The stock market and the economy frequently move in different directions. So, when you hear that the Federal Reserve is getting ready to lower interest rates, likely as early as September, it’s important to understand the interplay between inflation and employment.  In this case, one of the catalysts for a decelerating inflation rate is a ticking up in unemployment. This has the added consequence of reducing labor cost pressures. Add it all up, and consumers are facing prices that continue to rise, albeit m ...

Ton Photograph Dividend compounding strategy is widely used among investors, who favor current income streams and value the optionality of deciding where to allocate the periodic proceeds stemming from the yield-bearing assets. Usually, the focus on dividend compounders comes with financial characteristics that are necessary for enjoying de-risked income streams as in order to compound over the long-run (and this is where really the beauty of this strategy lies) the assets or companies have to be durabl ...

Henrik SorensenPlains All American Pipeline (NASDAQ:PAA)(NASDAQ:PAGP) and Enbridge (ENB) are two popular midstream dividend growth stocks. While Enbridge has a much more impressive long-term track record. Data by YChartsPlains has significantly outperformed ENB in recent years. Data by YChartsIn this article, we will compare them side by side and share our view on why only one is a buy right now. ENB Vs. PAA/PAGP: Qualitative Comparison When it comes to balance sheet strength, both are in a strong posit ...

Enbridge shares are up 15% in the past six months, easily beating the broader energy sector. Is there still value here?Enbridge (ENB 1.57%) is an $85 billion midstream giant with a business that spans across North America. Its dividend yield is 6.7%, which is multiples of the 1.2% yield you'd collect from the S&P 500 index and the 3.1% on offer from the average energy stock, using Energy Select Sector SPDR ETF (XLE 0.37%) as an industry proxy.The only problem is that Enbridge's shares have rallied strongly ...

Enbridge Inc. (ENB) shares have gained 16.1% year to date, significantly outperforming the 7.7% improvement seen across the oil-energy sector. The company's low-risk business model, characterized by stable and predictable cash flows, has been a key driver of its share price appreciation. Enbridge’s robust backlog of midstream projects, which are set to generate additional fee-based earnings, further underscores the stability and resilience of its business model. Image Source: Zacks Investment ResearchFor in ...

文章核心观点 - 油价下跌使得现在是重新评估如何投资于能源行业的好时机 [1][2][3] - 尽管油价存在一些不利因素,但Enbridge、Equinor和Vitesse Energy这三家能源公司仍是值得现在购买的高股息股票 [4] Enbridge - Enbridge是一家中游能源公司,负责输送北美约30%的原油和近20%的天然气 [6] - Enbridge股票目前估值合理,为投资者提供了一个可靠、低风险的高股息股票机会,连续29年增加派息 [7][8][9][10][11] Equinor - Equinor是一家挪威能源巨头,计划通过大规模的股票回购和股息支付来回馈股东 [12][14][15][16] - Equinor正在努力实现其雄心勃勃的碳减排目标,但如果投资者更看重增产的话,可能会更喜欢埃克森美孚或康菲石油 [17] Vitesse Energy - Vitesse Energy是一家石油天然气勘探和生产公司,采取了一种不同的商业模式 [18][19][20] - Vitesse通过对冲油价波动来保护其股息,这使其在油价大幅下跌时仍有吸引力 [21][22]

Enbridge expects to have plenty of fuel to pay dividends in the future.Enbridge (ENB 0.10%) is a global leader in transporting crude oil. It operates North America's longest and most complex oil and liquids transportation system. The company moves 30% of all the oil produced on the continent. The Canadian pipeline and utility company firmly believes its crude transportation assets will remain vital to fueling the economy for decades. It expects oil demand to continue rising through at least 2050. That bodes ...

The oil-energy sector is fraught with uncertainty, as many companies within it are highly susceptible to extreme fluctuations in oil and natural gas prices. To illustrate this volatility, consider the dramatic swings in oil prices since the onset of the COVID-19 pandemic. On April 20, 2020, the price of West Texas Intermediate crude plummeted to an unprecedented negative $36.98 per barrel, only to surge to $123.64 per barrel by March 8, 2022, as economies gradually reopened.However, this volatility doesn't ...

文章核心观点 - 埃布里奇公司(Enbridge)宣布降低其加拿大原油出口管道的运费,这是由于新扩建的跨山管道系统(Trans Mountain)带来的竞争压力 [1] - 埃布里奇将从艾伯塔省哈迪斯蒂到德克萨斯州的重质原油运费从每桶10.7006美元降至9.4877美元 [1] 跨山管道扩建的影响 - 跨山管道扩建项目投产后,使得每天可运输890,000桶原油到不列颠哥伦比亚省海岸,为加拿大产油商提供了更多出口选择,降低了对埃布里奇管道系统的依赖 [2] 管道配额率的变化 - 自从跨山管道项目5月投产以来,埃布里奇主干线系统的配额率(配给)大幅下降,从3月份的20%以上降至9月份的0% [3] - 这反映了加拿大产油商可利用的管道运力有所增加 [3] 埃布里奇对市场地位的看法 - 埃布里奇首席执行官格雷格·埃贝尔表示,目前配额率下降是季节性的正常情况,预计今年将运输每天300万桶原油 [4] - 埃贝尔强调,埃布里奇管道可连接到75%的美国炼油厂,而跨山管道则主要面向单一出口市场 [4] 行业竞争格局的变化 - 埃布里奇降低运费反映了其对加拿大原油运输市场竞争加剧的战略性应对 [5] - 新的管道基础设施正在重塑原油出口的动态格局 [5]

Enbridge Inc. (ENB) CEO Greg Ebel has made a bullish forecast for global oil demand, stating that it will continue to grow well in the coming decades. Speaking in an interview with Bloomberg on Tuesday, Ebel said that oil consumption could potentially exceed 100 million barrels per day (bbl/day) by 2050, reaching more than 110 million bbl/day.The CEO’s outlook is driven by ongoing economic growth, particularly in developing countries, where demand for "lighter, faster, denser (and) cheaper" energy is on the ...