Alerian Insights

Alerian Insights

When Is a Utility Not a Utility? A Review of the Recent Sempra Analyst Day

When was the last time you heard of a Utility growing at 11%? Sempra Energy, a predominantly California Utility company, plans to do just that. Here’s how.

Williams Does Not Quack Like a Duck

Last week’s big surprise announcement that The Williams Companies was buying its MLP started a media frenzy comparing this transaction to the Kinder consolidation last year. Here’s why they though...
05/20/15

Monday Mailbag: Dividends, Price Return, and Total Return

Monday Mailbag answers the questions received from industry stakeholders either on phone calls, in email, or during meetings. Today, we answer a series of questions we received last week touching on d...
05/19/15

MDU Resources (MDU): Breaking Up Is Hard to Do

On the eve of its March 5th analyst day, MDU Resources (MDU) was trading 35% lower than a year ago. Investors who were hoping that the event would turn things around for the company have been disappoi...
05/13/15

Monday Mailbag: AMZ Yield Calculation

Monday Mailbag answers the questions received from industry stakeholders either on phone calls, in email, or during meetings. Our topic today is the AMZ yield calculation....
05/13/15

Just Happened: Enterprise Analyst Day

How do you condense a 32.3-megabyte, 206-slide analyst day presentation by industry bellwether Enterprise Products Partners (EPD) into a digestible post for readers of Alerian Insights? As you can see...
05/08/15

What Happened: MLPs Get Creative in March

Our CEO’s epic March Madness bracket aside, this month, quarter, and year all got off to a rough start. As necessity is the mother of invention, MLPs are starting to get creative with their debt fi...
05/07/15
Back To
Top