财务数据和关键指标变化 - 2023年第四季度EBITDA同比增长5%,DCF同比增长3%,DCF每股下降2%,主要受到收购美国天然气公用事业公司的股权摊薀影响 [51][54] - 2023年全年EBITDA和DCF每股超过指引中值,连续第18年实现或超过财务指引 [12][20][21] 各条业务线数据和关键指标变化 - 液体管道业务表现出色,主管线运输量创历史新高,达到每天320万桶 [28][51] - 天然气管道和储存业务受到上年同期一次性收益的影响而略有下降 [52] - 天然气配送业务受到温和冬季影响,第四季度业绩下降约3000万美元 [52] - 可再生能源业务受益于收购德国海上风电资产而有所改善 [53] 各个市场数据和关键指标变化 - 主管线运输量创历史新高,反映了Permian盆地产量增加和出口需求上升 [28][51] - 在德克萨斯州,Ingleside出口码头和Gray Oak管线创下季度运输纪录 [28][51] 公司战略和发展方向及行业竞争 - 公司继续推进资产优化,出售了Alliance和Aux Sable资产,减少了商品价格风险敞口 [36] - 公司宣布收购3家美国天然气公用事业公司,成为北美最大的综合天然气公用事业公司 [43] - 公司在可再生能源领域继续保持谨慎的投资策略,寻找具有吸引力的收购机会 [44][45][46][47][48] 管理层对经营环境和未来前景的评论 - 管理层对主管线未来保持乐观,认为产量增加和出口需求将持续支撑管线高利用率 [152][153] - 管理层认为公司业务具有低风险和可预测的现金流增长,是一个优质的投资标的 [25][26][27] - 管理层对公司在可再生能源和天然气转型方面的战略方向表示支持 [33][34][35][40] 问答环节重要的提问和回答 问题1 **Robert Catellier提问** 询问公司对Line 5管线重新路径的监管进程和时间表,以及是否可以得到1977年管道条约的保护 [78][79][80] **Greg Ebel和Colin Gruending回答** 公司正在与Bad River部落进行上诉,预计今年晚些时候会有裁决。公司认为1977年管道条约将提供保护 [80][81] 问题2 **Theresa Chen提问** 询问公司对2024年主管线吞吐量的预期,是否存在上行空间 [85][86][87] **Colin Gruending回答** 公司对2024年主管线3百万桶/日的预测充满信心,认为产量增长和出口需求将持续支撑管线高利用率 [152][153] 问题3 **Linda Ezergailis提问** 询问如果Chevron法则被推翻,可能对公司的监管互动产生什么影响 [109][110][111][112][113] **Greg Ebel和Michele Harradence回答** 公司将在投资者日更详细讨论这一问题,目前认为这对公司的天然气公用事业业务可能更为相关 [111][112][113]

Enbridge (ENB) came out with quarterly earnings of $0.47 per share, missing the Zacks Consensus Estimate of $0.50 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6%. A quarter ago, it was expected that this oil and natural gas transportation and power transmission company would post earnings of $0.43 per share when it actually produced earnings of $0.46, delivering a surprise of 6 ...

CALGARY, AB, Feb. 9, 2024 /PRNewswire/ - Enbridge Inc. (TSX: ENB) (NYSE: ENB) has filed its Form 10-K for the year ended December 31, 2023, with the United States Securities and Exchange Commission. Enbridge has also filed its audited Consolidated Financial Statements and related Management's Discussion and Analysis for the year ended December 31, 2023, with Canadian securities regulatory authorities. Copies of these documents are available electronically at www.sec.gov (U.S. filings) or www.sedarplus.ca (C ...

CALGARY, AB, Feb. 9, 2024 /PRNewswire/ - Enbridge Inc. (Enbridge or the Company) (TSX:ENB) (NYSE:ENB) today reported fourth quarter 2023 financial results, reaffirmed its 2024 financial guidance and provided a quarterly business update. Highlights(All financial figures are unaudited and in Canadian dollars unless otherwise noted. * identifies non-GAAP financial measures. Please refer to Non-GAAP Reconciliations Appendices.) Full year GAAP earnings of $5.8 billion or $2.84 per common share, compared with GA ...

MADISON, Wis. — An attorney for the energy company Enbridge tried to persuade a federal appellate court Thursday to vacate an order that would shut down part of a pipeline running through a Wisconsin tribal reservation.The company contends that U.S. District Judge William Conley improperly ordered Enbridge ENB, -0.20% ENB, -0.30% to shut down a 12-mile portion of Line 5 within three years. The section runs across the Bad River Band of Lake Superior Chippewa’s reservation. Conley also ordered the company to ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-15254 ENBRIDGE INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organization) Canada ...

Investors are always looking for stocks that are poised to beat at earnings season and Enbridge Inc. (ENB) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Enbridge is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicat ...

股息收入的重要性 - 退休时依赖股息可能是金融生涯中最好的方式，因为可以减轻回报序列风险[1] - 侧重于稳定的股息收入指标，而不是被市场波动左右[2] - 股息支付股票往往表现优于不支付股息的股票[2] - 建立一个能够为退休提供 passsive income 的投资组合并不容易，需要坚持质量优于数量的原则[3] - 在股息收入流中建立一个安全边际[4] 投资策略 - 构建一个股息增长投资组合[6] - 最后，要进行充分的分散投资[7] 值得考虑的股票 - Enbridge (ENB) 是一个值得考虑的高质量股息增长股票[8] - NNN REIT (NNN) 是一个值得考虑的高质量股息增长股票[9] - Main Street Capital (MAIN) 是一个值得考虑的高质量股息增长股票[10] 金融体验优化 - 建立一个 passsive income 投资组合，以提供比当前生活费用更多的 passsive income，可以在金融生涯中提供更低压力、更低风险、潜在更高回报的金融体验[11]

Enbridge Inc. (ENB)业绩预测 - Enbridge将于2月9日在开盘前公布2023年第四季度业绩[1] - Enbridge第四季度的营收预期为96亿美元，较去年同期下降2.7%[4] - Enbridge的Earnings ESP为+0.14%，Zacks Consensus Estimate为50美分，最准确的估计为51美分[6] Enbridge商业模式 - Enbridge的商业模式稳定，大部分中游资产受长期合同支持，确保稳定的基于费用的收入流，使公司免受通常与商品价格波动相关的影响[7] - 尽管能源市场存在固有的波动性，但Enbridge的财务结果更加可预测和稳定，预计第四季度将实现稳定的基于费用的收入[8] 相关股票盈利预期 - 值得考虑的股票包括USA Compression Partners, LP (USAC)和Suncor Energy, Inc. (SU)，它们也具有在即将公布的季度报告中盈利的正确组合[9] - USA Compression Partners的2024年每股收益预期增长100%[10] - Suncor Energy的盈利预期为79美分[11] - PBF Energy Inc.的盈利预期为8美分[12]

ISerg Introduction A few days ago, I wrote an article titled "The Pyramid Portfolio: 16 New Dividend Stocks To Potentially Beat The Market." As the title suggests, I explained the pyramid dividend strategy, which helps investors structure a portfolio based on different "types" of investments, including growth, value, and income. Meir Statman (2004) This is what I wrote about the value segment in that article: Value stocks. These stocks have high yields and slow growth. This is where you want to be to b ...