Editor's note: Seeking Alpha is proud to welcome Jonah Crema as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I take a long-term, top-down approach to investing, starting with macro and secular trends. I focus on durable themes shaping the future and drill down to industries and companies with strong fundamentals, proven management, and attractive valu ...

大盘及个股表现 - 近期大盘指数上涨主要由大型成长股推动 但包括迪尔(DE)、Energy Transfer(ET)和Huntington Ingalls(HII)在内的股息股也表现强劲 [1] - 这三只股票在过去一个月均大幅上涨 仍值得在5月关注 [1] 迪尔公司(DE) - 年初至今股价上涨超过16% 主要由于投资者对贸易紧张局势缓和的乐观情绪 [3] - 2025财年第一季度(截至1月26日)净利润仅8.69亿美元 但公司预计全年净利润将在50-55亿美元之间 [5] - 第一季度营收同比下降30% 净利润下降50% 若趋势持续可能无法达成全年目标 [5] - 公司预计第二季度将面临定价压力 但2025年下半年压力可能缓解 且2024年下半年基数较低 [6] - 供应链优势明显 国内制造使其免受关税影响 中国业务敞口有限 [9] - 股息率仅1.3% 但专注于股票回购和长期投资 如扩大人工智能和自动驾驶拖拉机业务 [10] Energy Transfer(ET) - 当前分配收益率接近7.5% 但并非低增长型股票 [12] - 2025年计划投入50亿美元用于增长性资本支出 维护性资本支出预算仅11亿美元 [12] - 与EIG Global Energy Partners签署协议 可能共同开发路易斯安那州Lake Charles的大型LNG出口设施项目 [13] Huntington Ingalls(HII) - 2025年股价上涨超过20% 同期标普500指数下跌近4% [14] - 第一季度营收27亿美元低于预期的29亿美元 但每股收益3.79美元远超预期的2.81美元 [15] - 管理层重申2025年预测 造船收入预计89-91亿美元 自由现金流3-5亿美元 2024年分别为87亿美元和4000万美元 [16] - 过去十年股息复合年增长率达13.3% 且自由现金流始终足以覆盖股息支付 [17] - 作为潜艇、两栖舰和航空母舰的主要供应商 具有显著的竞争壁垒 [19]

With a more than 8% yield and an increasing distribution, Energy Transfer (ET 1.01%) stock is a dividend darling. The company announced a 3% increase in its distribution last month, taking it to $1.31 per share on an annualized basis. It generally raises its payout a little each quarter. Meanwhile, it has plans to continue increasing its distribution by about 3% to 5% a year moving forward. Its distribution is well covered by its distributable cash flow (DCF), which is operating cash flow minus maintenance ...

Like most stocks, Energy Transfer LP (ET 3.08%) has been quite volatile so far in 2025. However, nervous investors received great news from the midstream energy company on Tuesday.Energy Transfer's unit price popped following its first-quarter update. But the Q1 numbers weren't the main story. This 7.8%-yielding stock is poised for accelerating growth.A solid Q1Energy Transfer announced net income for the first quarter of $1.32 billion, or $0.36 per diluted unit. This result reflected year-over-year growth ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ENERGY TRANSFER LP (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Delaware 30-0108820 8111 Westchester Drive, Suite 600, Dallas, Texas 75225 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 ...

Energy Transfer TodayETEnergy Transfer$17.23 +0.34 (+2.01%) 52-Week Range$14.60▼$21.45Dividend Yield7.60%P/E Ratio13.46Price Target$22.09Add to WatchlistEnergy Transfer LP NYSE: ET delivered an as-expected earnings report on May 6. The midstream energy company delivered earnings per share of 36 cents on revenue of $21.02 billion. The bottom line number came in three cents above analysts’ forecasts and was 12.5% higher year-over-year (YOY). On the top line, however, the number was lighter than the $22.28 bi ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, GOOG either through stock ownership, options, or other derivatives. I wrote this article ...

Savvy investors know that financial markets can be very volatile. This is because the human element of raw emotions is as much a part of markets as the humans themselves. AsHi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is doc ...

Energy Transfer (ET 6.74%) is a large midstream master limited partnership (MLP). The big attraction for most investors here will be the lofty 7.8% yield backed by a growing distribution. In fact, the quarterly distribution was just increased again, extending the MLP's quarterly increase streak that started in the fourth quarter of 2021.But is Energy Transfer stock worth buying while it's trading below $20?What does Energy Transfer do?As noted, Energy Transfer is an MLP that operates in the midstream sector ...

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.With all fixed income products, there is always the dreaded call option which the issuing company possesses. This has the ability to ruin a good thing and forces you to give up an income stream you rather hang on toTrappi ...