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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (78426)11/2/2025 12:50:28 PM
From: E_K_S1 Recommendation

Recommended By
Johnny Canuck

  Read Replies (1) of 78774
 
Another possible Data Center play is Texas Pacific Land Trust (TPL)

This came up on a search for the top performing $SPX stocks over 5 years, 10 years, 15 years and 20 years
(Note: TPL made the list for ALL 4 time periods!)

I do not own it but their 20 year performance record is compelling. PE high at 47x.

FWIW I like your list but I only own American Electric Power Company (AEP), trading at an All Time High today. Position has done well w/ 5 Buys in March & April 2024 at an avg cost of $82.46/share. The CAGR including the dividends is 30.5%. The basic CAGR, without including dividends, is 26.82% (Compared to $SPX CAGR of 24%).

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I had Perplexity AI rank your list including TPL to arrive at those stocks (from the list) that meet the below valuation metrics:

Here is a comparison of Texas Pacific Land Trust (TPL) with other utilities known for exposure or potential exposure to data centers, considering valuation, forward CAGR, dividend yield, and data center-related growth:



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