Plains GP Holdings, L.P. (PAGP) Q1 2025 Earnings Call Transcript |
Plains GP Holdings, L.P. (NASDAQ:PAGP ) Q1 2025 Earnings Conference Call May 9, 2025 10:00 AM ET Company Participants Blake Fernandez - VP, IR Willie Chiang - Chairman and CEO Al Swanson - EVP and CFO Harry Pefanis - President and Co-Founder Chris Chandler - EVP and COO Jeremy Goebel - EVP and CCO Conference Call Participants Gabriel Moreen - Mizuho Manav Gupta - UBS Michael Blum - Wells Fargo Vrathan Reddy - JPMorgan Sunil Sibal - Seaport Global AJ O'Donnell - TPH John Mackay - Goldman Sachs Theresa Chen - Barclays Operator Good day and thank you for standing by. |
seekingalpha.com |
2025-05-10 00:35:58 |
Czytaj oryginał (ang.) |
9-14% Blue-Chip Dividend Yields: 2 To Buy And 1 To Sell |
I love high-yield blue-chip stocks, as they fit in very well with my opportunistic capital recycling strategy. Want a potentially safe double-digit income? These stocks deliver — one does not. One of these stocks yields nearly 10% and just hiked its payout by 20%. |
seekingalpha.com |
2025-05-06 11:05:00 |
Czytaj oryginał (ang.) |
Plains GP Holdings Is A Buy With Its Massive FCF |
Plains GP Holdings offers exposure to Plains All American with a simpler tax structure, boasting a vast network of pipelines and storage facilities. Despite market volatility, PAGP's fee-based midstream operations ensure stable cash flows, with strong FCF and a growing dividend yield of 7.04%. The company's valuation metrics are attractive, with a P/CF of 1.51 and a P/E of 12.18, highlighting its massive FCF generation. |
seekingalpha.com |
2025-04-21 03:01:58 |
Czytaj oryginał (ang.) |
Is Plains Group (PAGP) Stock Undervalued Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2025-03-04 12:45:49 |
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Don't Settle: Augment VYM With Bigger And Faster-Growing Dividends |
The Vanguard High Dividend Yield Index Fund ETF Shares' yield is lackluster, and its dividend growth is slowing—here's how to boost your yield and dividend growth. These alternatives deliver higher yields, rapid dividend growth, and stronger long-term returns. Unlock inflation-beating income and long-term outperformance by supplementing VYM with these high-growth dividend plays. |
seekingalpha.com |
2025-02-27 13:00:00 |
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Miller-Howard Infrastructure Q4 2024 Commentary |
Infrastructure portfolio remained flat in Q4 but achieved its strongest calendar year in three years, outperforming its benchmark. Rising interest rates impacted REITs and utilities, while natural gas pipelines benefited from data center and AI trends. Over 80% of portfolio holdings increased dividends annually over the past 5 years, surpassing the large-cap dividend-paying universe. |
seekingalpha.com |
2025-02-26 09:35:00 |
Czytaj oryginał (ang.) |
Should Value Investors Buy Plains Group (PAGP) Stock? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2025-02-14 12:45:30 |
Czytaj oryginał (ang.) |
Plains GP Holdings: Income Stock With Significant Price Appreciation Potential |
Plains GP Holdings has diversified midstream operations, primarily in crude oil, with 90% of revenue from investment-grade companies and 75% from fees. The company maintains financial stability with low leverage, strategic acquisitions, and a disciplined capital allocation policy focused on increasing dividends and growth capex. Risks include potential oil spills and financial pressure from extensive acquisitions, but management's prudent approach mitigates these concerns. |
seekingalpha.com |
2025-02-10 07:53:58 |
Czytaj oryginał (ang.) |
Billionaire Investor Says 'Sell MLPs': Our Approach |
My largest investment since the COVID-19 crash has been midstream. However, a legendary billionaire investor just switched from being bullish to announcing he has started selling MLPs. We share our view on the sector right now. |
seekingalpha.com |
2025-02-08 09:05:00 |
Czytaj oryginał (ang.) |
Plains GP Holdings, L.P. Class A Shares (PAGP) Q4 2024 Earnings Call Transcript |
Plains GP Holdings, L.P. Class A Shares (NASDAQ:PAGP ) Q4 2024 Earnings Conference Call February 7, 2025 10:00 AM ET Company Participants Blake Fernandez - Vice President, Investor Relations Willie Chiang - Chairman & Chief Executive Officer Al Swanson - Executive Vice President & Chief Financial Officer Jeremy Goebel - Executive Vice President & Chief Commercial Officer Chris Chandler - Executive Vice President & Chief Operating Officer Conference Call Participants Keith Stanley - Wolfe Research Manav Gupta - UBS Michael Blum - Wells Fargo Jeremy Tonet - JPMorgan Securities LLC Brandon Bingham - Scotiabank Spiro Dounis - Citi Sunil Sibal - Seaport Global Jean Ann Salisbury - Bank of America AJ O'Donnell - TPH Neal Dingmann - Truist Securities John Mackay - Goldman Sachs & Company Theresa Chen - Barclays Operator Good day and thank you for standing by. |
seekingalpha.com |
2025-02-07 13:24:45 |
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6 Midstream Companies in ENFR Grow Dividends |
Several midstream companies have already announced increases to fourth-quarter dividends as earnings are underway. The midstream segment is known for offering generous income, which is a primary reason many advisors use energy infrastructure ETFs in portfolios. |
etftrends.com |
2025-01-30 15:32:09 |
Czytaj oryginał (ang.) |
Plains GP (PAGP) Is Attractively Priced Despite Fast-paced Momentum |
Plains GP (PAGP) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices. |
zacks.com |
2025-01-30 11:50:51 |
Czytaj oryginał (ang.) |
Are Investors Undervaluing Plains Group (PAGP) Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2025-01-29 12:46:20 |
Czytaj oryginał (ang.) |
Pick These 5 Bargain Stocks With Impressive EV-to-EBITDA Ratios |
We have screened bargain stocks SM, SON, LOCO, GBX and PAGP based on the EV-to-EBITDA ratio, which gives the true picture of valuation and earnings potential. |
zacks.com |
2025-01-28 09:41:11 |
Czytaj oryginał (ang.) |
Is Plains Group (PAGP) Stock Undervalued Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2025-01-13 12:46:22 |
Czytaj oryginał (ang.) |
Fast-paced Momentum Stock Plains GP (PAGP) Is Still Trading at a Bargain |
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Plains GP (PAGP) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen. |
zacks.com |
2025-01-13 11:51:15 |
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Strength Seen in Plains GP (PAGP): Can Its 6.1% Jump Turn into More Strength? |
Plains GP (PAGP) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. |
zacks.com |
2025-01-09 13:26:19 |
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Buy The Dip: High-Yield High-Growth Stocks Getting Way Too Cheap |
The Federal Reserve's announcement of fewer rate cuts has caused market panic, accelerating pullbacks in high-yield, high-growth stocks. However, I have found that high-yield, high-growth stocks are among the most rewarding investments. I share two high-yield, high-growth stocks that Mr. Market appears to be overlooking right now. |
seekingalpha.com |
2024-12-20 19:14:40 |
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The Higher They Soar, The More I Buy |
My favorite sector has performed extremely well in recent years. However, despite the incredible run it has been on, I think now is the best time yet to buy it. I share why and some of my top picks of the moment in the sector. |
seekingalpha.com |
2024-11-21 09:05:00 |
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3 Stocks Generating a Ridiculous Amount of Cash |
The ultimate goal of a business is to generate cash for its shareholders. Investors often consider net income the “bottom line” of a business, indicating how much profit it makes. |
marketbeat.com |
2024-11-21 09:00:12 |
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Plains GP Holdings, L.P. Class A Shares (PAGP) Q3 2024 Earnings Call Transcript |
Plains GP Holdings, L.P. Class A Shares (NASDAQ:PAGP ) Q3 2024 Earnings Conference Call November 8, 2024 10:00 AM ET Company Participants Blake Fernandez - Vice President, Investor Relations Willie Chiang - Chairman and Chief Executive Officer Al Swanson - Executive Vice President and Chief Financial Officer Jeremy Goebel - Executive Vice President and Chief Commercial Officer Chris Chandler - Executive Vice President and Chief Operating Officer Conference Call Participants Michael Blum - Wells Fargo Spiro Dounis - Citi Jeremy Tonet - JPMorgan Securities Neel Mitra - Bank of America AJ O'Donnell - TPH Manav Gupta - UBS John Mackay - Goldman Sachs Neal Dingmann - Truist Securities Operator Hello, and welcome to PAA and PAGP Third Quarter 2024 Earnings Call. |
seekingalpha.com |
2024-11-08 16:37:33 |
Czytaj oryginał (ang.) |
Should Value Investors Buy Plains Group (PAGP) Stock? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-10-08 14:45:38 |
Czytaj oryginał (ang.) |
Midstream Energy - Relative Quality |
Many midstream energy companies pay stable, well-supported distributions or dividends with yields well over 5%. The relative quality of twenty-nine midstream energy companies was evaluated by means of a quality matrix with factors including valuation, profitability, growth, leverage, yield, and yield coverage. Based on this review, I recommend those investors who are interested in midstream energy first consider the five highest quality midstreams: HESM, WES, EPD, ET, and KNTK. |
seekingalpha.com |
2024-10-04 11:37:50 |
Czytaj oryginał (ang.) |
8 High Yields For A Big Dividend Snowball |
Building a dividend snowball is a great way to compound wealth over the long term and achieve financial freedom. We discuss eight great candidates for building a big dividend snowball. These stocks combine very high yields with powerful dividend growth. |
seekingalpha.com |
2024-10-04 11:05:00 |
Czytaj oryginał (ang.) |
The More It Underperforms, The More I Buy |
There is a leading blue-chip that has been a serial underperformer over the past half decade. However, it has a very strong balance sheet, a sky-high yield that is well covered, and it continues to grow its payout year after year. I discuss this opportunity and share why the more it underperforms, the more I buy it. |
seekingalpha.com |
2024-10-01 11:05:00 |
Czytaj oryginał (ang.) |
Buy These Blue-Chip High-Yield Growth Stocks Before It Is Too Late |
My ideal stock has four specific qualities. There is one sector where these qualities still exist in abundance. I share some of the most attractive opportunities in the space and why this opportunity may not last much longer. |
seekingalpha.com |
2024-09-14 13:05:00 |
Czytaj oryginał (ang.) |
Plains GP Holdings (PAGP) Is Up 1.96% in One Week: What You Should Know |
Does Plains GP Holdings (PAGP) have what it takes to be a top stock pick for momentum investors? Let's find out. |
zacks.com |
2024-07-25 17:01:00 |
Czytaj oryginał (ang.) |
Why Fast-paced Mover Plains GP (PAGP) Is a Great Choice for Value Investors |
Plains GP (PAGP) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen. |
zacks.com |
2024-07-23 13:51:27 |
Czytaj oryginał (ang.) |
For $10,000 in Passive Income, Invest $10,000 in These 8 Dividend Stocks |
Conventional wisdom tells us to work smarter, not harder. But how? One way for investors to do so is with passive income, which is derived from ownership rather than labor or active involvement in an enterprise. |
247wallst.com |
2024-05-01 13:45:44 |
Czytaj oryginał (ang.) |
Plains GP Holdings' Reinvigorated 1099 Distribution Is Backed By Ample Cash Flow |
Returning capital to unitholders is Plains GP Holdings' priority. Recent distribution increases and buybacks validate this prerogative. Hovering around 6%, PAGP's distribution is backed by ample cash flow. |
seekingalpha.com |
2024-04-30 07:54:55 |
Czytaj oryginał (ang.) |
Very Good News For Energy Stocks |
Energy stocks are no longer the table pounding buys that they used to be. However, there are still several compelling reasons to invest in certain energy stocks. We share some of our top picks of the moment in the sector. |
seekingalpha.com |
2024-04-09 12:15:00 |
Czytaj oryginał (ang.) |
If I Could Only Own 4 Midstream Stocks, It Would Be These |
The midstream sector has delivered exceptional total returns for my portfolio since I loaded up after energy prices crashed in 2020. I share my top four midstream picks of the moment. I discuss why I like each of them right now and what their outlook is moving forward. |
seekingalpha.com |
2024-03-27 09:15:00 |
Czytaj oryginał (ang.) |
Plains GP Holdings, L.P. (PAGP) Q4 2023 Earnings Call Transcript |
Plains GP Holdings, L.P. (PAGP) Q4 2023 Earnings Call Transcript |
seekingalpha.com |
2024-02-09 18:25:24 |
Czytaj oryginał (ang.) |
Raymond James Analyst Shares Top Picks, Midstream Investment Opportunities |
VettaFi recently sat down with Raymond James analyst J.R. Weston to discuss the outlook for energy commodities and the midstream space. |
etftrends.com |
2024-01-23 12:06:28 |
Czytaj oryginał (ang.) |
Plains GP Holdings: Solid Financials Supports 8% Dividend Yield |
The management believes that the tariff volumes and tariffs might increase in the coming period. The dividend payment of $1.27 makes a yield of 8.10% compared to current share price. The company's dividend yield of 8.10% is significantly higher than sector median dividend yield of 3.58%. |
seekingalpha.com |
2023-12-22 06:42:06 |
Czytaj oryginał (ang.) |
Plains GP Holdings: Steady As She Goes |
Plains GP Holdings is rated as a hold at current levels after a strong performance in 2023. Plains American's strategy of maintaining steady long-term growth in capital expenditure sets it apart from peers. PAGP's ideal entry point is when it trades closer to a 7.5-8x multiple, offering a more favorable price for investors. |
seekingalpha.com |
2023-12-21 11:47:59 |
Czytaj oryginał (ang.) |
Plains GP Holdings, L.P. (PAGP) Q3 2023 Earnings Call Transcript |
Plains GP Holdings, L.P. (NASDAQ:PAGP ) Q3 2023 Earnings Conference Call November 3, 2023 10:00 AM ET Company Participants Blake Fernandez - Vice President of Investor Relations Willie Chiang - Chairman & Chief Executive Officer Al Swanson - Executive Vice President & Chief Financial Officer Jeremy Goebel - Executive Vice President & Chief Commercial Officer Conference Call Participants Michael Blum - Wells Fargo Brian Reynolds - UBS Gabriel Moreen - Mizuho Keith Stanley - Wolfe Research Neel Mitra - Bank of America Neal Dingmann - Truist Securities Sunil Sibal - Seaport Global John Mackay - Goldman Sachs Operator Good day and thank you for standing by. |
seekingalpha.com |
2023-11-05 07:12:10 |
Czytaj oryginał (ang.) |