By Paul Sankey
Published on December 17, 2024 at 8:58 AM
Meeting Kinder Morgan last week in Houston, with my old mate, IR and corporate VP Peter Staples (my other old mate CEO Kim Dang was in NY for a couple of conferences) I perused the just-released guidance for 2025 and made the following comment: “So KMI stock is on 22x price-earnings, based on your guidance for next year of $1.27 EPS. Your dividend yield is down towards 4% (stock has ripped), and you just announced …
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By Paul Sankey
Published on October 27, 2024 at 11:33 AM
Good day from Malaga, Huge rainstorms were welcomed by locals last night here in Southern Spain. We return to London tomorrow. Later today, in his weekly model portfolio update, Greg will review what happened in oil earnings and our model portfolio last week, and the huge week ahead for oil and wider market earnings reports. His book continues to perform very well, and even if his investing process may not match yours, it is highly …
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By Paul Sankey
Published on October 24, 2024 at 6:18 AM
Good Day, Happy Hour tonight with Chase Mulvehill, IR of Baker Hughes, at peak oil field service (OFS) earnings season. Note the slightly later 5pm ET time, with apologies to those of us in Europe, but Chase is of course jammed right now. Thursday, October 24th, 5PM ET Chase Mulvehill, IR at Baker Hughes on Happy Hour RSVP Registration Link – Click Here Chase is a former sellside analyst, and we can tease out some views on the …
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