Duke Energy Stock Forum

The flat ROCE and increased capital deployment without high return investments do not inspire confidence in Duke Energy's reinvestment strategy. Investors seeking multi-bagger returns may want to consider other options.

Duke Energy's strategic focus on cost management, regulatory achievements, and transition to a fully regulated model positions it for sustained growth. The company's commitment to dividend consistency and steady EPS expansion presents a compelling investment opportunity.

Barclays analyst Nicholas Campanella sees Duke Energy's story as 'cleaner than ever with the 100% regulated EPS profile'. Evercore ISI believes Duke offers the best total return potential among large-cap regulated utility names.

Duke Energy's ROE is acceptable but not exceptional. Its high debt usage and low ROE, despite significant debt, is seen as a poor outcome. A firm achieving high ROE without debt is deemed a high quality business.

Natural Gas Futures Are Near a Major Inflection Point
Natural gas prices have had a massive rally of about 80% this year. The price action appears to be rejecting a couple of long-term Fibonacci levels and is now just above the support line that has held nat gas prices up all year. Will the rally continue into next year? Or will we see a correction soon?
After a roughly 80% rally, I think some commodity traders might be willing to take some profit if the price dips ...

Traders may be shorting out-of-the-money put options to gather premium income, potentially driving over 12.2% annual returns. Anticipated dividend increase from Duke Energy and higher dividend yield can provide a strong baseline for the stock, preventing it from dropping below the $85.00 strike price.