EnLink's Earnings Drought Is Over

Jun. 13, 2021 6:21 PM ETEnLink Midstream, LLC (ENLC)20 Comments
Aaron Goldberg profile picture
Aaron Goldberg


  • Midstream G&P companies like EnLink with exposure to energy prices are revising their guides higher.
  • Even at $6.25/unit, EnLink is extremely undervalued and has a lot more room to run.
  • In value investing, conviction is everything. If we don’t have conviction, we will sell too early.

Young Boy Businessman Catching Falling Money
RichVintage/E+ via Getty Images

The purpose of this article (and several previous articles) is to help teach us how to value trade. (I say “us” because one of the strongest ways to learn is to teach.) Let's do this by focusing on one such trade, EnLink (

This article was written by

Aaron Goldberg profile picture
I have over 30 years of personal investing experience. My articles cover mostly small to mid sized midstream companies and larger topics like the energy transition and macro questions, like when will we hit peak shale? I consider myself a value investor and recommend companies that produce high returns over a 3-8 year time horizon. As value returns to other sectors, I will broaden my articles to include other names.

Disclosure: I am/we are long ENLC. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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