文章核心观点 - 公司正在完成一系列三项公用事业收购,这将显著改变其业务结构 [1] - 公司正在向更清洁的能源转型,包括建立天然气公用事业业务和可再生能源业务 [4][5] - 公司将通过收购三家美国天然气公用事业公司,增加天然气公用事业在其EBITDA中的占比,从而降低石油管道业务的占比 [7] - 收购公用事业资产需要经过一系列监管审批,整合过程也需要一定时间,但最终将使公司变得更加稳定和可靠 [9][10] 公司概况 - 公司属于能源行业的中游公司,主要从事输油和天然气管道业务 [3] - 公司正在向更清洁的能源转型,包括发展天然气和可再生能源业务 [4][5] - 清洁能源目前只占公司EBITDA的3%,未来会继续增长,但短期内变化不大 [6] 收购计划 - 公司同意收购Dominion Energy的三家美国天然气公用事业公司 [7] - 收购完成后,天然气公用事业将占公司EBITDA的20%,而石油管道业务将降至50% [7] - 收购公用事业资产需要经过监管审批和文化整合等过程,需要至少一年时间 [9]

CALGARY, AB, Aug. 19, 2024 /PRNewswire/ - Enbridge Inc. (TSX: ENB) (NYSE: ENB) (Enbridge or the Company) announced today that 1,502,775 of its outstanding Cumulative Redeemable Preference Shares, Series 3 (Series 3 Shares) were tendered for conversion, on a one-for-one basis, into Cumulative Redeemable Preference Shares, Series 4 of Enbridge (Series 4 Shares), effective on September 1, 2024. As a result, on September 1, 2024, Enbridge will have 22,497,225 Series 3 Shares and 1,502,775 Series 4 Shares issued ...

文章核心观点 - 上市公司二季度财报整体表现强劲,收入和利润增长良好 [9][10] - 但消费者支出有所下降,中低收入群体和高端消费者都在收缩开支 [11][12][13] - 银行业受到利率上升的压力,面临存款流失和贷款质量下降的挑战 [14] - 科技巨头仍在大力投资人工智能,但投资者对其未来增长持谨慎态度 [14] 行业和公司总结 能源行业 - 安布里奇(Enbridge)是北美最大的管输公司,拥有稳定的现金流和收入 [15][16][17][18] - 公司通过收购美国天然气公司扩大了业务规模,预计未来几年收益和股息将保持增长 [26][29][32][33] - 安布里奇的财务风险状况良好,有较强的抗通胀能力 [21][22][23][24][25] 房地产行业 - NNN REIT是美国最大的净租赁房地产投资信托之一 [36] - 公司的租户质量优秀,即使在金融危机期间也保持了高出租率 [36] - 公司近期新增投资物业的收益率较高,财务状况稳健,有较长的债务期限 [40][41][42] - 公司有35年连续增加股息的记录,股息收益率达5.2% [43][44][45][46][47]

deepblue4you Investment Thesis Enbridge (NYSE:ENB) is a combined liquids and natural gas midstream company, that also provides some utility service to end customers. ENB’s revenue profile is somewhere between a typical midstream player and a utility. This provides a revenue floor during low-price periods, though the tradeoff is often a cap on return on equity. ENB is undergoing a repositioning, expanding both its utilities segment with $14 billion in acquisitions, and its Gulf Coast operations with more ...

These two stocks offer great dividends and potential share price growth. Plus, you'll sleep well at night holding them.Energy is a foundation for not just the economy but modern life. That makes it a great place to look for long-term investment ideas -- stocks you can reasonably buy and expect to hold indefinitely. However, some energy companies, like those that drill for oil and gas, can be volatile because they are affected by outside factors, like the price of oil.Instead, investors should consider energ ...

JHVEPhoto Note: All amounts discussed are in Canadian Dollars. All security prices discussed are for those trading on TSX in Canadian Dollars We have generally been enamored with the whole suite of options for Enbridge Inc. (NYSE:ENB) (TSX:ENB:CA) preferred shares. So it was unusual for us to make the case for ENB common shares. It was equally unusual to tag the "Strong Buy" rating, but that is precisely what we did in February. If you can make 300% annualized chasing bubble stocks, who the heck wants t ...

ehrlif Enbridge (NYSE:ENB) (TSX:ENB:CA) is one of the largest midstream companies in the world with a market capitalization of $80 billion. The company has a dividend yield of more than 7% and one of the most impressive midstream asset portfolios in the industry. As we'll see throughout this article, that supports the company's ability to continue driving shareholder returns. Enbridge Mid-Year Update Enbridge has performed well going into the mid-year update for the company. Enbridge Investor Presentati ...

ehrlif Introduction I gave a 'Strong buy' recommendation for Enbridge (NYSE:ENB) in April. I am quite happy because ENB delivered almost 13% total return to investors after my recommendation. My updates to fundamental and valuation analyses suggest that there are no reasons to become less bullish about ENB and I reiterate my 'Strong Buy' rating. The long-term outlook for the U.S. economy is positive, which is beneficial for energy midstream industry. As the industry's largest player, Enbridge is also po ...

Enbridge Inc. (ENB) reported second-quarter 2024 adjusted earnings per share (EPS) of 42 cents, which missed the Zacks Consensus Estimate of 45 cents. The bottom line also decreased from the year-ago quarter’s figure of 51 cents.However, total quarterly revenues of $8.3 billion increased from $7.8 billion in the prior-year quarter. The top line also beat the Zacks Consensus Estimate of $5.7 billion.The weak quarterly earnings resulted from increased financing costs, higher income taxes and greater depreciat ...

Enbridge is capitalizing on opportunities to supply energy to data centers.Oil has been fueling the industrial economy for over a century. It's still important today and likely will remain vital for years to come. However, the digital economy runs on a different fuel: data. Companies rely on data centers to process and store data for their cloud computing and artificial intelligence (AI) applications. And those power-hungry facilities require massive amounts of energy. That's playing right into the hands of ...