I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Core Viewpoint - Energy Transfer LP is viewed as an attractive investment opportunity despite recent stock price declines, with strong fundamentals and growth prospects supporting this view [1]. Valuation - Energy Transfer's stock trades at a forward price-to-earnings ratio of 10.8 and an enterprise value-to-EBITDA multiple of 7.8, indicating attractive valuation metrics [4]. - The trailing 12-month price-to-sales ratio stands at a low 0.72, further emphasizing its appealing valuation [4]. Distribution - The company offers a high distribution yield of 8%, with solid distribution coverage supported by cash flow [5]. - Energy Transfer anticipates annual distribution growth of 3% to 5%, with a recent increase of 3% announced on October 28, 2025 [5]. Financial Position - Management asserts that Energy Transfer is in its strongest financial position in history, with leverage ratios within the target range of 4x to 4.5x despite recent acquisitions [6]. Cash Flow Generation - The company generates steady and reliable cash flow, operating approximately 140,000 miles of pipeline and owning energy infrastructure assets across major U.S. production basins [7]. Growth Prospects - Energy Transfer has signed multiple agreements to supply natural gas to major clients, including Oracle and Fermi America, highlighting its growth potential in the data center sector [8][9]. - The company is investing in new infrastructure, including natural gas processing plants and electric generation facilities, to capitalize on growth opportunities [10]. Analyst Sentiment - Among 19 analysts covering Energy Transfer, 17 rated it as a "buy" or "strong buy," with an average 12-month price target suggesting an upside potential of approximately 32% [11].

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Energy Transfer LP (NYSE:ET) is among the 13 Most Undervalued Stocks Under $20 to Buy. On November 5, the company reported financial results for the third quarter of fiscal 2025. Energy Transfer LP (ET) Reports Mixed Results For Q3 Revenue declined 3.9% year-over-year to $19.95 billion, while net income was down 13.9% from Q3 FY24 to $1.02 billion, translating to a profit per share of $0.28, which missed expectations by 5 cents. Adjusted EBITDA stood at $3.84 billion against $3.96 billion in the prior y ...

Group 1 - The article discusses an investment strategy focused on individual investors who prefer a limited number of diversified stocks, particularly those selling below fair value estimates [1] - The strategy emphasizes the importance of dividend growth and income, alongside fundamental investment analysis supported by technical charts [1] - Options strategies are primarily utilized to generate additional income or hedge against risks [1] Group 2 - The article does not provide specific company or industry insights, focusing instead on individual investment philosophy and strategies [2]

Well, I guess some of that skepticism over whether what I thought were aggressive CapEx plans of Energy Transfer LP ( ET ) could pan outJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has ...

Core Insights - The article discusses the skepticism surrounding the aggressive capital expenditure (CapEx) plans of Energy Transfer LP (ET) and the potential for these plans to succeed [1]. Group 1: Analyst Profile - JR Research is identified as an opportunistic investor recognized by TipRanks and Seeking Alpha for his analytical skills in technology, software, and internet sectors [1]. - The analyst focuses on identifying attractive risk/reward opportunities that can generate alpha significantly above the S&P 500 [1]. - The investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [1]. Group 2: Investment Strategy - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors [1]. - The focus is on growth stocks with robust fundamentals, buying momentum, and turnaround plays at attractive valuations, with a 18 to 24 month outlook for investment theses [1].

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Viewpoint - Energy Transfer is positioned as a strong investment opportunity due to its nearly 8% forward yield and significant growth prospects, particularly in supplying natural gas to AI data centers [1][9][11] Company Performance and Prospects - Energy Transfer has secured multiple agreements to supply natural gas to major data center projects, including three with Oracle, totaling 900 Mcf per day [3] - The company is also set to supply 300 Mcf per day to Fermi's Project Matador hypergrid campus under a 10-year deal [3] - The Desert Southwest pipeline project, valued at $5.3 billion, is fully subscribed under long-term agreements, indicating strong demand [4] - The Hugh Brinson Pipeline is on track for phase 1 completion by the end of 2026, with potential for increased capacity due to data center demand [4] Financial Overview - Energy Transfer plans to invest $4.6 billion in growth capital expenditures this year, down from an earlier estimate of $5 billion, reflecting cost efficiencies [5] - The company anticipates spending around $5 billion in capex next year, primarily in the natural gas segment, aiming for mid-teens returns [6] - Q3 adjusted EBITDA fell 3% year over year to $3.84 billion, with distributable cash flow dropping 4.5% to $1.9 billion [6][7] Valuation and Investment Appeal - The stock is trading at a forward enterprise value-to-EBITDA multiple of 7.8 times, significantly lower than the historical average of 13.7 times for MLPs [10] - The company's distribution is well-supported by its cash flow, and its balance sheet remains strong, making it an attractive buy at current levels [10][11]

Key Points Energy Transfer has a high-yielding payout backed by strong cash flow. The MLP has lots of growth coming down the pipeline. It trades at a bottom-of-the-barrel valuation. 10 stocks we like better than Energy Transfer › I own over 100 stocks. However, I do have my favorites. One of those is Energy Transfer (NYSE: ET). Here's why it's my No. 1 favorite stock to buy right now. Energy Transfer checks all the boxes Energy Transfer is an income-producing machine. The master limited partne ...