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episode 524: Energy Podcast: Several signs better days are ahead for energy stocks


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In this week's energy podcast Portfolio Manager Rob Thummel discusses:

  • Free cash flow generation: the most significant theme from the earnings season in the second quarter
  • Several midstream companies are a few years away from being considered a S&P 500 dividend aristocrat
  • Most notable announcement from earnings season: BP’s transition from an oil company to an integrated energy company
  • Another example of corporate sustainability reports: Cheniere Energy issued its first report highlighting the CO2 avoided from the switch to natural gas


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 2020-08-17  8m