EQT - EQT Corporation 0 WATCHERS

BKR for gas turbines (facility-sized) TTE, SHEL for integrated oils at lower multiple than XOM, CVX MHVIY for gas turbines (utility sized), also defense EQT, KMI for nat gas production and distribution

CVX, XOM, and EQT for the Trump Administration's focus on LNG exports TTE given Europe's push for energy independence from Russia D for data center expansion and population growth in the DMV area AES for operational presence and proximity to DC, and I like that they're headquartered in Virginia

Picked up CTRA, EQT, AR, and RRC in ‘23. Up 40% and fat dividends as well. Happy with that play

This is an idea generation post, right? Some that may be worth looking at: J - I think the whacking is overdone. Yes FCF guide was a bit weak, the PA deal is uncertain, the stock was on its highs and didn't blow away numbers or guide way up, so …

Valuations are low, they can get lower. The natural gas strip is [pricing in](https://www.cmegroup.com/markets/energy/natural-gas/natural-gas.quotes.html) a very cold winter, but storage is [4.2% over the 5 yr avg](https://ir.eia.gov/ngs/ngs.html), and Henry Hub spot (the price the E&Ps get) has been [stuck between 2.90 and 3.20](https://www.eia.gov/dnav/ng/hist/rngwhhdm.htm) / MMBtu for 7 months. I'm interested …

Safest play on data centers has long been US natural gas companies. If data centers increase demand, their profits go up. If data centers prove boondoggles, LNG terminals take their excess, and their profits go up. There aren't many companies: EQT, EXE, CTRA, AR, RRC, CRK, CNX, GPOR, BKV. They're …

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% …

Nuclear and Natural Gas. $CEG $UUUU $EQT $KMI great stocks.

EQT and FCG - Natural gas is needed to power all the data centers

VG, EQT, NXT

Presence by Valuation I’ve been doing some reading and checking the financials of a bunch of companies that are Internet favorites. All the listed companies below are profitable currently, some with high net margins and RoE. I break them down into 3 categories based on their current valuation. What does …

I have a section of my portfolio for what I call "real things". Nationally we have been focusing on alternate reality for decades. Websites. The internet. Social media. Big tech. Virtual reality. Now AI. There is infrastructure involved in all of that. But we have been letting other infrastructure rot. …

X/V/F any EQT