文章核心观点 - 公司在管道和中游行业具有一定优势,包括稳定的现金流、较低的风险等 [1] - 公司最近的财务表现有些参差不齐,但管理层仍能交付关键指标 [2][5][6] - 公司近期进行了一些收购和出售资产的交易,同时也在大规模投资于未来发展 [8][9][10] 公司概况 - 公司是一家加拿大企业,主要从事天然气和液体管道运输等业务 [2][3] - 公司资产遍布美国,但核心业务在加拿大 [2] - 公司拥有多种资产,包括管道、储存设施、出口设施、铁路和码头等 [2] 财务表现 - 最近一个季度,公司收入同比下降,但利润指标大多保持增长 [5][6] - 过去几年,公司收入有所下降,但利润大幅增长 [7] - 公司的现金流和EBITDA指标表现良好 [6][7] 投资计划 - 公司未来几年将投资约250亿加元用于各类项目,包括管道、天然气、可再生能源等 [10] - 这些投资将带来成本和生产效率的改善,预计每年可增加2-3亿加元的EBITDA [10] 估值分析 - 公司估值指标略高于同行,但仍处于合理水平 [13][14] - 公司股息收益率较高,达7.08% [14] - 综合来看,公司仍是一个不错的长期投资机会 [14]

Innovative Industrial Properties (IIP) is a real estate investment trust that focuses on the cannabis industry. While investing in cannabis stocks can be risky, IIP makes for a bit of a safer option as it isn't involved in growing or selling cannabis itself. It does, however, lease out properties to growers. And its financials have been fairly sound. Last quarter, for the period ending March 31, IIP reported funds from operations (FFO) per share of $1.98, which was only slightly less than the $2.04 it repor ...

Phillip Spears/DigitalVision via Getty Images Buying a home is often the biggest financial transaction that one will make in their lifetime, and in turn, the monthly mortgage payment likely holds priority over most other things in one's household budget. That's why it's so important to secure a recurring funding source for this expense in both good times and bad. While income from a job could be the primary source, I prefer to secure alternative sources that can help me sleep better at night knowing that if ...

These energy stocks have insulated much of their business from oil price volatility. Oil prices are notoriously volatile. Over the past year, they have gone from a peak above $90 a barrel to a low point in the $60s. That volatility can have a significant impact on the earnings produced by oil companies. However, some oil stocks are much less susceptible to the ebbs and flows of crude prices. Midstream giants Enterprise Products Partners (EPD -0.17%), Oneok (OKE 0.47%), and Enbridge (ENB -0.03%) stand out to ...

Enbridge Pipeline on the Map wwing/iStock via Getty Images We upgraded Enbridge Inc. (NYSE:NYSE:ENB, TSX:TSX:ENB:CA) from a buy to a strong buy when we wrote on it earlier this year. This upgrade was based on our review of the Q4 numbers. Fantastic execution of a recent purchase, a good standing with the credit agencies and a blowout guidance for 2024 played into our reasoning for the upgrade. The selling after the initial euphoria made sense in this bubble stock era, and it only helped in making ENB a bett ...

Enbridge has many ways to capitalize on AI-powered growth drivers. Enbridge (ENB -0.03%) has quietly done a magnificent job of growing value for its shareholders over the long term. The Canadian energy infrastructure giant has increased its dividend annually for nearly 30 straight years. The company's high-yielding, steadily rising dividend has helped give it the fuel to produce an 11% average annual total shareholder return over the last 20 years. The pipeline and utility company should have plenty of powe ...

CALGARY, AB, May 17, 2024 /PRNewswire/ - Enbridge Inc. (TSX: ENB) (NYSE: ENB) (Enbridge) announced today that none of its outstanding Cumulative Redeemable Preference Shares, Series R (Series R Shares) will be converted into Cumulative Redeemable Preference Shares, Series S (Series S Shares) on June 3, 2024. At Enbridge, we safely connect millions of people to the energy they rely on every day, fueling quality of life through our North American natural gas, oil and renewable power networks and our growing E ...

Enbridge Inc. (ENB) is setting the stage for a significant equity raise aimed at partially funding its ambitious $9.4-billion acquisition of three natural gas utilities from Dominion Energy (D) . With the acquisition process moving forward, Enbridge successfully closed the purchase of Dominion's East Ohio Gas last month. ENB anticipates the completion of the acquisitions of Questar Gas and its related Wexpro companies, along with Public Service Co. of North Carolina, within the year. This strategic expansio ...

Time 1 IN spooh Early this year, I circulated an article comparing two very enticing dividend stocks - Enbridge (NYSE:ENB) versus Enterprise Products Partners (EPD). At that time, my analysis showed that both stocks carry the right characteristics to be included in dividend seeking investor portfolios, who focus not only on high income, but also on its stability and defensiveness. However, at that time my recommendation was to go with EPD if I had to choose only one of them. The issue I had with ENB that ma ...

RapidEye Since then, ENB has returned 7%, beating the S&P 500 by roughly 150 basis points. Data by YCharts As a result, whenever I wrote an article, readers complained about ENB getting a lot of coverage from analysts without ever showing a decent return. The problem is that ENB's long-term performance is still poor. Don't get me wrong. I agree! Over the past ten years, Toronto-listed ENB shares have returned 73%, including dividends. New York-based shares have returned just 38%. It's North America's larges ...