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The TSX stocks that could be winners from Mark Carney's list of major projects
Financialpost· 2025-09-13 05:32
Article contentAnalysts were all over the list of projects of national interest that Prime Minister Mark Carney plans to fast-track, looking to identify potential stock winners. Just to recap quickly, the five projects in include LNG Canada Phase 2 in British Columbia, Darlington new nuclear projects in Ontario, Contrecoeur container project in Quebec, McIlvenna Bay Foran copper mine project in Saskatchewan and the Red Chris mine expansion, also in B.C. RBC Capital Markets analysts Robert Kwan and Maurice C ...
America's Grid Is Nearing Its Breaking Point
ZeroHedge· 2025-09-13 05:00
Authored by Robert Rapier via OilPrice.com,The US power grid is under significant stress due to rapidly increasing electricity demand from AI data centers and electric vehicles, coupled with the retirement of traditional power plants.The grid faces mounting vulnerabilities from extreme weather events, cybersecurity threats, and physical sabotage, while policy gridlock and infrastructure delays hinder necessary upgrades.Despite challenges, the situation presents investment opportunities in grid modernization ...
The Preferred Dividend Of CMS Energy Has Become Less Attractive
Seeking Alpha· 2025-09-12 23:28
Despite its 17% rally off its bottom shortly after the Liberation Day, the preferred stock, CMS.PR.C , of CMS Energy Corporation (NYSE: CMS ), is still offering an enticing dividend yield of 5.5% . CMS EnergyI am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in your mind".I am also the author of ...
American Water Works' Arm Installs New Battery Energy Storage System
ZACKS· 2025-09-11 21:30
公司动态 - 美国水务子公司加州美国水务正在加州高风险地区安装电池储能系统以提升可靠性和应急准备能力[1] - 公司首个Madera县项目位于Hillview的Sierra Lakes水处理厂总投资80万美元其中加州自发电激励计划提供近35万美元资助[1][9] - 电池系统可替代柴油发电机在停电和公共安全断电事件中保障供水基础设施持续运行[3][4][9] 战略规划 - 公司2020年起在Ventura县部署电池储能技术并将其作为长期韧性战略持续评估其他潜在部署地点[5] - 公司致力于在全州范围开发清洁能源解决方案以强化社区和基础设施韧性[5] 行业前景 - 全球电池储能市场预计从2025年101.6亿美元增长至2034年868.7亿美元年复合增长率达26.92%[6] - 电网稳定性需求和可再生能源趋势推动行业全球扩张[6] 同业比较 - NextEra能源子公司拥有3,379兆瓦电池储能容量长期盈利增长率7.89%2025年销售预期同比增长15.7%[7][8] - Vistra在加州拥有750兆瓦储能设施德州270兆瓦伊利诺伊州4兆瓦长期盈利增长率10.16%2025年销售预期同比增长25.3%[8][10] - 太平洋燃气电力公司管理4.6吉瓦储能部署合同运营183兆瓦自有储能设施长期盈利增长率8.95%2025年销售预期同比增长7.7%[10] 市场表现 - 公司年初至今股价上涨11.3%低于行业17.6%的涨幅[11] - 公司当前Zacks评级为4级(卖出)[12]
Sensex climbs 123.58 points; Nifty takes winning run to seventh day
The Hindu· 2025-09-11 19:02
Benchmark BSE Sensex climbed 123 points while broader Nifty settled above 25,000 on Thursday (September 11, 2025), tracking a rally in global peers amid Fed rate cut hopes.Rallying for the fourth day in a row, the 30-share Sensex climbed 123.58 points or 0.15%, to settle at 81,548.73. During the day, it rallied 217.07 points or 0.26%, to 81,642.22.The 50-share NSE Nifty rose by 32.40 points or 0.13% to close at a nearly three-week high of 25,005.50, marking its seventh consecutive day of gains.Among Sensex ...
1 Excellent Energy Stock to Buy on the Dip
The Motley Fool· 2025-09-11 18:24
股价表现与估值 - 公司股价过去一年下跌12% 显著低于同期标普500指数20%的涨幅 [1] - 股价下跌推动股息收益率超过3% 是标普500指数1.2%收益率的两倍以上 [1] 财务表现与增长前景 - 第二季度调整后每股收益增长9.4% 保持强劲增长态势 [3] - 预计2027年前每年调整后每股收益将以6%-8%的速度增长 [4] - 公司预计每年财务业绩将达到或接近每股收益预期范围的上限 [4] 股息政策 - 计划至少到明年每年增加股息约10% [4] 行业需求与增长动力 - 受人工智能数据中心、交通电气化和制造业回流推动 未来几年电力需求将显著加速增长 [5] - 可再生能源需求将保持强劲 公司作为行业领导者将受益于这一大趋势 [5] 投资价值评估 - 具吸引力股息、明确短期增长前景及电力需求上升 exposure 当前股价下跌提供良好买入机会 [6]
3 High-Yielding Dividend Stocks That Have Raised Their Payouts by Over 50% in 5 Years
The Motley Fool· 2025-09-11 17:25
核心观点 - 家得宝、联合健康集团和NextEra能源符合安全且增长型股息投资标准 具备高于平均水平的收益率、持续股息增长和稳健财务支撑 [1][2][3] 家得宝(Home Depot) - 当前股息收益率2.2% 显著高于标普500平均1.2%的水平 [5] - 季度股息从2020年1.50美元增至2.30美元 五年增幅达53% [5] - 派息比率维持在62% 显示未来仍有增息空间 [6] - 预计当前财年(截至1月)同店销售额增长1% 尽管面临消费支出收缩挑战 [6] - 强大品牌和健康财务状况支撑其长期投资价值 [7] 联合健康集团(UnitedHealth Group) - 因医疗成本上升和增长担忧 股价年内下跌超35% [8] - 当前股息收益率2.8% 高于标普500平均水平 [9] - 季度股息从2020年1.25美元增至2.21美元 五年增幅达77% [9] - 派息比率仅37% 显示股息持续增长具备充足空间 [9] - 上半年运营利润143亿美元 同比下降10% 但财务基础稳固且利用率下降后将改善 [10] NextEra能源 - 作为北美领先电力基础设施企业 业务稳定性带来高度可预测的股息收益 [11] - 股息收益率3.3% 为三家公司中最高 [12] - 季度股息从五年前0.35美元增至0.57美元 增幅达62% [12] - 派息比率75% 符合公用事业行业高派息特征且无短期安全风险 [12] - 截至6月30日季度运营收入67亿美元 同比增长10% 运营利润19亿美元同比增长14% [13]
Johor allocates RM3000 aid per family for Segamat earthquake damage
Thesun.My· 2025-09-11 13:41
ISKANDAR PUTERI: The Johor state government will distribute financial assistance to 62 households in Segamat impacted by recent minor earthquakes, offering up to 3,000 Malaysian ringgit per affected family. Johor Menteri Besar Datuk Onn Hafiz Ghazi confirmed the aid programme receives federal government backing through the National Disaster Management Agency. He revealed that the Segamat District Disaster Management Committee documented damage to 62 residential properties, two surau, and nine government bui ...
ClearBridge Global Infrastructure Value Strategy Q2 2025 Commentary (Mutual Fund:RGIVX)
Seeking Alpha· 2025-09-11 10:00
pookpiik/iStock via Getty Images By Shane Hurst, Nick Langley & Simon Ong European Infrastructure Sees Capital Inflows Market Overview Markets bounced back from a first-quarter correction and survived tariff, growth and geopolitical scares to deliver solid gains in the second quarter of 2025. Stocks fell to begin the quarter after U.S. President Trump unveiled wide-ranging reciprocal tariffs on April 2 but recovered as a delay in their implementation, a handful of bilateral trade deals and a softened ...
Elliott says Kansai Electric can become more attractive by selling non-core assets
Reuters· 2025-09-11 07:39
Activist investor Elliott Management, a shareholder in Kansai Electric Power , said the Japanese utility could become a more attractive long-term investment by selling non-core assets and boosting pro... ...