Opinions
The Weekly Buzzing Stocks by Billy Kawasaki
Sea Limited
SE-N
TOP PICK
Feb 20, 2025
Stock price when the opinion was issued
You might be interested:
Owns a lot of the gas processing assets in Northeast BC. Very underutilized at the moment. If LNG goes ahead at some point, the utilization of these assets is going to go from 50% to 80%, which is an opportunity to make some good money. Hasn’t pulled the trigger on this one yet. 3.6% dividend.
Spectra Energy Partners (SEP-N) or Spectra Energy (SE-N)? He likes both stocks. These MLP structures are quite complicated. There is generally the General Partner and a Limited Partner. In this one they are separate, and has SE as a general partner and SEP is the Master Limited Partnership. Being separate, the market prefers a company with enterprise products where they are rolled into one company, which it feels eliminates a conflict of interest. This one has outperformed SEP by quite a bit over the past year, so SEP is probably more of the bargain.
Sea shall be a place where talented people thrive at scale, enjoy freedom of ideas, and achieve the unimaginable. It shall be a magnet for the smartest, the most creative, and the most driven. We aspire to better every life we touch and make the world an even more connected community through innovative products and services.We strive to build an institution that will last for generations and evolve with time and that is founded upon our core values. Social media mentions are up 250% in the past 24h.