My professional background spans multiple continents and includes experience in private banking, corporate finance, and strategic advisory. For several years, I developed and led a private banking department in Dubai, where I crafted tailored investment solutions to meet the unique needs of affluent clients across the Middle East and beyond. Additionally, I have been involved in managing cross-border M&A transactions in Indonesia, building a track record of successful deal origination and execution in emerg ...

The U.S. Congress might not be the place you want to look for guidance on anything financial-related. After all, the national debt is over $36.7 trillion and growing, and every penny of the money spent by the federal government had to be approved by Congress. On the other hand, quite a few individual congressional representatives and senators have made some excellent stock picks through the years. Following their trades has become a pastime for some investors looking for stocks to buy. It doesn't make sense ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In October, I called the outlook for Avantor (NYSE: AVTR ) uninspiring, even as there were some green shoots emerging. The life sciences tools provider and partner to the industry was battling dem ...

行业观点 - 管道公司在能源市场动荡中仍有优势，能源价格对其业绩直接影响较小，天然气需求因人工智能电力消耗增加、墨西哥出口需求以及亚洲和欧洲对液化天然气的需求而增长 [1] 公司分析 能源传输公司（Energy Transfer） - 运营美国最大的综合中游系统之一，在二叠纪盆地及周边地区优势明显，该盆地是美国产量最高、盈亏平衡点最低的油盆之一，开采石油时会产生大量伴生天然气，因法规需运输处理，当地天然气价格便宜 [3] - 获得廉价天然气使其有很多增长项目机会，2025 年增长资本支出从 2024 年的 30 亿美元增至 50 亿美元，重点项目休·布林森管道将把天然气从二叠纪输送到德克萨斯州以满足人工智能带来的电力需求增长，还与数据中心开发商签订首份合同 [4] - 项目储备丰富，未来几年有望实现稳健增长，股票收益率达 7.9%，分红有保障，计划未来以 3% - 5% 的速度增长 [5] 企业产品合作伙伴公司（Enterprise Products Partners） - 连续 26 年增加分红，在二叠纪盆地布局良好，已提高增长资本支出，今年计划在增长项目上投入 40 - 45 亿美元，高于去年的 39 亿美元和 2022 年的 16 亿美元 [6] - 目前有 76 亿美元的增长项目正在建设中，其中 60 亿美元的项目预计今年上线，有助于今明两年的增长，多数项目围绕二叠纪盆地 [7] - 股票收益率为 7.1%，基于可分配现金流的覆盖率为 1.7 倍，上季度分红同比增长近 4% [7] 威廉姆斯公司（The Williams Companies） - 拥有美国最有价值的天然气管道系统 Transco，该系统从阿巴拉契亚延伸至墨西哥湾沿岸，将天然气输送到美国东南部的主要城市 [9] - Transco 为公司提供众多有吸引力的扩张项目，主要来自公用事业公司从煤炭转向天然气的需求，也可将天然气输送到液化天然气走廊运往海外，还能为东南部的数据中心服务，去年底有七个 Transco 扩张项目计划在 2025 年第一季度至 2029 年第四季度投入使用 [10] - 目前股票收益率为 3.5%，更注重增长，计划今年股息增长超 5% [11] 金德摩根公司（Kinder Morgan） - 美国约 40% 的天然气产量通过其管道输送，在二叠纪盆地和德克萨斯州有强大业务，包括在德克萨斯州阿比林附近，这里将建设星际之门项目的第一个数据中心 [12] - 随着天然气需求增长，增长项目机会增加，项目储备从 2023 年底的 30 亿美元增至 2025 年第一季度末的 88 亿美元，项目建设的息税折旧摊销前利润（EBITDA）回报率约为 16.7%，未来几年这些项目预计将增加 15 亿美元的 EBITDA，2025 年预计产生约 83 亿美元的 EBITDA [13] - 目前股票收益率为 4.5%，过去几年资产负债表显著改善，杠杆率从 2017 年的 5.1 倍降至 2024 年的 4 倍 [14]

One company that I would love to be bullish on is Martin Marietta Materials (NYSE: MLM ). This is because I have always been a fan of firms with simple business models. And in all honesty, what could be moreCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms ...

文章核心观点 - Dorian LPG当前股价有投资价值，但增长方面存在担忧 [1] 公司情况 - Dorian LPG股息支付历史亮眼，过去一年经历周期性调整 [1] 分析师情况 - 分析师有20多年定量研究、财务建模和风险管理经验，擅长股票估值、市场趋势和投资组合优化，曾在巴克莱担任副总裁，擅长基本面和技术分析，投资方法结合风险管理与长期价值创造，关注宏观经济趋势、企业盈利和财务报表分析 [1]

The escalating trade war and tariffs (actual and threatened) have disrupted several sectors of the economy, including the bond markets. This, in turn, has had an impact on mortgage real estate investment trusts (mREITs) like AGNC Investment (AGNC 1.38%). The stock looked like it was starting to turn the corner following a difficult operating environment the past few years, but then the sudden shock to the bond market once again left it reeling.However, AGNC management thinks the current market environment c ...

Banks provide a necessary service to customers, from those who simply have bank accounts to those who borrow money. Financial uncertainty, as the United States is facing today, can affect a bank's business, but strong banks will generally muddle through even the most difficult periods.If you are a dividend investor, the relatively high yields on offer from banks will likely be attractive to you. You'll want to choose wisely, however, with Citigroup (C 0.44%) providing an interesting example of why.Better th ...

The AI chipmaker is becoming a divisive investment in this choppy market.Nvidia (NVDA 4.11%) was one of the market's hottest growth stocks of the past decade. From the first trading day of 2014 to the last trading day of 2024, its stock surged 33,430%. From fiscal 2015 to fiscal 2025, which ended in January, its revenue grew at a compound annual growth rate (CAGR) of 39% as its earnings per share (EPS) increased at a CAGR of 58%.That breakneck growth was initially driven by its brisk sales of graphics proce ...

Berkshire Hathaway, the massive enterprise with its hand in various industries, also owns a sizable public equities portfolio. Directed by legendary investor Warren Buffett, the conglomerate has done a remarkable job compounding capital.Everyday investors can find potential ideas by looking at what the Oracle of Omaha owns. There's one business that Berkshire has a $37 billion stake in -- and it might just continue its winning ways.Here are three reasons why you should buy this top financial stock right now ...