Energy Transfer LP (ET): Excellent post--- this reflects my view....

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Re: conix post# 394

Thursday, 03/26/2020 11:29:01 AM

Thursday, March 26, 2020 11:29:01 AM

Excellent post--- this reflects my view.

The guidance from ET reflects most of the bad news out there. So the expectation of a dividend cut is not well founded, IMO.

I get that the market expects it-- but this is a case where I think the market is wrong.

If the market is analyzing ET without taking into account it's actual circumstances, then this is a historic buying opportunity.

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