Company Overview and News
How many MLPs in the AMZ and AMZI grew, maintained, or cut their distributions for 1Q18?
MLPs have been on a recovery path due to improvements in their financial positions, prudent capital spending, and—most importantly—recovery in earnings growth resulting from strong US production growth and strong crude oil prices.
This article is part of a series that provides an ongoing analysis of the changes made to David Tepper’s 13F portfolio on a quarterly basis. It is based on Appaloosa Management’s regulatory 13F Form filed on 05/15/2018. Please visit our Tracking David Tepper’s Appaloosa Management Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q4 2017.
Energy Transfer Partners has been engaged in an impressive infrastructure build out over the past few years, which it will be continuing until 2020.
March 15-May 15, Fredrik Arnold "followers" mentioned 41 equities and 6 funds in comments and suggestions. Some lamented bad news, so bad news stocks mixed in with their favorites.
Sunoco (SUN) is trading at a yield of ~12.3%. The company paid a distribution of $0.83 per unit for the first quarter. On May 11, RBC cut its target price for Sunoco from $36 to $34. On May 10, UBS cut its price target for Sunoco from $29 to $27.
Energy Transfer Partners (ETP) posted strong earnings growth in the first quarter and beat the earnings estimate. In this series, we’ll discuss Energy Transfer Partners’ first-quarter earnings growth drivers and the outlook for the rest of the year. Let’s start with an analysis of the segment-wise operating performance.
Energy Transfer Partners (ETP) and Energy Transfer Equity (ETE) declared a flat distribution for the first quarter. Energy Transfer Partners’ flat distribution is mainly due to its high cost of equity capital. The partnership expects to use the cash savings to fund an equity portion of the capital budget this year.
For a collection of companies that tend to own boring, cash flowing assets, it sure has been a wild ride in master limited partnerships (MLPs).
It reported record Q1 '18 earnings and closed on a major deal at the start of Q2 '18.
Energy firms with at least 0.71 broker target upside and 2% dividend yield showed midstream firms high on lists led by Blueknight Energy for upside and Sandridge for yield.
77 U.S. stocks displayed 10%+ forward yield, $2+ prices, and $100M+ market caps and positive broker targets as of 5/11/18. Yields above 12.0% narrowed the list to 30 for comparison.
With the U.S. out of the Iran nuclear deal, and conflict mounting between Israel and Iran, what does that mean for oil and global energy prices?
Energy Transfer Partners L.P. and Energy Transfer Equity L.P. upped their Permian bet via new growth projects.
ETP showed strong year-over-year growth due largely to growing volumes as a result of climbing energy production in the USA.
2018-05-21 - Asif
Overview Anthera Pharmaceuticals, Inc. is a biopharmaceutical company focused on advancing the development and commercialization of innovative medicines that benefit patients with unmet medical needs. The company currently have two compounds in development, Sollpura and blisibimod. The company licensed Sollpura from Eli Lilly & Co (“Eli Lilly”) in July 2014. Sollpura is a novel non-porcine investigational Pancreatic Enzyme Replacement Therapy (“PERT”) intended for the treatment of patients with Exocrine Pancreatic Insufficiency (“EPI”), often seen in patients with cystic fibrosis and other conditions. The company licensed blisibimod from Amgen, Inc. (“Amgen”) in December 2007. Blisibimod targets B-cell activating factor, or BAFF, which has been shown to be elevated in a variety of B-cell mediated autoimmune diseases, including Immunoglobulin A nephropathy, or IgA nephropathy. Sollpura The exocrine pancreas is responsible for synthesis and secretion of digestive en...
2018-05-21 - Asif
Business Agenus is a clinical-stage immuno-oncology (“I-O”) company dedicated to becoming a leader in the discovery and development of innovative combination therapies and committed to bringing effective medicines to patients with cancer. The company's business is designed to drive success in I-O through speed, innovation, and effective combination therapies. Agenus has assembled fully integrated capabilities from novel target discovery, antibody generation, cell line development, and good manufacturing practice (“GMP”) manufacturing together with a comprehensive portfolio consisting of antibody-based therapeutics, adjuvants and cancer vaccine platforms. The company leverage its immune biology platforms to identify effective combination therapies for development and have developed productive partnerships to advance its innovation. The company believe the next generation of cancer treatment will build on clinically validated antibodies targeting CTLA-4 and PD-1 combined wi...
2018-05-21 - Asif
Business The company started Square in February 2009 to enable businesses (sellers) to accept card payments, an important capability that was previously inaccessible to many businesses. However, sellers also need innovative solutions to thrive, and Square has since expanded to provide additional products and services to give these businesses access to the same tools as large businesses. This approach aligns with its purpose of economic empowerment, as everything the company do should give sellers accessible, affordable tools to grow their businesses and participate in the economy. Square is a cohesive commerce ecosystem that helps its sellers start, run, and grow their businesses. The company combine sophisticated software with affordable hardware to enable sellers to turn mobile and computing devices into powerful payment and point-of-sale solutions. Square has high seller acceptance rates and fast onboarding, while maintaining low risk and fraud losses as a result of its a...
as of ET