Positiv
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Seeking Alpha
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vor 5 Monaten
Global Partners LP is upgraded to Strong Buy, driven by a resilient business model, 16th consecutive distribution increase, and clear undervaluation. GLP maintains a robust ~7.08% yield with a manageable 50% DCF payout ratio, despite macro headwinds and high external capital costs limiting expansion flexibility. Capital allocation focuses on $85–$105 million 2025 CAPEX, optimizing terminals and...