Energy Transfer(ET)
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Energy Transfer: Collect A 7.80% Yield While Waiting For Datacenter Gas Demand
Seeking Alpha· 2025-10-03 21:12
Core Viewpoint - The company aims to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing the risk of principal loss [1] Group 1 - The service offers subscribers access to exclusive investment ideas before they are released to the general public, with many ideas not being released at all [1] - Subscribers receive in-depth research that is not available to non-subscribers, enhancing their investment decision-making [1] - A two-week free trial is currently being offered for the service, encouraging potential subscribers to explore the offerings [1]
Wells Fargo Reiterates Buy Rating on Energy Transfer LP, Keeps Price Target at $23
Yahoo Finance· 2025-10-03 19:55
Energy Transfer LP (NYSE:ET) is one of the Top 10 Long-Term Stocks to Invest In According to David Tepper. On October 1, Wells Fargo reiterated its Buy rating on Energy Transfer LP (NYSE:ET), keeping the price target at $23. Michael Blum from Wells Fargo kept the Buy rating on ET as the analyst added the firm’s Q4 2025 Tactical Ideas List. Blum sees several potential catalysts for Energy Transfer heading into the fourth quarter. The analyst believes that projects such as FID of Lake Charles could be a pos ...
I Am Buying Boring Dividends For My Retirement
Seeking Alpha· 2025-10-03 12:30
Core Insights - The article promotes a portfolio strategy that generates income without the need for selling assets, aiming to simplify retirement investing [1] - It emphasizes the importance of community and education in investment decisions, suggesting that investors should not navigate the market alone [2] Group 1: Portfolio Features - The service offers a model portfolio with buy/sell alerts, catering to both conservative and aggressive investors through preferred and baby bond portfolios [2] - Additional features include dividend and portfolio trackers, as well as regular market updates to keep investors informed [2] Group 2: Community and Support - The service fosters a vibrant community with active chat access to leaders, enhancing the investment experience through shared knowledge [2] - The philosophy of the service is centered around community support and education, reinforcing the idea that investors benefit from collaboration [2]
David Tepper Stock Portfolio: Top 10 Long-Term Stock Picks
Insider Monkey· 2025-10-02 16:46
Core Viewpoint - David Tepper, founder of Appaloosa Management, emphasizes investing in undervalued stocks with strong fundamentals, disregarding market sentiment [1][2] Market Sentiment and Economic Outlook - Tepper expresses a cautious yet constructive outlook on the U.S. stock market, anticipating two more rate cuts by the Fed this year [2] - He highlights the importance of monitoring 10-year Treasury yields and 30-year mortgage rates, suggesting potential boosts for housing-related assets if rates decline [2] Investment Strategy - Tepper's investment strategy focuses on value and long-term growth, with a portfolio that includes energy stocks, Nvidia, and AI companies [3] - He encourages investors to remain engaged in the market, indicating ongoing opportunities despite economic challenges [3] Methodology for Stock Selection - The top 10 long-term stocks are derived from Appaloosa Management's Q2 2025 13F portfolio, focusing on companies held for at least five consecutive years [5] - Hedge fund sentiment is analyzed using Insider Monkey's database to rank stocks based on Appaloosa's stake percentage [5] Stock Highlights - **MPLX LP (NYSE:MPLX)** - Portfolio Holding Value: $29.80 million, representing 0.46% of Appaloosa's portfolio [8] - Expected Q3 2025 earnings per share: $1.10, with revenue estimated at $3.16 billion [9] - Average price target of $57 implies a 14.11% upside from current levels [11] - **Energy Transfer LP (NYSE:ET)** - Portfolio Holding Value: $89.87 million, representing 1.39% of Appaloosa's portfolio [12] - Wells Fargo maintains a Buy rating with a price target of $23, indicating a potential 34.03% upside [14] - Anticipated catalysts include new pipeline projects and expansions that could enhance growth [13]
Evertz Technologies Announces Results of Annual General Meeting
Newsfile· 2025-10-01 20:21
Burlington, Ontario--(Newsfile Corp. - October 1, 2025) - Evertz Technologies Limited (TSX: ET), the leader in Software Defined Video Network ("SDVN") technology, is pleased to announce the voting results of its 2025 Annual General Meeting of Shareholders held today, in Burlington, Ontario.Election of DirectorsThe seven nominees listed in the management proxy circular of the Company were elected as directors of the Company. The election of directors was conducted by a way of vote by ballet. In accordance w ...
Sides close to finalizing deal involving LNG supply at Lake Charles terminal
Baton Rouge Business Report· 2025-10-01 19:26
Core Viewpoint - Energy Transfer LP is close to finalizing a deal to sell liquefied natural gas (LNG) from its Lake Charles export terminal to MidOcean Energy, a subsidiary of EIG Global Energy Partners [1][2]. Group 1: Agreement Details - The agreement between Energy Transfer and MidOcean, announced in April, involves MidOcean committing to 30% of the construction costs for the Lake Charles terminal [2]. - MidOcean is entitled to receive 30% of the LNG production, which amounts to approximately 5 million metric tons per year [2]. Group 2: Current Status and Market Context - The deal has not yet been fully completed, with no immediate comments from EIG or Energy Transfer regarding the status [3]. - MidOcean has recently expanded its LNG operations, acquiring a stake in a Petronas-backed terminal in Canada, in addition to its projects in Peru and Australia [3]. - Analysts predict a global oversupply of LNG by 2027 as U.S. and Qatari supplies increase [3].
Energy Transfer (ET): One of the Best LNG Stocks to Invest in
Yahoo Finance· 2025-10-01 03:24
Energy Transfer LP (NYSE:ET) is included among the 12 Best LNG Stocks to Buy According to Hedge Funds. Energy Transfer (ET): One of the Best LNG Stocks to Invest in Energy Transfer LP (NYSE:ET) made headlines this summer when it announced that it would supply Chevron with an additional 1 mtpa of liquefied natural gas from its Lake Charles LNG export facility, bringing the total volume of LNG supply contracted by Chevron to 3 mtpa under the 20-year agreement. In April, Energy Transfer LP (NYSE:ET) filed ...
PAA vs. ET: Which Energy Pipeline Stock Deserves a Spot in Portfolios?
ZACKS· 2025-09-30 12:31
Core Insights - The Zacks Oil and Gas – Production Pipeline industry is crucial for energy logistics, addressing the rising demand for crude oil and natural gas while supporting economic development and energy security [1][2] Industry Overview - Pipeline operators provide a safe, efficient, and cost-effective method for transporting energy resources, ensuring a consistent supply for refineries and consumers [2] - Midstream companies are essential for balancing traditional energy needs with cleaner technology advancements [1] Company Profiles - Plains All American Pipeline focuses on crude oil and NGL transportation and storage, primarily in high-production areas like the Permian Basin, generating cash flow through long-term, fee-based contracts [3] - Energy Transfer operates a diversified portfolio, including crude oil, NGLs, refined products, and natural gas pipelines, with significant assets in the Permian Basin and the Dakota Access Pipeline [4] Financial Performance - Energy Transfer's earnings growth projections for 2025 and 2026 have increased by 7.8% and 11.7% year over year, respectively [6] - Plains All American Pipeline's earnings estimates for 2025 and 2026 have declined by 5.3% and 4.4% year over year [9] Cash Distribution and Returns - Plains All American Pipeline has a cash distribution yield of 8.58%, while Energy Transfer's yield is 7.56% [10][17] - Plains All American Pipeline has a return on equity (ROE) of 11.55%, compared to Energy Transfer's 11.08%, indicating slightly better efficiency [10][12] Debt Levels - Energy Transfer has a debt to capital ratio of 57.16%, higher than the industry average of 55.7%, while Plains All American Pipeline's ratio is 40.13% [14] - The higher debt level of Energy Transfer raises concerns about financial flexibility, although the company is working to reduce leverage [14] Valuation Metrics - Plains All American Pipeline's trailing 12-month EV/EBITDA is 9.74X, below the industry average of 10.66X, suggesting it is undervalued [18] - Energy Transfer's EV/EBITDA is 9.22X, also trading at a discount compared to its industry [20] Conclusion - Both Plains All American Pipeline and Energy Transfer are effectively serving their markets, with Plains being a more favorable investment option due to lower debt levels, stable cash distribution, and better ROE [24]
The 3 Best High-Yield Dividend Stocks (According to Barchart)
Yahoo Finance· 2025-09-29 13:21
Core Viewpoint - Investing in dividend stocks requires balancing yield and risk, with opportunities to maximize returns while minimizing downside risk being crucial [1]. Group 1: Investment Opportunities - Barchart's Investing Ideas provide a list of the highest-yielding dividend stocks currently available, consisting of 199 companies that require further refinement [2]. - The selection process utilized Barchart's Stock Screener, applying specific filters to identify the best dividend stocks based on forward yields [3]. Group 2: Company Analysis - Energy Transfer LP is highlighted as the top dividend stock, recognized as one of North America's largest and most diversified midstream energy companies, operating in 44 states [6]. - The company offers a forward dividend yield of 7.58%, translating to a quarterly payout of 33 cents per share, with a history of increasing annual payouts since 2021 [7]. - A consensus among 16 analysts rates Energy Transfer LP as a "Strong Buy," indicating strong market confidence in the stock's performance [8].
Q2财报逊色无阻看好 华尔街扎堆力挺Energy Transfer(ET.US)
智通财经网· 2025-09-29 08:02
9月2日,加拿大丰业银行的布兰登・宾厄姆首次覆盖该股,给予"买入"评级,并设定23美元的目标价。 该行称,该公司拥有"庞大且一体化的资产基础,涵盖中游价值链的各个环节,真正形成了从井口到水 域(wellhead-to-water)的投资组合",并在不同环节涉足所有主要碳氢化合物流。 布兰登表示,他认为EnergyTransfer具有相当大的上涨潜力,主要受益于来自短期和未来主题性需求拉 动的持续盈利增长。在2026-2028财年,相对稳定的平均约49亿美元的资本支出增长支撑着预期的盈利 增长,创造了高于平均水平的自由现金流。 随后在9月5日,巴克莱银行的特蕾莎・陈也重申对该股的"买入"评级,目标价定为25美元。最近在9月 11日,瑞银集团的施奈尔・格舒尼同样重申"买入"评级,但将目标股价从24美元下调至18.45美元。 智通财经APP获悉,能源公司EnergyTransfer(ET.US)在8月6日公布的Q2财报中表现稍显逊色,营收与每 股收益(EPS)均未达预期,但华尔街对其仍持乐观态度。该股仍是分析师眼中"极具性价比的必买股 票"之一。近期有多位分析师表达对该股的看好立场。 EnergyTransfer是 ...