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Technology Stocks : KMI- a fallen high dividend yielder - for how long? -- Ignore unavailable to you. Want to Upgrade?

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) \| Respond to 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