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Hinds Howard

@MLPguy

infrastructure PM @ CBRE Investment Management. For personal stuff, find me @dadlifting...not investment advice.

 PA
mlpguy.substack.com
Joined February 2010
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Week Thoughts: Painful Reset mlpguy.substack.com/p/week-t…
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Data center developers, I guess…
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Replying to @NiceQuarterGuys
@NiceQuarterGuys
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🇺🇸🤠
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Another headline tonight that WES is close to acquiring KNTK, we are doing deals everybody!
Hinds Howard (@MLPguy) profile pictureHinds Howard@MLPguySep 9
ENB buying Tallgrass crude business for 10-11x ($2.55bn) and over equitizing with C$2.6bn equity offering at 3.5% discount. Definitely strategic assets, but no specifics on what the multiple could be worked down to over time with synergies…
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Strait talk
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Wacky end of quarter trading as usual…
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Replying to @munnvillinois
@munnvillinois
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Michael Blum, the longest tenured MLP sellside analyst, is out at Wells Fargo…
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Letting go of a value stock after it outperforms one rare day and you realize you shouldn’t be that excited… like when Billy Heywood is pumped when his favorite player Jerry gets a seeing eye single and realizes he’s gotten too wrapped up emotionally…
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Replying to @willis_cap
@willis_cap
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Never before have I heard so many analysts talking about how cheap things are on EBITDA 4 years from now…are we really that comfortable with midstream numbers in 2030? Maybe we are, I’m just asking questions here…
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WEEK THOUGHTS: SHUFFLING TOWARDS RESOLUTION… mlpguy.substack.com/p/week-t…
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Replying to @NiceQuarterGuys
@NiceQuarterGuys @Suicide95518428
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Replying to @DadLifting
@JoeMerchan4130 @DadLifting
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MLP January effect has been canceled this year…
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You can always own less energy, perform better…
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Cheniere investors tomorrow after 10-day losing streak…
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