文章核心观点 - 公司即将于2024年8月2日公布第二季度财报 [1] - 预计第二季度每股收益将下降约10%,收入将下降约45% [2] - 公司过去四个季度中有两次超出预期,一次未达预期,一次符合预期,平均超出4.1% [4] - 公司本季度预计无法超出预期 [5][6] - 公司业务模式稳定,大部分管道资产有长期承租合同,收入较为稳定 [7][8] 公司表现 - 公司过去一年股价上涨10.4%,低于行业平均24.2% [9][10] - 公司当前估值较高,市盈率高于行业平均水平 [11][12] 投资评级 - 公司业务模式稳定,现金流可预测,有利于股东收益 [14] - 但公司过度依赖债务融资,在高利率环境下可能面临财务压力 [15] - 目前公司股价相对较高,投资者可等待更好的入场时机 [16]

文章核心观点 - 公司的业务与能源商品价格波动关系较小,这是公司的一大优势 [5][6] - 公司的高股息率为投资者提供了较好的下行保护 [9][10] - 公司的估值水平较高,存在一定估值风险,但从股息收益率来看仍具有吸引力 [13][14] - 公司的抗风险能力较强,能够为投资者提供一定的避险属性 [7][8] 根据目录分别总结 OPEC+减产对公司的影响 - OPEC+最新宣布的减产规模较小,仅占全球供给的2.1%,其他产油国可以轻易弥补 [5] - 公司的盈利与油价波动关系较小,过去长期呈现负相关关系 [6] - 相比生产商,公司的盈利对油价和天然气价格的敏感度较低 [6] 公司的投资价值 - 公司的高股息率为投资者提供了较好的下行保护 [9][10] - 公司的估值水平较高,存在一定估值风险,但从股息收益率来看仍具有吸引力 [13][14] - 公司的业务主要集中在北美地区,抗风险能力较强,能够为投资者提供一定的避险属性 [7][8] 公司的潜在风险 - 公司面临着监管/环境法规以及向清洁能源过渡的风险 [12] - 公司的无beta特性也可能成为一把双刃剑,在油气价格上涨时无法充分获益 [15]

文章核心观点 - 文章介绍了三只可以组成稳定股息投资组合的潜在股票[1][2][3] - 这三只股票分别是辉瑞(Pfizer)、恩布里奇(Enbridge)和阿尔特里亚集团(Altria Group)[4][8][12] 辉瑞(Pfizer) - 辉瑞是全球最大的制药公司之一[4] - 公司在2021年成功开发并推出新冠疫苗后股价大涨,但疫苗相关销售未能持续达到预期[4] - 公司正在大幅削减成本,预计到年底可以减少40亿美元的净成本,有助于提升利润率[5] - 公司拥有广泛的药品和治疗组合,可持续产生强劲收入,支持研发投入和自由现金流[6] - 公司有一个强大的专利保护药品管线,可抵御专利到期后的仿制药竞争[6] - 尽管近期自由现金流受到销售下滑的压力,但管理层仍承诺维持并增长股息[7] 恩布里奇(Enbridge) - 恩布里奇拥有大量油气管道和天然气公用事业资产,收入稳定[8] - 公司输送约30%的北美原油和20%的美国天然气,并正在建设多个新项目以拓展业务[9] - 公司通过收购不断扩大业务规模,提高市场壁垒[10] - 公司预计未来几年可持续实现3%-5%的可分配现金流增长,维持7.3%的高股息[11] 阿尔特里亚集团(Altria Group) - 尽管美国烟草消费量下降,但公司凭借定价能力和转型能力维持了收入和股息增长[12][14] - 公司在大麻和电子烟领域的投资未能奏效,但收购NJOY和推出新型烟草产品有助于应对转型[13] - 公司专注于美国市场是优势,因为美国烟草产品价格相对较低,公司可通过提价抵消销量下降[14] - 公司以股东友好方式管理,通过回购支持每股收益增长,为增加股息提供空间[15] - 公司自由现金流强劲,股息收益率约7.9%,估值合理,有望持续提供稳定的股息增长[16]

Thermometer on snow shows low temperatures under zero. Low temperatures in degrees Celsius and ... [+] fahrenheit. Cold winter weather twenty under zero.Thermometer on snow shows low temperatures under zero. Low temperatures in degrees Celsius and fahrenheit. Cold winter weather twenty under zero.gettyThere’s a clear pattern natural gas prices repeat time and time again. We’re going to pounce on it now—and grab ourselves a growing 7.4% payout as we do.I’m talking about the “natty’s” $2 price floor. Every ti ...

This midstream energy leader looked too good to pass up.I recently went on a shopping spree. It wasn't to the local mall. I didn't buy online, either. Instead, I put some of my cash to work by investing in several stocks.Enbridge (ENB 0.91%) was one of them. It was the first time I invested in the Canadian midstream energy company. Here are three key reasons why I just loaded up on the stock.1. The dividend (of course)The headline of this article gives away a major reason why I bought Enbridge: It's the div ...

The market expects Enbridge (ENB) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 2, 2024, might help the stock move higher if these key numbers are better t ...

ISerg Tech stocks have seen a reckoning so far this week, with the Invesco QQQ Trust ETF (QQQ) having fallen by 4% since the start of this week. Not having much exposure to high-flying tech stocks only validates my belief that it's better to have a portfolio of high dividend-paying stocks and add to them whenever their valuations become attractive. That's because having a meaningful dividend makes it easier to hold onto a stock for sleep-well-at-night returns rather than trying to second guess what the mark ...

Enbridge (ENB) closed at $36.74 in the latest trading session, marking a +0.55% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 1.08%. Elsewhere, the Dow gained 0.32%, while the tech-heavy Nasdaq added 1.58%.Prior to today's trading, shares of the oil and natural gas transportation and power transmission company had gained 5.3% over the past month. This has outpaced the Oils-Energy sector's loss of 9.19% and the S&P 500's gain of 0.43% in that time.Investors will be ...

With a historically high yield, Enbridge's business model is rock solid and you can still win even if the stock doesn't rise much.Enbridge (ENB 0.74%) is not an exciting company, but that's actually one of the biggest attractions here. That and an ultra-high dividend yield of around 7.4%. But to really appreciate why you'll be glad you bought this stock in a few years, you need to take a deeper dive into its business and how it returns value to investors over time.Enbridge is more than a midstream giantThe ...

STRATHMORE, Alberta, July 20, 2024 (GLOBE NEWSWIRE) -- Today, over 1,400 cyclists and their supporters are gathering in the Strathmore area for Alberta’s largest cycling fundraiser, the Enbridge Tour Alberta for Cancer, supporting the Alberta Cancer Foundation. As the Tour celebrates its 16th year and over $7.3 million (and counting) raised this year alone, it also marks a historic milestone by surpassing $100 million in total funds raised. This remarkable achievement underscores 16 years of community build ...