AlizadaStudios In my previous piece on Energy Transfer LP (NYSE:ET), I articulated a continued buy thesis after digesting the Q1, 2024 earnings report. The case was based on an attractive dividend yield of close to 8% that was underpinned by strong cash flows from which a sizeable chunk could be directed towards M&A, organic CapEx and/or share buyback activity. In other words, it was not only about the dividend, but also about the growth potential. Since then, ET has performed largely in line with the relev ...

MLPs can be a great source of rising passive income. Energy Transfer (ET 0.50%) is one of the largest, most diversified providers of energy midstream services in the country. Those assets generate lots of steady cash flow, about half of which the master limited partnership (MLP) distributes to investors. With its yield of over 8%, it's a popular income investment. Investors who like that income stream should check out fellow MLP Delek Logistics Partners (DKL 1.15%). The smaller midstream services provider c ...

Time 1 IN spooh Energy Transfer (NYSE:ET) is a master limited partnership [MLP] operating in the distribution of oil and gas. This MLP has very limited sensitivity to commodity prices as its earnings are primarily fee-based contracts, earning it revenue even when commodity prices are down. ET offers a highly attractive dividend yield of around 8% and has made significant strides in addressing challenges around high debt levels. The success of its deleveraging efforts now open up the possibility of increased ...

in l i II w Ildo Frazao ET stock: Recent insider transactions My last article on Energy Transfer LP stock (NYSE:ET) was published on Seeking Alpha about a month ago, on July 25, 2024, as you can see from the chart below. The article, entitled "AI Is Hungry For Power, Energy Transfer Will Deliver It," argued for a strong buy rating based on the power demands from AI-related technologies. Quote: All told, my conclusion is that ET offers a very skewed return/risk profile under current conditions, and thus reit ...

Units of Energy Transfer LP (ET) have rallied 21.8% year to date compared with its industry's growth of 20.8%. The oil and gas midstream firm owns a wide network of pipelines across the United States and is pursuing opportunities to serve growing power loads from new demand centers across its network. The firm is also a top exporter of liquefied petroleum gas and is working to expand natural gas liquids (NGL) export facilities to cater to the rising demand for NGL globally. The ET stock has also outperforme ...

文章核心观点 - 美联储主席鲍威尔表示,美联储正准备在9月份降息,但具体幅度尚未确定 [1] - 降息可能会降低贷款成本,提振股市,但也可能降低储蓄账户收益,使高股息股票更具吸引力 [2] 行业和公司总结 能源转移公司(Energy Transfer) - 能源转移公司是一家多元化的中游能源公司,拥有丰富的天然气、原油及其衍生品资产 [8] - 公司目前股息率为8.05%,预计全年收益增长13.42% [8] - 公司股价接近52周高位,分析师给予"中性买入"评级,目标价19.29美元,较当前价格有21%上涨空间 [9] - 过去12个月内,公司内部人士共计买入6267万美元公司股票,无内部人士卖出 [10] 豪斯酒店(Host Hotels & Resorts) - 豪斯酒店是标普500指数成分股,也是最大的酒店房地产投资信托基金 [16] - 公司股息率为4.62%,市盈率为16.96倍 [16] - 尽管有一些看空情绪,但分析师给予"中性买入"评级,目标价21.50美元,较当前价格有近24%上涨空间 [17] - 从技术面来看,公司股价已经企稳,有望突破阻力位,实现趋势反转 [17] 沃达丰(Vodafone Group Public) - 沃达丰是一家全球性电信巨头,市值265亿美元 [24] - 公司股息率高达9.54%,预计全年收益增长35.21%,市盈率仅9.04倍 [24][25] - 分析师给予"中性买入"评级,目标价14.45美元,较当前价格有近47%上涨空间 [26]

文章核心观点 - 能源转移(Energy Transfer)虽然提供了高达8%的分配收益率,但其管理层的决策令人担忧,不适合追求稳定收益的投资者[2][3][4][5] - 企业产品合伙公司(Enterprise Products Partners)虽然收益率略低,但其管理层一直以来都维护了股东利益,是更值得信赖的选择[6][7][8] 公司概况 - 能源转移是一家大型北美中游能源合伙企业,曾在2020年疫情期间大幅降低分配[2][3] - 企业产品合伙公司也是一家大型北美中游能源合伙企业,连续26年增加分配,管理层保守稳健[6][7] 管理决策对比 - 能源转移曾试图收购威廉姆斯公司(Williams Companies),但最终放弃交易,过程中CEO还获得了有利的可转换证券[4][5] - 企业产品合伙公司在能源下行周期中也受到影响,但管理层仍维持分配增长,体现了对股东利益的重视[7][8]

How the stock could nearly double by the end of 2029. Most investors interested in Energy Transfer (ET 1.25%) are attracted to its high yield, which currently sits around 7.9%. The company currently pays a $0.32 quarterly distribution and is looking to increase that by between 3% to 5% a year moving forward. That is attractive in and of itself, but I also think the pipeline operator's stock could nearly double over the next five years. This would happen through a combination of growth projects, as well as m ...

JamesBrey Energy Transfer (NYSE:ET) was once known as a higher-risk, higher-reward MLP due to the shoot-from-the-hip approach of its Texas-based founder, Kelsey Warren, who aggressively deployed capital to chase ambitious growth projects and acquisitions. While there is nothing inherently wrong with this approach, it blew up in the company's face, especially in the wake of the 2020 COVID-19 energy market crash, prompting the partnership to slash its distribution materially. As a result, Energy Transfer unde ...

文章核心观点 - 能源转移公司(Energy Transfer)通过收购和有机扩张项目实现了高速增长 [4][5][6][7][8][9][10] - 公司预计未来几年内将实现3%-5%的分红增长 [6][11] - 公司拥有高收益股息和高增长潜力,为投资者带来可观的总回报 [11] 公司业务概况 - 公司是一家主要从事管道运输和储存业务的主有限合伙企业(MLP) [2][3] - 公司近期完成了多项收购交易,包括收购Lotus Midstream和与Crestwood Equity Partners合并,推动了业务量的大幅增长 [5][6][7] - 公司还在积极投资有机扩张项目,包括天然气液体出口能力、管道扩建以及天然气发电厂建设等 [8][9][10] - 公司未来还计划投资一些新的大型项目,如海上项目、碳捕集和蓝氨项目等,以进一步增强长期增长潜力 [10]