Enterprise Products Partners L.P. (NYSE:EPD) is included among the Best Stocks for a Dividend Achievers List. Morgan Stanley Downgrades Enterprise Products (EPD) as Growth Story Fades On December 18, Morgan Stanley downgraded Enterprise Products Partners L.P. (NYSE:EPD) to Underweight from Equal Weight and set a $34 price target. Keeping pace with the broader midstream group “is becoming harder to make,” the analyst wrote. Buybacks alone are unlikely to change that. Without a clearer growth story, Morgan ...

In a December 9 statement, Exxon raised its 2030 Permian production guidance by 200,000 barrels of oil equivalent per day (boepd). The company now targets a total of 2.5 MMboepd. This aggressive ramp-up is particularly significant for Targa due to its dominant position on legacy Pioneer Natural Resources acreage. Pioneer, which Exxon acquired last year, sent the majority of its gas to Targa's G&P systems and owned a 27.2% interest in the Targa-operated WestTX system. The anticipated volume increase aligns w ...

Core Viewpoint - ExxonMobil's updated 2030 corporate plan significantly benefits the midstream sector, particularly Targa Resources Corp, due to increased production targets in the Permian Basin [1][3]. Group 1: ExxonMobil's Production Targets - Exxon raised its 2030 Permian production guidance by 200,000 barrels of oil equivalent per day (boepd), now targeting a total of 2.5 million boepd [3]. - This increase in production is particularly advantageous for Targa, which has a strong position on Pioneer Natural Resources acreage, recently acquired by Exxon [3]. Group 2: Targa Resources' Strategic Position - Targa Resources has a 5.7% weighting in the Alerian Energy Infrastructure ETF, making it a top-ten holding as of December 17 [2]. - The anticipated volume increase aligns with Targa's expansion efforts, including the $1.6 billion Speedway NGL Pipeline, which will transport 500,000 barrels per day from the Permian to Mont Belvieu [4]. Group 3: Market Response - Following Exxon's announcement, Targa's stock gained 2.6% on December 9, outperforming the Alerian Midstream Energy Select Index, which was down 0.5% on the same day [4].

Company Overview - Enbridge (ENB) has shown relatively flat performance since the last analysis, despite a bullish outlook on the company's investment plans, particularly regarding the Mainline [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] Investment Strategy - The investment strategy emphasizes long-term value investing while also exploring potential deal arbitrage opportunities, such as those seen with Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] - There is a preference for companies that are understandable, avoiding high-tech and certain consumer goods sectors, while expressing skepticism towards cryptocurrencies [1] Community Engagement - The aim is to connect with like-minded investors through platforms like Seeking Alpha, sharing insights and building a collaborative community focused on superior returns and informed decision-making [1]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Over the past months, I have started expanding coverage towards midstream companies. I believe midstream companies are attractive due to their pricing model, which provides extremely limited exposure to volatility in commodity prices. This results ...

Core Insights - The Williams Companies, Inc. (WMB) is often overlooked in discussions about midstream companies, despite its reliable revenue generation in the industry [1] Company Overview - Williams Companies operates in the midstream sector, which is characterized by stable revenue streams [1] Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, and emphasizes a rigorous research approach [1]

Core Insights - The Williams Companies, Inc. (WMB) is often overlooked in discussions about midstream companies, despite its reliable revenue generation in the industry [1]. Company Overview - Williams Companies operates within the midstream sector, which is characterized by stable revenue streams [1]. Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, and emphasizes a rigorous research approach [1]. - The analyst specializes in technology sectors, particularly SaaS and cloud businesses, which are noted for their growth potential [1].

For the latest updates on the energy infrastructure space as well as a look ahead, don't miss our next webcast "What's in the Pipeline for MLPs/Midstream in 2026?†on Wednesday, January 14, 2026 at 2:00 pm ET. Follow the link here to register. For more news, information, and analysis, visit the Energy Infrastructure Content Hub. The energy infrastructure company expects to generate nearly $8.7 billion in adjusted EBITDA for 2026, a 4% increase over its 2025 guidance. This projection underscores the durabilit ...

Core Insights - ONEOK (OKE) is highlighted as an interesting investment opportunity, with recent results reinforcing its positive growth trajectory [1] - The company is currently the only midstream operator in the portfolio, alongside Western Midstream [1] Company Analysis - The analyst has a long position in OKE shares, indicating confidence in the company's performance [2] - The investment strategy focuses on cyclical industries, which are expected to yield significant returns during economic recovery [1] Market Perspective - The analyst's diverse professional background allows for a comprehensive analysis of market dynamics across various sectors [1] - A balanced investment approach is emphasized, incorporating both cyclical sectors and fixed-income investments to manage risk [1]

Core Insights - The article discusses the author's focus on undervalued and disliked companies with strong fundamentals and cash flows, particularly in the Oil & Gas sector [1] - The author expresses a long-term value investing approach while also engaging in deal arbitrage opportunities [1] - There is a mention of a collaborative community on Seeking Alpha aimed at sharing insights and seeking superior returns [1] Company Analysis - Antero Midstream Corporation is highlighted as a company that has not been reviewed recently, despite the author's experience with various midstream companies [1] - Energy Transfer is cited as an example of a company that was initially overlooked but has shown potential for substantial returns [1] Investment Philosophy - The author emphasizes a preference for understanding businesses, avoiding high-tech and certain consumer goods sectors, and expresses skepticism towards cryptocurrencies [1] - The focus remains on identifying investment opportunities that are unjustly unloved, which could lead to significant returns [1]