Reddit Posts
Companies rush to bond market in record $150bn debt splurge.
Pre-earnings price movement, Oct 24th earnings reports, min +/-4% move
Natural gas price recovery: a tale of two tickers (AR and RRC)
PE Firm EQT To Buy Veterinary Drugmaker Dechra For $6B
PE Firm EQT To Buy Veterinary Drugmaker Dechra For $6B
2023-05-05 Wrinkle Brain Plays - In the style of Gomez Addams
ENTERPRISE GROUP, INC. ANNOUNCES LETTER TO SHAREHOLDERS FROM PRESIDENT & CEO – LEONARD D. JAROSZUK (TSX: E, OTCQB: ETOLF)
Radius Global to be acquired by EQT fund, Canadian pension board at $3B enterprise value
Profiting from Natural Gas Prices falling below energy producers breakeven prices on February 17, 2023.
Profiting from Natural Gas Prices falling below energy producers breakeven prices on February 17, 2023.
EQT expects another year of flat production awaiting support for natgas prices (NYSE:EQT)
Close to Impossible for Natural Gas Prices to go much lower from here
2022-11-28 Wrinkle-brain Plays (Mathematically derived options plays)
Street’s Favorite Stocks with a Century old
6 high-risk, high-reward stock bets with upside & 5 stock picks for the long-term: ($PINS $CRWD $EQT $UNH $ZS $VAL $OXY $ASND $AMT $BTU) DD
Aquisition play, Karo Pharma and EQT
$EQT - The play no one is talking about
$EQT - the play no one is talking about
nO tIme foR lOng Dd. LNG stock and why they may pop next week
Why Tesla will hit an unexpected "wall", and it has nothing to do with cars
Natural Gas Producers Aren’t the Best Way to Play Soaring Gas Prices. Look at Oil Producers Like Exxon, Royal Dutch, and Marathon Instead.
EQT settles first of many multi-million dollar case for stealing gas from land owners.
EQT settles first of my multi-million dollar case for sealing gas from land owners.
Need some good stock for a school project
Mentions
Every oil stock bigly green... except EQT.
Buying more Apple, Amazon, Nvidia, Eaton, EQT, UPN & anything else I can find at a discount.
I bought some AROC recently. Leader in natural gas compression. FTK is my other natural gas play. Small cap, but they are going after their margin business with analytics and doing really well because of it. No position, but EQT is interesting as well got a long term position.
VST TLN CEG NRG and take it out to natural gas and add EQT WMB AM and so on. First couple all probably a little overheated still, went up crazy all summer. Natural gas stuff still a little weird with commodity futures still tied to “is it cold” and not “how much of this juice does META need”. Not FA
Industry veteran here 1 & 2) Exploration & Production companies are required by their lenders to engage in what are known as hedging arrangements for a certain percentage of their existing oil and gas production. Usually, at the beginning of a given quarter or year, the company will assess its existing producing wells and hedge at least 50%. So if the company produces 100,000 barrels of oil a day, it’ll enter into swap and collar agreements for up to 50,000 barrels of oil a day. Swaps are an agreement between one counterparty and another to buy and sell oil to each other at either a fixed price or a variable market price. Usually it’s the company that enters into a fixed price agreement. Collars involve a combination of a short call and long put set at different strike prices on the same expiration date. Companies use the proceeds from the short call to buy the put option contract and create a costless collar that offers more flexible upside exposure if the company does not want to have as much gain/loss volatility as you get with swaps. Collars only exchange cash above the short call’s ceiling, or below the long put’s floor. Anything in the middle expires at $0. Companies do this to avoid major downside risk thanks to notoriously volatile crude oil prices. Banks prefer this because it adds stability to the company’s cash flows and their expected interest payments Losses and gains from hedging contracts come in two flavors—unrealized and realized. Unrealized losses/gains are basically a mark to market of a company’s unexpired hedging contracts. This is the ‘market value’ you’re referring to in question 2. They are a non cash event and don’t factor into EBITDA. Realized gains are the opposite—they represent premiums paid/received as well as cash outs from the hedge counterparties after the contracts expired. The net cash exchanged is what is reflected as a ‘realized’ gain or loss and does factor into EBITDA. 3) The other 32% is natural gas, which is usually comprised of methane and lighter liquids such as ethane, propane, isobutane, normal butane and pentanes. They are usually a much smaller component of the company’s value chain, so they’re often lumped together in the Income Statement. Some producers focus on natural gas (EXE, CRK, RRC, EQT) and will show more detail behind the gas components compared to others
Totally agree on midstream natural gas! Similarly long KMI. Typically I avoid pure upstream but EQT has interested me.
AROC is a solid company! I missed that name. Name I have been in for a couple months is KGS. One of the leaders in pure play natural gas compression for the Permian. They have been weighed down by EQT selling shares but they finally exited their last bit the other week. Debt is a concern in this space, and their dividend is high which I’m not a fan out but their large HP capacity is nearly sold out for 2026.
Bought some AROC and EFXT this morning. Looking at EQT as well. Like it's so interesting that EQT is seeing like insane QoQ growth. Trades at forward PE of 14 and PEG of 0.6. Also pays a little dividend too, .17c a share.
Brookfield is complex and kind of a whole thing but they have their fingers in what I think are all of the best assets globally -- real estate, ports, terminals, toll roads, renewable power generation, nuclear power, private credit, data centers, cell towers... you can invest in the parent company or any of the asset-specific subs or all manner of REITs and ETFs. I worry sometimes that their results are "too good" but they're very savvy. "Alternative" credit isn't really alternative any more. I think what happened over the past 20 years is that a lot of interesting but complex infrastructure and government asset deals/recaps needed to be funded and the stodgy commercial banks couldn't figure how to lend to them so a bunch of operators like Brookfield, Oaktree, Apollo, etc. figured how to do this profitably. I heard a speech from Rich Fairbank at Capital One complaining about how private credit was going to ruin the industry and this sounded like a vote of confidence for the sector. For nuclear I like Cameco, Rolls Royce (which also has a defense angle), I'm avoiding meme stocks like Oklo. For international growth and defensive stocks I'll throw some names at you, Mitsubishi, Itochu, Dutch Ahold, ASML, Mercado Libre, NuBank, Royal Bank of Canada, Eurofins, Halma, PKO bank of Poland. I also like foreign investment companies that are primarily outside of the US so EQT AB, Industrivarden AB, Addtech, Prosus. I try to buy stocks that are reasonably valued, more to avoid bubbles and memes than to be a real value investor. HDFC Bank, Keyence, Straumann all look interesting but are all expensive.
X/V/Z EQT provides a more diversified portfolio. ( you may want to check out Canadian Couch Potato. That being said, without understanding you goal/timing for this money ( e.g. house in 4 years/education) An all equity portfolio may or may not be right for you. You should also look at what a First Home Savings Account (FHSA) can do for you if you are looking to buy a house in the future. r/CanadianInvestor/ can also provide a more Canadian perspective on investing and investing accounts. ( TFSA, RRSP, FHSA)
AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure
EQT and FCG - Natural gas is needed to power all the data centers
only way to play AI now is to long LNG stocks since energy is the bottleneck and nuclear is years out NEXT VG KMI EQT OKE
Not always more stable and not actually more cost effective if you are a big load. When you hook a large load up to the grid, it will impact everyone else on the grid because it’ll change the overall dynamics and behaviour of the grid, and it might require some targeted upgrades. These things need to be studied, quantified, and the upgrades need to be made. There is a long and growing queue of data enters that are waiting to be connected, and that has grown to 3-4 years. Companies don’t want to wait 4 years to bring their data centres online, so they are building their own power generation infrastructure. The winners are companies that make gas turbines like GE Veronova, vertically integrated natural gas producers like EQT. However the breakout winner is Bloom Energy. Gas turbine production cannot be scaled in the same way as fuel cells, so there is increasingly a long wait to buy turbines. Companies are willing to pay a premium for faster time to power, which BE is offering, and as BE scales its production they are bringing unit costs down to the point where fuel cells might be cheaper than gas turbines in the not too distant future.
Nice, curious is this position in your Roth or taxable account? I remember looking into ET last year but I ended up just buying an ETF that holds MLPs. I’m getting way more bullish on natural gas. Recently started a position in EQT and might follow this too.
I avoid upstream oil plays personally. Too much boom and bust with WTI dependence. I stick with the vertically integrated, CVX is my preferred. I prefer pure play natural gas names. Upstream would be EQT. On the midstream side I like KMI, although WMB is solid as well. I like KGS for compression services as they are pure natural gas play in the Permian only, focusing on high horsepower, high margin equipment. Their debt level I am not thrilled for but it’s a capital intensive business. I might get out and jump over to NGS. NXT is a great company, I just never pulled the trigger. Might add some but not sure what is a good entry, see it’s down a bit today.
The dips on VG can be very frustrating but LEAPs are cheap right now. I have a small position in that and recently started building one in EQT.
Am I crazy? Everything is green on my end, KMI, Cyberdyne, AES, EQT, MQ, KVUE??? These are not on a stampede but they've been bullish since April 2025?
KMI's very green tho? Why u red? KMI, KVUE, AES, MUFG, EQT, MQ, NMR? Go and make some cash. Not financial advise, I am a blood sucking bot.
Intel, UiPath, Poet, Navitas, Wulf, LAZR, Digital Ocean, EQT, I’m playing all these right now, with basically same logic as above. Some have already hit and sitting on large gains (UiPath, Navitas).
What we thinking about EQT 🤔
> That would be ruinous. 1 Year old comment, but found this looking fore reviews on the Motley Fool advisor. Decided to take the recommendations you got and see how they did a year later. Won't be 100% accurate because I don't know the exact date, but put them all together and they had a 41% increase as a whole. The only one that lost value was ABNB. 1 year values: ABNB -9.07% | CELH +80.61% | CHWY +32.42% | EQT +51.57% | KNSL +1.98% | MCK +48.22% | MELI +7.90% | SHOP +97.67% | SPOT +76.52% | V +26.16% Doesn't look ruinous to me.
Following the same logic - which is energy companies that are providing energy to data centers - here are some others. Note - I’m not invested in these other ones, so do your own DD and let me know. Maybe I’ll join you…. TLN (nuclear, but contracts with Amazon), NRG (natural gas), NEE (volatile renewables), EQT (natural gas), GEV (equipment/infrastructure)
Wow I don’t know I will get a different tax document for ARLP or XFIR. So far I am only holding some options on ARLP since the implied volatility is low. I don’t want to report tax to more states. Natural gas seems to be a more complicated topic, but I bet some on EQT, EXE and CNX calls. Comparatively, coal industry is much smaller and I feel it can have an outsized gain. Right now I am 1/3 in KWEB/BABA, 1/3 in energy, and 1/3 in all kinds of speculatively Trump mining stocks. Lol
AI infrastructure: NBIS Natural Gas: FCG WMB LNG EQT Nuclear: CEG BWXT
Bought leap call on Nbis on the local top in february. Sold in July @ $16 for a 12% gain. Calls are now worth $80 😭😭😭😭. I am always right, fucking sell too early, and miss out on insane gains all so I can put the sale into some other shit I am too early on. Right now shit is EQT and TIC
Hi fellow regards, as someone who works in O&G, more specifically natural gas, I would highly recommend looking into energy companies of all kinds (upstream, midstream, downstream). None of this compute is possible without electricity generation. Open AI 10GW center will suck as much electricity from the grid as New York City. For a fucking chatbot. AR, EQT, VST Leaps
Nuclear still decades away. Natgas will fill in to power dara centers until then. Water demand will only rise, especially considering how much water data centers use. AWK is the best pure water stock. WTRG is a good water/natgas stock. XYL provides parts for water companies. OKE and EQT for pure natgas. Some good energy companies are D (Dominion) and DUK (Duke). Defense: ONDS is looking tobe the most promising drone company. RCAT is a good pick too. Can't go wrong with old players like LMT.
Ever? ETRN - ([historical quotes](https://www.investing.com/equities/equitrans-midstream-historical-data)) I owned ETRN from June 2022 to July 2024. EQT had spun off ETRN to isolate itself from litigation/regulation issues. It paid 8-10% dividends that whole time. When that crisis passed in their favor, ETRN nearly doubled in price before EQT reabsorbed it. EQT wasn't paying enough divvies so I closed the position. Currently? ET/EPD. Bought a lot of these shares with the ETRN/EQT proceeds. My shares are up 35/65% and a lot of them were dividends reinvested. They pay about 7% dividends. This is my biggest sector (REITs are second) of the individual stocks we own. ET is currently rated a buy by Morningstar, EPD a hold. O, STAG and CCI are my REITs that are buy rated, with O a five star buy.
TD has TEQT. Relatively new. It's their version of the other EQT type ETFs out their. I buy mine in a self directed TFSA on Wealthsimple. I was buying it through TD Easy Trade but the app is atrocious. However I may go back to just using TD for everything. In the self directed account I also play around with a small portion of individual stocks, but mainly focus on the ETF.
How much of a role is nat gas going to play in electricity generation? Things like EQT and pipelines like WMB are not going to be home runs but I think are somewhat underappreciated. In terms of nuclear, there are a number of foreign stocks that benefit. The NUKZ etf is a mostly good list of names, as thematic etfs go. GRID is another etf where you might find a few worthwhile names in the holdings. And really - not saying that these names are 9th inning or something. I think best case scenario they could continue to do well over the coming years and given the nature of these projects, they aren't going to play out overnight. However, I just think some caution when looking at something like GEV up 300% in a year (and something like 15%) yesterday and is technically overbought. If anything, something to gradually, opportunistically DCA into. The other thing that people aren't talking about is water. There was an article in the WSJ the other day talking about neighbors of Meta's data center not having any water, articles like this (https://www.engadget.com/ai/meta-announces-huge-new-data-centers-but-they-could-gobble-up-millions-of-gallons-of-water-per-day-174000478.html) IMO, that makes something like the rainwater harvesting systems from Watts Water (WTS) kinda interesting (https://www.watts.com/raincycle; there's a data center example on that page.) Again, not going to be a home run but the idea that massive data centers can harvest rainwater and use it rather than drawing from municipalities is a sollution that I think will be increasingly appealing. Obviously, power/grid is going to be the biggest winner (and for a lot of names already has) and probably the thing that people will allocate to most, but water use is something to think about to a lesser degree, as are nat gas producers/pipelines.
$NATGAS -7.11% today. EQT has a pretty high P/E so a little bad news can have a big swing. Energy overall has been weak. Check out XOM on Friday.
"Shares of EQT and other natural gas producers were among the worst-performing stocks in the S&P 500 as forecasts of warmer near-term weather and higher production sent natural gas futures tumbling. Oil futures were lower as well." [https://www.investopedia.com/top-stock-movers-now-verizon-cleveland-cliffs-newmont-sarepta-and-more-11775851](https://www.investopedia.com/top-stock-movers-now-verizon-cleveland-cliffs-newmont-sarepta-and-more-11775851)
Playing $EQT runup before earnings tomorrow
Maybe. I kind of like natural gas a bit more because I think nuclear is more of a long term strategy. Not saying this won't be part of any announcement, I just think there could be some kind of shorter term strategy revolving around natural gas potentially. I think the general idea is that nuclear is probably the best solution especially with SMRs, but the tech is new and even traditional reactors take a long time to build. We need something to fill the gap between now and when nuclear can be a real alternative. Natural gas seems to be the obvious choice as far as I can tell, but I know very little about energy. I like EQT because it's smaller market cap than the giants, and for the grift factor. Maybe there are some better alternatives though. I'll do more digging. Hopefully others chime in.
$VZ, $KO, $EQT, $TSLA - I'd bet on those. $ENPH for degenerates.
EQT, IRM, and PLTR on the Trump trade - Trump is going to announce a plant project for EQT
I like to think in themes and sectors... Ex: Natural Gas (10% of whole portfolio) Own: EQT, RRC, EXE, AR, CNX
Love my midstream oil & gas MLPs. (And I agree on your "reddit isn't always garbage advice", not just for stocks but lots of stuff.) It may be there's more and more AI generated crap content, but normally that's done with some sort of profit motive, so the real humans aren't that hard to spot. My holdings: ET and EPD, I'm up 38 and 64% in them, not counting the DRIP purchases. They're my 1st (tied with AMZN) and 5th largest individual stock holdings and pay a glorious 7.3 and 6.8% dividend. AMZN is a close 3rd, as I have a 5 banger return on that. The oldest shares (about half of what I own) are up 16x! Once I retired I put some into AMZY to get some day-to-day return out of it. I'm almost always a dividend investor in individual stocks. I may not grow the AMZY position past where it is, which I'm currently about flat in share price wise - just booking the neato 50% divvies. A lot of my MLP shares in ET and EPD were bought with proceeds from closing my position in another midstream MLP, ETRN/EQT. EQT had spun off ETRN to offload a risk (court case? Regulation? I forget) and it was paying a huge dividend, closer to 9%. I was heavy in ETRN because it was paying such a huge divvy. The risk was settled in their favor, so ETRN spiked up! When EQT reabsorbed it the dividend dropped way down below 3%, so I closed out ETRN (some shares had converted to EQT by then). Almost doubled my initial investment earning 9% dividends along the way, booked gains of over 100k on this one holding from 2022-2024. Got kind of lucky, I think. It was just another MLP to get huge divs from. I wasn't aware of the EQT thing until news broke they were reabsorbing. That was a sad sale to make, but happy to book the huge gain and put those funds back to earning again.
I've bought some losers in my day. Bought BP after they pissed in the gulf. I took a bath in their pissed in gulf. 1/10 would not recommend. Annoyed I didn't buy AMZN the first year I spent over 5k there. Instead, I bought in 2014, a nice 16x'er. Mostly I look for value and mostly trust Morningstar ratings on that. Since FIRE added way more REITS and oil & gas midstream plays (ET and EPD at the moment). Nearly doubled our money in ETRN before it went back into EQT with a too-low dividend so we got out. Earning over 7% dividends on the holdings I manage if I omit GOOG and AMZN (both of which well in the green).
here are my plans right now. I have 200k in microsoft and they stay where they are. I have 56k in nvidia and it stays too. I have a 11% trailing stop set up on the nvidia. I have some other things too and they are dong ok. of my other things Iam trying to get more focused on financials rn and moved 10k into pay al. I also put 10k into paramount because I want to take advantage of the merger with skydance. I have one energy tartget right now but I wil be dropping it off until the fall it is EQT. I just got rid of chevron and exxon mobile looking at some of the healthcare things boght 10k in abbvie but I am really not happy here.
I think one of the best plays for the AI data center race is actually North American natural gas producers. The days of oversupply and 2.00 Mcf is over. EQT, CTRA, EOG, RRC
I thought you was asking what EQT would benefit, and my brain went "Exchange Quaded Tund"
Iran is also one of the largest natural gas exporters. $EQT calls
All in EQT calls, God help me trump
I've sold most of my full EQT portion of the portfolio. Bought some 4% bonds etf with that money. I've kept most of my dividends portfolio. It's returning ~6-7% regardless of appreciation. I've stopped selling cash secured puts. The premiums look delicious, but the downside potential is high, and i have a full time job, can't spend my days looking at the news. I don't plan on buying back 100% eqt anytime soon. Might buy some more divident stocks with the bond portion if things stay flat. Won't be this month, i'll wait at least another 2 month
Puts on GLNG, EQT, and LNG
I was at 38k now at 17k . I own individual stocks no etfs . Tesla , PLTR , goggle , EQT , vital farms , nvda etha is my only etf . I voted for Mr orange I just feel this was self inflicted he didn’t have to rush this tariff plan out . I am adding every Friday like I always have been .
NG is up…hopefully that means my EQT and EXE is less red than everything else
Any -EQT -GRO ETF really is where to put the money to be safe (kinda) with the extra extra volatility sitting amongst the white house at the moment...
GOP religious doctrine is that "tax cuts always good". They got us into this mess. They'll only deepen it. The long term goal has always been hyperinflation that erases most of the debt. For investors, we know how to respond. Buy for tangible book value. In particular tangible book value in inventory, property, plants and equipment, not in cash. There aren't many companies trading at a discount to their tangible non-cash value now. There will be. Otherwise, there are industries that will do well regardless, like the relatively limited natural gas oriented equity market (EXE, GPOR, CNX, RRC, EQT, AR, CTRA).
I've been watching SMR too...everyone seems to agree that increasing amounts of energy are needed to power not just AI and all the new data centers coming online, but the country as a whole needs more power sources and I think nuclear power is about to make a giant comeback. SMR stock has been gaining lately...I think it's gonna rip soon. Another thesis submitted for consideration, laughter or derision - the one huge headwind for nuclear is the time it takes for plants to be designed, approved by the NRC, and built. It can take years. One form of energy we have in cheap abundance that can be used right NOW to power plants is liquid natural gas. I'm keeping an eye on LNG stocks like EQT as an AI "pick and shovel" play.
I’m rolling into EQT and EXE…NG futes up 10%…US imports almost 7% of their supply from Canada…should this back off, it will take months for there to be a domestic production response …the only dip I’m buying early tomorrow…
I can Invest 16$ if its enough. Gains from EQT corp
CRAMER JUST LISTED 10 STOCKS HE THINKS WILL DO WELL IN DECEMBER - CNBC - Tesla $TSLA - Palantir $PLTR - $AXON - Texas Pacific $TPL - Tapestry $TPR - EPAM Systems $EPAM - Warner Bros. Discovery $WBD - Vistra $VST - McKesson $MCK - $EQT
Cramer just said on CNBC he believes these stonks will do well in Dec.  Tesla, Palantir, AXON, Texas Pacific, Tapestry, EPAM systems, Warner Bros, Vistra, McKesson, EQT
Holding EQT calls and JOBY warrants nice and tight
I trade natural gas, leave it to the pros, retail has no business trading the sector, much less using leveraged ETFs. You have no idea what you don't know, there are so many factors to consider. For example: What determines price? It is expected future Supply/Demand, not "winter" or "summer." What is the structure of futures curve? Contango because of expected Winter demand. What is the effect of high storage? High NG storage costs further increases contango. What is the effect of weather? Warmer than expected temps reduces price around Winter and increases price around Summer. What is the supply level of O&G producers? Dependent on producing area and each company. What is current storage compared to historical average? If high above averages, it takes tighter S/D to reduce glut, so price must be at a level with high demand, ie low. How tight is S/D and will it over time reduce glut? Right now over 100 bcf/d is not tight, over 104 bcf is loose. At what price levels will E&Ps increase production? EQT, largest producer, suggests \~$3. What is the effect of associated gas? Ass. gas makes E&P breakevens negative for crude and Permian, so high oil prices actually depresses natural gas prices. What is the effect of hurricanes? Reduces electricity demand, LNG demand, and potentially takes out LNG production, which is highly bearish for NG prices. Will increased LNG affect prices? LNG is capped because of high capex, you can't transport a gas easily, so long term LNG wouldn't increase prices/demand is already expected. What is the effect of renewables? Wind and solar growth depresses NG demand for electricity, so high renewanble generation is bearish. At what price will E&P curtail production? Prices have to get low enough for producers to want to stop producing. This will be affected by production efficiency. How efficient is production? Are you knowledgeable about the industry, for example, how is "trimulfrac" doing? If you trade ETFs like UNG and BOIL, what exposure to the futures curve are they holding? When do they sell and roll into the next months and how will that affect price movement? As you can see, you basically need to be a professional to know what is actually going on. I would suggest not to trade it.
JD Vance was a venture capitalist. Buying EQT here seems to be a no brainer here imo.
EXE - \*CO. IS TALKING WITH ALL STAKEHOLDERS ON DIRECT SUPPLY FOR AI NAT GAS to supply data centers. Long as much nat gas EQT RRC BOIL and $BE
Some thoughts: \- EQT is a very well-respected and well-regarded private markets investor. They're known for both their private equity and infrastructure strategies. \- The 12-15% return profile may be reasonable given the past performance of the manager, and the fact that private assets have historically been able to generate higher returns than public markets. \- It may not be fully accurate to say that the investment overall will be uncorrelated with the stock market. The infrastructure investments may be less correlated, but the private equity portion of the fund would generally be expected to be correlated with equities broadly. \- While this fund may pursue a variety of different investments, you would be getting exposure to just this one manager. Most large instutitional investors would typically seek more diversification, pursuing each of these strategies across multiple firms (as each firm brings with it a different approach and area of expertise). \- As always, it's important to consider how a fund like this fits within a larger portfolio asset allocation. Net-net: having exposure to private equity or infrastructure can be compelling, particularly in a long-term portfolio. However there can be risk in having that exposure all through a single fund manager.
Waiting for EQT to announce an agreement.
Peeps expecting a hit on oil fields KMI and EQT printing today
Anyone making calls on RGA or EQT with the hurricane coming?
I'll bite on a sector / subset of publics that isn't one of the single sentence answers permeating this thread - pureplay natural gas E&Ps . and probably midstream publics with an asset portfolio that skews nat gas, like KMI or WMB; same goes for public MLPs if you're banking on corporate tax rates to go back up ~35%. Mid-term macro forecast is favorable with (1) a number of LNG liquification projects coming online and finally moving volumes, (2) obvious demand pull from AI-driven / datacenter demand, (3) a good number of gas midstream infrastructure comes online (and also begin moving volumes) over the next few years as well. Most of these guys trade at (rough estimate) 1.5xish to NTM FCF or so, generally? Also most have pretty strong cash yield (in addition to a pretty cheap price) Examples of E&Ps include (off the top of my head) : CHK, AR, EQT, RRC Midstream / MLPs (also off the top of my head): KMI, WMB, ET, EPD, OKE
Think natty is a different story though... Just waiting for EQT to announce a deal to supply data center's with energy.
EQT been ripping lately. Big upgrade today by CITI. It's a naddy gas play... they're in the right place to supply all those data centers with energy. Going higher.
Anyone playing EQT?
I’ll bite on UROY. I don’t know another uranium stock.. what’s the competition? EQT?
Naddy gas... EQT for the win. Possible they get a deal to supply data centers. That would be huge.
Gas going to be used to power data centers. EQT well positioned.
Naddy gas gonna rip. Going to be used for all these data centers. Won't be too before an announcement imho. EQT for the win!
EQT... nice move. They'e gonna be using naddy gas to power AI data centers Peeps. Still real cheap.
Know how uranium got a bid with that MSFT deal? Well I think Naddy gas companies gonna get big contracts to supply energy. EQT for the win.
ETRN - opened at $6.73, almost doubled my money while earning 8% or more in dividends. I'm mostly a buy & hold investor (and run the portfolio for my wife and I, age 58, just RE). About 1/3 of nw is in equities I manage, in a mix of IRAs and taxable. I have a lot of dividend holdings - the individual equities average to a 5% return despite a good chunk being in Amazon. I've had oil & gas MLPs for years for income and added ETRN to the mix mid-2022. It caught my eye as I wanted more MLP holdings and Morningstar rated them 4+ stars. In 2023, they won a court or regulatory case that allowed a big deal to close. Turns out I missed this in researching the buy, but they had been spun off from EQT to protect from that case's added risk. ETRN nearly doubled by the time I started selling. I knew the EQT dividend rate was not going to be to my liking so wanted to close the position. Ended up with over 25,000 shares at the peak, most of that in IRAs so no CG tax when closed, with a basis of $7.00 or so. Sold the bulk of it at $12, some of it higher than $14. Doubling almost is cool and all, but I'd rather still be holding it at 8% dividend (closer to 16% effective).
Anyone follow EQT? Thinking about taking a position.
Member when bears said nat gas was going to skyrocket and launch the next commodity supercycle? Megainflation to follow. I member. [WSJ - A Natural-Gas Glut Is Forcing Drillers to Dial Back—Again](https://www.wsj.com/finance/commodities-futures/a-natural-gas-glut-is-forcing-drillers-to-dial-backagain-ff2e56a1) >A glut of natural gas is depressing prices and prompting fresh cutbacks in America’s drilling fields, despite one of the hottest summers on record. >Big producers such as EQT and Coterra Energy are choking back output, waiting to connect new wells to pipelines and delaying drilling projects. They aim to buoy prices that have rarely been lower during the heat of the summer, when air conditioning creates a lot of power demand.
EQT get a deal to supply naddy to a data center or something?
What about EQT? Dude got fingers in the data center and LNG pie.
[PropertyGuru Enters into Definitive Merger Agreement to be Acquired by EQT Private Capital Asia for USD 1.1 Billion](https://www.businesswire.com/news/home/20240816435002/en/PropertyGuru-Enters-into-Definitive-Merger-Agreement-to-be-Acquired-by-EQT-Private-Capital-Asia-for-USD-1.1-Billion/) \- PGRU "Under the terms of the Merger Agreement, at the effective time of the Merger, each ordinary share of the Company issued and outstanding immediately prior to the effective time (other than certain excluded shares) will be cancelled and converted automatically into the right to receive an amount in cash equal to USD 6.70 per share, without interest."
I tried the Stock Advisor. Here are there top 10 picks at the time about 3 weeks ago. ABNB CELH CHWY EQT KNSL MCK MELI SHOP SPOT V. SPY would have destroyed a portfolio of the above. They recommend to hold the above stocks for 5 years. That would be ruinous. Don't trust any stock rec site. None of them will beat SPY. I will say this though. They gave me a refund.
Sit tight through September. This time of the year, and this year in particular, are volatile. Wait until til fall and then maybe add to Amazon and grab NUE, KDP, EQT and NVDA on discount (if they have truly dropped).
EQT (owners of Suse) and IBM (owners of Red Hat) are the main ones.
yeah, but just F'n once I'd like to NOT take a small loss on a deal.... I'm decently up on my original ETRN position, but this acquisition has ruined a bunch of good positions I had that should have finally given me a real win that would have more than offset all the other losses from the lithium prices crashing last year. I had 100 contracts that I'd bought cheap over a year ago just before the pipeline got congressional approval that were looking to pay at least $15/share by the time they came due, and then EQT came and ruined the party for me... this is just the latest slap in the face from their acquisition.
This is pretty old news, OP Rise of AI, Data Centers, and the need to power them has been fueling a runup on natural gas focused E&Ps (CHK, AR, EQT, CNX) and has been for at least the last 12 months. Again, think that you're noticing something that the market has been well aware of for some time now.
Natty gas big pop $EQT $RRC still red. Trying long
Here is my portfolio by percentage investment. Right now, it's about $5,000 market value. I am aiming for substantial growth (5x) over the long term (5 to 10 years) and plan to invest between $1,000 and $5,000 more annually. I am worried that my portfolio may be too heavily weighted toward information technology. I am planning to distribute the next $2,000 across Sony, U S Lime & Mineral, Air Liquide SA, EQT, iShares Global Clean Energy ETF, Disney, and Vertex Pharmaceuticals Inc. Is my strategy sound? How would you recommend I allocate my investments? Any stocks I'm missing you would recommend picking up? || || ||||||||||||||||||||||||||||||
Here is my portfolio by percentage investment. Right now, it's about $5,000 market value. I am aiming for substantial growth (5x) over the long term (5 to 10 years) and plan to invest between $1,000 and $5,000 more annually. I am worried that my portfolio may be too heavily weighted toward information technology. I am planning to distribute the next $2,000 across Sony, U S Lime & Mineral, Air Liquide SA, EQT, iShares Global Clean Energy ETF, Disney, and Vertex Pharmaceuticals Inc. Is my strategy sound? How would you recommend I allocate my investments? Any stocks I'm missing you would recommend picking up? || || ||||||||||||||||||||||||||||||
UNG etf ? DCA into... at this leve... already up +30% or +40% DBC Etf has some Nat Gas, right ? Stocks? LNG EQT KMI => Beware, they are already at a very high level! Take a look at this scanner? [https://www.tradingview.com/markets/stocks-usa/sectorandindustry-sector/energy-minerals/](https://www.tradingview.com/markets/stocks-usa/sectorandindustry-sector/energy-minerals/)
$EQT for the long haul But might look at some short-term plays, as well.
That's exactly what I was thinking. Pipeline companies don't see significant upside due to higher commodity prices. Anyoke that wants proof can look at the 5 year charts on PAA and ET and compare that with price jumps in E&P's like XOM, EQT, MRO, and CVX from 8/2021 to 8/2022. Summer of 2022 oil and especially NG prices spiked, and everyone was rushing to build inventory. NG price is at the same level it was during the Covid lockdowns, and two of the largest producers have said they're going to shut-in production, aka reduce the amount of gas they send to market. LNG exports are picking up but the takeaway capacity still lags the supply glut, especially after the warm winter we had this year. Are you a commodities trader, or do you work at an E&P?
Sorry, I don't track penny stocks. EQT would be good to get in on at the current price. I am waiting for it to drop under 36, though.
The reason they don’t like it - the share price in the acquisition makes ETRN worth 0.3 shares of EQT - there’s currently an investigation into whether this devalues ETRN in the process - also will dilute their shares Lot of uncertainty so I think some people are out for now. If that number goes up the EQT holders lose value Currently have Jan 25’ calls on ETRN - let’s see what happens lol