Energy Transfer Partners

ET

Market cap $57.4B

I am thankful for many things this year. I am particularly thankful for my favorite Black Friday special from Mr. Market. I detail why I like this high-yielding bargain.

Energy Transfer trades at one of the lowest valuations in the energy midstream sector. Realty Income trades at a discount to other large-scale REITs.

The prices of some top dividend stocks have fallen of late, giving you a great opportunity to buy. Dividend growth stocks, in particular, can make a huge difference to your total returns from investment.

The Dividend Harvesting Portfolio is positioned for long-term growth, benefiting from a lower rate environment and the ongoing A.I. revolution. Despite NVDA's stellar earnings, market volatility persists due to rising unemployment and uncertainty around Fed rate cuts, highlighting recession risks. Weekly additions include GPIQ, AMLP, and STWD, focusing on high-yield, income-generating assets while maintaining sector diversification and risk mitigation.

Energy Transfer is one of the best-positioned midstream companies to benefit from AI. Enterprise Products Partners is a great sleep-well-at-night stock with a high yield and a great track record.

Brookfield Infrastructure has increased its high-yielding dividend for 16 years in a row. Energy Transfer expects to grow its big-time distribution by 3% to 5% per year.

Energy Transfer remains a top opportunity in the midstream sector, supported by strong fee-based operations and strategic partnerships. ET's Q3 earnings showed resilience, with stable core EBITDA despite commodity price weakness and a distribution increase supported by a robust coverage ratio. The Oracle and Voltagrid deal positions ET at the forefront of AI-driven energy demand, enhancing asset utilization and long-term growth prospects.

Energy Transfer (ET) is positioned as a key infrastructure provider for the A.I. revolution, benefiting from surging power needs and data center expansion. ET's Q3 saw record transportation volumes and long-term contracts, supporting a growing 8%+ distribution yield despite headline financial softness from one-time items. ET remains undervalued versus peers, trading at the lowest EBITDA multiples in its group, and offers investors attractive income and potential for price appreciation.

Energy Transfer's earnings outlook, higher yield and discounted valuation make it the more compelling midstream choice for now compared with Kinder Morgan.

Energy Transfer should finish several expansion projects over the next year. The MLP will likely secure additional growth capital projects.