Why Energy Transfer can still rise +25% in 2022.
Energy Transfer was one of our favorite picks at the beginning of the year.
We highlighted that defensive value is most likely going to outperform the market and so far this is coming to pass.
The question I get these days is: if 1H22 is going to be "weak and whippy" as guided, and only 2H22 will be better, do I buy this now or not?
The only responsible way to answer this question is not a yes or no, but to give clarity on what the potential investment is, so that you can be in a better position to decide when to buy and how much. Everyone has a different risk management and different appetite for risk.
In this webinar, I will explain why ET remains one of our holdings despite knowing 1H22 will be weaker than 2H22.
Here's a hint: 17% distributable cashflow yield.
Attend the free Zoom meeting here:
You are invited to a Zoom meeting.
When: Feb 21, 2022 08:00 PM Perth (Monday)
Register in advance for this meeting:
After registering, you will receive a confirmation email containing information about joining the meeting.
Stay safe everyone!