Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering South Bow Corporation (SOBO) , which belongs to the Zacks Oil and Gas - Production and Pipelines industry.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 20.24%, on average, in the last two quarters.For the most recent quarter, South Bow Corporation was expec ...

Group 1 - Enbridge (ENB) is identified as a critical energy infrastructure giant based in Canada, operating a vast network of pipelines for crude transportation [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in the Oil & Gas sector [1] - The article emphasizes long-term value investing while acknowledging the potential for deal arbitrage in various sectors [1] Group 2 - The author expresses a preference for companies that are easy to understand, avoiding high-tech and certain consumer goods sectors [1] - There is a clear skepticism towards investments in cryptocurrencies, indicating a focus on traditional sectors [1] - The aim is to connect with like-minded investors through Seeking Alpha, sharing insights and building a collaborative community [1]

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OKE, ENB, KM ...

Kinder Morgan TodayKMIKinder Morgan$27.36 -0.53 (-1.88%) 52-Week Range$19.68▼$31.48Dividend Yield4.28%P/E Ratio22.45Price Target$31.00Add to WatchlistKinder Morgan NYSE: KMI is poised to grow robustly over the coming years, at a steady and reliable pace that income investors can appreciate. Growth will be driven by the combination of its expanding natural gas pipeline network and capacity, compounded by increasing demand for these resources. Demand growth, forecast by KMI at 20% through the decade’s end, i ...

Key Takeaways Kinder Morgan reported Q2 adjusted EPS of $0.28, matching estimates and rising from $0.25 a year ago. Revenues rose to $4.04B from $3.57B, driven by strong natural gas demand and segment performance. KMI raised its project backlog to $9.3B and reaffirmed 2025 earnings and dividend guidance.Kinder Morgan, Inc. (KMI) reported second-quarter 2025 adjusted earnings per share of 28 cents, which met the Zacks Consensus Estimate. The bottom line increased year over year from 25 cents.  (Find the la ...

Kinder Morgan (KMI) came out with quarterly earnings of $0.28 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this oil and natural gas pipeline and storage company would post earnings of $0.35 per share when it actually produced earnings of $0.34, delivering a surprise of -2.86%.Over the last four quarters, the company has not been able to surpass consensus ...

Financial Data and Key Metrics Changes - Adjusted EBITDA increased by 6% and adjusted EPS increased by 12% compared to the previous year [7] - Net income attributable to Kinder Morgan was $715 million, a 24% increase from the second quarter of 2024 [19] - Adjusted net income was $619 million, with adjusted EPS of $0.28, reflecting a 13% increase from the previous year [20] - The company ended the quarter with $32.3 billion in net debt and a net debt to adjusted EBITDA ratio of 4.0x, down from 4.1x in the previous quarter [21] Business Line Data and Key Metrics Changes - Natural gas transport volumes were up 3% due to LNG deliveries, while natural gas gathering volumes were down 6% [14] - Refined products and crude volumes were both up 2% compared to the previous year [15] - The CO2 segment saw a 3% decrease in oil production volumes but a 13% increase in NGL volumes [18] Market Data and Key Metrics Changes - U.S. natural gas demand is expected to grow by 20% by 2030 according to Wood Mackenzie estimates [9] - LNG feed gas demand in the U.S. is projected to increase by 3.5 BCF per day this summer compared to 2024, and more than double by 2030 [5] Company Strategy and Development Direction - The company aims to own and operate stable fee-based assets core to energy infrastructure, using cash flow to invest in attractive return projects while maintaining a solid balance sheet [13] - The strategy remains focused on expanding natural gas pipeline networks to support growing demand, particularly in LNG and power sectors [15][49] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth of natural gas, driven by increasing global demand and U.S. LNG exports [3][5] - The federal permitting environment has improved, allowing for quicker project approvals, which is expected to benefit future growth [10][90] Other Important Information - The project backlog increased from $8.8 billion to $9.3 billion during the quarter, with $1.3 billion in new projects added [11] - The company expects significant cash tax benefits in 2026 and 2027 due to recent tax reforms [10][52] Q&A Session Summary Question: Changes in the commercial landscape and competitive advantages - Management highlighted the existing asset footprint and a strong track record in project delivery as key competitive advantages [28][29] Question: Progress on natural gas infrastructure expansion in Arizona - Management acknowledged the need for more natural gas in Arizona and mentioned ongoing discussions regarding potential projects [31] Question: Capital allocation between gas pipelines and gathering investments - Management reiterated that investment decisions are based on risk-reward assessments, with no changes in their approach [36] Question: Update on behind-the-meter opportunities - Management noted that most activity is seen from regulated utilities, with potential for independent power producers to announce projects [40] Question: Trends in gas demand and project mix - Management indicated that while LNG is a significant driver of demand growth, power demand is also expected to grow substantially [49] Question: Impact of tax reform on cash flow and project financing - Management confirmed that tax reform will provide benefits starting in 2025, but it will not change their investment strategy or return thresholds [54] Question: Concerns about potential oversupply in the LNG market - Management stated that they have not seen a slowdown in discussions with LNG customers and continue to see new projects being announced [105][106]

Core Viewpoint - DT Midstream, Inc. has achieved investment grade ratings from all three major credit rating agencies, reflecting the strength of its balance sheet and business quality, positioning the company for continued growth [1][3]. Company Overview - DT Midstream is involved in the ownership, operation, and development of natural gas pipelines, storage, and gathering systems, providing services across the Southern, Northeastern, and Midwestern United States and Canada [2]. - The company is committed to transitioning towards net zero greenhouse gas emissions by 2050, with a target of achieving a 30% reduction in carbon emissions by 2030 [2]. Credit Rating Upgrades - Fitch Ratings upgraded DT Midstream's credit rating to BBB- with a stable outlook on October 3, 2024 [3]. - Moody's Ratings upgraded the credit rating to Baa3 with a stable outlook on May 16, 2025 [3]. - S&P Global Ratings upgraded the credit rating to BBB- with a stable outlook on July 8, 2025 [3].

Company Performance - Enbridge's stock closed at $44.15, reflecting a -1.32% change from the previous day's closing price, underperforming the S&P 500, which lost 0.79% [1] - Over the past month, Enbridge shares have decreased by 3.83%, while the Oils-Energy sector gained 6.03% and the S&P 500 increased by 5.22% [1] Upcoming Earnings - Enbridge is set to release its earnings report on August 1, 2025, with an expected EPS of $0.41, down 2.38% from the same quarter last year [2] - The consensus estimate for quarterly revenue is $9.11 billion, representing a 9.96% increase from the prior year [2] Full-Year Estimates - The Zacks Consensus Estimates for Enbridge's full-year earnings are $2.12 per share and revenue of $39.21 billion, indicating year-over-year changes of +6% and +0.61%, respectively [3] - Recent changes to analyst estimates reflect shifting business dynamics, with positive revisions indicating analyst optimism about the company's profitability [3][4] Zacks Rank and Valuation - Enbridge currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having decreased by 0.06% over the past month [5] - The company is trading at a Forward P/E ratio of 21.08, which is higher than the industry average of 16.85, suggesting a premium valuation [6] - Enbridge's PEG ratio stands at 4.22, compared to the industry average of 2.66, indicating a higher valuation relative to anticipated earnings growth [6] Industry Context - Enbridge operates within the Oil and Gas - Production and Pipelines industry, which is part of the Oils-Energy sector, holding a Zacks Industry Rank of 56, placing it in the top 23% of over 250 industries [7] - The top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1, highlighting the competitive positioning of the industry [7]

Core Viewpoint - Plains All American Pipeline's stock surged 10.8% in June following the announcement of the sale of its Canadian NGL business to Keyera for $3.75 billion in cash, which is expected to close in the first quarter of 2026 [1][2]. Group 1: Transaction Details - The sale of the Canadian NGL business will transform Plains All American into a premier midstream pure-play company focused on crude oil [2][4]. - The company anticipates receiving approximately $3 billion in net proceeds from the sale after accounting for taxes and transaction costs [5]. Group 2: Financial Implications - The transaction is expected to enhance cash flows and reduce exposure to commodity price volatility, leading to more durable cash flows and greater financial flexibility [4][6]. - Plains All American's leverage ratio is projected to be at or below the low end of its target range of 3.25-3.75 times, providing flexibility for capital allocation [6]. Group 3: Growth and Investment Strategy - The company plans to utilize its financial flexibility for bolt-on acquisitions to strengthen its crude oil portfolio and optimize its capital structure [5]. - Plains has a history of enhancing shareholder value through strategic acquisitions and repurchases, as demonstrated by its recent $670 million in acquisitions and $330 million in preferred unit repurchases [7]. Group 4: Investment Appeal - Despite the recent stock surge, Plains All American continues to trade at an attractive value with a high yield of over 8%, making it a viable option for investors seeking sustainable passive income [8]. - The company offers two investment options: units of Plains All American Pipeline for tax benefits and shares of Plains GP Holdings for those preferring simpler tax reporting [9].