2 Energy Stocks to Buy Hand Over Fist in August
2 Energy Stocks to Buy Hand Over Fist in August
Energy is back as TSX's top-performing sector. As of August 15, 2024, the year to date is up 15.07% year to date versus the broad market's 6.45%. Investors taking positions in the sector could earn two ways: dividends and capital gains.
能源回歸TSX表現最佳的板塊。截至2024年8月15日,年初至今累計漲幅爲15.07%,而整個市場的漲幅僅爲6.45%。投資該板塊的投資者可以通過分紅和資本收益兩種方式獲利。
However, if you want sure winners, Imperial Oil (TSX:IMO) and Keyera (TSX:KEY) are the energy stocks to buy hand over fist this August. Besides their market-beating returns, both are dividend growers.
然而,如果您想要穩賺不賠的股票,帝國石油(TSX:IMO)和Keyera(TSX:KEY)是您在本月大力買入的能源股票。除了市場表現領先外,兩者都是分紅股票。
Industry powerhouse
行業巨頭
Imperial Oil doesn't pay the highest dividend, but its 28 consecutive years of dividend increases is an incredible feat. At $99.36 per share, current investors are up 33.41% on top of the decent 2.42% dividend yield. The $53.24 billion petroleum company is one of Canada's largest integrated oil companies.
帝國石油雖然不是派息最高的股票,但其連續28年派息增長的非凡成就堪稱驚人。以每股99.36美元的價格計算,現有投資者得到了33.41%的回報和不錯的2.42%的股息收益率。這家市值爲532.4億美元的石油公司是加拿大最大的綜合石油公司之一。
American oil giant Exxon Mobil has a 69.6% ownership stake in this Canadian energy powerhouse. Its Dividend Aristocrat status makes it a popular choice among risk-averse, income-focused investors. The 144-year-old company is still evolving and adopting to ever-changing market conditions, including automation and digitalization.
美國石油巨頭埃克森美孚持有這家加拿大能源巨頭69.6%的股權。其擁有的派息貴族地位使其成爲風險規避、注重收入的投資者的熱門選擇。這家有144年曆史的公司仍在不斷演變和適應不斷變化的市場情況,包括自動化和數碼化。
Imperial Oil endured the oil slump, price volatility, and the COVID-19 pandemic in 2020. The massive headwinds did not deter management from keeping investors whole on its dividend commitment. The company cut costs, reduced capital expenditures, and prioritized high-return projects.
帝國石油在2020年經歷了油價暴跌、價格波動和COVID-19大流行。這些巨大的逆風沒有阻擋該公司致力於維持其股息承諾。該公司降低了成本,減少了資本支出,並優先考慮高回報項目。
Fast forward to 2024, and the financial position remains strong. In the second quarter (Q2) of 2024, net income and cash flow from operating activities climbed 67.85% and 84% to $1.13 billion and $1.63 billion, respectively, compared to Q2 2023. In the first half of the year (six months ended June 30, 2024), net income rose 21% to $2.33 billion from a year ago.
快進到2024年,帝國石油的財務狀況仍然強勁。2024年第二季度,淨利潤和經營活動現金流分別攀升了67.85%和84%,達到了11.3億美元和16.3億美元,與2023年第二季度相比,分別增長了67.85%和84%。今年上半年(截至2024年6月30日),淨利潤同比上漲了21%,達到了23.3億美元。
Brad Corson, chairman, president, and chief executive officer (CEO) of Imperial Oil, credits the strong business operations and completion of several major turnarounds for the impressive quarterly results. Given its solid balance sheet, strong cash position, and low debt, Imperial Oil is well-positioned to continue its strong performance for years. Market analysts' high price target in 12 months is $115 (+15.74%).
帝國石油的董事長、總裁兼首席執行官Brad Corson歸功於強大的業務運營和幾個重大轉型的完成,這些原因造就了可喜的季度業績。鑑於其堅實的資產負債表、強大的現金頭寸和較低的債務,帝國石油有望在未來幾年繼續保持強勁表現。市場分析師12個月內高價目標爲115美元(漲幅15.74%)。
Dividend-growth company
分紅增長公司
Keyera closely follows Imperial Oil with its +25.59% year to date. The energy stock also outperforms its pipeline peers, Enbridge and TC Energy. At $39.12 per share, you can partake in the lucrative 5.23% dividend. Because of strong cash flows and solid marketing results in Q2 2024, the board approved a 4% dividend hike.
Keyera的年初至今漲幅爲+25.59%,緊隨帝國石油之後。該能源股票的表現也優於管道同行的恩橋和TC Energy。以每股39.12美元的價格計算,您可以獲得5.23%的豐厚股息。由於業績增長強勁,2024年第二季度的現金流穩固,公司董事會已經批准了4%的股息增長。
In the three months ended June 30, 2024, net earnings declined 10.55% to $142.2 million versus Q2 2024, while cash from operating activities increased 17% year over year to $272.85 million. According to Dean Setoguchi, Keyera's president and CEO, disciplined execution of the business strategy resulted in fee-for-service cash flow growth. He added that it should enable sustainable dividend growth.
2024年6月30日結束的三個月裏,Keyera的淨利潤同比下降了10.55%,至1.42億美元,而經營活動現金流同比增長17%,至2.72億美元。Keyera的總裁兼首席執行官Dean Setoguchi表示,該公司商業策略的有序執行帶來了服務費用現金流的增長,並表示應能實現可持續的股息增長。
Setoguchi expects strong free cash flow (FCF) generation in 2024 since Keyera has entered the lower capital spending phase. Moreover, the 6-7% compound annual growth rate target for adjusted earnings before interest, taxes, depreciation, and amortization from 2022 to 2025 is highly achievable.
Setoguchi預計2024年將產生強勁的自由現金流,因爲Keyera已經進入較低的資本支出階段。此外,從2022年到2025年,調整後的利潤增長率的複合年增長率目標達到了6-7%,這是完全可行的。
Sustained passive income
持續的被動收入
Imperial Oil or Keyera will not disappoint if you seek sustained, uninterrupted passive-income streams. The price appreciation is a bonus.
如果您尋求持續、不間斷的被動收入,帝國石油或Keyera都不會讓您失望。股票的價格上漲是一個額外的獎勵。