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Enterprise Products Partners: One of the Best MLPs for Income

Enterprise Products Partners (EPD) is one of North America's largest midstream master limited partnerships, with about 50,000 miles of natural gas, natural gas liquids (NGL), crude oil, refined products, and petrochemical pipelines. The firm also owns a number of storage facilities, processing plants, and export terminals.Enterprise’s network of assets is connected to nearly every major U.S. shale basin, helping move different types of energy and fuel from one location to another for upstream exploration and production (E&P) companies. The firm is also one of the largest exporters of crude oil, as well as NGL and NGL-derived products. Enterprise makes most of its money from fees it charges E&P customers for its transportation and storage services. 

December 20th, 2019|

Vodafone: A High-Yielding Telecom Facing Growth Challenges

Vodafone (VOD) was founded in 1984 in the U.K. and has grown into one of the world’s largest telecom conglomerates.  Along with its joint venture partners, the company has about 625 million mobile customers, 27 million fixed broadband customers, and 22 million TV customers throughout Europe and dozens of other countries worldwide. Mobile services, which enable customers to call, text, and access data, account for nearly 70% of Vodafone's revenue and an even higher proportion of profits. Fixed line services include broadband, TV offerings, and voice and account for most of the remainder of the business.

December 19th, 2019|

Ford: A High Dividend But Uncertainties Linger

Founded in 1903, Ford (F) is one of the largest auto makers worldwide. The company sells a full line of Ford trucks, SUVs, cars, and Lincoln luxury vehicles. Ford also provides financial services and is investing in electrification, autonomous vehicles, and mobility solutions.

December 18th, 2019|

IFF Plans to Buy DuPont’s Nutrition Business in $26 Billion Deal, Maintains Dividend

International Flavors & Fragrances (IFF) announced plans on December 15 to acquire DuPont's Nutrition and Biosciences business for $26.2 billion in a deal that would more than double the company's size. DuPont shareholders will own 55.4% of the new company and existing IFF investors will own 44.6%. Investors didn't like the news, sending IFF shares 10% lower yesterday. However, from a strategic perspective, the deal actually looks appealing (in theory). DuPont's nutrition business is a reasonably attractive asset with an impressive 24% EBITDA margin and a presence in many markets with decent long-term growth potential.

December 17th, 2019|
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