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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (76399)10/22/2024 12:50:19 PM
From: E_K_S1 Recommendation

Recommended By
roguedolphin

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WMB as well as the other pipeline KMI, PBA are at/near 9 year highs. They are getting interest again as an AI datacenter electricity play. The idea is NG can be run directly to these data centers and power generators to produce on-site electricity. SMR nuclear is 5 years out so NG electricity s/d have traction.

I am over weight in these pipeline companies as well as ENB but as the yields fall am moving proceeds into triple net REIT companies that yield 5.5%. Hopefully as rates fall, the triple net REITs will move higher. Lease rates automatically increase w/ inflation too and tenants pay most all of the other expenses including property taxes & insurance.
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