- The company was buffeted by the crash in energy prices but swift management action in Q2 managed to turn the situation around.
- While the company still has a large debt, they do generate a lot of excess free cash flow which enables them to decrease leverage further from the present 4.3x level.
- Amazingly, even after slashing the dividend in half the yield is still well into double digit territory (and somewhat higher still on the preferred shares).
- We think the shares can be bought here ($2.50-$2.65) benefiting from a fantastic yield (15%).
- We do think they have to be more aggressive cutting their leverage though.
Source: EnLink Midstream’s 15% Dividend Yield, Whether There’s A Catch (NYSE:ENLC) | Seeking Alpha