KMI- a fallen high dividend yielder - for how long? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : KMI- a fallen high dividend yielder - for how long?

KMI 26.08

-0.3%

Oct 28 3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Smart_Asset who wrote (339)	8/20/2025 11:57:58 AM
From: robert b furman	4 Recommendations Recommended By candsrr miraje OldAIMGuy toccodolce Read Replies (1) of 354

Hi SM, Just lost a long return post. GRR Thank you for your stats. KMI needs to internally continue to take natural gas to electricity generators both utility and direct to data centers pursuing AI. LNG will grow and the price will approach the global price. BOTH BIG DRIVERS. KMI is a long term buy and hold IMO. Its location on the Gulf of America makes it another company with "Advantaged Assets. With the debt reaching their stated goal of less than 4.0 to EBITDA, I'm hopeful the dividend can grow faster. As the dividend grows, a stock buyback can be implemented and justify a faster growth rate in the dividend. With a buyback plan and a higher dividend saving resulting from share buybacks, a fortuitous growth rate in the dividend can be enjoyed. This is my largest position in share count and with the price increase that AI brought us, I'm tickled pink. KMI now comfortably sits with my CVX and XOM as more than solid dividend payers. All three giving me four glorious days of dividend income AND I sleep very well at night. I wish I had a few more like them. I've been selling puts on VZ, NOG, VTS, and looking at BP as well. Although energy is too much of a sector in my portfolio, it is still a value sector in my view. It is about the only thing I give credit to Biden's administration. They got it so wrong, they made the energy sector a value sector. The view on fossil fuels and nuclear have really changed from talked down on. to acceptance as a realistic a low cost, reliable source for energy. ALL key features of any country's energy solutions and the industrial/manufacturing allure it attracts. Thank You for your post. Please feel free to post more. It is too quiet for the great company KMI is! Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next