Williams Cos

WMB-N

NYSE:WMB

22.71
0.44 (1.98%)
The Williams Companies, Inc. is an energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
More at Wikipedia

Analysis and Opinions about WMB-N

Signal
Opinion
Expert
HOLD
HOLD
July 14, 2016

(Market Call Minute.) There are better opportunities at home. Buy TransCanada (TRP-T) instead.

Williams Cos (WMB-N)
July 14, 2016

(Market Call Minute.) There are better opportunities at home. Buy TransCanada (TRP-T) instead.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$23.600
Owned
Unknown
DON'T BUY
DON'T BUY
May 19, 2015

Hitting all-time valuation highs and is trading over EBV+5, which is a huge valuation for a utility. If we are in a bear market, in terms of bonds, look for these companies to come back in a major way, and they could be cut in half. His model price is $22.66, almost a 60% downside.

Williams Cos (WMB-N)
May 19, 2015

Hitting all-time valuation highs and is trading over EBV+5, which is a huge valuation for a utility. If we are in a bear market, in terms of bonds, look for these companies to come back in a major way, and they could be cut in half. His model price is $22.66, almost a 60% downside.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$53.080
Owned
Unknown
TOP PICK
TOP PICK
March 31, 2015

This is a General Partner, which for tax purposes is investable by anybody, and is essentially a C Corp (?). They essentially own and operate the largest network infrastructure of energy assets in the Northeast, particularly in the Marsalis and Utica shale blue regions. This is one of the higher prolific liquids rich regions that you want to have exposure to in this market. Management team has been very proactive in extracting shareholder value out of the current business model. Their guidance is for 10%-15% dividend growth based on the current commodity strip. His view is that oil will recover at some point, and when it does the dividend gets rebased back up to north of 18%-20%. Dividend yield of 4.6%.

Williams Cos (WMB-N)
March 31, 2015

This is a General Partner, which for tax purposes is investable by anybody, and is essentially a C Corp (?). They essentially own and operate the largest network infrastructure of energy assets in the Northeast, particularly in the Marsalis and Utica shale blue regions. This is one of the higher prolific liquids rich regions that you want to have exposure to in this market. Management team has been very proactive in extracting shareholder value out of the current business model. Their guidance is for 10%-15% dividend growth based on the current commodity strip. His view is that oil will recover at some point, and when it does the dividend gets rebased back up to north of 18%-20%. Dividend yield of 4.6%.

Gajan Kulasingam
VP & Senior Portfolio Manager, Sentry Investments
Price
$50.590
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 12, 2013

(A Top Pick March 6/12. Up 23.05%.) Sold his holdings at $35 in October. This is a midstream energy infrastructure in the US. One of the few that is not held inside a Master Limited Partnership, which makes it attractive. Still a Buy.

Williams Cos (WMB-N)
March 12, 2013

(A Top Pick March 6/12. Up 23.05%.) Sold his holdings at $35 in October. This is a midstream energy infrastructure in the US. One of the few that is not held inside a Master Limited Partnership, which makes it attractive. Still a Buy.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$34.790
Owned
No
PAST TOP PICK
PAST TOP PICK
February 14, 2013

(Top Pick Mar 6/12, Up 24.44%) US mid-stream energy companies are usually in master limited partnerships which pose tax filing difficulties. This one is a corporation. 4% yield. Happy to own. He moved into smaller companies that he feels will grow more quickly. He is sorry he sold it along the way.

Williams Cos (WMB-N)
February 14, 2013

(Top Pick Mar 6/12, Up 24.44%) US mid-stream energy companies are usually in master limited partnerships which pose tax filing difficulties. This one is a corporation. 4% yield. Happy to own. He moved into smaller companies that he feels will grow more quickly. He is sorry he sold it along the way.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$35.460
Owned
No
SELL
SELL
July 25, 2012
(Market Call Minute.) He would prefer to stay with something like Inter Pipeline (IPL.UN-T) in Canada.
Williams Cos (WMB-N)
July 25, 2012
(Market Call Minute.) He would prefer to stay with something like Inter Pipeline (IPL.UN-T) in Canada.
Gordon Reid
President, GoodReid Investment Counsel
Price
$30.610
Owned
No
TOP PICK
TOP PICK
March 6, 2012
One of the strongest sectors in the US has been Master Limited Partnerships. This is the only Corporation in the space. This is a play on the growth of oil/gas production in the Marcellus. Pipelines are really well positioned. Also have Cdn assets.
Williams Cos (WMB-N)
March 6, 2012
One of the strongest sectors in the US has been Master Limited Partnerships. This is the only Corporation in the space. This is a play on the growth of oil/gas production in the Marcellus. Pipelines are really well positioned. Also have Cdn assets.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$29.720
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 12, 2011
(Top Pick September 13/10, Up 36.78%)
Williams Cos (WMB-N)
September 12, 2011
(Top Pick September 13/10, Up 36.78%)
Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$25.860
Owned
Yes
TOP PICK
TOP PICK
September 13, 2010
Feels the market has mispriced some assets. Current stock price valuation basically comes from pipelines and high yields from Williams Partners (WPZ-N). Also have another division of US natural gas production assets and facilities of about $13 a share that are not included.
Williams Cos (WMB-N)
September 13, 2010
Feels the market has mispriced some assets. Current stock price valuation basically comes from pipelines and high yields from Williams Partners (WPZ-N). Also have another division of US natural gas production assets and facilities of about $13 a share that are not included.
Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$19.680
Owned
Yes
DON'T BUY
DON'T BUY
February 7, 2006
He has a model price of $18.83 which is and negative differential of 20%.
Williams Cos (WMB-N)
February 7, 2006
He has a model price of $18.83 which is and negative differential of 20%.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$22.510
Owned
No
SELL
SELL
April 19, 2005
Plateuing for a little bit. It's a combination company with power assets that aren't doing anything and is doing very well in its pipeline business. Had some production misses on its E&P (Exploration/Production) unit.
Williams Cos (WMB-N)
April 19, 2005
Plateuing for a little bit. It's a combination company with power assets that aren't doing anything and is doing very well in its pipeline business. Had some production misses on its E&P (Exploration/Production) unit.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.680
Owned
No
PAST TOP PICK
PAST TOP PICK
September 27, 2004
(A Top Pick June 10/04. Up 3.5%.) Still likes.
Williams Cos (WMB-N)
September 27, 2004
(A Top Pick June 10/04. Up 3.5%.) Still likes.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$12.060
Owned
Yes
TOP PICK
TOP PICK
August 30, 2004
Huge pipe-line company. The company is very strong. It is not suffering from debt problems like other companies.
Williams Cos (WMB-N)
August 30, 2004
Huge pipe-line company. The company is very strong. It is not suffering from debt problems like other companies.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$11.710
Owned
Yes
TOP PICK
TOP PICK
July 19, 2004
Has $4.5 billion in cash/credits so in a position to acquire other companies. Has a real strategic advantage in the pipeline sector in the US.
Williams Cos (WMB-N)
July 19, 2004
Has $4.5 billion in cash/credits so in a position to acquire other companies. Has a real strategic advantage in the pipeline sector in the US.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$12.510
Owned
Yes
TOP PICK
TOP PICK
June 10, 2004
Has a lot of cash. Well-positioned. Good assets. Has a lot of upside to come.
Williams Cos (WMB-N)
June 10, 2004
Has a lot of cash. Well-positioned. Good assets. Has a lot of upside to come.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$11.810
Owned
Yes
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