Stacey Morris is the Director of Research at Alerian, which equips investors to make informed decisions about Master Limited Partnerships (MLPs) and energy infrastructure. Ms. Morris engages with the investment community to increase awareness of the Alerian Index Series and support broader understanding of the role that midstream assets play in North American energy markets. Ms. Morris was previously the Investor Relations Manager for Alon USA Energy, overseeing investor communications for the corporation and its variable distribution MLP, Alon USA Partners. Prior to Alon, she covered the integrated majors and refiners at Raymond James as a Senior Associate in the firm’s Equity Research Division. Ms. Morris graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University, and is a CFA charterholder.
Oil Prices: The Bull Case, the Bear Case, and Wildcards That Could Throw Off Everything
Today, we discuss the oil price volatility from the last six months and lay out both the bullish and bearish arguments for prices from here. We also discuss some of the potential wildcards, including...
Midstream Credit Ratings: Making the (Investment) Grade
Who is making the (investment) grade in midstream? Today, we look at credit ratings for the broad North American midstream universe as well as the weightings of companies with investment-grade credit...
19 for ’19: Midstream EBITDA Guidance Reflects Strong Outlook
Can an investor have growth and attractive income in one investment? With midstream, the answer is yes based on 2019 EBITDA guidance for nineteen companies. Midstream’s expected growth and how it...
US LNG Exports: The Who, What, Where of Projects and Why China Relations Matter
Today, we revisit US LNG exports. What projects are starting up in 2019-2020? What projects have been green lighted for construction or are nearing the start of construction? What about the impact of...
MLP 4Q18 Distribution Coverage … Now Featuring Payout Ratios!
Can MLPs afford their distributions? Today, we answer that question by looking at both distribution coverage for the traditional MLP investor and payout ratios for those wanting to evaluate MLPs with...
Midstream and MLPs: BuyBACK in Action
Buybacks have become a more prevalent topic in capital allocation conversations for midstream, reflecting the continued evolution of this space. Today, we look at why and when buybacks make sense, as...