Midstream Energy’s Free Cash Flow Yields Set to Outpace Broader Market
John R. Cusick, CFA, is a Portfolio Manager at Miller/Howard Investments Inc., focusing on midstream energy, including master limited partnerships (MLPs). Before joining the firm in 2013, he was a senior vice president and research analyst at Wunderlich Securities Inc., covering energy in North America including midstream companies focused on natural gas, liquids, and exploration & production. Prior to that, Mr. Cusick spent more than a decade at Oppenheimer & Co. as a junior analyst on the energy team, covering major oil companies, refiners, and exploration & production companies, and then as a senior research analyst specializing in the midstream sector. He received a B.A. degree in finance and marketing from Temple University, and an MBA in finance from Fordham University School of Business. Profile
Coalition United for a Responsible Exxon (CURE) – Representing Stakeholders with over $2.2 Trillion in Assets – Calls for New Leadership and Strategy at Exxon
Letter to Board in support of multiple shareholder campaigns advocating change of governance and adoption of new, financially and strategically sustainable business plan
CURE”) was launched today with an open letter in support of meaningful change at ExxonMobil Corporation (NYSE: XOM) (“
Exxon” or the “
Company”). CURE represents a broad a spectrum of stakeholders focused on sustainability who are committed to delivering long-term returns that account for the realities of a changing energy sector. As of today, CURE’s over 135 members collectively represent over $2.2 trillion in assets. More details on the coalition can be found at CURExxon.org.
Eyeing Underperforming Value Stocks for Post-Pandemic Recovery
Michael Roomberg, CFA, is a Portfolio Manager at Miller/Howard Investments Inc. Mr. Roomberg began his career as a research analyst at Boenning & Scattergood, and then worked at Jefferies’ Industrials equity research team and as head of water/infrastructure equity research at Ladenburg Thalmann & Co. He received a bachelor’s degree from the University of Wisconsin and an MBA from Georgetown University. Profile Word count: 3,252
Mr. Roomberg: I focus on broader, diversified dividend stocks, as well as energy equities,