Core Viewpoint - CF Energy Corp. is updating shareholders on its upcoming annual general and special meeting scheduled for November 17, 2025, at 10:00 AM Toronto time, amidst a Canada Post mail strike affecting postal services [1][2]. Meeting Details - The meeting will cover several key purposes, including the consideration of audited financial statements for the year ended December 31, 2024, fixing the number of directors at seven, electing directors, appointing Deloitte Touche Tohmatsu as the auditor, and re-approving the existing long-term incentive plan [8]. - Meeting materials are available electronically on the Company's SEDAR+ profile and website, and shareholders are encouraged to access them online due to potential delays in mail delivery [2][9]. Voting Procedures - Shareholders can vote in advance without attending the meeting, with all proxies required to be submitted by November 14, 2025 [3]. - Registered shareholders have the option to vote online or by telephone, and can obtain their voting control numbers through Computershare [4]. - Beneficial holders must contact their brokerage for specific voting instructions [5]. Financial Statements - The Company has filed its audited financial statements and management discussion and analysis for the years ended December 31, 2024, and 2023, which are available on SEDAR+ [6]. - Physical copies of the financial statements can be requested via email, and will be sent once regular postal service resumes [6][9]. Compliance and Regulations - CF Energy has complied with the filing requirements for proxy-related materials and is relying on exemptions from certain mailing requirements due to the mail strike [7].

HOUSTON--(BUSINESS WIRE)--CenterPoint Energy, Inc. (NYSE: CNP) ("CenterPoint†or the "Company†) today announced the sale of its Ohio natural gas Local Distribution Company (LDC) business, Vectren Energy Delivery of Ohio, LLC, to National Fuel Gas Company (NYSE: NFG), a diversified energy company headquartered in Western New York, for $2.62 billion. The assets include approximately 5,900 miles of transmission and distribution pipeline in Ohio serving approximately 335,000 metered customers. The. ...

齐鲁晚报·齐鲁壹点通讯员 厉聪聪 10月6日傍晚，山东中油公司惠民作业区站控室运维工李振源正认真盯着电脑屏幕上实时显示的瞬时流量等关键数据，掌握管道运行参数及设备工况，保障 天然气安全稳定供应。邹城公司维修工刘凡强手持检测仪，正对调压撬接口进行仔细"体检"。相隔约16公里，太平镇鲍厂新村185户新搬迁通气的村民家 中，崭新的灶具上蓝焰跃动，中秋团圆饭香气四溢。 当中秋的明月与国庆的红旗相映，当千家万户围坐餐桌共享团圆盛宴，在齐鲁大地的各个角落，一群天然气销售人正以特殊的方式"过节"，他们驻守在调度 室里、巡护在管线沿线、奔波在服务途中，用担当编织起一张坚实的保供安全网，让蓝色火焰平稳跳动，让节日的烟火气温暖安心。 前置防控，筑牢安全防护网 双节保供，安全是底线，更是生命线。中国石油天然气销售山东公司组织召开了节前动员会，安排部署双节期间安全生产及值班值守等相关工作。所属各单 位以"时时放心不下"的责任感和"事事心中有底"的行动力，加强节前安全检查，密切关注降雨等天气变化，强化动态安全风险管控，配齐应急物资和救援抢 险力量，筑牢节日安全的立体防线。 山东中油公司结合秋检工作安排对场站设备设施进行"地毯式"排查， ...

Core Insights - Atmos Energy Corporation (NYSE: ATO) is recognized as one of the best stocks for long-term investment due to its consistent revenue and dividend growth [1] - Mizuho has maintained a Neutral rating on Atmos Energy and raised its price target from $164 to $170, reflecting strong investor confidence and a year-to-date gain of 22.30% [2] - The company has achieved a gross profit margin of 57.95% and a revenue growth of 12.9% over the last 12 months, reaching an all-time high stock price of $169.02 [3] Company Overview - Atmos Energy operates pipelines, storage facilities, and regulated natural gas distribution across eight U.S. states, positioning itself as a strong investment option [4] Financial Performance - The company is expected to experience a 13–15% annual rate base growth, despite Mizuho's growth guidance of 6–8% [3] - Atmos Energy has a track record of 32 consecutive years of dividend increases, indicating strong fundamentals [3]

Economic Overview - Consumer confidence fell to 94.2 in September, a decline of 3.6 points month over month, missing the consensus estimate of 96 [4] - The Present Situation Index dropped 7 points to 125.4, indicating a negative assessment of current business and labor market conditions [4] - Short-term expectations for income, business conditions, and employment declined to 74.8, with readings below 80 suggesting a higher risk of recession [5] - Concerns over a shrinking labor market have negatively impacted consumer confidence, with job availability assessments declining for nine consecutive months [5] - High prices of goods, exacerbated by tariffs, continue to pressure consumer spending, while inflation remains a concern [6] Investment Recommendations - It is advisable to invest in safe-haven defensive stocks from the utility sector, including Atmos Energy Corporation (ATO), Consolidated Water Co. Ltd. (CWCO), NorthWestern Energy Group, Inc. (NWE), and Northwest Natural Holding Company (NWN), all carrying a Zacks Rank 2 (Buy) [2] - Recommended stocks are categorized as low-beta (beta greater than 0 but less than 1), suggesting a focus on low-beta stocks with high dividend yields and favorable Zacks Ranks [3] Company Profiles - **Atmos Energy Corporation (ATO)**: Engaged in regulated natural gas distribution and storage, serving approximately 3.3 million customers across eight states. Expected earnings growth rate is 7.3% for the current year, with a current dividend yield of 2.05% and a beta of 0.75 [7][8] - **Consolidated Water Co. Ltd. (CWCO)**: Focuses on seawater desalination and water distribution in areas with scarce potable water. Expected earnings growth rate is 0.9% for the current year, with a current dividend yield of 1.60% and a beta of 0.58 [9][10] - **NorthWestern Energy Group, Inc. (NWE)**: Provides reliable energy to customers in Montana, South Dakota, and Nebraska. Expected earnings growth rate is 5.6% for the current year, with a current dividend yield of 4.54% and a beta of 0.40 [11][12] - **Northwest Natural Holding Company (NWN)**: Builds and maintains natural gas distribution systems, serving residential, commercial, and industrial customers. Expected earnings growth rate is 25.3% for the current year, with a current dividend yield of 4.37% and a beta of 0.59 [13][14]

Core Viewpoint - ONE Gas (OGS) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock prices [1][3]. Earnings Estimates and Stock Price Movement - Changes in a company's future earnings potential, reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [4]. - Institutional investors utilize earnings estimates to determine the fair value of a company's shares, influencing their buying and selling decisions, which in turn affects stock prices [4]. ONE Gas Earnings Outlook - For the fiscal year ending December 2025, ONE Gas is expected to earn $4.34 per share, which remains unchanged from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for ONE Gas has increased by 1.4%, indicating a positive trend in earnings estimates [8]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks generating an average annual return of +25% since 1988 [7]. - The upgrade of ONE Gas to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Economic Overview - U.S. consumer confidence dropped to 97.4 in August from 98.7 in July, indicating a decline of 1.3 points, with short-term expectations for income, business conditions, and employment also falling to 74.8 [4][5] - Concerns about the economy have been exacerbated by tariffs imposed by President Trump, which have raised inflation fears and impacted consumer confidence [5][6] - A weak labor market, characterized by slow job additions, has further fueled recession fears, despite low layoffs and unemployment rates [7] Investment Recommendations - Given the economic uncertainty, it is advisable to invest in low-beta defensive stocks from the utility and consumer staples sectors, which include Atmos Energy Corporation (ATO), Fortis, Inc. (FTS), Northwest Natural Holding Company (NWN), Ingredion Incorporated (INGR), and Carriage Services, Inc. (CSV) [2][10] - These stocks are characterized by a beta greater than 0 but less than 1, indicating lower volatility, and they also offer high dividend yields [3] Company Profiles - **Atmos Energy Corporation (ATO)**: Engaged in regulated natural gas distribution and storage, serving approximately 3.3 million customers across eight states. Expected earnings growth rate is 7.2% for the current year, with a beta of 0.75 and a dividend yield of 2.09% [8][9] - **Fortis, Inc. (FTS)**: Operates in the electric and gas utility sector, primarily in Canada and the Caribbean. Expected earnings growth rate is 4.6% for the current year, with a beta of 0.48 and a dividend yield of 3.57% [10][11] - **Northwest Natural Holding Company (NWN)**: Focuses on natural gas distribution systems and pipeline projects, serving residential, commercial, and industrial customers. Expected earnings growth rate is 25.3% for the current year, with a beta of 0.59 and a dividend yield of 4.72% [12][13] - **Ingredion Incorporated (INGR)**: Provides ingredient solutions specializing in nature-based sweeteners and starches, serving various sectors. Expected earnings growth rate is 6.7% for the current year, with a beta of 0.77 and a dividend yield of 2.47% [14] - **Carriage Services, Inc. (CSV)**: A leading provider of death care services in the U.S., offering a range of funeral and burial services. Expected earnings growth rate is 23.4% for the current year, with a beta of 0.86 and a dividend yield of 1.03% [15][16]

Core Viewpoint - Northwest Natural (NWN) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The upgrade for Northwest Natural indicates an improvement in the company's underlying business, which is expected to drive the stock price higher as investors respond positively to this trend [5][10]. - For the fiscal year ending December 2025, Northwest Natural is projected to earn $2.92 per share, with a 2.8% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - The upgrade to Zacks Rank 2 places Northwest Natural in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Insights - UGI Corporation reported a narrower operating loss of $0.01 per share for Q3 fiscal 2025, compared to a loss of $0.12 estimated by Zacks Consensus, and a profit of $0.06 in the same quarter last year [1] - Total revenues for UGI were $1.39 billion, missing the Zacks Consensus Estimate of $1.44 billion by 3.4%, but showing a 1% increase from $1.38 billion in the previous year [2] Financial Performance - UGI's year-to-date investments reached $605 million, with 80% allocated to natural gas operations [3][8] - Interest expenses increased to $101 million from $96 million year-over-year [3] - Loss before interest expense and income tax for Q3 was $127 million, compared to earnings of $41 million in the prior year [3] Segment Performance - AmeriGas Propane reported an operating loss of $28 million, slightly worse than the $27 million loss in the previous year [4] - UGI International's EBIT was $43 million, down 24.6% from the prior year [4] - Midstream & Marketing segment's EBIT declined by 37.2% to $27 million [4] - UGI Utilities reported EBIT of $30 million, a decrease of 23.1% year-over-year [5] Guidance and Outlook - UGI anticipates achieving the upper end of its fiscal 2025 adjusted earnings range of $3.00 to $3.15 per share, with the Zacks Consensus Estimate at $3.13 [6][8] - The company currently holds a Zacks Rank 2 (Buy) [6]

Financial Performance - The company increased its fiscal 2025 indicated annual dividend by 8.1% to $3.48 per diluted share[3] - Year-to-date diluted EPS reached $6.40[6] - The company raised its fiscal 2025 EPS guidance range to $7.35 to $7.45, up from $7.20 to $7.30[6] - Net income for the three months ended June 30, 2025, was $186 million, compared to $166 million for the same period in 2024[7] - Capital expenditures year-to-date totaled $2.6 billion, with 86% allocated to safety and reliability spending[6] Financing and Liquidity - The company issued $650 million in 30-year senior notes at 5.00% and $500 million in 10-year senior notes at 5.20%[6] - The company settled $569 million of equity forwards[6] - Available liquidity stood at approximately $5.5 billion[6] - $1.7 billion was available under equity forward agreements[6, 21] Regulatory and Rate Adjustments - Implemented $350.8 million in rate adjustments as of August 6, 2025[6] - Approved annualized operating income increases totaled $350.8 million, with $229.1 million currently in progress[6, 34] - The company implemented a GRIP filing for Atmos Pipeline - Texas (APT), authorizing an increase in annual operating income of $77.2 million[33, 51]