NE NE Noble Corporation plc Загрузка... : Бычьи и медвежьи мнения аналитиков

Товарные рынки, возможно, находятся на ранней стадии «бычьего» цикла. Вместо прямой торговли сырьевыми товарами владение корзиной акций ведущих компаний-производителей/трейдеров сырья (Noble, Glencore, Vale, Rio Tinto, Alcoa) обеспечивает участие в этом цикле, получение дивидендного дохода и доступ к опыту профессиональных товарных трейдеров. Он сохраняет инвестиции в этот сегмент компаний.

Author profiles NE with Q1 2026 EBITDA $277M, full-year guidance $940M–$1.02B, $7.2B–$7.5B backlog, forward P/E 16–17x, and 4.2% dividend yield; no explicit personal position stated.

Named in thematic energy basket; profitable offshore driller with $7.5B backlog, 4% dividend yield, and $940M–$1.02B 2026 EBITDA guidance. No explicit ownership language.

Author corrects a ticker symbol and notes similarity in Grok's list, treating the energy/power stock basket as a research watchlist rather than an active position.

Author asks for long-term energy stock picks and a short thesis but provides no personal position or forward call, only a list of names.

Author is bullish on energy/power stocks as a major future theme, citing these five tickers as personal long-term holds.

Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.