- Among the many oil and gas companies that have recently captured the interest of activist investors, QEP Resources (QEP +1.2%) looks especially attractive, David Englander of Barron's writes.
- Sterne Agee's Tim Rezvan notes that at QEP's current stock price, investors are assigning "little to no value" to QEP's pipeline assets and its 60% interest in QEP Midstream (QEPM); while a full separation isn't likely to happen right away, the company may speed the process of dropping down pipeline assets to QEPM.
- Rezvan values QEP's pipeline assets at $13/share, assuming a multiple of 9x EBITDA, and thinks the E&P business is worth 5x EBITDA, or $31/share.
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