Enterprise Products Partners L.P. has rallied by double-digits post-election and has finally returned to pre-pandemic levels. Management continues to manage the company with a conservative balance sheet. Management anticipates significant CapEx growth in 2025, and I expect spending to remain elevated given the new administration.
EPD boasts a stable business model and is not significantly exposed to the volatility in oil and gas prices.
The software space has generally been a great place to look for winning stocks over the past decade or so. But some investors are unaware of many of the software stocks out there.
Enterprise Products Partners offers a 7% yield, attractive valuation, and consistent distributable cash flow growth, making it a strong buy for dividend investors. The firm's diversified energy assets and long-term contracts provide predictable cash flows and solid distribution coverage. Recent Piñon Midstream acquisition enhances distributable cash flow, supporting future distribution growth and capital returns.
EPD is set to generate additional fee-based earnings with $6.9 billion worth of major capital projects either currently in service or under construction.
C3.ai's strategic partnership with Microsoft significantly boosts its market reach, providing access to Microsoft's vast sales channels and high-profile clientele. The company's accelerating revenue growth and improving operating cost structure indicate a clear path to profitability, supported by a strong balance sheet. C3.ai's robust patent protection, including the recent agentic AI patent, strengthens its competitive edge in the rapidly evolving enterprise AI market.
EPD, though not an official Dividend Aristocrat, has increased distributions for 26 years, yielding over 6.5%, and is poised for significant capital appreciation. The incoming pro-business administration and lower interest rates create a bullish environment for EPD, enhancing its financial stability and growth prospects. EPD's extensive energy infrastructure and fee-based contracts shield it from commodity price volatility, making it a resilient income-producing investment.
Google unveiled a platform that provides artificial intelligence agents and AI-powered search to enterprises. The new Google Agentspace brings together the company's Gemini AI model and search capabilities and the enterprise's data, wherever it's stored, Google said in a Friday (Dec. 13) press release.
Enterprise Products Partners (EPD -0.62%) is a popular income investment, and rightly so. The master limited partnership (MLP) has increased its distribution for 26 straight years.
EPD leverages its extensive natural gas and NGL infrastructure to support the global shift to cleaner energy. EPD's integration and growth projects position it to thrive amid energy transition challenges. Closing paragraphs emphasize long-term growth potential and solid management execution.
Taser-maker Axon Enterprise (NASDAQ:AXON) could see its stock soar tomorrow, padding gains of almost 150% that it has already made in 2024.
Shares of the supply chain software company are gaining toward a handle buy point. The post Supply-Chain Software Firm Manhattan Associates Chases Breakout Amid Enterprise Tech Rally appeared first on Investor's Business Daily.