Kinetik: Not A Bargain, But Still A Tactical Buy

  • Kinetik Holdings offers a 7% dividend yield, robust cash flow growth, and sector-leading EBITDA, supported by strategic Permian Basin assets and expansion projects. The company's integrated midstream model, long-term contracts, and strategic pipeline partnerships position it as a potential M&A target and sector outperformer. Kinetik's stock is highly sensitive to oil prices and sector momentum, making it a tactical choice for investors bullish on energy and commodity trends.