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2021-12-17
What should we buy? What are your views?
These 3 Unstoppable Stocks Have Plenty of Room to Run
berls
2021-12-17
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3 Cheap Energy Stocks to Buy Right Now
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2021-06-15
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What are your views?","listText":"What should we buy? What are your views?","text":"What should we buy? What are your views?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690504297","repostId":"2191945281","repostType":4,"repost":{"id":"2191945281","pubTimestamp":1639667205,"share":"https://www.laohu8.com/m/news/2191945281?lang=&edition=full","pubTime":"2021-12-16 23:06","market":"us","language":"en","title":"These 3 Unstoppable Stocks Have Plenty of Room to Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2191945281","media":"Motley Fool","summary":"A look at three very different companies and why they are all buys for 2022.","content":"<p>It's been an excellent year for investors in <b>UPS</b> (NYSE:UPS), Google owner <b>Alphabet</b> (NASDAQ:GOOGL), and <b>Goodyear</b> (NASDAQ:GT), but don't let that deter you from the idea that all three will have another strong year in 2022. Going into the New Year, all three look like excellent values. Here's why.</p>\n<h2>1. UPS is taking advantage of its growth opportunity</h2>\n<p>It's no secret that e-commerce volumes were booming even before the pandemic created a whole new generation of online shoppers. That's excellent news for the package delivery companies. However, it doesn't come without challenges. For example, business-to-consumer (B2C) deliveries can be expensive to deliver and are often inefficiently packaged. As such, the big question is whether UPS can generate volume growth <i>and </i>maintain or grow profit margin.</p>\n<p>The solution to the problem appears simple: Be more selective on the type of deliveries and customers you want because there's plenty of volume growth to go around. That's pretty much the approach that UPS is taking right now with its transformation strategy and CEO Carol Tomé's \"better, not bigger\" framework.</p>\n<p>The transformation strategy focuses on revenue generation from e-commerce deliveries, healthcare, and high-growth international markets -- particularly the small and medium-sized business (SMB) market. Meanwhile, \"bigger, not better\" implies utilizing existing assets better and being more selective on deliveries.</p>\n<p>The good news is that it appears to be working. For example, UPS management forecasts its key U.S. domestic package margin will be 10.5% in 2021, a figure that's already at the bottom end of its targeted range (10.5%-12%) for 2023 fueled by 10.9% volume growth in the SMB market in the third quarter. Management is doing an excellent job of increasing revenue per piece vs. cost per piece, and the 2023 targets look well within reach.</p>\n<p>With UPS seemingly winning the war on margin, investors can expect even more revenue growth to drop into earnings, and UPS stock can continue to do well for investors.</p>\n<h2>2. A good year for Goodyear</h2>\n<p>Investing in tire stocks means investing in a mature low-growth industry. As such, earnings growth prospects don't come from organic revenue growth in developed countries. Instead, earnings growth comes from acquisitions, cost-cutting, and investing in higher-growth developing markets.</p>\n<p>That's pretty much the rationale behind Goodyear's acquisition of Cooper Tires in 2021. Buying Cooper immediately builds scale and strengthens Goodyear in the Chinese original equipment manufacturer (OEM) market and the key U.S. replacement market. Moreover, combining the two companies means Goodyear's management can generate cost synergy. The initial plan was to generate $165 million in cost synergy within two years, but management recently raised that estimate to $250 million.</p>\n<p>As such, Wall Street analysts have the new Goodyear generating $20 billion in revenue, $1.7 billion in operating profit, and $780 million in free cash flow in 2023. Those are big numbers for a company with a market cap of just $6.2 billion. In addition, around 80% of the company's sales will come from the relatively stable replacement market. The OEM market should improve as the semiconductor shortage abates and automotive production improves. Goodyear's excellent stock run has plenty of potential to continue in 2022.</p>\n<h2>3. Alphabet</h2>\n<p>Investors should never underestimate Google's dominant position in search, nor its potential to grow Google Cloud. Alphabet is still reliant on its Google Services (Google search, YouTube ads, Google Network) for its earnings, but Google Cloud is well on the way to long-term profitability.</p>\n<p>For example, Google Services generated $24 billion in operating income in the third quarter, and even though Google Cloud lost $644 million in the quarter, its revenue grew 45%. The loss was reduced from $1.2 billion in the same quarter of 2020. Moreover, Google Cloud is only loss-making because management incurs significant operating expenses to build the infrastructure needed to support long-term recurring revenue from computing services and storage.</p>\n<p>As such, earnings from search will support the development of Google Cloud and investments in speculative business lumped together as \"other bets.\" It's an advantageous position to be in, not least because Alphabet generates vast amounts of cash flow.</p>\n<p>Wall Street analysts expect Alphabet to generate a whopping $235 billion in free cash flow over the next three years. As astonishing as these figures are, it's still equivalent to 12% of Google's current market cap of nearly $2 trillion. It's a reasonable valuation for a high-growth company with such a dominant market position.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Unstoppable Stocks Have Plenty of Room to Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Unstoppable Stocks Have Plenty of Room to Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 23:06 GMT+8 <a href=https://www.fool.com/investing/2021/12/16/these-3-unstoppable-stocks-have-plenty-of-room-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been an excellent year for investors in UPS (NYSE:UPS), Google owner Alphabet (NASDAQ:GOOGL), and Goodyear (NASDAQ:GT), but don't let that deter you from the idea that all three will have another...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/these-3-unstoppable-stocks-have-plenty-of-room-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BK4119":"轮胎与橡胶","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","UPS":"联合包裹","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SMB":"VanEck Short Muni ETF","BK4525":"远程办公概念","GT":"固特异轮胎橡胶公司","BK4538":"云计算","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4131":"航空货运与物流","BK4503":"景林资产持仓","GOOG":"谷歌","BK4561":"索罗斯持仓"},"source_url":"https://www.fool.com/investing/2021/12/16/these-3-unstoppable-stocks-have-plenty-of-room-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191945281","content_text":"It's been an excellent year for investors in UPS (NYSE:UPS), Google owner Alphabet (NASDAQ:GOOGL), and Goodyear (NASDAQ:GT), but don't let that deter you from the idea that all three will have another strong year in 2022. Going into the New Year, all three look like excellent values. Here's why.\n1. UPS is taking advantage of its growth opportunity\nIt's no secret that e-commerce volumes were booming even before the pandemic created a whole new generation of online shoppers. That's excellent news for the package delivery companies. However, it doesn't come without challenges. For example, business-to-consumer (B2C) deliveries can be expensive to deliver and are often inefficiently packaged. As such, the big question is whether UPS can generate volume growth and maintain or grow profit margin.\nThe solution to the problem appears simple: Be more selective on the type of deliveries and customers you want because there's plenty of volume growth to go around. That's pretty much the approach that UPS is taking right now with its transformation strategy and CEO Carol Tomé's \"better, not bigger\" framework.\nThe transformation strategy focuses on revenue generation from e-commerce deliveries, healthcare, and high-growth international markets -- particularly the small and medium-sized business (SMB) market. Meanwhile, \"bigger, not better\" implies utilizing existing assets better and being more selective on deliveries.\nThe good news is that it appears to be working. For example, UPS management forecasts its key U.S. domestic package margin will be 10.5% in 2021, a figure that's already at the bottom end of its targeted range (10.5%-12%) for 2023 fueled by 10.9% volume growth in the SMB market in the third quarter. Management is doing an excellent job of increasing revenue per piece vs. cost per piece, and the 2023 targets look well within reach.\nWith UPS seemingly winning the war on margin, investors can expect even more revenue growth to drop into earnings, and UPS stock can continue to do well for investors.\n2. A good year for Goodyear\nInvesting in tire stocks means investing in a mature low-growth industry. As such, earnings growth prospects don't come from organic revenue growth in developed countries. Instead, earnings growth comes from acquisitions, cost-cutting, and investing in higher-growth developing markets.\nThat's pretty much the rationale behind Goodyear's acquisition of Cooper Tires in 2021. Buying Cooper immediately builds scale and strengthens Goodyear in the Chinese original equipment manufacturer (OEM) market and the key U.S. replacement market. Moreover, combining the two companies means Goodyear's management can generate cost synergy. The initial plan was to generate $165 million in cost synergy within two years, but management recently raised that estimate to $250 million.\nAs such, Wall Street analysts have the new Goodyear generating $20 billion in revenue, $1.7 billion in operating profit, and $780 million in free cash flow in 2023. Those are big numbers for a company with a market cap of just $6.2 billion. In addition, around 80% of the company's sales will come from the relatively stable replacement market. The OEM market should improve as the semiconductor shortage abates and automotive production improves. Goodyear's excellent stock run has plenty of potential to continue in 2022.\n3. Alphabet\nInvestors should never underestimate Google's dominant position in search, nor its potential to grow Google Cloud. Alphabet is still reliant on its Google Services (Google search, YouTube ads, Google Network) for its earnings, but Google Cloud is well on the way to long-term profitability.\nFor example, Google Services generated $24 billion in operating income in the third quarter, and even though Google Cloud lost $644 million in the quarter, its revenue grew 45%. The loss was reduced from $1.2 billion in the same quarter of 2020. Moreover, Google Cloud is only loss-making because management incurs significant operating expenses to build the infrastructure needed to support long-term recurring revenue from computing services and storage.\nAs such, earnings from search will support the development of Google Cloud and investments in speculative business lumped together as \"other bets.\" It's an advantageous position to be in, not least because Alphabet generates vast amounts of cash flow.\nWall Street analysts expect Alphabet to generate a whopping $235 billion in free cash flow over the next three years. As astonishing as these figures are, it's still equivalent to 12% of Google's current market cap of nearly $2 trillion. It's a reasonable valuation for a high-growth company with such a dominant market position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690505500,"gmtCreate":1639676701415,"gmtModify":1639676701521,"author":{"id":"3578399386746742","authorId":"3578399386746742","name":"berls","avatar":"https://static.tigerbbs.com/13698a2c6476bf93e0db700f73620cae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690505500","repostId":"2191453039","repostType":4,"repost":{"id":"2191453039","pubTimestamp":1639667741,"share":"https://www.laohu8.com/m/news/2191453039?lang=&edition=full","pubTime":"2021-12-16 23:15","market":"us","language":"en","title":"3 Cheap Energy Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2191453039","media":"Motley Fool","summary":"There's one area of the energy sector that isn't getting any respect. And you can collect fat yields if you act today.","content":"<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into <b>Enterprise Products Partners</b> (NYSE:EPD), <b>Magellan Midstream Partners</b> (NYSE:MMP), and <b>Enbridge</b> (NYSE:ENB).</p>\n<h2>1. The bellwether</h2>\n<p>One of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.</p>\n<p>Enterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil & gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.</p>\n<h2>2. Focused on oil</h2>\n<p>Magellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.</p>\n<p>What's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.</p>\n<p><img src=\"https://static.tigerbbs.com/b8cff6902538ef473ac8295b95e0c893\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>MMP Dividend Yield data by YCharts</p>\n<h2>3. Expanding its reach</h2>\n<p>The last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil. And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.</p>\n<p>What's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.</p>\n<h2>The unloved niche</h2>\n<p>In the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cheap Energy Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Cheap Energy Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 23:15 GMT+8 <a href=https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4144":"石油与天然气的储存和运输","BK4024":"房地产开发","EPD":"Enterprise Products Partners L.P","ENB":"安桥","BK4561":"索罗斯持仓","MLP":"毛伊岛菠萝食品"},"source_url":"https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191453039","content_text":"The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into Enterprise Products Partners (NYSE:EPD), Magellan Midstream Partners (NYSE:MMP), and Enbridge (NYSE:ENB).\n1. The bellwether\nOne of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.\nEnterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil & gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.\n2. Focused on oil\nMagellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.\nWhat's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.\n\nMMP Dividend Yield data by YCharts\n3. Expanding its reach\nThe last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil. And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.\nWhat's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.\nThe unloved niche\nIn the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184584695,"gmtCreate":1623718839417,"gmtModify":1634029666481,"author":{"id":"3578399386746742","authorId":"3578399386746742","name":"berls","avatar":"https://static.tigerbbs.com/13698a2c6476bf93e0db700f73620cae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[得意] ","text":"$NIO Inc.(NIO)$[得意]","images":[{"img":"https://static.tigerbbs.com/705972458e011088ab16d4ccddd74139","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184584695","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":690504297,"gmtCreate":1639676774608,"gmtModify":1639676774713,"author":{"id":"3578399386746742","authorId":"3578399386746742","name":"berls","avatar":"https://static.tigerbbs.com/13698a2c6476bf93e0db700f73620cae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What should we buy? What are your views?","listText":"What should we buy? What are your views?","text":"What should we buy? What are your views?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690504297","repostId":"2191945281","repostType":4,"repost":{"id":"2191945281","pubTimestamp":1639667205,"share":"https://www.laohu8.com/m/news/2191945281?lang=&edition=full","pubTime":"2021-12-16 23:06","market":"us","language":"en","title":"These 3 Unstoppable Stocks Have Plenty of Room to Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2191945281","media":"Motley Fool","summary":"A look at three very different companies and why they are all buys for 2022.","content":"<p>It's been an excellent year for investors in <b>UPS</b> (NYSE:UPS), Google owner <b>Alphabet</b> (NASDAQ:GOOGL), and <b>Goodyear</b> (NASDAQ:GT), but don't let that deter you from the idea that all three will have another strong year in 2022. Going into the New Year, all three look like excellent values. Here's why.</p>\n<h2>1. UPS is taking advantage of its growth opportunity</h2>\n<p>It's no secret that e-commerce volumes were booming even before the pandemic created a whole new generation of online shoppers. That's excellent news for the package delivery companies. However, it doesn't come without challenges. For example, business-to-consumer (B2C) deliveries can be expensive to deliver and are often inefficiently packaged. As such, the big question is whether UPS can generate volume growth <i>and </i>maintain or grow profit margin.</p>\n<p>The solution to the problem appears simple: Be more selective on the type of deliveries and customers you want because there's plenty of volume growth to go around. That's pretty much the approach that UPS is taking right now with its transformation strategy and CEO Carol Tomé's \"better, not bigger\" framework.</p>\n<p>The transformation strategy focuses on revenue generation from e-commerce deliveries, healthcare, and high-growth international markets -- particularly the small and medium-sized business (SMB) market. Meanwhile, \"bigger, not better\" implies utilizing existing assets better and being more selective on deliveries.</p>\n<p>The good news is that it appears to be working. For example, UPS management forecasts its key U.S. domestic package margin will be 10.5% in 2021, a figure that's already at the bottom end of its targeted range (10.5%-12%) for 2023 fueled by 10.9% volume growth in the SMB market in the third quarter. Management is doing an excellent job of increasing revenue per piece vs. cost per piece, and the 2023 targets look well within reach.</p>\n<p>With UPS seemingly winning the war on margin, investors can expect even more revenue growth to drop into earnings, and UPS stock can continue to do well for investors.</p>\n<h2>2. A good year for Goodyear</h2>\n<p>Investing in tire stocks means investing in a mature low-growth industry. As such, earnings growth prospects don't come from organic revenue growth in developed countries. Instead, earnings growth comes from acquisitions, cost-cutting, and investing in higher-growth developing markets.</p>\n<p>That's pretty much the rationale behind Goodyear's acquisition of Cooper Tires in 2021. Buying Cooper immediately builds scale and strengthens Goodyear in the Chinese original equipment manufacturer (OEM) market and the key U.S. replacement market. Moreover, combining the two companies means Goodyear's management can generate cost synergy. The initial plan was to generate $165 million in cost synergy within two years, but management recently raised that estimate to $250 million.</p>\n<p>As such, Wall Street analysts have the new Goodyear generating $20 billion in revenue, $1.7 billion in operating profit, and $780 million in free cash flow in 2023. Those are big numbers for a company with a market cap of just $6.2 billion. In addition, around 80% of the company's sales will come from the relatively stable replacement market. The OEM market should improve as the semiconductor shortage abates and automotive production improves. Goodyear's excellent stock run has plenty of potential to continue in 2022.</p>\n<h2>3. Alphabet</h2>\n<p>Investors should never underestimate Google's dominant position in search, nor its potential to grow Google Cloud. Alphabet is still reliant on its Google Services (Google search, YouTube ads, Google Network) for its earnings, but Google Cloud is well on the way to long-term profitability.</p>\n<p>For example, Google Services generated $24 billion in operating income in the third quarter, and even though Google Cloud lost $644 million in the quarter, its revenue grew 45%. The loss was reduced from $1.2 billion in the same quarter of 2020. Moreover, Google Cloud is only loss-making because management incurs significant operating expenses to build the infrastructure needed to support long-term recurring revenue from computing services and storage.</p>\n<p>As such, earnings from search will support the development of Google Cloud and investments in speculative business lumped together as \"other bets.\" It's an advantageous position to be in, not least because Alphabet generates vast amounts of cash flow.</p>\n<p>Wall Street analysts expect Alphabet to generate a whopping $235 billion in free cash flow over the next three years. As astonishing as these figures are, it's still equivalent to 12% of Google's current market cap of nearly $2 trillion. It's a reasonable valuation for a high-growth company with such a dominant market position.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Unstoppable Stocks Have Plenty of Room to Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Unstoppable Stocks Have Plenty of Room to Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 23:06 GMT+8 <a href=https://www.fool.com/investing/2021/12/16/these-3-unstoppable-stocks-have-plenty-of-room-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been an excellent year for investors in UPS (NYSE:UPS), Google owner Alphabet (NASDAQ:GOOGL), and Goodyear (NASDAQ:GT), but don't let that deter you from the idea that all three will have another...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/these-3-unstoppable-stocks-have-plenty-of-room-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BK4119":"轮胎与橡胶","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","UPS":"联合包裹","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SMB":"VanEck Short Muni ETF","BK4525":"远程办公概念","GT":"固特异轮胎橡胶公司","BK4538":"云计算","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4131":"航空货运与物流","BK4503":"景林资产持仓","GOOG":"谷歌","BK4561":"索罗斯持仓"},"source_url":"https://www.fool.com/investing/2021/12/16/these-3-unstoppable-stocks-have-plenty-of-room-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191945281","content_text":"It's been an excellent year for investors in UPS (NYSE:UPS), Google owner Alphabet (NASDAQ:GOOGL), and Goodyear (NASDAQ:GT), but don't let that deter you from the idea that all three will have another strong year in 2022. Going into the New Year, all three look like excellent values. Here's why.\n1. UPS is taking advantage of its growth opportunity\nIt's no secret that e-commerce volumes were booming even before the pandemic created a whole new generation of online shoppers. That's excellent news for the package delivery companies. However, it doesn't come without challenges. For example, business-to-consumer (B2C) deliveries can be expensive to deliver and are often inefficiently packaged. As such, the big question is whether UPS can generate volume growth and maintain or grow profit margin.\nThe solution to the problem appears simple: Be more selective on the type of deliveries and customers you want because there's plenty of volume growth to go around. That's pretty much the approach that UPS is taking right now with its transformation strategy and CEO Carol Tomé's \"better, not bigger\" framework.\nThe transformation strategy focuses on revenue generation from e-commerce deliveries, healthcare, and high-growth international markets -- particularly the small and medium-sized business (SMB) market. Meanwhile, \"bigger, not better\" implies utilizing existing assets better and being more selective on deliveries.\nThe good news is that it appears to be working. For example, UPS management forecasts its key U.S. domestic package margin will be 10.5% in 2021, a figure that's already at the bottom end of its targeted range (10.5%-12%) for 2023 fueled by 10.9% volume growth in the SMB market in the third quarter. Management is doing an excellent job of increasing revenue per piece vs. cost per piece, and the 2023 targets look well within reach.\nWith UPS seemingly winning the war on margin, investors can expect even more revenue growth to drop into earnings, and UPS stock can continue to do well for investors.\n2. A good year for Goodyear\nInvesting in tire stocks means investing in a mature low-growth industry. As such, earnings growth prospects don't come from organic revenue growth in developed countries. Instead, earnings growth comes from acquisitions, cost-cutting, and investing in higher-growth developing markets.\nThat's pretty much the rationale behind Goodyear's acquisition of Cooper Tires in 2021. Buying Cooper immediately builds scale and strengthens Goodyear in the Chinese original equipment manufacturer (OEM) market and the key U.S. replacement market. Moreover, combining the two companies means Goodyear's management can generate cost synergy. The initial plan was to generate $165 million in cost synergy within two years, but management recently raised that estimate to $250 million.\nAs such, Wall Street analysts have the new Goodyear generating $20 billion in revenue, $1.7 billion in operating profit, and $780 million in free cash flow in 2023. Those are big numbers for a company with a market cap of just $6.2 billion. In addition, around 80% of the company's sales will come from the relatively stable replacement market. The OEM market should improve as the semiconductor shortage abates and automotive production improves. Goodyear's excellent stock run has plenty of potential to continue in 2022.\n3. Alphabet\nInvestors should never underestimate Google's dominant position in search, nor its potential to grow Google Cloud. Alphabet is still reliant on its Google Services (Google search, YouTube ads, Google Network) for its earnings, but Google Cloud is well on the way to long-term profitability.\nFor example, Google Services generated $24 billion in operating income in the third quarter, and even though Google Cloud lost $644 million in the quarter, its revenue grew 45%. The loss was reduced from $1.2 billion in the same quarter of 2020. Moreover, Google Cloud is only loss-making because management incurs significant operating expenses to build the infrastructure needed to support long-term recurring revenue from computing services and storage.\nAs such, earnings from search will support the development of Google Cloud and investments in speculative business lumped together as \"other bets.\" It's an advantageous position to be in, not least because Alphabet generates vast amounts of cash flow.\nWall Street analysts expect Alphabet to generate a whopping $235 billion in free cash flow over the next three years. As astonishing as these figures are, it's still equivalent to 12% of Google's current market cap of nearly $2 trillion. It's a reasonable valuation for a high-growth company with such a dominant market position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690505500,"gmtCreate":1639676701415,"gmtModify":1639676701521,"author":{"id":"3578399386746742","authorId":"3578399386746742","name":"berls","avatar":"https://static.tigerbbs.com/13698a2c6476bf93e0db700f73620cae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690505500","repostId":"2191453039","repostType":4,"repost":{"id":"2191453039","pubTimestamp":1639667741,"share":"https://www.laohu8.com/m/news/2191453039?lang=&edition=full","pubTime":"2021-12-16 23:15","market":"us","language":"en","title":"3 Cheap Energy Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2191453039","media":"Motley Fool","summary":"There's one area of the energy sector that isn't getting any respect. And you can collect fat yields if you act today.","content":"<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into <b>Enterprise Products Partners</b> (NYSE:EPD), <b>Magellan Midstream Partners</b> (NYSE:MMP), and <b>Enbridge</b> (NYSE:ENB).</p>\n<h2>1. The bellwether</h2>\n<p>One of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.</p>\n<p>Enterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil & gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.</p>\n<h2>2. Focused on oil</h2>\n<p>Magellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.</p>\n<p>What's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.</p>\n<p><img src=\"https://static.tigerbbs.com/b8cff6902538ef473ac8295b95e0c893\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>MMP Dividend Yield data by YCharts</p>\n<h2>3. Expanding its reach</h2>\n<p>The last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil. And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.</p>\n<p>What's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.</p>\n<h2>The unloved niche</h2>\n<p>In the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cheap Energy Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Cheap Energy Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 23:15 GMT+8 <a href=https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4144":"石油与天然气的储存和运输","BK4024":"房地产开发","EPD":"Enterprise Products Partners L.P","ENB":"安桥","BK4561":"索罗斯持仓","MLP":"毛伊岛菠萝食品"},"source_url":"https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191453039","content_text":"The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into Enterprise Products Partners (NYSE:EPD), Magellan Midstream Partners (NYSE:MMP), and Enbridge (NYSE:ENB).\n1. The bellwether\nOne of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.\nEnterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil & gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.\n2. Focused on oil\nMagellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.\nWhat's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.\n\nMMP Dividend Yield data by YCharts\n3. Expanding its reach\nThe last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil. And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.\nWhat's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.\nThe unloved niche\nIn the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184584695,"gmtCreate":1623718839417,"gmtModify":1634029666481,"author":{"id":"3578399386746742","authorId":"3578399386746742","name":"berls","avatar":"https://static.tigerbbs.com/13698a2c6476bf93e0db700f73620cae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[得意] ","text":"$NIO Inc.(NIO)$[得意]","images":[{"img":"https://static.tigerbbs.com/705972458e011088ab16d4ccddd74139","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184584695","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}
