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Energy Transfer LP (ET)

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9,69+0,40 (+4,31%)
Al cierre: 04:00PM EST
9,72 +0,03 (+0,31%)
Después del cierre: 07:58PM EST
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  • S
    Energy Transfer LP
    $ET, if I sell covered calls will I still be able to receive dividends?
  • G
    $ET conversation
    RBC Capital analyst Elvira Scotto maintains Energy Transfer with a Outperform and raises the price target from $9 to $14.
  • J
    $ET conversation
    $ET is in the 100 most popular list on Robinhood.
  • h
    $INTC conversation
    Been a good week. Long $INTC, $T, $XOM, $ET, $VIAC, $PFE

    Lots of easy short opportunities out there too in a rising rate environment:)
  • P
    Puppy Trader
    Energy Transfer LP
    Zacks Rank: $ET strong sell (5)
    Time to short this stock?
  • J
    $ET conversation
    Ugh, come on $ET. Stop acting like an overvalued growth stock :'(
  • M
    $MPLX conversation
    Anyone buying MLPS for 2022 yield should also check-out SHLX $BPMP $MPLX $PAA $ET $OMP $HEP $OKE $SHLX
  • d
    $TSLA conversation
    Okay, I know the popular line is oil is dead...but is it really realistic to say a product with 95 million barrels per day in global demand (and quickly rising back to 100 mm BPD) is dead?

    Secondly, the oil companies have developed a huge business and engineering infrastructure that will help them in the transition to green energy over the couple of decades.

    The investment thesis is as follows:

    Oil production is lower than global demand as evidenced by the lower trend of US & Chinese oil stocks. Going forward oil supply will be constrained by government policies to encourage investment in green energy, however, due to global reliance on fossil fuels, oil demand is not projected to fall until 2055 - it will continue to grow at around 2% per year.

    The combination of decreased production and rising demand create the catalyst for the final long term secular bull market in the oil and gas industry with prices between $100-$150 starting in 2023.

    Diversify your recent gains into the oil & Nat gas sector while the market is undervalued. The Green energy transition is limiting oil supply through government policy. Demand is rising as Covid cases are dropping and vaccines are rolled out. See the US IEA inventory report and the China inventory report.

    Secondly refer to the recent Goldman Sachs report about the start of the secular bull market in oil. Expect $100-$150 oil beginning in 2023 through 2040.

    The cash flow generated by these prices will drive further innovation in green energy from oil companies and further result in the strategic buyout of wind and solar companies by the existing oil industry.

    An example of this trend is $OXY. They have developed the worlds first carbon neutral crude and the world’s most advanced carbon capture and sequestration technology. Warren Buffett owns OXY preferred.

    Today you can buy excellent companies or ETFs with high distributors at 1/2 price.

    $GEL for $6.00; $ET for $6.00; $OXY for $21 or $XLE for $41.

    Take some profits and invest in oil companies. It’s the only undervalued market sector remaining. The bull oil market is here for the next 12-15 years.
  • j
    $GME conversation
    Guys, I think sticking to the Wall Street shorts is the right thing to do. For too long this has been a manipulated market.

    I am definitely concerned that some of you will be left with nothing.

    Do the trade, but don’t get emotionally attached to a trade. Get out and take your profits and invest them into actual companies with assets who pay dividends.

    Think $GE $XOM $CVX $HD $GEL $ET there’s a ton of very good companies out there. Don’t get too attached to options and being over leveraged.

    GROWTH IS NOT A VIABLE BUSINESS PLAN WITHOUT PROFITS AND CASH FLOW. Please remember this - get into good companies with profitable well run businesses.
  • K
    Cenovus Energy Inc.
    OPEC+ abandoned its meeting without a deal, tipping the cartel into crisis and leaving the oil market facing tight supplies and rising prices.

    Several days of tense talks failed to resolve a bitter dispute between Saudi Arabia and the United Arab Emirates, delegates said, asking not to be named because the information wasn’t public. The group didn’t agree on a date for its next meeting, according to a statement from OPEC Secretary-General Mohammad Barkindo.

    The most immediate effect of the breakdown is that, unless an agreement can be salvaged, the Organization of Petroleum Exporting Countries and its allies won’t increase production for August. That will deprive the global economy of vital extra supplies as demand recovers rapidly from the coronavirus pandemic.

  • E
    $ET conversation
    has anyone received the K1 from $ET yet? I am waiting this to prepare 2020 tax.
  • J
    $TSLA conversation
    Fact: Tesla has never made a profit from selling cars. Without government subsidies Tesla would be bankrupt.

    Fact: The NHTSA has just compelled Tesla to recall over 100,000 vehicles. It’s customary for credible automakers to self-report these issues, not to be forced by the government.

    Fact: Tesla is a very expensive vehicle with very little time on the market. Its long term reliability has not been tested or proven.

    Fact: The United States has an unemployment problem yet Tesla fans (they’re not investors-it’s too emotional to be an investment) think $40,000 base model cars built by a start up company are just what the masses want.

    Fact: Elon Musk made his money from creating PayPal. He’s not a manufacturing guy or an automotive engineer.

    Fact: $F has an army of highly experienced best in the world engineers developing a new electric F-150. Ford has vast experience in automotive engineering design and manufacturing from over a century of lessons learned - that Tesla still has to learn.

    Fact: The Ford F-150 is the best selling vehicle in the United States for over 25 years running.

    Fact: Other Real automakers are developing electric vehicles using their vast experience in vehicle design and manufacturing. With pre-established proven technology and supply chains.

    Fact: Tesla is currently valued at 1700X’s earnings - earnings which without Government Subsidies would not exist.

    These are indisputable facts.

    Tesla is the definition of a bubble. It’s not investable. It’s overvalued and will crash.

    The best corollary is NetScape versus Internet Explorer in the 1990’s...NetScape launched the first real internet browser - ie. Tesla as the first EV - but then Microsoft used its existing knowledge and infrastructure to crush NetScape.


    What should you do?

    Invest in real companies with essential products, growing demand and real assets that are trading below traditional valuations.

    Buy $XLE $OXY $ET $GEL $XOM $CVX
  • j
    $TSLA conversation
    JP Morgan Quant Expert predicts Secular Bull Market in oil companies driven by algorithm initiated short squeeze in March 2021

    JPM quant trading and valuation experts Marko Kolanovic predicts the next 12 years will be the most profitable era for oil investors in the past 100 years due to inflation, the weakening US Dollar (caused by stimulus), a booming stimulus-driven recovery, and under-investment in oil production caused by environmental concerns.

    The fundamentals will be compounded by automatic trading by algorithm driven super-fast traders called Quants.

    The market will begin automatically rebalancing out of short positions in mid-March due to the recent rise in energy company stocks, oil prices and excess liquidity.

    The best picks to cash in on this cycle are $OXY, $XOM, $CVX, $ET, $ERX & $XLE.

    The following is an excerpt from his article.

    Quants and Momentum Investing

    In a market where algos and trend-followers have emerged as one of the dominant price-setting forces, it is hardly a surprise that the JPM quant focuses on their influence as the driver behind a commodity supercycle. Indeed, he writes that after "CTAs played significant role in the 2014 oil price downturn" more recently, "CTA funds have been adding Energy exposure. The reason is that 12-month momentum turned positive on Oil, and going forward signals will remain solidly positive."

    And since vol-control funds are some of the dumbest money around and their actions can be anticipated well in advance, JPM notes that "a further decline in volatility will likely result in larger and more stable cross-asset quant allocations. A larger momentum impact may affect Energy equities, which is the only sector that still has a strongly negative momentum signal and is hence heavily shorted in the context of factor investing."

    That, JPMorgan believes, will "change in mid-March, when the momentum signal for energy equities turns positive" which may be a hint to the redditors out there: if you want to squeeze the systematic shorts, do it where it hurts and buy some energy stocks to crush the CTAs. You have about a month to do so because JPM's model momentum factor "will need to rebalance in March by closing ~20% of its allocation to Energy equity shorts, and adding ~2% to energy longs, for a ~22% net buying in Energy."

    What is the quantitative significance of these flows? Kolanovic calculates that if one roughly assumes that there is about ~$1Tr in equity long-short quant funds and that half of these funds are not sector neutralized, "the flows could be quite significant, roughly $20-$30bn." As shown in the chart below, the ratio of energy shares shorted vs all other S&P 500 shares shorted, closely followed the commodity supercycle.

    Remarkably, most recently the number of shares shorted for energy was 4 times the S&P 500 average (note that given the decline of the sector’s weight, energy share prices declined, and the effective $ amount shorted was only 2 times larger). In other words, one doesn't even need to squeeze the shorts: come March - absent some major new crisis - as a result of broader market technicals the prevailing shorts will close them out on their own and go long.

    Another "flow factor" behind the "supercycle" is rotation by discretionary funds and retail: In the period from 2010 to 2015, the Energy sector had a 10.6% allocation in conventional equity portfolios. Since then, this has declined to a 3.1% weight currently (Figure 4). The largest decline was in active allocations, which declined from 7% to 1.5% (while passive allocations decreased from 3.6% to 1.8%), which is understandable - investors dumped "dead stocks" to chase growth and momentum, but the tide is now turning, and "any retracement of this decline, on a US equity fund asset base of ~$14T would result in significant inflows and re-pricing."

    According to Kolanovic, as economies reopen, inflation moves higher, and yield curves steepen, active funds are expected to first close cyclical shorts, and then rotate from long secular growth towards value and cyclicals. His next point is critical: given that equity assets significantly increased over the last 10 years, and the energy sector significantly decreased, even a small rotation could produce an outsized move.
    JPM has a hot tip for investors: the biggest systematic shorts are in the energy sector.
    JPM has a hot tip for investors: the biggest systematic shorts are in the energy sector.
  • M
    Mike Salinsky
    $CPE conversation
    $cdev $cpe $qep $et $xom $lpi $pvac Looking good!!! Hopefully inventory reports from EIA remain consistent with API. Complete Coronavirus Shutdown is over, only hotspots and even then only high risk businesses like bars! July travel will increase. Vaccine news with many phase 3 trials underway. Additional opec cuts would be massive for us. High risk but high reward. Cash in guys and gals! When institutions start jumping in again, I wouldn't want to be waiting on the sidelines. 💰💰💰
  • G
    $ET conversation
    BREAKING: SkyBridge Capital and CEO @Scaramucci initiate coverage on $ET at a whopping 185% upside compared to current value.
  • N
    Nadi B.
    Energy Transfer LP
    Hello everyone, could someone kindly explain why we saw such a dip today? i did add like 20 more shares but I'm learning and would like to read/learn from the more experienced investors as to why I am in for the long run with $ET . My avg cost is $10.28 yes i did buy a lil late. Thank you so much for your assistance..
  • J
    $TSLA conversation
    According to Goldman Sachs, oil is set to begin a long 12-15 year secular bull market. It’s time to invest in old school energy like $XLE $OXY $ET & $GEL. These companies will generate cash to buy out the green start ups and complete the green revolution.
  • M
    $ET conversation
    ATTENTION: Posts by @drc about $ET possibly delisting are FALSE. ET’s common units are listed on the NYSE which maintains a minimum per share price of $1.00 AND a minimum Market Cap of $15 Million. Even IF the price per share fell to $1.00, ET would still have a market cap of nearly $3 Billion. It’s not going anywhere... Plus, delistings are seldom sudden.
  • R
    $LPI conversation
    I'm making so much money in all my other oil stocks this 🌳 shaking event makes me laugh. $LPI $MRO $CPE $FANG $ET
  • M
    Michael Stamps
    $ET conversation
    $ET Call buyers lit this up...with time

    January 2022 $10 Calls
    9,000 x .90