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New Strong Buy Stocks for June 30th
ZACKS· 2025-06-30 11:26
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Hudbay Minerals Inc. (HBM) : This diversified mining company has seen the Zacks Consensus Estimate for its current year earnings increasing 30.8% over the last 60 days.Shore Bancshares, Inc. (SHBI) : This bank holding company for the Shore United Bank has seen the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.National Grid plc (NGG) : This company that engages in the transmission and distri ...
Brookfield Infrastructure to Host Second Quarter 2025 Results Conference Call
Globenewswire· 2025-06-30 11:00
Group 1 - Brookfield Infrastructure Partners will hold its second quarter 2025 conference call and webcast on July 31, 2025, at 9:00 a.m. (ET) [1] - Results will be released on the same day before 7:00 a.m. (ET) and will be available on the company's website [1] - Participants can join the conference call or webcast by pre-registering [1][4] Group 2 - Brookfield Infrastructure is a leading global infrastructure company that operates high-quality, long-life assets in various sectors including utilities, transport, midstream, and data across the Americas, Asia Pacific, and Europe [2] - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [2] - Investors can access Brookfield Infrastructure's portfolio through Brookfield Infrastructure Partners L.P. or Brookfield Infrastructure Corporation [2] Group 3 - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which manages over $1 trillion in assets [3]
Approval of Unopposed Stipulation in PNM 2028 Resource Application
Prnewswire· 2025-06-30 10:30
ALBUQUERQUE, N.M., June 30, 2025 /PRNewswire/ -- In its open meeting held June 26, 2025, the New Mexico Public Regulation Commission (NMPRC) approved the unopposed stipulation filed in PNM's 2028 Resource Application. PNM is a wholly owned subsidiary of TXNM Energy (NYSE: TXNM).The approved resources add 450 megawatts (MW) of new solar and battery storage capacity in 2028 to serve customers and continue progress towards the zero-carbon requirements of New Mexico's Energy Transition Act, including: extension ...
摩根大通:电力设备及中国公用事业_全球市场反馈与投资者持仓情况
摩根· 2025-06-30 01:02
Asia Power Equipment & China Utilities Global marketing feedback and investors' positioning We received divergent investor views on the Asia power equipment/China utilities space during our recent global marketing (US, EU). While investors are generally bullish on the sector amid continued strength in power equipment demand and receding trade concerns, some investors were surprised by the recent rally in Korean names (~30% in 1M on average, vs KOSPI +20%) and they think their valuations are no longer cheap. ...
Got $1,000 to Invest? Here Are 3 Low-Risk Dividend Stocks to Buy Right Now.
The Motley Fool· 2025-06-29 14:06
Core Viewpoint - Dividend-paying stocks are generally considered lower-risk investments compared to non-payers, as they generate sufficient cash to fund growth and return excess to shareholders through dividends [1] Group 1: Black Hills (BKH) - Black Hills operates as a regulated utility with a monopoly on natural gas distribution and electricity in several states, benefiting from government regulation [5][6] - The company has a growing customer base, expanding at twice the rate of the U.S. population, and has a history of increasing dividends for over five decades, achieving Dividend King status [7] - Expected earnings growth of 4% to 6% and a dividend yield of 4.8% make Black Hills an attractive investment opportunity [8] Group 2: Kinder Morgan (KMI) - Kinder Morgan is one of the largest energy infrastructure platforms in the U.S., with stable cash flows supported by take-or-pay contracts that account for 64% of annual cash flows [9][10] - The company anticipates cash flow growth to $5.9 billion this year, sufficient to cover its $2.6 billion dividend outlay and fund capital expenditures with excess free cash flow [11][12] - With $8.8 billion in growth capital projects, primarily in natural gas pipelines, Kinder Morgan has a strong foundation for future dividend increases, having raised its payout for eight consecutive years [13] Group 3: American States Water (AWR) - American States Water is a major water utility serving 1 million consumers across nine states, with a long history of dividend payments since 1931 and 70 consecutive years of increases, making it a top Dividend King [15] - The company has achieved a compound annual growth rate (CAGR) of 8.8% in dividend growth over the past five years and aims for over 7% in the long term, supported by planned capital expenditures [16] - The stable cash flows and growth potential position American States Water as one of the safest and most reliable dividend stocks available, with a current yield of 2.4% [17]
10 Dividend Stocks to Double Up on Right Now
The Motley Fool· 2025-06-29 09:00
Core Viewpoint - Dividend growth stocks are highlighted as valuable investment opportunities due to their potential for passive income and wealth accumulation through reinvestment and compounding [1][2]. Group 1: Dividend Stocks Overview - The focus is on prioritizing dividend stability and growth over high yield, identifying 10 dividend stocks that offer both growth and attractive yields [2]. - The article emphasizes the importance of investing in high-quality dividend growth stocks for long-term returns [1]. Group 2: Individual Stock Highlights - **Realty Income**: Offers a yield of 5.6%, has paid dividends since 1994, and increased its dividend 130 times, currently trading 30% below all-time highs [4][5]. - **NextEra Energy**: Yield of 3.2%, the largest electric utility in the U.S., has increased dividends for over 20 years, with a projected annual growth of 6% to 8% in earnings and 10% in dividends through at least 2026 [6][7]. - **Enterprise Products Partners**: Yield of 6.9%, has raised dividends for 26 consecutive years, with $6 billion in projects expected to boost cash flows [8][10]. - **Brookfield Infrastructure**: Yield of 4.2%, has increased dividends since 2009 at a CAGR of 14%, with expected long-term dividend growth of 5% to 9% [11][12]. - **American Water Works**: Yield of 2.4%, plans to invest $40 billion to $42 billion in infrastructure over the next decade, expecting EPS growth of 7% to 9% [13][15]. - **Waste Management**: Yield of 1.5%, has increased dividends for 22 consecutive years, with a recent acquisition expected to generate $250 million in annual cost synergies [16][18]. - **Brookfield Renewable**: Yield of 4.6%, targeting FFO growth of over 10% and annual dividend growth of 5% to 9% [19][20]. - **Caterpillar**: Yield of 1.6%, has a strong dividend history with a recent 7% hike, committed to returning a significant portion of FCF to shareholders [22][24]. - **Emerson Electric**: Yield of 1.6%, a Dividend King with a 69-year streak of dividend increases, reflecting operational efficiency and growth in automation [25][26]. - **Parker-Hannifin**: Yield of 1%, has increased dividends for 69 consecutive years, with significant growth opportunities in a $145 billion market [27][30].
NRG vs. NEE: Which U.S. Power Stock Has Better Investment Potential?
ZACKS· 2025-06-27 15:06
Industry Overview - The Zacks Utility – Electric Power sector presents a strong investment case due to consistent cash flows and reliable regulated business models [1] - Utilities are increasingly investing in renewable infrastructure, including solar, wind, and battery storage, in response to global decarbonization efforts [2] Company Comparisons NextEra Energy (NEE) - NextEra Energy is recognized as a leading clean energy investment, with its subsidiary Florida Power & Light being the largest regulated utility in the U.S., providing predictable cash flows [3] - NextEra Energy Resources is the world's largest generator of wind and solar energy, focusing on long-term growth through clean energy projects [3] - The Zacks Consensus Estimate for NEE's earnings per share in 2025 has decreased by 0.27%, with a long-term growth projection of 6.55% [8] NRG Energy (NRG) - NRG Energy has a strong integrated power model and aims for net-zero emissions by 2050, securing steady cash flows through retail electricity operations [4] - NRG's earnings per share estimates for 2025 and 2026 have increased by 2.78% and 9.12%, respectively, with a long-term growth projection of 16.2% [6] - NRG's return on equity (ROE) is significantly higher at 73.78% compared to NEE's 12.06% [7][13] Financial Metrics - NRG Energy's debt-to-capital ratio is 79.56%, while NextEra Energy's is 59.79%, with the industry average at 60.81% [15] - NRG is trading at a Price/Earnings Forward 12-month ratio of 18.81X, while NEE is at 18.06X, compared to the industry's 15.1X [16] - NRG's shares have increased by 69.7% over the past three months, while NEE's shares have only gained 0.7% [17] Conclusion - NRG Energy currently has a marginal edge over NextEra Energy, supported by better growth forecasts, higher ROE, and increasing earnings estimates [21]
Southwest Gas (SWX) is a Top-Ranked Value Stock: Should You Buy?
ZACKS· 2025-06-27 14:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The Z ...
Can CEG's $6.5B Investment Strategy Boost Its Clean Energy Edge?
ZACKS· 2025-06-27 13:06
Group 1 - Constellation Energy Corporation (CEG) is focusing on capital expenditures to improve the reliability and efficiency of its energy infrastructure and strengthen its position in the clean energy sector [1][5] - The company plans to allocate nearly $3 billion and $3.5 billion for capital expenditures in 2025 and 2026, respectively, with 35% of this budget dedicated to acquiring nuclear fuel [3][9] - CEG aims to increase nuclear output by 160 megawatts at Byron and Braidwood, investing $800 million through 2029 for necessary upgrades [3][9] Group 2 - CEG is investing in customer-focused energy solutions, including carbon-free and renewable energy certifications, to help stakeholders achieve sustainability goals while managing energy costs [4] - The company is well-positioned to benefit from the growing demand for clean energy due to its extensive carbon-free generation fleet and energy supply services [5] Group 3 - Other utilities, such as Xcel Energy and Dominion Energy, are also making significant investments in energy transition, with Xcel planning to spend $45 billion from 2025 to 2029 and Dominion planning $10.8 billion in 2025 and $50 billion from 2025 to 2029 [6][7] - CEG's stock has seen a 4.2% increase over the past month, outperforming the industry average growth of 1.8% [8][9] Group 4 - The Zacks Consensus Estimate indicates a 9% and 22% increase in CEG's earnings per share for 2025 and 2026, respectively [11] - CEG is currently trading at a premium with a forward price-to-earnings ratio of 30.82X compared to the industry average of 20.81X [14]
公募基金下半年策略曝光:A股或延续震荡格局,重点关注四大方向
Hua Xia Shi Bao· 2025-06-27 12:25
综合来看,机构普遍预期下半年市场整体难现系统性大涨,区间震荡、主题轮动仍是主基调。在此环境 下,"均衡配置"成为应对波动、控制风险的共识性策略;同时,结构性机会依然丰富,科技革新、消费 变迁、稳定红利及政策驱动方向被重点看好。 市场研判:震荡延续,轮动主导 本报(chinatimes.net.cn)记者叶青 见习记者 栗鹏菲 北京报道 2025年上半年即将收官,上半年A股上演区间震荡与热点快速轮动,主线行情难觅。步入下半年,市场 将如何演绎?投资者又该如何布局?多家公募基金及券商机构观点近期密集出炉。 展望下半年,多家机构的核心判断趋同:市场整体或延续震荡格局,主题轮动特征显著。 华夏沪深300指数增强基金经理袁英杰告诉《华夏时报》记者,上市公司盈利增速能否显著回升存在不 确定性,这制约了市场发动整体性行情的基础。他预计,"主题板块轮动"将继续成为市场的主要运行特 征。当前,企业盈利表现是市场关注的绝对焦点,这使得基本面因子有望贡献正向收益,以基本面为核 心的策略模型表现可能优于历史均值。但他同时提醒,策略或产品的波动性可能加大,择时难度显著提 升,因此更建议投资者着眼长远,进行长期配置。 招商基金投资管理一 ...