Wednesday, September 3, 2025
Energy midstream stocks appeal to investors with attractive yields and steady dividend growth. These days, with the focus on providing energy for data centers and AI, midstream companies with natural gas assets get the attention. Plains All American Pipeline LP (PAA) provides midstream services focused on crude oil, meaning it’s not on the radars of […]
This can be a frustrating time of year for investors in the types of stocks I follow and recommend. With little to no news about smaller companies, share price movement can be very random, and a random down will make investors ask: “why?” The real news is scarce for stocks that aren’t in the news […]
As I work with a minus-14-degree wind chill outside, my thoughts often turn to natural gas. Four weeks ago, natural gas traded for $2.00. In mid-December, it’s at $3.37, up 68% over the last four months. While trading natural gas futures is not a good idea for anyone but professional traders, investing in upstream energy […]
With a current yield near 20%, investors are wondering whether NextEra Energy Partners (NEP) is a high-yield deal, or a dividend cut trap. Let’s look at what brought us here and make some guesses about NEP’s future. From its IPO a decade ago until September last year, NEP was a dividend growth investor’s dream stock. […]
NextEra Energy Partners (NEP) was a dividend growth superstar for almost a decade. The company increased its dividend every quarter by 3% to 4%, giving 15% annual dividend growth. The average yield of 4% or so put NEP’s yearly compound total returns in the very high teens. However, the way NEP structured the debt it […]
The carbon-free renewable energy craze has about run its course. Wind and solar power don’t work without massive government subsidies and tax credits. They also don’t work when the sun doesn’t shine, or the wind doesn’t blow. Still, humanity needs reliable energy. But traditional nuclear power plants are too expensive to build and operate economically, […]
A funny thing happened on the path to massive expansion of wind and solar energy production. That thing is Artificial Intelligence (AI). AI needs massive data centers, which need 99.99999% reliable electric power around the clock. By their very nature, wind and solar power are not reliable enough to provide power 100% of the time. […]
For long-term investment success, it’s hard to find a better strategy than investing in the stocks of companies that grow their dividends. The math for success is compelling and, for many investors, surprising. And there is one market sector with especially compelling yield plus dividend growth potential. Let’s look at the hypothetical math. Let’s say […]
You might have noticed that the market has been brutal on stocks that report earnings or revenue misses. Sometimes, the selloff is warranted (but usually overdone), and sometimes, the market is dead wrong and puts an attractive stock “on sale.” On August 12, energy midstream company Kodiak Gas Services (KGS) reported earnings that caused a […]
The news media and investors are rapidly realizing that the growth of artificial intelligence (AI) will require massive increases in available electrical power. And investors have a significant opportunity to profit from AI’s growing need for power. A recent Forbes article titled, “AI Is Pushing The World Toward An Energy Crisis,” includes some interesting facts. […]
