Core Viewpoint - NGL Energy Partners LP has experienced a significant stock price increase of 8.8% to $11.1, driven by strong midstream operations and anticipated demand growth for crude products in the U.S. [1][2] Company Overview - NGL Energy Partners operates in diversified midstream energy sectors, focusing on three segments: water solutions, crude oil logistics, and liquids logistics, with water solutions being the primary earnings driver [2] - The water solutions segment operates in six counties in New Mexico and Texas, which are key crude oil production areas in the U.S., benefiting from low production costs [2] Market Dynamics - The current soft crude pricing environment is favorable for the refining sector, leading to increased demand for crude oil from refiners, which in turn boosts the demand for NGL's crude oil logistics segment [2] - The partnership's strong position in water solutions and crude oil logistics, along with consistent demand for midstream services, are critical growth factors [2] Earnings Expectations - NGL Energy Partners is projected to report quarterly earnings of $0.16 per share, reflecting a year-over-year increase of 233.3%, while revenues are expected to be $700.76 million, a decrease of 54.8% from the previous year [3] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in earnings expectations [4] Industry Context - NGL Energy Partners holds a Zacks Rank of 2 (Buy) within the Oil and Gas - Refining and Marketing - Master Limited Partnerships industry, suggesting positive market sentiment [5] - In comparison, CrossAmerica Partners, another company in the same industry, has a Zacks Rank of 3 (Hold) and has seen a lesser stock performance [5][6]

Core Viewpoint - CrossAmerica Partners LP is set to announce its fourth quarter and full year 2025 earnings results on February 25, 2026, with a conference call scheduled for February 26, 2026, at 9:00 a.m. Eastern Time [1]. Company Overview - CrossAmerica Partners LP is a leading wholesale distributor of motor fuels and convenience store operator, formed in 2012 [4]. - The company distributes branded and unbranded petroleum for motor vehicles across approximately 1,600 locations and owns or leases around 1,000 sites in 34 states [4]. - CrossAmerica Partners has established relationships with major oil brands, including ExxonMobil, BP, Shell, Marathon, Valero, and Phillips 66, ranking as one of ExxonMobil's largest distributors by fuel volume in the U.S. [4].

Core Insights - The article discusses an update on small and mid-cap stock ideas that are being actively purchased by insiders, indicating potential investment opportunities [1][2] - The Insiders Forum, led by Bret Jensen, focuses on a portfolio of 12-25 stocks that are attractively valued and have seen significant insider buying, aiming to outperform the Russell 2000 benchmark [2] Group 1 - The Insiders Forum has achieved more than double the return of the Russell 2000 since its launch, showcasing the effectiveness of its investment strategy [1][2] - The portfolio consists of stocks from various sectors, emphasizing diversification while targeting companies with recent insider purchases [2] Group 2 - The article does not provide specific stock recommendations or investment advice, maintaining a neutral stance on the suitability of investments for individual investors [3][4] - The analysts involved in the article do not hold any positions in the mentioned companies, ensuring an unbiased perspective [3]

Core Insights - Midstream energy stocks are involved in the processing, transportation, and storage of crude oil, natural gas, and natural gas liquids, operating in a sector less affected by spot pricing due to long-term contracts [1][5] - Master limited partnerships (MLPs) are highlighted as a strong investment option for energy exposure, offering substantial and dependable dividends, particularly from midstream companies [2][5] - A screening of midstream MLPs identified four top companies that provide high distributions to shareholders, emphasizing their appeal for income-focused investors [3] Industry Overview - Energy MLPs are attractive investments due to their structure and market position, typically offering annual distributions of 5% to 8% by distributing most cash flow to unitholders, thus providing a steady income stream [5] - MLPs benefit from stable, fee-based revenues linked to energy transportation, which mitigates risks associated with commodity price volatility [5] Company Spotlight - Cross America Partners L.P. has shown significant growth and is expected to continue this trend, offering a high dividend yield of 10.60% [6] - The company operates through two segments: wholesale distribution of motor fuel and retail sales at various sites, including convenience stores [7]

Core Viewpoint - CrossAmerica Partners LP is set to announce its third quarter 2025 earnings results on November 5, 2025, with a conference call scheduled for November 6, 2025, at 9:00 a.m. Eastern Time [2][3]. Company Overview - CrossAmerica Partners LP is a leading wholesale distributor of motor fuels and convenience store operator, formed in 2012. The company distributes branded and unbranded petroleum for motor vehicles across approximately 1,600 locations and owns or leases around 1,000 sites [5]. - The company operates in 34 states and has established relationships with major oil brands, including ExxonMobil, BP, Shell, Marathon, Valero, and Phillips 66. It ranks as one of ExxonMobil's largest distributors by fuel volume in the United States and is among the top 10 for additional brands [5].

Core Insights - Targa Resources Corp. (TRGP) has outperformed its industry with a 12.9% stock gain over the past year, while the broader Oil-Energy sector declined by 1.9% [1][4] - The company is a leading player in the midstream energy sector, providing essential services across the natural gas and natural gas liquids (NGL) value chain [5] Performance Comparison - Other midstream companies like CrossAmerica Partners (CAPL) increased by only 1.8%, while Western Midstream Partners (WES) and Sunoco (SUN) saw declines of 1.2% and 1.7%, respectively [4] - TRGP's strong performance has attracted investor interest and discussions about its future potential [4] Growth Drivers - Targa Resources is positioned to benefit from growing global demand for NGLs and LPG exports, with its Galena Park terminal operating near full capacity [7] - The company plans to expand its LPG export capacity to approximately 19 million barrels per month by Q3 2027, capitalizing on long-term international demand growth [8] - Approximately 90% of TRGP's revenues come from fee-based contracts, providing stability against commodity price fluctuations [9] Capital Allocation and Tax Benefits - Targa Resources employs a disciplined capital allocation strategy, targeting a return of 40-50% of adjusted cash flow to shareholders through dividends and buybacks [10] - Recent tax legislation allows TRGP to defer cash tax payments beyond 2027, enhancing liquidity for growth projects [11] Market Position - Targa Resources is the largest gas processor in the Permian Basin, with a 17% CAGR in Permian volumes over the past five years, outpacing basin-wide production growth [12] Challenges and Risks - The midstream sector faces potential overcapacity in NGL infrastructure, which could impact utilization rates and margins [13] - Execution risks in expansion projects could hinder growth if delays or cost overruns occur [14] - Competitive pressures in the Permian Basin may affect Targa Resources' market share and profitability [15] - Macroeconomic uncertainties and exposure to commodity price volatility could add further challenges to the company's outlook [16][17]

Company Overview - CrossAmerica Partners LP is a leading wholesale distributor of motor fuels and convenience store operator, formed in 2012 [5] - The company distributes branded and unbranded petroleum for motor vehicles across approximately 1,600 locations and owns or leases over 1,000 sites [5] - CrossAmerica Partners has a geographic footprint covering 34 states and maintains relationships with major oil brands including ExxonMobil, BP, Shell, Marathon, Valero, and Phillips 66 [5] - The company ranks as one of ExxonMobil's largest distributors by fuel volume in the United States and is in the top 10 for additional brands [5] Upcoming Earnings Announcement - CrossAmerica Partners will release its second quarter 2025 results after the market closes on August 6, 2025 [2] - A conference call will be hosted by management on August 7, 2025, at 9:00 a.m. Eastern Time [2] - The conference call can be accessed via phone at 800-990-4333 or 646-769-9600, with a passcode of 280060 [3] Investor Relations - A live audio webcast of the conference call and related earnings materials will be available on the investor section of the CrossAmerica website on the same day [3] - An archive of the webcast will be accessible within 24 hours after the call for a period of sixty days [4]

Core Insights - APA Corporation, along with partners Lagniappe Alaska, LLC and Oil Search (Alaska), LLC, achieved significant results at the Sockeye-2 exploratory well in Alaska's North Slope, which could enhance future developments in the region [1][6] Group 1: Sockeye-2 Well Performance - The Sockeye-2 well was drilled to approximately 10,500 feet, encountering a Paleocene-aged clastic reservoir with an average porosity of 20% [2] - The well flowed without stimulation or artificial lift, averaging 2,700 barrels of oil per day over a 12-day production test, confirming superior reservoir quality compared to other discoveries [2][5] - This well sets a new benchmark for shallow-marine reservoirs on the eastern North Slope [2] Group 2: North Slope Project Overview - The North Slope project is a joint venture where APA Corp holds a 50% working interest, Lagniappe Alaska, LLC has a 25% operating interest, and Santos holds the remaining 25% [3] - The joint venture began an exploration campaign in 2023 but faced challenges, leading to a renewed effort in 2024 with plans for three exploratory wells, including King Street-1 [4] Group 3: Future Implications for Alaska's Energy Landscape - The success of the Sockeye-2 well is expected to extend the Brookian topset play established with the Pikka discovery in 2013, validating geological models and reducing risks for future prospects [6] - This discovery, along with planned appraisal drilling, could represent a pivotal moment for Alaska's energy landscape, offering promising exploration and development opportunities [6]

GeoPark Limited (GPRK) recently released its operational update for the first quarter of 2025, showing signs of strong operational momentum and strategic discipline. The update underscores its resilience to survive in a volatile oil market, driven by both organic growth and smart portfolio management. A standout was the Vaca Muerta basin in Argentina, where the company reported a record production of 17,358 boepd gross in February. While the acquisition of the Vaca Muerta assets is still pending regulatory ...

Group 1: Company Overview - CrossAmerica Partners (CAPL) is a notable stock within the Oils-Energy sector, which consists of 246 companies and ranks 13 in the Zacks Sector Rank [2] - CAPL currently holds a Zacks Rank of 1 (Strong Buy), indicating a favorable earnings outlook [3] Group 2: Performance Metrics - Over the past quarter, the Zacks Consensus Estimate for CAPL's full-year earnings has increased by 72.7%, reflecting improved analyst sentiment [4] - Year-to-date, CAPL has gained approximately 4.7%, while the Oils-Energy sector has seen an average return of -7%, demonstrating CAPL's outperformance [4] Group 3: Industry Context - CAPL is part of the Oil and Gas - Refining and Marketing - Master Limited Partnerships industry, which includes 6 stocks and ranks 53 in the Zacks Industry Rank; this group has gained an average of 0.7% this year [6] - In contrast, National Fuel Gas (NFG), another stock in the Oils-Energy sector, has a year-to-date return of 30.1% and is part of the Oil and Gas - Integrated - United States industry, which has declined by -8.6% this year [5][7]