TWX AKBA AR SCACU CAH TRBAB PBF NSAM SLB GE OREX LNG TRBNW VRTV SYF TWC STNL NRF TBPH SCAC SLB MCK OREXQ ATRA SNTL AGN BIIB DIS QRVO GEC NG VSAT ABC CLNY GNE TRCO

0
Antero Midstream (AM) Q2 Earnings Lag, Revenues Top Estimates

2018-08-07 zacks
Antero Midstream Partners L.P.’s (AM - Free Report) second-quarter 2018 adjusted earnings per limited partner unit of 41 cents lagged the Zacks Consensus Estimate of 43 cents. The bottom line, however, improved from earnings of 39 cents in the year-ago quarter.
AM RUN CNQ AR

9
Antero Resources (AR) Q2 Earnings Lag, Revenues Top Estimates

2018-08-07 zacks
Antero Resources Corporation (AR - Free Report) reported adjusted second-quarter 2018 earnings per share of 2 cents, missing the Zacks Consensus Estimate of 18 cents, thanks to the surge in lease operating expenses and lower realized natural gas price. However, the bottom line compared favorably with the year-earlier quarter loss per share of 4 cents, courtesy of a surge in natural gas-equivalent production.
NOG MDR MUR.WI MUR AR MCDFF

37
AT&T: The Good, The Bad And The Ugly

2018-08-07 seekingalpha
Making the decision to invest in AT&T nowadays is a tough one: trading near historic lows the dividend yield looks enticing but it is not priced that low without reason.
FOX VR S TWX NFLX TWC FOXA AR

10
Dividend Sensei's Portfolio Update 46: More Concentrated Portfolio Is Off To A Great Start

2018-08-07 seekingalpha
I decided to complete my portfolio consolidation early in order to focus on my top 27 best ideas.
MPLX V NVDA AR

0
Antero Midstream Partners' (AM) CEO Paul Rady on Q2 2018 Results - Earnings Call Transcript

2018-08-04 seekingalpha
Antero Midstream Partners, LP (NYSE:AM) Q2 2018 Earnings Conference Call August 2, 2018 12:00 PM ET
AM AMGP AR

2
Noble (NBL) Misses Q2 Earnings Estimates, Beats Revenues

2018-08-03 zacks
Noble Energy, Inc. (NBL - Free Report) reported adjusted earnings of 17 cents per share in the second quarter of 2018, lagging the Zacks Consensus Estimate of 24 cents by 29.2%. On a GAAP basis, the company reported a loss of 5 cents per share compared with the year-ago quarter’s figure of $3.20.
NBL AR

0
AR / Antero Resources Corporation 8-K (Current Report)

2018-08-01 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
AR

0
AR / Antero Resources Corporation 10-Q (Quarterly Report)

2018-08-01 sec.gov
ar_Current folio_10Q Table of Contents AR

0
ETP to complete some Rover natgas pipe restoration by end-August

2018-08-01 reuters
Aug 1 (Reuters) - Energy Transfer Partners LP (ETP) expects to restore land over several sections of the Rover natural gas pipeline from Ohio to Michigan by the end of August, it said in a regulatory filing posted on Wednesday, moving the project a step closer to full completion:
ECR RRL RRS AR RGRLF ACTPF RRC ETP RGRYY EQT AST

5
Bye, Bye, Bye (MLPs) Part 2: Who Could Be Saying Bye?

2018-08-01 seekingalpha
Management teams of several MLPs (or GPs) have made comments indicating the potential for a restructuring or simplification but have not yet formally announced a transaction. In this post, we look at potential reorganization candidates. Specifically, we discuss MLPs that have made comments about simplification, structure, or addressing incentive distribution rights (IDRs) and provide relevant commentary from the company.
CQP LNG RMP PAGP ALJ ANDX AR RICE NSH TCP EQM ALDW EQT DM NS CQH PAA

11
Oil Stocks Reporting Q2 Earnings on Aug 1: APA, CXO & Others

2018-07-31 zacks
The Q2 earnings season is past the halfway mark, with 265 S&P 500 members (collectively accounting for 66.2% of the index’s total market capitalization) having already reported their quarterly numbers. Per the latest Earnings Preview, total earnings for these companies are up 23.6% from the prior-year quarter on 10.1% higher revenues, with 80.8% delivering positive earnings surprises and 72.1% beating revenue estimates.
CWH TGE APA WPXP GPN CXO WPX AR TEGP

0
AR vs. SM: Which Stock Is the Better Value Option?

2018-07-23 zacks
Investors looking for stocks in the Oil and Gas - Exploration and Production - United States sector might want to consider either Antero Resources (AR - Free Report) or SM Energy (SM - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
SM AR

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Business overview Rennova Health, Inc. (together with its subsidiaries, “Rennova”, “we” or the “Company”) is a provider of an expanding group of health care services for healthcare providers, patients and individuals. Beginning in 2018, the Company intends to focus on and operate two synergistic divisions: 1) Clinical diagnostics through its clinical laboratories; and 2) Hospital operations through its Big South Fork Medical Center, which opened on August 8, 2017, and a hospital in Jamestown Tennessee, including a doctor’s practice, the assets of which the company expect to acquire in the second quarter of 2018, pursuant to the terms of a definitive asset purchase agreement that the company entered into on January 31, 2018, as more fully discussed below. The company believe that its approach will produce a more sustainable business model and the capture of multiple revenue streams from medical providers, patients and hospital services. Management determined that because Big So...

BLDP: Ballard Power Systems Analysis and Research Report

2018-08-13 - Asif

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MARA: Marathon Patent Group Analysis and Research Report

2018-08-13 - Asif

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CUSIP: 03674X106