ET

LLet's Talk Money! with Joseph Hogue, CFAETETBUY中线 · 中线 · 明确2026-07-26

Energy Transfer, ticker ET, has been another one I've liked for a long time. This one up 15% in the last year on top of that 6.5% dividend yield. Now, ET is a midstream energy company, which means it owns the pipelines, the processing, and the storage infrastructure in that oil and gas industry. A huge network that collects fees on every barrel moved. These companies are more like toll booths, collecting that fee income no matter what happens to the price of oil. So, it is a cash flow stable business and pays out most of its income as dividends.

ZZipTraderETETBUY中线 · 中线 · 明确2026-07-13

Well, one of the big players is ET, not the alien, but Energy Transfer. They've got 140,000 miles of pipeline, and they are signing up AI campuses like crazy. They have a 20-year gas deal for a Meta data center hub. Oracle, they're ramping toward about 900 million cubic feet a day, three facilities. They have a behind-the-meter AI campus in Texas. They have a brand new pipeline from the Permian Basin out to Phoenix, locked in on 25-year contracts. Just this past year, they contracted more than 6 billion cubic feet a day of new capacity on deals averaging 18 years. Now, here's the best part. Energy Transfer does not care what gas costs at all.

RRuby投资笔记ETETBUY中线 · 中线 · 明确2026-02-21

所以你现在看到的ET 是一家拥有接近8%的初始股息收益率 但被市场误杀的现金流机器。最让我兴奋的是 它们公司预计自己 2026年的美股可分配现金流 将持续增长 这也就意味着 2026年我们拿到手的股息会更多。