
Forget Tech Stocks. If Oil Goes to $100 These Energy Plays Are Unstoppable
AI-driven tech stocks have dominated financial headlines for months, capturing the imagination of retail and institutional investors alike.
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AI-driven tech stocks have dominated financial headlines for months, capturing the imagination of retail and institutional investors alike.

Energy Transfer's record-breaking year just revealed a strategic pivot few investors fully appreciate. One major decision could reshape the company's long-term growth trajectory. The yield looks incredible, but there is a catch most investors are missing.

Evertz Technologies Limited (ET:CA) Q3 2026 Earnings Call Transcript

Energy Transfer LP's Q4 2025 earnings report kept showing a mixed picture. I see large odds for growth, both in terms of EPS and dividends, to remain under pressure. However, a few new catalysts could help the company turn the corner and help to balance the reward/risk curve.

Energy Transfer and Enterprise are well-insulated from volatile commodity prices. Their stable “toll road” model supports their high distributions.

Twenty-nine midstream energy companies were evaluated on a relative favorability matrix with factors representing yield, yield coverage, valuation, profitability, growth, and leverage. Based on this analysis, UGP, HESM, and USAC are the most favorable prospects in the midstream industry. I recommend investors who own TRP, GEL, or DKL carefully review their position, as these midstreams compare unfavorably to peers.

Evertz Technologies Limited (TSE: ET - Get Free Report) crossed above its 200-day moving average during trading on Monday. The stock has a 200-day moving average of C$13.31 and traded as high as C$16.23. Evertz Technologies shares last traded at C$16.00, with a volume of 15,634 shares changing hands. Wall Street Analyst Weigh In ET

Energy Transfer remains strongly bullish, offering over 33% upside potential and robust distribution coverage amid sector tailwinds. ET benefits from US oil and gas production growth, data center demand, and potential structural commodity price increases due to geopolitical risks. Recent Q4 results showed record $4.18B adjusted EBITDA (+8% YoY), 1.77x DCF coverage, and management guides for $17.45–17.85B FY2026 adjusted EBITDA.

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Energy demand should continue growing, fueled by AI data centers and other catalysts. Energy Transfer's growth rate is accelerating this year.

Energy stocks have been strong over the last six months because the sector is benefiting from a powerful mix of tightening global supply, disciplined capital spending, and surprisingly resilient demand.

“Time out.” I yelled it with a hint of disgust.

These pipeline companies could deliver high-octane total returns in the coming years.

An overlooked opportunity is quietly delivering high current income and inflation-beating growth. I share an 8%+ yielding income machine with surprisingly strong growth. While other high-yield opportunities are wobbling in the current environment, this one may be built to endure.

Energy Transfer LP is a strong dividend-paying stock with a 7% yield in the fossil fuel midstream business. Cameco is a dominant and growing player in the global uranium and nuclear fuel industries.

Enterprise Products Partners and Energy Transfer continue to provide efficient midstream services to customers with their widespread assets in the United States.

If you have $10,000 that you won't need to spend anytime soon, there are ways to derive passive income from that money.

Energy Transfer's long-term goal is for distribution growth of 3% to 5% per year. The company reset its business in 2020, which may raise concerns among conservative investors.

Units of Energy Transfer LP ET have rallied 14.1% in the past three months compared with the Zacks Oil and Gas - Production Pipeline - MLB industry's growth of 16% and the Zacks Oil-Energy sector's rally of 19.2%. The oil and gas midstream firm owns a wide network of pipelines across the United States and is pursuing opportunities to serve increasing power loads from new demand centers across its network.

Energy Transfer remains a Strong Buy, offering compelling value and growth after a transformative year marked by robust earnings and operational records. ET's diversified segments, including NGL export dominance and Permian-focused expansion, drive EBITDA growth and position the company at the forefront of the AI and data center economy. Guidance is strong, with 2026 growth capital of $5–$5.5B, mid-teens project returns, and distribution growth of 3–5%, while maintaining a leverage target of 4x–4.5x.