Company Overview and News

 
Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q1 2018 Update

2018-05-18 seekingalpha
The largest three positions are Alliance Data Systems, Charles Schwab, and Alphabet, and they add up to ~42% of the portfolio.

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Production Forecasts across Key Shale Plays: EIA’s Latest Reports

2018-05-16 marketrealist
According to the EIA’s (U.S. Energy Information Administration) latest Drilling Productivity Report, US crude oil production from the seven key shale plays (Anadarko, Appalachia, Bakken, Eagle Ford, Haynesville, Niobrara, and Permian) will rise 144 Mboepd (thousand barrels of oil equivalent per day) in June to ~7.2 MMboepd (million barrels of oil equivalent per day) compared to May.

 
Overlooked Opportunity: Strong Plays For Antero Midstream Partners And Antero Resources

2018-05-15 seekingalpha
Positive free cash flow projections for Antero Midstream Partners create guidance for heavy upside in dividend payouts.

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Tracking Seth Klarman's Baupost Group Holdings - Q1 2018 Update

2018-05-15 seekingalpha
The portfolio continues to be heavily concentrated, with the top three positions accounting for one-third of the 13F portfolio.

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Natural Gas Rallies on Smaller-than-Expected Supply Build

2018-05-14 zacks
The U.S. Energy Department's weekly inventory release showed a smaller-than-expected increase in natural gas supplies. The bullish report boosted the fuel’s price, which added around 3.5% for the week.

 
Forecasting Stock CHK’s Stock Price Using Implied Volatility

2018-05-11 marketrealist
Chesapeake Energy stock’s (CHK) implied volatility is ~51.8%. In comparison, Noble Energy (NBL) and Antero Resources (AR) have lower implied volatility, of ~30.5% and ~31.5%, respectively. Meanwhile, the Energy Select Sector SPDR ETF (XLE) has implied volatility of ~19.3%.

 
Are Natural Gas–Weighted Stocks Tracking Oil Prices?

2018-05-10 marketrealist
The natural gas–weighted stocks that could be the most sensitive to US crude oil’s moves based on the correlations in the past five trading sessions with US crude oil June futures include:

 
Change in Inventory Levels Might Support Natural Gas Prices

2018-05-09 marketrealist
In the week ending April 27, natural gas inventories rose by 62 Bcf (billion cubic feet) to 1,343 Bcf—based on the EIA’s (U.S. Energy Information Administration) data announced on May 3. The rise was 15 Bcf more than the market’s expectation. On May 3, natural gas June futures fell 1% due to bearish inventory data.

 
West Virginia allows ETP to resume work on Rover natgas pipeline

2018-05-07 reuters
May 7 (Reuters) - Environmental regulators in West Virginia said Energy Transfer Partners LP could restart work on its $4.2 billion Rover natural gas pipeline after ordering the company to stop some work in the state due to permit violations:

 
WildHorse Resource Development: Leaders Vs. Laggards

2018-05-07 seekingalpha
WildHorse Resource Development is up 40% over the past 4 weeks and has soared to new all-time highs.

 
Penn. Regulators Allow ETP Mariner East 1 Liquids Pipe To Restart

2018-05-03 rigzone
May 3 (Reuters) - The Pennsylvania Public Utility Commission (PUC) said on Thursday that all five commissioners voted to allow Energy Transfer Partners LP to restart its Sunoco Mariner East 1 natural gas liquids (NGL) pipeline.

 
UPDATE 1-Penn. regulators allow ETP Mariner East 1 liquids pipe to restart

2018-05-03 reuters
(Reuters) - The Pennsylvania Public Utility Commission (PUC) said on Thursday that all five commissioners voted to allow Energy Transfer Partners LP to restart its Sunoco Mariner East 1 natural gas liquids (NGL) pipeline.

 
Will Natural Gas Prices Move Higher?

2018-05-02 marketrealist
On May 1, natural gas June 2018 futures rose 1.4% and settled at $2.80 per MMBtu (million British thermal units). The rise limited natural gas’s trailing week decline to 0.4%.

 
ETP Hopes Pennsylvania Will Allow Mariner East Restart This Week

2018-05-01 rigzone
May 1 (Reuters) - Energy Transfer Partners LP (ETP) said on Monday it filed with Pennsylvania utility regulators on Friday to restart its Sunoco Mariner East 1 natural gas liquids pipeline and hopes the line will return to service this week.

 
ETP hopes Pennsylvania will allow Mariner East restart this week

2018-05-01 reuters
(Reuters) - Energy Transfer Partners LP (ETP) said on Monday it filed with Pennsylvania utility regulators on Friday to restart its Sunoco Mariner East 1 natural gas liquids pipeline and hopes the line will return to service this week.

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CUSIP: 03674X106