HTM 仍是一只优质中游股,具备稳固的长期地位;近期下跌以及 9.55% 的股息率使其值得持有并逢低吸纳。
逐段跳播
所以,今年我们又一次看到HTM的公司结构发生重大变化。就个人而言,我并不被这一天14.6%的跌幅吓退。我确实认为他们的股价在未来几个月可能会在这个区间内保持相当低。而在未来一年左右,我们很可能会看到股东基础的大量换手。
但我确实认为从长远来看,这只股票处于相当不错的位置,可以成为一只你可以持有的高质量中游油气股。
So, we once again this year have another big change in the corporate structure of HTM. Personally, I'm not scared off by this 14.6% drop in a day. I do think that their stock price could stay pretty low in this range for the coming months.
And over the next year or so, we'll likely have a lot of churning of the shareholder base. But I do think in the long run, this is in a pretty good position to be a high-quality midstream oil and gas stock that you can own.
最后,整个赞助方关系带来的种种怪异之处,都将成为过去。它还有一个相当独特的地方:HTM 的分派在报税时不会给你 K-1 表格,而是体现在你的 1099 div 上。
Finally, a lot of the weirdness of the whole sponsor relationship will be put in the rearview mirror. It's also rather unique in that the distributions for HTM, you don't get a K-1 for your taxes. It shows up on your 1099 div.
所以,在我个人的股息组合里,我不打算做任何改变。我会继续持有我的 HTM,我会把股息再投资。我已经有相当大的仓位了。在经历了 14% 的下跌之后,以当前估值来看我感觉相当不错。
11 月我将获得大约 2,000 美元的股息,我会把它们再投资。我希望到那时股价仍然低迷。
So, in my personal dividend portfolio, I'm not planning to do anything different. I'm going to keep holding my HTM. I'm going to be reinvesting my dividends. I already have a pretty large position.
I feel pretty good about it from this current valuation after the 14% drop. I'm going to be getting about $2,000 of dividends in November that I'll be reinvesting. I hope the share price is still low then.
而如今股息率达到 9.55%,在这轮下跌之后,我对加仓更感兴趣了。几周前我还不一定在考虑这件事,但今天在这条消息之后,我更有可能加仓并开始建仓,随着时间推移更多地采用定投。我并不打算退出,但这只是我的个人看法。
And now at a 9.55% dividend yield, I'm getting more interested into adding after this drop. I wasn't necessarily thinking about it a couple weeks ago, but today after this news, I'd be more likely to add and start building my position, dollar cost averaging more over time.
I'm not looking to get out of it, but that's just my opinion.
这个频道对 $HTM 的历次判断
Dividend Data 在这只股票上只有这一条判断。