Group 1: Phio Pharmaceuticals Corp. - Phio Pharmaceuticals Corp. is an immuno-oncology biotech company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 14.4% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 0.66, significantly lower than the industry average of 7.20 [2] Group 2: Transportadora de Gas del Sur S.A. - Transportadora de Gas del Sur S.A. is a midstream energy company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 4.6% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 19.11, which is comparable to the S&P average of 19.13 [3]

Company Overview - Enbridge is one of the largest midstream companies in North America, primarily involved in the transmission of oil and natural gas from Canada to the United States [1][2] - Approximately 75% of Enbridge's business is tied to oil and natural gas transmission assets, moving about 30% of North America's crude oil and nearly 20% of the natural gas consumed in the U.S. [2] Business Model - Enbridge operates as a service provider, earning fees based on the volumes of oil and gas transported, rather than being directly affected by commodity prices [4] - The company's Mainline pipeline system is a significant asset, facilitating the movement of oil from the Canadian Oil Sands to the Gulf Coast [2] Impact of Tariffs - Concerns exist regarding potential tariffs affecting Enbridge due to its role in transporting Canadian oil and gas to the U.S., but the company believes it is not directly impacted [3][4] - Enbridge is skeptical about a significant decline in volumes, as energy is a necessity, and demand for oil and natural gas will persist even under tariffs [5] Industry Dynamics - Energy-processing facilities are designed for specific types of oil, making it difficult for them to switch to oil from other regions, which may mitigate the impact of tariffs [6] - Enbridge's diversified operations, including regulated natural gas utilities and a renewable energy division, represent about 25% of its business and are expected to be relatively insulated from tariff impacts [7] Financial Outlook - Despite geopolitical uncertainties, Enbridge's business model and diversification position it well to handle potential tariff situations, maintaining a secure dividend yield of 5.9% [8]

Investing in dividend stocks can be a great way to make passive income. On average, every $1,000 you invest will produce about $15 of dividend income each year (based on the S&P 500's current dividend yield of around 1.5%). The more money you invest, the more passive income you'll collect. You can significantly boost your annual income tally by investing in stocks with higher dividend yields. Investing in Energy Transfer (ET 1.86%) is one way to supercharge your passive income production. The master limited ...

The midstream sector of the oil and gas industry plays a pivotal role in connecting upstream production with downstream refining and distribution. It involves the transportation, storage, and wholesale marketing of crude oil, natural gas, and natural gas liquids (NGLs). Midstream companies manage extensive pipeline networks, storage facilities, and processing plants to ensure the efficient and secure movement of hydrocarbons from production sites to end-users.This Midstream sector is known for its capital-i ...

Core Viewpoint - Energy Transfer is positioned as a reliable investment amidst market volatility, particularly due to its resilience against tariffs and economic downturns [1][2]. Company Overview - Energy Transfer is a midstream company providing pipeline, storage, and terminal services for natural gas, NGLs, crude oil, and refined products, operating over 125,000 miles of pipeline across 44 states [3]. - The company accounts for approximately 20% of the global NGL exports, functioning as a "toll-road operator" between upstream and downstream companies [3]. Economic Resilience - Midstream pipeline companies like Energy Transfer are less affected by price fluctuations in oil and natural gas, as they earn revenue through tolls on their infrastructure [4]. - This makes Energy Transfer an ideal investment during uncertain economic times [4]. Regulatory Environment - Recent developments indicate that Energy Transfer's regulatory challenges are easing, particularly following a North Dakota Supreme Court ruling that ordered Greenpeace to pay the company $660 million in damages [6]. - The Trump Administration's push for increased domestic energy production further supports the company's operational environment [6]. Growth Drivers - The rising energy demands from AI and cloud data centers are expected to provide significant growth opportunities for Energy Transfer, which is expanding its capacity in the Permian Basin [7]. - A recent partnership with CloudBurst to supply natural gas to an AI-focused data center in Central Texas exemplifies this growth strategy [7]. Financial Performance - Energy Transfer has experienced stable earnings growth, with revenue expanding at a CAGR of 4% from 2014 to 2024, and EPU rising at a CAGR of 8% during the same period [9]. - Analysts project revenue and EPU growth rates of 5% and 9%, respectively, from 2024 to 2027 [9]. Dividend Policy - As a master limited partnership (MLP), Energy Transfer has consistently raised its dividend for 12 consecutive years, with a forward yield of 8%, significantly higher than its peer Kinder Morgan's 4.6% [10]. - The company has allocated nearly 100% of its EPU to dividends over the past year [10]. Valuation Metrics - Energy Transfer's stock trades at a low valuation of 11 times this year's EPU, which, combined with its high yield and resilient business model, limits downside potential [11]. - In contrast, Kinder Morgan trades at 21 times its forward EPU despite slightly faster growth [11]. Insider Activity - Insider sentiment appears positive, with Energy Transfer's insiders purchasing seven times more shares than they sold over the past year, indicating confidence in the company's prospects [12]. - This contrasts sharply with Kinder Morgan, where insiders sold 18 times as many shares as they bought during the same period [12]. Investment Thesis - Energy Transfer is characterized as a safe-haven investment, particularly suitable for uncertain market conditions, and is viewed as an undervalued dividend play [13].

HOUSTON, April 10, 2025 (GLOBE NEWSWIRE) -- Targa Resources Corp. (NYSE: TRGP) ("Targa" or the "Company") announced today that its board of directors has declared an increase to its quarterly cash dividend to $1.00 per common share, or $4.00 per common share on an annualized basis, for the first quarter of 2025, consistent with previously disclosed expectations. This dividend represents a 33 percent increase over the common dividend declared with respect to the first quarter of 2024. This cash dividend will ...

ONEOK (NYSE: OKE ) is a leading midstream platform with an increasing pipeline network that allows the company to deliver highly predictable and stable distributable cash flow to the company’s shareholders. ONEOK is delivering strong DCF, EBITDA and dividend growth andAnalyst’s Disclosure: I/we have a beneficial long position in the shares of OKE, ENB, KMI, WES, EPD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receivin ...

Group 1: Company Overview - Enbridge operates in the midstream sector of the energy industry, focusing on energy infrastructure like pipelines, which transport oil and natural gas globally [2] - Approximately 75% of Enbridge's business is derived from midstream assets, while the remaining portion comes from regulated natural gas utilities and renewable power assets, providing reliable cash flows [4] Group 2: Dividend Sustainability - Enbridge has a current dividend yield of 5.8%, significantly higher than the average energy company yield of 3.1%, raising questions about its sustainability [1] - The company has increased its dividend annually for 30 consecutive years, indicating a strong commitment to maintaining dividend payments [1] - Management anticipates continued dividend growth due to the company's capital investment plans, suggesting that the dividend is sustainable [9] Group 3: Financial Health - Enbridge's recent acquisition of three natural gas utilities for approximately $14 billion increased its debt-to-equity ratio from 1.2 to around 1.5 by the end of 2025 [5] - Despite the increased leverage, Enbridge's debt-to-EBITDA ratio is lower than at the start of 2023 and is comparable to its pipeline peers, indicating reasonable leverage [6] - The company's balance sheet is rated investment-grade, suggesting that it is not viewed as a material financial risk by rating agencies [7] Group 4: Market and Geopolitical Factors - Geopolitical tensions and tariffs could impact Enbridge, but the company has historically maintained its dividend during similar challenges from 2016 to 2020 [8] - The importance of oil and natural gas in the global economy supports the notion that Enbridge can continue to operate effectively despite geopolitical uncertainties [8]

Group 1: Ares Capital - Ares Capital offers a high dividend yield of 8.68%, which is sustainable due to its stable financial performance and a history of paying dividends for 15 consecutive years [2][3] - As a business development company (BDC), Ares Capital must return at least 90% of earnings to shareholders as dividends to avoid federal income taxes, providing a strong incentive for management to maintain dividend payments [3] - Ares Capital is the largest publicly traded BDC with a diversified portfolio, boasting the highest base dividend per share and net asset value per share growth among large publicly traded BDCs over the past decade [4] Group 2: Energy Transfer - Energy Transfer has a forward distribution yield of 6.95% and plans to increase its distribution by 3% to 5% annually, having recently raised the payout by 3.2% in Q4 2024 [6] - The company operates over 130,000 miles of pipeline in the U.S., positioning itself as a leader in the North American midstream energy industry [7] - PJM projects a 19% increase in summer peak power demand over the next five years, driven by data centers and electrification trends, prompting Energy Transfer to invest in capital projects to meet this demand [8] Group 3: Pfizer - Pfizer offers a forward dividend yield of 6.82%, one of the highest in the healthcare sector, with management committed to maintaining and growing the dividend [10] - The company reported revenue of $63.6 billion and profit of $17.7 billion last year, indicating strong financial health to support its dividend strategy [11] - Despite facing patent expirations for several top products, Pfizer has a robust pipeline with 115 candidates, including five awaiting regulatory approvals and 32 in late-stage testing, providing multiple growth drivers [12]

Group 1 - Enbridge is an Alberta-based midstream company with an extensive pipeline network reaching the Gulf of America [1] - The company owns a broad asset base and is expanding through selective pipeline projects [1]